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"