Inzant Sales: Ordering and CRM
B2B Sales & Merchandising
Free · Designed for iPad
Inzant Sales is the B2B sales platform for wholesale businesses. This intuitive & powerful app will help your mobile sales teams sell faster, more volume & smarter.
The Inzant Sales App, together with the Inzant Sales platform provides an integrated sales front end that covers your mobiles sales people, website and ecommerce requirements and is designed to connect into your existing business systems.
When coupled with the Inzant Sales platform, not only does the Inzant Sales App allow users to access all their Customers, Products and Sales History, it also provides a super quick, easy way to place orders, update customer information and carry out surveys and tasks whilst out of the office. Time saved using the Inzant Sales App drives the number of sales up and the rich sales experience increases sales across the board.
Bringing together all the features of the Inzant Sales platform, the App eliminates paper shuffling and time consuming double entry of orders. Orders submitted from the Inzant Sales App are processed within minutes, in fact, orders are often ready to pack and ship before the salesperson has even left the customer.
The Inzant Sales platform provides an management portal where all information can be easily managed. Time saved using the Inzant Sales Platform, coupled with a rich reporting capability, provides your management team the time and information required to drive your business forward.
The Inzant Sales App places all the information and resources required at your fingertips to;
• Completely eliminate any manual order processing & errors.
• Get key customer purchasing & product sales insights.
• Easily place orders using a simple & intuitive sales modes.
• Upsell & cross sell the right products to the right customers.
• Easily complete simple replenishment orders with a dedicated mode.
• Present rich product image & catalog presentations anytime, anywhere.
• Complete Sales & Merchandising tasks or surveys within the sales call process.
• Utilise fully integrated barcode scanning for both product scanning & Customer tradeshow tag scanning.
• Organise your call schedule with full iOS calendar integration – booked appointments appear in calendar with reminders
And so much more…
When used with the Inzant Sales platform, the Inzant Sales App is truly designed to be the ‘must have’ sales companion for the mobile salesperson.
If you would like to know more, please enquire and we can provide a full demonstration of the Inzant Sales platform.
more In this version we have added some additional fields to the PDF generator templates and remedied a few minor issues.
8.9.3 Mar 10
In this version we have included the following changes
- Added two new KPI data sources (Sales Order - Placed and Sales Order - Placed (Fiscal)). These data sources will report values based on when orders were placed rather than the order date.
- Added an additional filter for the newest products added to the system, it is now possible to select the last 50 or last 100 products
- Modified the Brand filter to apply a more logical sort order of the Brands.
- It is now possible to create a PDF document of Ordering History from the Retailer Detail - Order History screen in the Product History view mode. A system template is used so if you would like changes to the template, please contact support to discuss your requirements.
8.9.2 Feb 11
In this version we have included the following changes:
- We have added a system setting that forces new retailers to be created as Leads.
- We have added new App Setting to force tables to show scrollbars all the time, this makes it easy to touch and fast scroll the screen.
- We have made some changed when creating new retailers while edit restrictions are in place.
8.9.1 Feb 2
In this version we have addressed so issues as well as provided the following enhancements
- Better integration with email clients other than the Apple Mail App
- Added a new Setting to select the default History Type used on Order History screens
- Added the ability to display KPI data from external reporting applications
8.9.0 Jan 11
In this version we have included the following changes:
- Provide the ability to remove Start Good Return options where not required.
- Addressed an issue with retailer edit restrictions of Price Lists
8.8.1 12/09/2025
In this version we have made the following changes:
- implemented Once Only feature for Required Tasks, if interested in using this feature please contact support.
- added support for On Credit Hold blocking of new orders on Call management Screen.
- added feature that enabled blocking of financial data being downloaded for specific users.
- remedied a number of minor issues.
8.8.0 12/05/2025
This version includes the following changes
- Support for iPadOS 25 release
- Changed Product Image popover to be a full screen popover
- Remedied some minor issues with branding support
8.7.0 10/23/2025
In this version we have made the following improvements
- Added the flexibility to fix the length of notes fields to accommodate different ERP requirements
- Added a new cell configuration for Multi Product Smart Presenter links
8.6.0 09/25/2025
In this release we have made some changes to improve the performance of the history screens.
8.5.2 08/06/2025
In this version we have made the following changes:
- we have changed the toolbar icons on the Ordering Screen PDF View to be more prevalent.
- we have added Product Unit of Measure settings for product Dimensions and Weight to make these more flexible.
8.5.1 07/30/2025
In this release we have added additional Rate of Sale data fields that can be used on the Stock Count Ordering screen to assist with the sales process.
We have also made these fields available on the Customer Order History screen (Product History view mode).
8.5.0 07/21/2025
This version of the App supports changes made to the Call Management features of the Inzant Sales system.
8.4.0 07/01/2025
In this release we have made the following changes:
- Updated the Koamtac barcode scanner interface to the latest version.
- Updated the Zebra Printer interface to the latest version.
- Added a new View mode to the Retailer Order History screen (Product History). This new view mode displays the ordering history in a similar manner to the Stockcount Ordering mode.
- Added a Bulk Edit button to Order Summary screen. This allows swapping between Bulk Edit and Normal mode . The existing Setting now sets the default mode the screen will open in.
- We noticed when a device is connected to multiple systems, the Notifications screen was not displayed for each system when new updates were created in the morning sync. We have changed the multiple sync so the notification will be displayed when first changing to each system.
8.3.1 05/07/2025
New to this version:
- added the ability to require additional retailer information for new retailers.
- changed New Retailer wizard screen to support new required information.
- added On Credit Hold to Call Management screen
- Added new Deal table controls that restrict editing where deals are added as a 'job lot'
8.3.0 03/26/2025
In this version we have made the following changes:
* Resolved workflow issue with editing PDF documents - issue entering to and from numbers
* Resolved issue with PDF Edit popover using fade and bleeding through to the Home screen
* Resolved minor errors in total reporting on Order History screens
* Resolved issue where required contact field left blank in the New Retailer Wizard managed to be bypassed in the retailer validation when saving.
* Added setting to allow barcode scanning default quantity to be selected as Manual Entry, Carton Quantity or Minimum Order Quantity
8.2.1 02/20/2025
This version includes the following improvements:
- new help system integration.
- updates for the Socket Mobile barcode scanners
8.2.0 01/20/2025
This version includes the following improvements:
- supports additional field for PDF generation.
- product and customer charts now respect KPI source setting
- a few reporting issues addressed
8.1.3 12/02/2024
This version resolves an issue with product sorting on the Order Summary screen.
8.1.2 05/30/2024
In this version of Inzant Sales we have introduced the following features:
- Improved the Call Management screen by displaying the message from the last call. we have also provided a "More" button that will display a configurable list of the last call history.
- Improved the feedback of failed barcode scans with audio feedback on both the Ordering screen and the new Scan History screen.
- Enhanced the PDF generation of Orders by making it respect the same sorting method chosen for the Order Review screen.
- Remedied a bug with the Ordering Stepper control so it supports the Minimum Order Quantity mode correctly.
8.1.1 05/27/2024
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.
We have included a new feature that logs the products that have been added to an order using barcode scanning. You can also edit the scanned products from the history screen 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.
8.1.0 04/24/2024
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.
8.0.15 04/18/2024
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.
8.0.14 03/21/2024
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.
8.0.13 03/19/2024
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.
8.0.12 03/14/2024
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.
8.0.11 03/05/2024
In this version we have added some additional fields to the PDF generator templates and remedied a few minor issues.
more Version 8.9.3 Mar 10
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