Retailers
Quick Guide - Retail Type/Chain/Grades
This is a Quick Guide on Editing a Retail Type, Chain or Grade- You can find this information to view/edit in the 'Information' icon tab on the Management Portal. Tap on the arrow and select from each of the drop down list. Retailer Types- Chemist, ...
Journal Notes for Retailers
Adding a Journal Note This article covers how to create a Journal note on the iPad. Journal notes are the notes captured during an interaction with a Retailer. Journal Notes are taken during an interaction with a customer, and are designed to ...
Downloading a Retailer's complete order history
This a Quick Guide on Viewing Retailers History- Log onto Inzant Sales Plus App and Select the Retailer. To View your Order History, Tap the 'Orders' icon highlighted in the top of the screen. Tap the 'Get All History' button at the bottom of the ...
Adding or Editing Retailer Contacts
Within Inzant Sales Retailers represent the customers you will be visiting and selling to, and Contacts represent the people you interact with whilst dealing with the Retailer. Contacts are stored and managed on the Retailers screen, under the ...
Checking Order History for a retailer
To view Order history of a retailer go to the specific retailer and touch the "Orders" icon.The "Order History" screen shows previous orders, quotes, pending orders, and goods returns for as far back as your system is configured for. Most systems are ...
How to edit a retailer on the iPad
To edit a retailer on the iPad go to the retailer screen and select the specific retailer you would like to edit. Touch the pencil icon on the top right hand side of the screen this will now allow you to edit any data for this retailer. General ...
Adding a new Retailer using the Inzant Sales app
This article provides a short walk-through tutorial on the steps required when creating a new Retailer Using the Inzant Sales Plus app. In the top left of the screen tap the Retailer icon shown, it will open a list of previously added retailers. Tap ...
Configuring retailers for website access (from iPad)
After opening the Inzant Sales Plus iPad app you'll need to navigate to the Retailer before you can provide website access. To find the Retailer; Tap the "Retailer" icon in the top menu Then you'll be able to either scroll down the list, use 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 ...