Inzant Sales Plus User Manual

• Related Articles

• Triggering a Manual Sync

  If you want to receive updates on your iPad throughout the day to Product, Retailer or Campaign information you'll need to trigger a manual sync. To perform a manual sync you first need to make sure you are on the Sync Status screen. To do this; Tap ...

• Taking an Order from the Inzant Sales Plus App / iPad

  This Article shows how to Take an Order from the Inzant Sales Plus App. Open the Inzant Sales Plus App on your device, Tap the Retailer Icon highlighted to select the Retailer you would like to start an order for. Select the “Retailer” in the list ...

• Linking Inzant Sales Plus to an additional Subscriber (Company)

  If you need to have more than one company on your Inzant Sales Plus app, you'll need to enable the "Multiple Subscribers" setting before you'll be able to link to the additional systems. You can easily do this by; Opening the Settings application. ...

• User Details - Adding a User

  To add a new user, you must first ensure you have enough free licenses. Navigate to the Subscription screen and if required, increase your license count to the required new level. Here is a guide on increasing your subscription level - Increasing ...

• User Details - Password Reset

  The User Details screen contains a “more options” drop-down menu which allows admin users to prompt password resets for all system users. This process works for all Inzant Sales users, – irrespective of user type. It will also allow users to reset ...

• 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 ...