Retailers
Refreshing a Retailers History
When you initially load Inzant, your iPad will automatically download your Company's default set amount of History. History will be kept on the iPad going forward however if you want to look back further you can force the iPad to get all history for ...
Contact management
This article describes how to manage retailer contacts. Online Help The help link will provide access to our knowledge base with the articles filtered by relevance. To add or edit a contact first touch on the retailer field Touch on the i Icon on the ...
Creating a Journal Note
This article describes how to create a journal (or Call) note. To Create a Journal Note on a Retailer, select the retailer you would like to leave a note on. Touch 'Retailers' on the left of the Homes Screen. Select the Retailer by touching the ...
Editing a Retailer
This article describes the process of editing a retailer. More detailed information on retailer information can be found at the following article (Retailer Detail Screen) To Edit a Retailer touch 'Retailers' on the left of the Home Screen. Touch the ...
Supplier / Pricelist Management
This article details how to management supplier accounts and pricelist selection for retailers. To Access Supplier / Pricelist Management touch on retailers Select a retailer by touching on the i icon Open the Accounts information by touching on ...
Creating a Retailer
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 ...
Retailer Detail Screen
This article describes the Retailer Details screen and how to manage your retailer settings and information. Online Help The help link will provide you with online access to our knowledge base with the articles filtered in relevance. Information Pane ...
Retailer Search Screen
The Retailer list screen allows you to view the complete list of retailers loaded on the iPad. This article discusses how to use the list screen to filter and sort retailers to find information. Online Help The help link will provide you with online ...
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 ...