Getting Started
Management Portal - Adding a Pricing Rule Walk Through Video
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 ...
Video Guide - Inzant Sales iPad - Call Cycle and Scheduling Feature Overview
n this video on call cycle and scheduling, I will show you haw to pre-set the visit cycle period for a customer/retailer. This will then automatically suggest a date for your next call saving time. Please see links below for more information and ...
Video Guide - Inzant Sales iPad - Dashboard Overview
In this video on Inzant Sales , I will show a the home screen it 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 ...
Transitioning to the Inzant Sales V7.0 App
If you have been using our previous mobile Apps, we have created a quick video that runs through the differences, and similarities, between the older Apps and the new V7.0 Mobile App. Please check out the link below: Transitioning to the new V7.0 ...
Booking a New Call
In this guide we will explain the two different ways to book a New Call. To be able to book calls for retailers, you will need to have the 'Advanced Call Mode' function ON. To turn on this function please see the following guide on Call Settings. 1. ...
Starting an Order within a New Call
Touch new call on the left of the home screen. Select the Retailer from the pop-over menu. 2. Second Option: Touch the 'Quick Links' in the top left of the screen. In the drop down menu touch 'New Call'. You will now be able to view the Call ...
Creating a New Order
This guide describes how to quickly get started with ordering using the Inzant Sales App. The App has a number of different ways of completing orders however we will just focus on the quickest way to order items in this Article. We will provide links ...
Getting Started - Loading the App
This article describes how to install the Inzant Sales App and connect it to your system. Note: This version is currently in Beta test, if you would like access, please contact support. Go to the App Store, the App logo is highlighted below. Search ...
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 ...
Recent Articles
Management Portal - Adding a Pricing Rule Walk Through Video
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 ...
Performing a Hard Reset on an iPad
Adding a Favourites List to a Retailer
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 ...
Accessing and Managing Favourites Lists
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 ...
Creating Bespoke Favorites Lists for a Contact
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 ...