Sales Archives – Intact iQ Hub

Access to Alternate Items or Related Items on Sales Orders

153 views 11/08/2020

Add Regions to the Country List When Selecting or Adding Customers

23 views 22/09/2020

Adding Fields to Item Details in a Sales Order

90 views 03/11/2020

Additional Details tab on a Sales Order

69 views 03/11/2020

Addresses on Sales Delivery Notes

61 views 14/08/2020

Amending Fully Paid Sales Orders

121 views 17/08/2020

Automatically Add FOC Gift to Sales Order Line

127 views 13/08/2020

Can a Minimum Margin be Added to a Product?

121 views 13/10/2020

Cancel a Sales Order, But Keep the Purchase Order Active

109 views 05/06/2020

Cannot Invoice a Delivery Note

247 views 05/05/2020

Capture Lost-Sale Events Earlier in the Sales Process

59 views 09/06/2020

Change Branch on a SO

56 views 01/04/2021

Change Delivery Address On a Print Form

83 views 05/06/2020

Change-Edit Product or Category Rules in a Price List

473 views 17/07/2020

Changing Picking Note Label Print Quantity

80 views 08/10/2020

Changing the Text of a Pop-Up Selection Message

75 views 18/08/2020

Consolidating Sales Invoices

380 views 04/06/2020

Create New Sales Order Using Text To Items Definition

74 views 19/02/2024

Customer Credit Terms: Sales Invoice Due Date

282 views 03/11/2020

Delete Customer Price Lists

69 views 07/04/2021

Deleting Records When Deleting Items in Intact iQ

79 views 06/01/2021

Difference Between Margin and Markup Within iQ

148 views 20/10/2020

Disable Back-to-Back Document Builder

129 views 07/04/2021

Exporting Quotations into Microsoft Excel

69 views 28/01/2021

Fix Rounding Errors on a Sales Invoice

132 views 31/07/2020

Global Search Definition Not Returning the Expected Results

56 views 08/04/2021

Haggle or Customer Price

516 views 02/12/2020

How to Access the Trade Counter

295 views 07/07/2020

How to Add the Source Quotation to the Sales Order List

50 views 03/11/2020

How to Change from Viewing Window to Edit Window

21 views 06/01/2021

How to Change the Default Output Method in Printer Form Contact Information

193 views 18/05/2021

How To Change the Picking Note Status

196 views 01/05/2020

How to Change the Sales Order Status ‘Out for Picking’

139 views 26/01/2021

How to Create a Stop or Customer Credit Warning

480 views 01/05/2020

How to De-allocate a Receipt

72 views 14/08/2020

How to Deallocate a Sales Invoice

37 views 25/09/2020

How to Delete Sales Delivery Notes

48 views 08/06/2020

How to Email Multiple Contacts

82 views 24/07/2020

How to Get the Euro Unit Cost Price to Show in Sterling Quotes

27 views 03/11/2020

How to Open a Sales Order Deposit from a Legacy System in iQ

51 views 14/02/2022

How to Perform a Free Text Search in the Product Screen

74 views 27/01/2021

How to Register a Customer Refund on the System

91 views 03/11/2020

How to Resolve a Trade Counter Error

45 views 26/01/2021

How to Schedule a Invoice Run

363 views 21/09/2020

How to Set Up a Customer for Free Delivery

57 views 22/09/2020

How to Set Up Email Addresses to Receive Specific Forms

81 views 04/06/2020

How to Tell Where a Price on a Transaction Line is Coming From

67 views 07/07/2020

How to Transfer the Invoice Account to Another

92 views 21/09/2020

How to Update the Valid To Dates on Price List Rules

105 views 07/01/2022

How to View a Linked PO From a SO

53 views 18/08/2020

How to Write Off a Debtor’s Bad Debt

397 views 27/04/2020

Incorrect Quantity Appearing on Screen

28 views 18/05/2021

Inter Branch Transfers Created from Sales Order Line

105 views 26/06/2023

Intrastat and Third Country Import Taric Codes

88 views 19/04/2021

Invoice Run Already in Progress: How to Rectify

204 views 21/10/2020

Issue Entering Content Into a Field

19 views 04/06/2020

Issue with the Net Price Less Discount Amount

95 views 16/04/2021

Link a Loyalty Points Scheme to a Customer

62 views 24/07/2020

Locating the Reasons for Sales Credit Requests and Credit Notes

90 views 26/01/2021

Open a Separate Tab For a Sales Order

52 views 08/07/2020

Outstanding Products on Sales Orders

154 views 04/06/2020

Data Importer Fields Do Not Match What Is on the Spreadsheet

37 views 06/07/2020

Overwriting a Description on Product Code

98 views 17/06/2021

Pricing Recalculates on a Sales Order When Order Type is Changed

33 views 07/04/2021

Printer Form Not Displaying the Correct Information

389 views 25/09/2020

Problem Grouping Products With the Same Code

26 views 14/08/2020

Product History in iQ

33 views 08/09/2020

Product Pricing Family: How to Set Up

360 views 09/06/2020

Prospect Quotation List

60 views 16/04/2021

Quick Buttons for Products: Speedily Access Focused Product Lists via Trade Counter

122 views 09/06/2020

Quotation Price Coming Through at Cost

55 views 31/05/2021

Recalculate Allocations and Rebuild Balances

179 views 04/06/2020

Reducing Digits After the Decimal Point to Two Digits

67 views 17/06/2021

Removing Delivery Address for Collection Delivery Notes

41 views 06/01/2021

Sale Not Reflected on Stock Movement

37 views 08/04/2021

Sales Document Addition Rules

77 views 10/07/2023

Sales Quotations Show in the Incorrect Currency

27 views 08/04/2021

Selling to a Customer With 0% VAT

41 views 04/06/2020

Set Up Special Deals Using a Price List

157 views 31/07/2020

Setting a Customer Image on the Customer Record

36 views 24/07/2020

Setting Maximum Selling Discount

65 views 07/07/2020

Setting Up a Customer Billing Account

170 views 06/07/2020

Settings for a Tax Exempt Customer

23 views 07/07/2020

‘Some Orders Cannot be Delivered’ Error

40 views 01/04/2021

Special Product Posted to Wrong Ledger

30 views 19/04/2021

Tracking Document Printing

40 views 04/06/2020

Trade Counter Transaction Deposit Total Screen for Collect Later Orders

50 views 24/07/2020

Unable to Edit Quantity and Net Price on Text lines in a Sales Quote

34 views 04/06/2020

View Products Brought by a Customer

38 views 02/12/2020

What Is the Calculated Net Price on a Transaction Line and How Is It Calculated?

79 views 04/06/2020

Written-Off Lines Affecting the Whole Order

83 views 08/04/2021

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Sales