Converting a quote to an order

Converting a quote to an order

  1. To find a Quote you have previously made go to the home screen by touching the information button and you will see "Quotes summary" as an option in the menu bar on the left menu.


  1. This is the Quote Summary report screen here you can see all quotes you have raised touch the quote you would like to convert to open it. 


  1. This is an open quote by touching the pencil icon you can edit the quote to add or minus items, or change quantities. 


  1. To upload the quote as an order you must be in the edit mode by touching the pencil icon. Once you are in the edit mode you will see the below screen to upload the Quote as an order press the upload to cloud button 


  1. To submit the order as a delayed order touch delayed and select the correct date, to submit the order for todays date select today. Touch submit to complete the order and submit it to the cloud. 




    • Related Articles

    • Order Summary Screen Overview

      This article outlines how to use the Order History screen to submit quotes, return orders, and place quotes. Online Help The help link will provide you with access to our knowledge base with the articles filtered by relevance. The Order Summary ...

    • Creating a Quote

      Uploading an order as a quote in Inzant Sales allows you to complete the sales process with the customer, whilst not committing to the order at that time. You can come back and edit the quote at a later time and submit it as an actual order when 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 ...

    • 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 ...

    • Order Status Modes Explained

      This guide will explain how to access and edit the different order modes. Changing Order Status Modes Note: You may only edit orders that have not been submitted. You CAN NOT edit the 'Ordered' status.  On the Order Summary page touch 'Edit Order' to ...

    • 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 ...

    • Quick Guide Reporting - Customer Website Access Status

      To get a list of your existing Retailers & Contacts with the state of their website access you can run a simple report from the Management Portal Reporting Module Click on Reporting in the Side Bar Menu to see the available reports. Click the Website ...

    • Master and Variation Products

      Inzant Sales supports Master and Variation products. these products appear in the App slightly different to normal products. This article describes how Master and variation products are displayed in the App. When viewing product lists, on the Product ...

    • 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 ...

    • Editing a Retailer

      This article describes the process of editing a retailer. More detailed information on retailer information can be found at the following article (Retailer Detail Screen) To Edit a Retailer touch 'Retailers' on the left of the Home Screen. Touch 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 ...