Basic Ordering
Deleting a Quote from the iPad
Open the order history and navigate to the Quote you would like to delete. Touch Edit Touch the cloud icon in the top right of the screen. Making sure the order is still in 'Quote' Status, touch 'Submit'. In the Current Orders section you will view ...
Remote working strategies for mobile sales reps
Due to the COVID-19 pandemic we are seeing more and more mobile sales reps forced to conduct their business remotely, whether that's by phone, email or other means. Below we've outlined how you can still utilise some of the great features in the ...
Taking An Order Using Item Image Display Mode
This is a quick guide on taking an order using 'Image Display Mode' To start your order, Tap the interaction button highlighted in the top right of the screen, Next tap 'New Order'. Next select the Order Mode you would like displayed, Select the ...
Product "Price Match" Discounting on the mobile sales app
Inzant can enable a setting to allow mobile sales users on the iPad to modify the price of items during the order process. Please note that this setting is not enabled by default, you should contact Inzant support if you would like it enabled. This ...
How to sync orders when the iPad has been running offline
If you normally operate your iPad in an offline manner (i.e. you don't use a sim card with mobile data) OR if you've experienced some internet connectivity issue, then you'll have some orders sitting on the device that need to be synced with the ...
Taking an order with Product Variations
Inzant has modified the product Master / Variation display on the iPad to automatically group all variation items under the Master product. This helps keep the ordering process quick & simple by enabling all variants of a single master product to be ...
Product Details and Line Notes
To access the product details including Stock on Hand follow steps below Touch product line Slide to left Touch on Details for Stock on hand, media and more Touch on notes to add a line note
Taking an Order from the Inzant Sales Plus App / iPad
This Article shows how to Take an Order from the Inzant Sales Plus App. Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for. Select the “Retailer” in the list ...
Taking an Order on the iPad using Add Items order mode
This guide will show you how to take an Order on the iPad using the Add Items order mode. To get started, tap the Retailer icon, then select the Retailer you'd like to raise the order on. To begin an order, tap the Interaction icon. Now tap the 'New ...
Adding an Image to an Order on the iPad
This quick help guide shows you how to add an image to an order. When you are ready to take the picture you wish to attach to an order Tap the Camera App. Tap the capture button to take the desired picture, then tap the home button and re-open the ...
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 ...