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, ...
    • 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 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 ...
    • 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 Retailer in question. This involves clicking the ...
    • 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 ...
    • Shutting down Apps running in the background

      If you are noticing your iPad starting to run very slowly and Inzant starting to crash then your iPad may have all its resources being used by other applications running in the background. We'd recommend periodically closing all apps running in the ...
    • Recent Articles

    • Settings - KPI Data Source

      KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel. Touch the Utilities Icon Touch Settings  To Change the Data Source Touch Sales KPI Data Source If you have selected a Fiscal Year data source, you can ...
    • Settings - Fixed Products per Row

      Fixed Products per Row mode give you the option to set the number of products per row to be fixed when a device is rotated. Touch the Utilities Icon Touch Settings  Touch Fixed Products per Row Select the option you prefer, this can be changed any ...
    • Settings - Show Bulk Discounts

      Show Bulk Discounts mode give you the option to allow bulk discounts to be applied on the Order Review screen. Touch the Utilities Icon Touch Settings  Touch Show Bulk Discounts Select the option you prefer, this can be changed any time. Once you ...
    • Video Guide - Subscription Management

      Your Inzant Sales Subscription screen allows you to manage the total number of active User Licenses. The configured number of User Licenses is what calculates the total subscription cost each month. The Subscription screen allows you to modify the ...
    • Video Guide - Order Types Explained

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