Management Portal - Using Advanced Search Filters

All Search Screens have two Search/Filter modes:

1. Basic Search Mode
   
1. This mode allows simple searching of main fields relevant to the list you are on. on some screens addition basic filters may also be provided.
   
2. Advanced Filter Mode
   
1. This mode provide a number of other filters that you can apply to the returned list of items.
   

The Basic Search Mode is displayed when you first open a search screen.

1. To use the Basic Search simply enter the details into the Search zone and click Search.
   
2. The Clear but will remove the search term and also reload the entire list of items.

To access the additional filter fields, you click on the More Filter button.

This will change the display to show all of the advanced filters that are relevant for the search screen you are currently on.

1. You can now select the appropriate filter values and click the Search button to apply the filter.
   
2. Clicking the Clear button will reset all filters and return the full list.
   

1. Clicking the Less Filters button will return you to the basic search mode.
   

Please note:

1. All filters are applied to the resulting list that is displayed. This allows you to "drill down" to a concise list. 
   
2. Some Filters all only one selection at a time, however to add flexibility others allow you to build a list of selections.

• Related Articles

• 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 ...

• Management Portal - Orders

  The Management Portal play list includes the following topics; 1.Order Screen views 2.Using Advanced Searches 3.Order types Explained 4.Veiwing and editing an order 5. Taking an order 6. Managing web carts ...

• Adding & Editing Retailers using the Management Portal

  This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal.  Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar  or Using the New Retailer button on the Retailer ...

• Quick Guide - Creating an Order using the Management Portal

  This is a Quick Guide on Creating a New Order using the Inzant Sales Management Portal  Starting your Order-Open the Dashboard, Select a Retailer to Start a new Order. Next navigate to the Retailer Details screen. From a selected retailers detail ...

• Product Search Screen

  The products list screen allows you to view the complete list of products loaded onto the iPad. This article discusses how to use the list screen to filter and sort products to find information. Online Help The help link will provide you with online ...

• 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 ...

• 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.

• Creating Hyperlinks

  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 ...

• Recent Articles

• 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 ...

• Changing the Order of Favorites Lists

  In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...

• How to Create and Manage Favourites List on iPhone

  In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...