This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal. Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar or Using the New Retailer button on the Retailer ...
The User Search screen supports an advanced search option. This is enabled by clicking “More Filters”. Once the Advanced Search is active the following search parameters are displayed: Text Search User Status drop-down selection User Type drop-down ...
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 ...
The products list screen allows you to view the complete list of products loaded onto the iPad. This article discusses how to use the list screen to filter and sort products to find information. Online Help The help link will provide you with online ...
· To bulk update your Product data you first need to get an export of the Product information from Inzant Sales. To do this you need to be logged into the Management portal, and open the Reporting screen. · Click on the “Export Reports” ...
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 ...
The Order History Screen allows you to review history and report on ordering processes. This article describes how to use the Order History screen. Online Help The help link will provide you with online access to our knowledge base with the articles ...
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 ...
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 ...