Inzant Sales: Ordering and CRM 4+

This version of Inzant Sales brings with it a new look on key popover screens that better highlight important information. This release also includes a number of new features that are detailed below. If you have any questions regarding the new features, please do not hesitate to contact Inzant Support.

This version of Inzant Sales enabled the product wide integration of website Favourite Lists. Favourite lists can now be created and edited in the Inzant Sales App to assist customers using the website. Favourite lists have also been integrated into the ordering process as additional filters so orders can be driven by the Favourites Lists. Items can also simply be added to new or existing Favourite Lists while actually creating an order. Lists can also be cloned for the same Customer or onto different customers. It is also possible to generate a PDF document listing the Favourite List information that can then be printed or emailed to clients for their records.

We have improved the existing workflows for booking and viewing customer call cycle information. It is now possible to select different calendars in Inzant Sales for the Inzant specific appointments to be stored in. This still allows full integration with the iPad Calendar App however now you can manage Inzant Appointments separately from other appointments if you wish. We have also extended the Scheduled Calls filter on the retailer screen by adding additional modes for todays, tomorrows and weekly appointments. Navigation routing information for the daily and weekly string of calls is also displayed on the Customer Map View based on the appointment schedule. These views are provided as quick links in the App Reports, with todays calls also being available from he Hone screen link.

We have added A new Map highlight mode that allows customers to be highlighted by Customer Status. This along with the other highlights available allows you to drill down to specific customer groups to improve productivity and performance.

We have improved the Sync status screen so it now provided a more graphic display of the sync progress, thus providing an improved indication of the time left to complete a sync.

We have added additional cells to the order screen that allow products that have been previously ordered to be highlighted on all ordering screens as well as on Smart Presenter PDF documents.

We have integrated Exclusive Product Rules into the iPad ordering so it now possible to assign products as exclusive that can only be ordered by certain customers that have appropriate rules configured.

We have added functionality to allow order totals to be calculated for selected items when bulk edit mode is selected.

We have changed the Stock Count cell on Ordering screens to make it available when a product is marked Not Available for ordering on iPad.

We have added alternatives for pricing when automatically applying Last Order prices that are below the Minimum Price set on a product.

We have included the option to update quick sync fields on Products and Customers when uploading information so the iPad is more up to date with stocking and account information. We have also extended the price check to return stocking information as well.

There have been a number of other 'background' performance improvements and additional changes as required for iOS 17. Although we don't specifically mention it, the Inzant Sales App is M1/M2 Mac ready.