Inzant Support Articles | Tasks & Surveys

Tasks & Surveys
Quick Guide Editing a Quote on Inzant Sales Plus
This is a Quick Guide Editing a Quote- A Quote can be edited as many times as needed before being uploaded to the Cloud. To edit a quote, Log onto Inzant Sales Plus App and select the Retailer, then Click 'Orders'. This list will appear showing if ...
Completing Survey Tasks
This guide will give you a brief walk-through about Survey Tasks. Survey Tasks are generated to receive feedback based on information you receive from a Retailer - whether its Merchandising, Competitor or Satisfaction related, the Survey module ...
Completing a survey on the iPad
Inzant Sales Pro Plus users will be able to use task and survey functionality. Task and Surveys are set by the management staff for the reps to complete while making their sales calls. Tasks can include showing buyers a specific catalog, special ...

Popular Articles
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 ...
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 ...
Order History Search Screen
The Order History Screen allows you to review history and report on ordering processes. This article describes how to use the Order History screen. Online Help The help link will provide you with online access to our knowledge base with the articles ...
Setting a Retailer to have Website access from the Management Portal
To enable customers access to the B2B Portal or Website, you need to allow the Contact on a Retailer to have access. After logging into the Inzant Sales Management Portal you'll need to navigate to the Contact or Retailer in question. Finding a ...
Inzant Website CMS User Manual
The latest version (currently version 1.4) of the CMS User Manual is attached, which you can download and use as required.

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 ...

Inzant Support Articles | Tasks & Surveys | Knowledge Base