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 Detail’s icon:
This section lists details such as Street
and Postal Address, General contact
name, phone, fax and email. As well as
the ability to give the Retailer an access
to order on your Inzant Website and
provide them with a username.
Dashboards icon.
Here is possible to view a list of tasks
that are set as “Required” for the
Retailer as well as 10 additional
customer fields
Contacts icon.
This section contains the contact
details for multiple contacts for this
particular retailer. It can also store
unlimited different contact types.
These contact types can be configured
from the Inzant Sales Management
Website. Each contact can also be
ticked to receive Marketing Emails
and Calls.
Supplier Information icon
This section lists details such as internal
account number, ABN and a list of all
active suppliers with their associated
account numbers and priority as an
order supplier.
Supplier priorities determine which
supplier will be chosen should a
product be available from multiple
suppliers when placing an order
Information Icon
This Screen Contains a number of
information fields such as retailer
type, chain, grade, territory,
availability and Visit cycle period.
There are also 5 additional custom
fields in this information zone.
Custom Fields Icon
The Custom fields’ page contains up
to 10 entirely customizable fields.
This is where any fields’ specific to
Individual system set up will be
located.
Financials Icon
This Screen Contains a number of
financial information fields such as
retailer terms, Credit Limit and
Account Balance.
There are also 5 additional custom
fields the financial information
zone.
Notes Icon
This section is a text editable zone
where reps can store any relevant
private notes pertaining to the
selected Retailer.
Locations Icon
This section displays an
interactive map showing the
physical location of the retailer.
Tapping on the Retailer name in
the whiter zone will launch the
Apple Maps App and provide
turn by turn navigation to the
Retailer’s street address.
Journal Icon
This section zone where any note
recorded against the Retailer
Interactions are viewable. You have
the option of filtering the notes by
Order or Call type.
From the Order note screen you can
also view whole order notes as well
as any notes that were taken against
individual line items.
Tasks Icon
This section displays an interactive list
of tasks that have been completed
against this retailer from here it is
possible to View the previously
completed tasks. The tasks can be
filtered by Surveys, Promotions and
Current.
It is also possible to Edit tasks that are
currently open for this retailer.
Is also possible to view additional task
history by selecting “Get All History”.
To save any changes you make press the cloud icon in the top right hand side of the screen.
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