User Search - More Options Menu
The More Options drop-down menu will always be located to the right of the Actions buttons, in the top right zone of the screen.
For the User Search screen the More Options menu contains the following additional functions:
- Refresh – Clicking this refreshes the page. This is useful if you have multiple users concurrently using the admin system and would like to reload the results table to ensure you are viewing the latest information.
- Basic Information – This is the default display option for the results table, displaying the generic system information columns for the user screen.
- Contact Information – This is an alternate display option for the results table, instead showing the user’s contact information as columns in the search results table. Information displayed includes the Username, Full Name, Email To field & Phone Number.
- Print – Clicking print will open the browser’s print function with only the results table information included.
- Copy – This option copies the table information to your clipboard so you can then paste it elsewhere. The copied data is tab delimited.
- Excel – This option creates an excel file with the data in the table that you can then save locally for your use.
- CSV – This option creates a csv file with the data in the table that you can then save locally for your use.
- PDF – This option creates a PDF file with the data in the table that you can then save locally for your use.
Please Note: For tables that contain lots of columns or columns with large blocks of text,Print and PDF export options may not be the best method to view the information. Please consider one of the other export options which allow the table contents & column width to be edited for best display.
More Options in Responsive (Mobile) Mode
The More Options button drop-down menu displays in exactly the same location responsively when viewed on phone or tablet, and includes exactly the same options as in desktop mode.
Role Search - More Options Dropdown
The More options drop-down menu will always be located to the right of the Actions buttons, in the top right zone of the screen. For the Role Search screen the More Options menu contains the following additional functions; Quick Actions Refresh – ...
Role Details - Editing a Role
To edit a role in the Inzant Sales Admin interface you’ll first need to navigate to the Role Details Screen. You can do this by Opening the Role Search screen (via the configuration screen, which is located in the sidebar menu), then clicking the ...
User Search - Advanced Search
The User Search screen supports an advanced search option. This is enabled by clicking “More Filters”. Once the Advanced Search is active the following search parameters are displayed: Text Search User Status drop-down selection User Type drop-down ...
Role Search - Overview
Roles are groupings of permission levels for the various modules within the Inzant Sales system. Inzant supports multiple role levels to enable custom security to be configured for different groups of users. The Role Search screen will display a list ...
Role Search - Advanced Search
The Role Search screen supports an advanced search option.This is enabled by clicking the “More Filters”. Once the Advanced Search is active the following search parameters are displayed; Text Search Role Status dropdown selection Text Search The ...
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 ...
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 Retailer in question. This involves clicking the ...
There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
Initialising & Resyncing the Inzant Sales App
If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...
Shutting down Apps running in the background
If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
Settings - KPI Data Source
KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel. Touch the Utilities Icon Touch Settings To Change the Data Source Touch Sales KPI Data Source If you have selected a Fiscal Year data source, you can ...
Settings - Fixed Products per Row
Fixed Products per Row mode give you the option to set the number of products per row to be fixed when a device is rotated. Touch the Utilities Icon Touch Settings Touch Fixed Products per Row Select the option you prefer, this can be changed any ...
Settings - Show Bulk Discounts
Show Bulk Discounts mode give you the option to allow bulk discounts to be applied on the Order Review screen. Touch the Utilities Icon Touch Settings Touch Show Bulk Discounts Select the option you prefer, this can be changed any time. Once you ...
Video Guide - Subscription Management
Your Inzant Sales Subscription screen allows you to manage the total number of active User Licenses. The configured number of User Licenses is what calculates the total subscription cost each month. The Subscription screen allows you to modify the ...
Video Guide - Order Types Explained
This video covers the work flow from iPad to ERP and what each stage of an order is named.