Sales Archives – Intact iQ Hub

Access to Alternate Items or Related Items on Sales Orders

172 views 11/08/2020

Add Regions to the Country List When Selecting or Adding Customers

24 views 22/09/2020

Adding Fields to Item Details in a Sales Order

104 views 03/11/2020

Additional Details tab on a Sales Order

80 views 03/11/2020

Addresses on Sales Delivery Notes

70 views 14/08/2020

Amending Fully Paid Sales Orders

131 views 17/08/2020

Automatically Add FOC Gift to Sales Order Line

134 views 13/08/2020

Can a Minimum Margin be Added to a Product?

129 views 13/10/2020

Cancel a Sales Order, But Keep the Purchase Order Active

141 views 05/06/2020

Cannot Invoice a Delivery Note

264 views 05/05/2020

Capture Lost-Sale Events Earlier in the Sales Process

64 views 09/06/2020

Change Branch on a SO

73 views 01/04/2021

Change Delivery Address On a Print Form

91 views 05/06/2020

Change-Edit Product or Category Rules in a Price List

580 views 17/07/2020

Changing Picking Note Label Print Quantity

83 views 08/10/2020

Changing the Text of a Pop-Up Selection Message

84 views 18/08/2020

Consolidating Sales Invoices

413 views 04/06/2020

Create New Sales Order Using Text To Items Definition

207 views 19/02/2024

Customer Credit Terms: Sales Invoice Due Date

313 views 03/11/2020

Delete Customer Price Lists

72 views 07/04/2021

Deleting Records When Deleting Items in Intact iQ

122 views 06/01/2021

Difference Between Margin and Markup Within iQ

168 views 20/10/2020

Disable Back-to-Back Document Builder

143 views 07/04/2021

Exporting Quotations into Microsoft Excel

101 views 28/01/2021

Fix Rounding Errors on a Sales Invoice

136 views 31/07/2020

Global Search Definition Not Returning the Expected Results

62 views 08/04/2021

Haggle or Customer Price

584 views 02/12/2020

How to Access the Trade Counter

313 views 07/07/2020

How to Add the Source Quotation to the Sales Order List

60 views 03/11/2020

How to Change from Viewing Window to Edit Window

23 views 06/01/2021

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

261 views 18/05/2021

How To Change the Picking Note Status

210 views 01/05/2020

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

164 views 26/01/2021

How to Create a Stop or Customer Credit Warning

520 views 01/05/2020

How to De-allocate a Receipt

96 views 14/08/2020

How to Deallocate a Sales Invoice

53 views 25/09/2020

How to Delete Sales Delivery Notes

56 views 08/06/2020

How to Email Multiple Contacts

87 views 24/07/2020

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

29 views 03/11/2020

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

56 views 14/02/2022

How to Perform a Free Text Search in the Product Screen

92 views 27/01/2021

How to Register a Customer Refund on the System

117 views 03/11/2020

How to Resolve a Trade Counter Error

50 views 26/01/2021

How to Schedule a Invoice Run

414 views 21/09/2020

How to Set Up a Customer for Free Delivery

69 views 22/09/2020

How to Set Up Email Addresses to Receive Specific Forms

88 views 04/06/2020

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

73 views 07/07/2020

How to Transfer the Invoice Account to Another

113 views 21/09/2020

How to Update the Valid To Dates on Price List Rules

119 views 07/01/2022

How to View a Linked PO From a SO

65 views 18/08/2020

How to Write Off a Debtor’s Bad Debt

426 views 27/04/2020

Incorrect Quantity Appearing on Screen

31 views 18/05/2021

Inter Branch Transfers Created from Sales Order Line

134 views 26/06/2023

Intrastat and Third Country Import Taric Codes

96 views 19/04/2021

Invoice Run Already in Progress: How to Rectify

250 views 21/10/2020

Issue Entering Content Into a Field

22 views 04/06/2020

Issue with the Net Price Less Discount Amount

99 views 16/04/2021

Link a Loyalty Points Scheme to a Customer

70 views 24/07/2020

Locating the Reasons for Sales Credit Requests and Credit Notes

106 views 26/01/2021

Open a Separate Tab For a Sales Order

58 views 08/07/2020

Outstanding Products on Sales Orders

162 views 04/06/2020

Data Importer Fields Do Not Match What Is on the Spreadsheet

41 views 06/07/2020

Overwriting a Description on Product Code

113 views 17/06/2021

Pricing Recalculates on a Sales Order When Order Type is Changed

42 views 07/04/2021

Printer Form Not Displaying the Correct Information

449 views 25/09/2020

Problem Grouping Products With the Same Code

33 views 14/08/2020

Product History in iQ

48 views 08/09/2020

Product Pricing Family: How to Set Up

408 views 09/06/2020

Prospect Quotation List

63 views 16/04/2021

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

147 views 09/06/2020

Quotation Price Coming Through at Cost

66 views 31/05/2021

Recalculate Allocations and Rebuild Balances

212 views 04/06/2020

Reducing Digits After the Decimal Point to Two Digits

72 views 17/06/2021

Removing Delivery Address for Collection Delivery Notes

43 views 06/01/2021

Sale Not Reflected on Stock Movement

42 views 08/04/2021

Sales Document Addition Rules

93 views 10/07/2023

Sales Quotations Show in the Incorrect Currency

31 views 08/04/2021

Selling to a Customer With 0% VAT

43 views 04/06/2020

Set Up Special Deals Using a Price List

182 views 31/07/2020

Setting a Customer Image on the Customer Record

40 views 24/07/2020

Setting Maximum Selling Discount

70 views 07/07/2020

Setting Up a Customer Billing Account

185 views 06/07/2020

Settings for a Tax Exempt Customer

30 views 07/07/2020

‘Some Orders Cannot be Delivered’ Error

46 views 01/04/2021

Special Product Posted to Wrong Ledger

33 views 19/04/2021

Tracking Document Printing

43 views 04/06/2020

Trade Counter Transaction Deposit Total Screen for Collect Later Orders

58 views 24/07/2020

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

40 views 04/06/2020

View Products Brought by a Customer

48 views 02/12/2020

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

85 views 04/06/2020

Written-Off Lines Affecting the Whole Order

92 views 08/04/2021

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Sales