Inzant Support Articles | Navigating The System

Navigating the System
Management Portal - Bulk Editing
Some screens within the system provide the ability to perform bulk editing of selected items. The Bulk Edit function is built into the Search Screens so all search and filtering functions can be used to return required items for the edit. On screens ...
Management Portal - Using Advanced Search Filters
All Search Screens have two Search/Filter modes: Basic Search Mode This mode allows simple searching of main fields relevant to the list you are on. on some screens addition basic filters may also be provided. Advanced Filter Mode This mode provide a ...
Management Portal - The Sidebar Menu
The sidebar in the Inzant Sales Admin user interface is the main navigation method – it allows you to quickly swap between the various screens. The sidebar will always be located in the far left zone of your screen. The Sidebar will contain various ...
Management Portal - Standard Page Zones
The Inzant Sales Admin interface utilises a standard set of controls to ensure a consistent and repeatable user experience. This helps us develop and maintain a system that is both easy to learn and quick to master. Some of the fairly common zones ...
Management Portal - The Top Menu bar
The top menu bar in the Inzant Sales Admin user interface allows for both quick navigation links as well as providing administrative functions. The top menu bar will always be located along the top of your screen, and on pages that require scrolling ...

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 ...
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.
Creating Hyperlinks
There are two main areas within the CMS that hyperlinks can be created; In a specific content zone provided by a widget. In the CK Editor content entry zone. Both zones offer the same 3 basic link types, Internal URLs, External URLs and Mailto ...
Initialising & Resyncing the Inzant Sales App
If you need to reload your database the process is quite straight forward. Please be mindful that performing the below process will erase ALL information within Inzant Sales on the device, so please check and make sure all incomplete orders or quotes ...

Recent Articles
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 ...
How to Create and Manage Favourites List on iPhone
In this video, I will show you how to create and manage a favourites list on your iPhone. You can access, edit, and add items to your favourites list directly from the iPhone app. I will guide you through the steps of adding a favourites list, adding ...

Inzant Support Articles | Navigating The System | Knowledge Base