Video Guide - Inzant Sales iPad - Ordering- Adding a line item note
This video shows how to add Line Notes to an order for both in the order and on the summary screen.
Order Notes
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Video Guide Inzant Sales iPad - Ordering- Emailing a copy of the order
In this video on email a Sales Order Conformation , Quote or draft order from the Inzant Sales app We will give you a step by step guide on how easy it is to do this from the order summary screen. Please see links below for more information and ...
Inzant Sales iPad - Ordering
The link below will walk you through placing an order on the iPad. Topics include: https://youtube.com/playlist?list=PLpk7RKJTyAWDzjxuGHkaQ3pdQEdzVKd4H 1. Dashboard and Quick links 2. Starting an order in basic order mode 3. Starting an order ...
Video Play List - Inzant Sales iPad - Ordering Features
This play list contains videos on: adding a line note in an order future dated or pending orders emailing a sales order conformation downloading a retailers complete order history. Click link for Ordering feature play list
Inzant Sales - App - 7.4 Update Playlist
The Inzant Sales App 7.4 Update Playlist contains all the information you will need to make the very most of the new features released in this update. We know the below link looks like a single video - however it'll play the list of 7 short videos ...
Video Guide Inzant Sales iPad - Ordering - Stock Count Screen Configuration
On the Stock count screen, the 4 previous orders and invoices now have the date – day and month – as the column heading. The stock counted on a previous order can also be displayed in the cell the first value is the previous stock count and is ...
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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 ...
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 ...
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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 ...