Ordering
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 ...
Changing the Order of Favorites Lists
In this video, I will show you how to easily change the order of your favorites list on both the website and the iPad. By simply dragging and dropping, you can customize the order to your preference. No action is required from you, this is just a ...
Video Guide Inzant Sales iPad - Ordering - Stock Count Screen Configuration
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 ...
Video Guide - Inzant Sales iPad - Ordering- Adding a line item note
This video shows how to add Line Notes to an order for both in the order and on the summary screen. Order Notes Adding Notes to Orders (inzant.com.au)
Video Play List - Inzant Sales iPad - Ordering Features
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
Video Play List - Inzant Sales iPad - Call Cycle and Scheduling
This guide provides you a link to a play list outlining all the features in the call cycle and scheduling feature. Click here to view the Call Cycle and Scheduling Play List
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 ...
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 ...
Ordering Modes Explained
This article gives a quick explanation of the different ways you can process an order using the App. Links are provided for more detailed explanations of all the different modes. Online Help The help link will provide you with access to our knowledge ...
Order Status Modes Explained
This guide will explain how to access and edit the different order modes. Changing Order Status Modes Note: You may only edit orders that have not been submitted. You CAN NOT edit the 'Ordered' status. On the Order Summary page touch 'Edit Order' to ...
Completing a Price Check
Price Check When you have finished adding products to your order you may complete a Price Check. If you have any discretionary discounts set up for that product and quantity, the rule will be applied. To view a Price Check on the ordered products, ...
Order Modes - Presenters and Specials Explained
In this guide we will discuss briefly the different Presenters and Specials now available. Tip: Links to additional articles will be provided for each different mode Product List The Product List mode is designed to provide a super quick method of ...
Presenters and Specials - Specials
This article describes how to use Specials order mode in detail Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. To access Product List touch 'Mode' You will be able to view the ...
Presenters and Specials - Smart Catalogues
This article describes how to use the Smart Catalogue Order Mode in detail Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. To access Smart Catalogues touch 'Mode' You will be able ...
Presenters and Specials - Catalogue Deals
This article describes how to use the Catalogue Deals Order Mode in detail Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. To access Catalogue Deals touch 'Mode' You will be able ...
Presenters and Specials - Campaign Deals
This article describes how to use the Campaign Deals Order Mode in detail Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. To access Campaign Deals touch 'Mode' You will be able to ...
Presenters and Specials - Product List
This article describes how to use the Product List Order Mode in detail Online Help The help link will provide you with access to our knowledge base with articles filtered by relevance To access Product List touch 'Mode' You will be able to view the ...
Adding Notes to Orders
This article describes how to add Notes to an order for both the complete order (i.e. general notes) and also individual lines on an order (i.e. product specific). Order Notes You can add a note to the order in different stages of placing the ...
Order Modes - Replenishment Modes Explained
This article describes the different Replenishment order modes. Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. Stock Count Stock count modes allow you a view of only the ...
Minimum Order Quantities and Low Stock Alert
When ordering specific products you may view this pop-up. It indicates the Minimum Quantity Value set on that Product to be able to order. Touch 'Increase to minimum' to order the value shown on the pop-over, alternatively type in a number higher ...
Creating and Submitting a Quote
This is a quick guide on creating a quote. Touch 'New Order' on the left. The Retailer Selector pop-over will show. Use the search bar to search the Retailer by name. Alternatively touch 'Select' next to the chosen Retailer. You will now be able to ...
Order tips and tricks
Whilst in 'Add Items' Mode you may select the Information icon alongside the Product to expand the 'Product Details popover, Here you may view Line Note, Product details, Media, and have access email the product information. Swipe the Product line to ...
Editing Draft or Pending Orders and Quotes
When in the Retailer touch Order History Find the Quote or Draft order you would like to edit. Touch the information icon for the Order shortcuts window to appear. You may also Touch the blue link Touch 'View Order'. The 'Order Summary' will now be ...
Editing or Cancelling a Pending Order or Quote from Quick Links
Touch 'New Order' Select the Retailer with the pending Order or quote attached. From here you can view any existing orders. Touch 'Edit' to edit the order or alternatively 'Delete' to delete to order from the list.
Order Summary Screen Overview
This article outlines how to use the Order History screen to submit quotes, return orders, and place quotes. Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. The Order Summary ...
Order Modes - Add Items Explained
This article coves the Add Items modes of ordering in the Inzant Sales App. It is important to note that every Inzant Sales System can be customised to provide a different experience. Your company may have the ordering views setup differently to our ...
Cloning an Order
To find the order which you would like to clone, select the retailer then touch 'Orders History'. Touch the Information tab to open the order details. You will now see the order details. Touch 'Clone Order' in the top right of the screen. Select if ...