Video Guide - Inzant Sales iPad - Ordering- Future dating or Pending orders
Video Guide - Inzant Sales iPad - Ordering- Future dating or Pending orders
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 asked you to hold it until the 1st of the month before processing it.
Please see links below for more information and follow the playlist for more detailed step by step guides on individual features.
Order Modes Explained
https://support.inzant.com.au/portal/...
Editing a Pending order
https://support.inzant.com.au/portal/...
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 ...
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 ...
The Inzant Sales Plus app allows mobile sales users to completely manage both their quotes and forward dated (Pending) orders. This guide covers the management of forward dated orders. To reopen a pending order you must first navigate to the Retailer ...
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 ...
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
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 ...