Videos

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

Month End

Internal Training

In this internal training video for Intact staff, Stephen Whittome, ProServe Consultant, gives an overview of the Month End process. This gives you a snapshot of the performance of a company and shows you how much profit was made in the last month (P&L), how financially strong the company is (Balance Sheet) and how is the company's liquidity (cash flow).

Bank Electronic Funds Transfers

Internal Training

In this internal training video for Intact staff, Gareth Bingham, ProServe Consultant, details Bank EFTs. Gareth details the background of Bank Electronic Fund Transfers, as well as the setup for bank accounts, customers and suppliers.

Mobile Warehouse

Internal Training

In this internal training video for Intact staff, Sophie Hall, ProServe Consultant, gives an overview of Mobile Warehouse. Mobile Warehouse is Intact's solution to simplify previously labour-intensive warehouse tasks, which saves time, money and improves stock accuracy. Sophie details the background, setup and functionality of Mobile Warehouse, along with Picking and Packing.

Control Desk: Dashboard Building

Internal Training

In this internal training video for Intact staff, Raitis Broks, ProServe Consultant, demonstrates Intact iQ Control Desks: Dashboard Building. Raitis details how to create and copy control desks, best practices for layout consideration and commonly used widgets. He also shows how to build basic widgets, such as: Key Statistic Panel Widget and Tabbed Groups.

Go Live Data Migration

Internal Training

In this internal training video for Intact staff, Anthony Murphy, ProServe Manager, explains the Go Live Data Migration process. Anthony gives an oversight of refreshing static data, open transactions, opening stock/batches and much more. As well we that, he discusses how Intact use the Data Migration Register

Sales Invoice Runs and Customer Statement Runs

Internal Training

In this internal training video for Intact staff, Stephen Bradley, ProServe Consultant, gives an overview of Sales Invoice Runs and Customer Statement Runs. Stephen highlights what are invoice and statement runs, the settings and configurations required and how to process invoice and statement runs.

PMO Project Update

Internal Training

In this internal training video for Intact staff, Dale Dickens, Senior ProServe Consultant, gives an overview of a large scale PMO project. Dale discusses the background of the project, highlighting the overall goals the team had to overcome on the project. He also gives an overview of the journey so far, what challenges lie ahead for the Intact team on the project.

Sales Picking Notes

Internal Training

In this internal training video for Intact staff, Abu Foysal, ProServe Consultant, gives an overview of Sales Picking Notes in Intact iQ. Abu demonstrates the fully picked processes, as well as the partial picking process, over supply and the picknote creator.

Trade Counter: Part Two

Internal Training

In this internal training video for Intact staff, Jeff Elder, iQ ProServe Consultant, returns to discuss the Trade Counter in Intact iQ. Jeff gives a recap of the last session; details useful list commands in Trade Counter, as well as pricing controls; and discusses configurator settings, and more.

QuickStart Overview

Internal Training

In this internal training video for Intact staff, Dermot Comerford, iQ Solutions Architect, gives a short overview of Intact QuickStart. Dermot gives a snapshot of what is QuickStart; what the system contains and how it is configured; how do Intact iQ consultants get access to it; and what are some of the limitations.

Trade Counter: Part One

Internal Training

In this internal training video for Intact staff, Jeff Elder, iQ ProServe Consultant, details the Trade Counter in Intact iQ.

Intact cliQX

Internal Training

In this internal training video, David Sullivan, e-Commerce Team Lead, details cliQX. Intact cliQX is a bespoke e-Commerce solution, designed to cater for both B2B and B2C e-Commerce sites.

Supplier Rebates

Internal Training

In this internal training video, Nick Rogerson, ProServe Consultant and Data Specialist, gives an in-depth look at Supplier Rebates. Rebates are money back from a supplier claimed after purchasing. They are highly prevalent in certain verticals, especially plumbing. It can mean the difference between making a profit and a loss.

Unit of Measure, Change Management, and Calculated Net Cost Functionality

Internal Training

In this internal training video, Gary Brookshaw, UK Product Director, covers three different topics: Changes around Unit of Measure (particularly around timber); Change Management; and new Calculated Net Cost Functionality.

Intact Access App

Internal Training

In the session, Paul Marry demonstrates the Intact Access App and Portal, the mobile app definition list and configuration, and many of the app's features and functionalities such as mobile definition data capture, proof of delivery, and much more.

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.