Videos

Looking for extra help? These videos and webinars cover various Intact iQ topics

Stock Zones

Internal Training

In this internal training video, Dale Dickins, Senior ProServe Consultant, discusses Stock Zones. Dale details key points such as What are Stock Zones?, Differences between Stock Bins and Stock Zones, Stock Zone Functionality, and Stock Taking with Zones.

Tiles

Internal Training

ProServe Consultant Dermot Comerford gives an overview of company parameters when dealing with tiles, as well as product parameters, sales, purchases and stock control. This is an essential watch if you are dealing with a customer in the sector.

Inter Branch Transfers

Internal Training

In this internal training video, Ian Ruddock, ProServe Consultant, gives an overview of Inter Branch Transfers. Ian details how Inter Branch Transfers work for a customer on Intact iQ, as well as outlining the setup that customer uses. He also shares IBT knowledge that can be used on future projects.

Subsidiaries

Internal Training

In this internal training video, Dermot Comerford, ProServe Consultant, details Subsidiaries in Intact iQ/QuickStart. Subsidiaries gives a company the ability to have more than one financial entity with its own GL, customers and suppliers.

DPD Plugin

Internal Training

In this internal training video, Adam Corklin, ProServe Consultant gives a walk-through of the DPD plugin for Intact iQ. The plugin gives users the ability to retrieve the tracking information from DPD and add to the Sales delivery note (SDN) generated in IQ.​

Vline Data Export

Internal Training

In this internal training video, which is only for Intact staff, Matthew Loughlin, ProServe Consultant, gives an example of how Vline Data is exported and then imported into Intact iQ.

Telesales

Internal Training

Anthony Murphy, ProServe Manager, discusses what Telesales in iQ does, what value it adds, as well as Telesales Schedules. There is also an in-depth look at Telesales versus Standard Sales Orders, before finishing on Telesales Call List and associated functionality.

Office Supplies

Internal Training

In this internal training video for Intact staff, Alan Conroy, iQ ProServe Consultant, gives an insight into the office supplies trading model; integrations; and, most importantly, iQ in operation in this space.

Business Intelligence: Sales

Internal Training

In this internal training video for Intact staff, Gary Brookshaw, Product Director, demonstrates a new sales statistics package that highlights key metrics in Intact iQ. This comes as customers using iQ are now looking for more intelligence options and sales analytics.

Credit Control Order Hold Logic

Internal Training

In this internal training video for Intact staff, Simon Jacobs, ProServe Consultant, introduces users to Credit Control Order Hold Logic in Intact QuickStart. Simon details the setup and configuration, as well as examples of the process in action. He also highlights Custom Calculator, Custom Validation Rules, and more.

Action Search

Internal Training

In this internal training video for Intact staff, Gary Brookshaw, UK Product Director, demonstrates Action Search in Intact iQ. Gary goes through the setup for Action Search in iQ, as well as how combined search works, and more. 

MaxOptra and iQ Integration

Internal Training

MaxOptra is a powerful route planning software where you can upload orders and how it creates delivery routes for you. In this demo, Ash details how to install and set up the application plugin so that it integrates with your iQ system.

Direct to Site Processing

Internal Training

In this internal training video for Intact staff, Stephen Bradley, ProServe Consultant, discusses: Setup and Company Settings; Configurator settings; and Processing 'Direct to Site' Transactions.

Advanced Replenishment Rules

Internal Training

In this internal training video for Intact staff, Helen Smith, details Advanced Replenishment Rules and topics including: Setting up the Replenishment Rule; Creating the Purchase Requisitions; and more.

iQ Bank Feeds: Internal

Internal Training

In this internal training session, Jess Benjamin discusses topics including: What are bank feeds?; CSV configuration; Rule configuration; Statement reconciliation process and more.

Luckins Integration

Internal Training

In this Intact Training video, Robbie McEnteggart, iQ Technical Strategist, discusses the integration of the Luckins plugin in Intact iQ. In the session, Robbie gives a brief overview of Luckins and how it can help businesses. Topics include: How the service integrates into iQ; Importing Luckins data is brought into iQ; and Configuring the database.

Journey Planning and Transport Scheduler

Internal Training

In the session, one of our ProServe team members demonstrates how you can bring different collections of documents in iQ together into a capsule and send that out to a mobile device that a driver is using. You can then use it to mark delivery items as confirmed.

Container Management and Import Costs

Internal Training

In the session, one of our ProServe team members discusses how Container Management benefits you when you are doing a purchase document and you need to work out potentially how many shipping containers you need; and how a customer can get an accurate picture of how much the product will cost them when they import it—and then sell it.

Hidden in Plain Sight

Internal Training

In this internal training video, Anthony Murphy, ProServe Manager, discusses some Intact iQ features that not a lot of users know about, such as product images in the Intact iQ database; Survey Data (BETA 9791); asset costing; and document management enhancements.

Intact iQ Rest API

Internal Training

In this internal training video, Aidan Lawless, co-founder and CTO, discusses the Intact iQ API. Topics include the future of iQ integration, some background about the project, demo and pre-requisities, and more.

Introduction to Sales Process in QuickStart

Internal Training

In this internal training video, Gary Brookshaw, UK Product Director, discusses the Sales Process in Intact iQ QuickStart.

QuickStart Standard Stored Procedures and Scheduled SQL Jobs

Internal Training

In this internal training video, Jaco Jacobs, ProServe consultant, discusses Quickstart Standard Stored Procedures and Scheduled SQL Jobs.

iQ Project Status Dashboard: Internal

Internal Training

In this internal Intact training video, Anthony Murphy, ProServe Manager, discusses the following QuickStart topics: Overview of the Project Status Dashboard; UAT Test Definitions; Solution Builder; and Data Migration Register.