Taking an Order with the Inzant Tradeshow App

Taking an Order with the Inzant Tradeshow App

  • To take a new order select "New Order" from the start up screen



  • Scroll to the required customer and touch "Start Order"



  • This will display the Order Review screen. If an order was previously started, any items will be shown.

  • To add more items, touch on "Add Items"



  • This will display the product filters to help you quickly find a product you are interested in.

  • Depending on your configuration you will see different options here. Select the filter you want and touch "Apply Filter"



  • A list of the filtered products will be shown. To order products, touch in the Ordered Zone and enter a quantity into the keypad that will be displayed.



  • If you slide a product row to the left, you have the option of viewing product details, including an image if selected in the options for download.

  • You also have the option of entering a note that will appear on the order with the product.



  • Continue adding products to the order as above.

  • Once the order is complete, touch on "Review"




  • This will change the display to show only the items that were ordered. You can adjust quantities in the normal manner.

  • If you touch on "Notes" you can enter order notes.



  • If you need to pause an order, that you would like to return to later, you can touch pause. This will save the order.

  • If you need to delete the order , this can be done by touching "Delete" and confirming the operation



  • When the order is ready to submit, touch on "Upload"



  • You can capture a signature if required and touch "Upload"



  • This will return you to the start up screen with the order added to the list of completed orders

  • A PDF version can be displayed for printing or emailing by touching the PDF



  • The PDF can be printed or emailed by touching the icons. To return to the startup screen touch the "<" icon



  • Paused Orders can be viewed and edited by touching on "Paused Orders"




    • Related Articles

    • Taking an Order from the Inzant Sales Plus App / iPad

      This Article shows how to Take an Order from the Inzant Sales Plus App. Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for. Select the “Retailer” in the list ...
    • Getting ready for a Tradeshow

      For most of our customers tradeshows are a yearly staple in the calendar. The one common theme seems to be that having either a couple of a whole heap of additional users for either a few days or the duration of the month is a requirement. With this ...
    • Detailed Setup of the Inzant Tradeshow App

      If you already have the App installed, skip to the next step. If the App is not already installed, install the Inzant Tradeshow App from the App Store. When asked to connect to a system just select Demo, we will be overwriting this later once all the ...
    • Basic setup the Inzant Tradeshow App

      Install the Inzant Tradeshow App from the Apple App Store After the installation has completed, start the App, you can connect to your system directly by touching "Subscriber" Enter your subscriber code and user details and touch "Join" to connect to ...
    • Taking an Order using a Campaign

      This Quick Help Guide shows you how to order items using the  "Campaign mode". Open The Inzant Sales Plus App, Tap the  'RETAILER' icon and pick your Retailer from the list. You can refine the list of retailers using the search bar or filters in the ...
    • Popular Articles

    • Home Screen and Navigating the System

      The Home Screen The home screen is the start up screen for the App. It contains links to all the other major screens and provides some KPI information and access to your schedule. In this article we will discuss all the links so you can navigate ...
    • Creating a Retailer

      This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales app. To Create a New Retailer touch 'Retailers' on the left of the screen. You will now be able to view a list of previously ...
    • Order History Search Screen

      The Order History Screen allows you to review history and report on ordering processes. This article describes how to use the Order History screen. Online Help The help link will provide you with online access to our knowledge base with the articles ...
    • Setting a Retailer to have Website access from the Management Portal

      To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...
    • Inzant Website CMS User Manual

      The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.
    • Recent Articles

    • Management Portal - Adding a Pricing Rule Walk Through Video

      Watch the linked video as we walk through creating a new pricing rule, set conditions for discounts, select products, choose applicable price lists, and schedule the rule for auto-publishing. Check out the detailed steps and explanations below to ...
    • Performing a Hard Reset on an iPad

    • Adding a Favourites List to a Retailer

      In this video, I will show you how to add a favourites list to a retailer. I will guide you through the steps, including selecting the retailer, navigating to the favourites section, and adding a list. I will also explain how to choose the contact ...
    • Accessing and Managing Favourites Lists

      In this video, I will show you how to access and manage your favourites lists on our platform. I will guide you through the steps to access your favourites list, apply filters, and view specific categories. Additionally, I will demonstrate how to add ...
    • Creating Bespoke Favorites Lists for a Contact

      In this video, I will show you how to create a bespoke favorites list for a specific contact. Sometimes, certain contacts may have unique preferences, and it's important to cater to their needs. I will guide you through the process of selecting the ...