Retailers
Navigating the Retailers Search Screen
The Retailer Search screen provides you will a complete list of the retailers in the system. It allows simple and advanced searching of retailers and also provides a number of views of the data. The screen also allows you to export displayed data to ...
Adding & Editing Retailers using the Management Portal
This guide provides information on Adding & Editing Retailers in the Inzant Sales Management Portal. Adding a Retailer Retailers Can be added to two ways. From the Actions Menu in the Top Menu Bar or Using the New Retailer button on the Retailer ...
Quick Guide - Retailer Merge
If you find that for some reason you have a customer duplicated in Inzant - no problem! We have a simple solution for this scenario called Retailer Merge. This process will allow you to merge the retailers order history onto one of the retailers, and ...
Reactivating a Retailer (Un-Void)
Reactivating retailers in Inzant Sales is only possible from the Management Portal so you will need Admin user privileges to be able to login and perform edits of this nature. Once logged in, navigate to the Retailer Search screen Click Retailers in ...
Making a Retailer Inactive (Void)
Voiding retailers in Inzant Sales is only possible from the Management Portal so you will need Admin user privileges to be able to login and perform edits of this nature. Once logged in, navigate to the Retailer Search screen Click Retailers in the ...
Inzant "Retailer Full Export" Excel Bulk Edit Process
If you have the "Retailer Full Export" data export/import process enabled on your system (you can check this by getting in touch with Inzant support), then you will be able to export your entire retailer data into an Excel file, perform as many edits ...
Adding or Editing Retailer Contacts in the Management Portal
This guide provides information on adding and editing Contacts for Retailers in the Inzant Sales management Portal. If you are looking for information on assigning a contact Website access, please see the dedicated guide below Setting a Retailer to ...
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 ...
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 ...
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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 ...