Video Guide - Order Types Explained

Video Guide - Order Types Explained



This video covers the work flow from iPad to ERP and what each stage of an order is named.



    • Related Articles

    • 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 ...
    • Quick Guide - Retail Type/Chain/Grades

      This is a Quick Guide on Editing a Retail Type, Chain or Grade- You can find this information to view/edit in the 'Information' icon tab on the Management Portal.  Tap on the arrow and select from each of the drop down list. Retailer Types- Chemist, ...
    • Retailer Contact Type Overview

      Overview Retailer Contact Type enable you to classify your Retailer Contacts into distinct types for easier contact filtering. This field is highly visible on the mobile sales app so can be a valuable bit of information to start using in Inzant ...
    • Video Guide - Ordering - Order Screen View

      This video covers the various ways you can view the order screen so you can find what works for your business. ​
    • Retailer Type Overview

      Overview Retailer Types enable you to classify your Retailers into distinct groups for many purposes, including but not limited to pricing rules, campaigns, tasks & reporting. This field offers a high degree of flexibility with these functions, but ...
    • 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

    • Navigating the Contacts Search Screen

      The Retailer Search screen provides you will a complete list of the Retailer Contacts in the system. It allows simple and advanced searching of contacts and also provides a number of views of the data. The screen also allows you to export displayed ...
    • Using Google reCAPTURE with the Inzant Web Site

      The Inzant website uses reCAPTURE V2 from Google to prevent bots from posting comments on blog articles.  More information of reCAPTCHA can be found here  https://www.google.com/recaptcha/about/ To enable reCAPTURE 1. Register with Google for ...
    • Inzant Sales iPad - Call Cycle and Scheduling

      This play list contains all you need to know about call cycle planning and scheduling, including: 1. Dash board overview 2. feature overview 3.Planning a call at the end of an order 4. Recurring appointments 5. Using map mode 6. Managing call cycle ...
    • Inzant Sales iPad - Dashboard

      This play list gives you an overview of The Inzant Sales dashboard and quick links https://youtube.com/playlist?list=PLpk7RKJTyAWCtzZyqoeYGD6zxVjEI5BHl
    • 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 ...