Video Guide Inzant Sales iPad - Ordering- Emailing a copy of the order
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 follow the playlist for more detailed step by step guides on individual features.
Additional tips and tricks for use when placing an order
https://support.inzant.com.au/portal/...
Inzant Knowledge Base
https://support.inzant.com.au/portal/...
When an order is placed via Inzant there is the ability for a Sales order confirmation email to be sent to the Retailer, Sales Rep, both or no-one. By default your Inzant system will be set to not send these sales order confirmations, however you can ...
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 ...
The Quick Help Guide shows you how to Email And/or Print an order on the iPad. Tap the PDF button on the Inzant Sales Plus App Order Review screen to view the order in PDF format. Tap if you would like images included in the printed or emailed sales ...
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 ...
In this video on forward dating an order we will show you a step by step guide on how to schedule an order placed today process on a future date selected by you. This save you ever having to remember to process an order placed by a customer that has ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...