Sales Archives – Intact iQ Hub

Access to Alternate Items or Related Items on Sales Orders

169 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

97 views 03/11/2020

Additional Details tab on a Sales Order

74 views 03/11/2020

Addresses on Sales Delivery Notes

65 views 14/08/2020

Amending Fully Paid Sales Orders

126 views 17/08/2020

Automatically Add FOC Gift to Sales Order Line

130 views 13/08/2020

Can a Minimum Margin be Added to a Product?

124 views 13/10/2020

Cancel a Sales Order, But Keep the Purchase Order Active

129 views 05/06/2020

Cannot Invoice a Delivery Note

260 views 05/05/2020

Capture Lost-Sale Events Earlier in the Sales Process

63 views 09/06/2020

Change Branch on a SO

65 views 01/04/2021

Change Delivery Address On a Print Form

89 views 05/06/2020

Change-Edit Product or Category Rules in a Price List

551 views 17/07/2020

Changing Picking Note Label Print Quantity

81 views 08/10/2020

Changing the Text of a Pop-Up Selection Message

83 views 18/08/2020

Consolidating Sales Invoices

403 views 04/06/2020

Create New Sales Order Using Text To Items Definition

150 views 19/02/2024

Customer Credit Terms: Sales Invoice Due Date

303 views 03/11/2020

Delete Customer Price Lists

69 views 07/04/2021

Deleting Records When Deleting Items in Intact iQ

116 views 06/01/2021

Difference Between Margin and Markup Within iQ

156 views 20/10/2020

Disable Back-to-Back Document Builder

141 views 07/04/2021

Exporting Quotations into Microsoft Excel

92 views 28/01/2021

Fix Rounding Errors on a Sales Invoice

135 views 31/07/2020

Global Search Definition Not Returning the Expected Results

61 views 08/04/2021

Haggle or Customer Price

560 views 02/12/2020

How to Access the Trade Counter

309 views 07/07/2020

How to Add the Source Quotation to the Sales Order List

55 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

236 views 18/05/2021

How To Change the Picking Note Status

205 views 01/05/2020

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

158 views 26/01/2021

How to Create a Stop or Customer Credit Warning

505 views 01/05/2020

How to De-allocate a Receipt

86 views 14/08/2020

How to Deallocate a Sales Invoice

44 views 25/09/2020

How to Delete Sales Delivery Notes

53 views 08/06/2020

How to Email Multiple Contacts

84 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

54 views 14/02/2022

How to Perform a Free Text Search in the Product Screen

86 views 27/01/2021

How to Register a Customer Refund on the System

104 views 03/11/2020

How to Resolve a Trade Counter Error

49 views 26/01/2021

How to Schedule a Invoice Run

396 views 21/09/2020

How to Set Up a Customer for Free Delivery

64 views 22/09/2020

How to Set Up Email Addresses to Receive Specific Forms

86 views 04/06/2020

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

71 views 07/07/2020

How to Transfer the Invoice Account to Another

102 views 21/09/2020

How to Update the Valid To Dates on Price List Rules

116 views 07/01/2022

How to View a Linked PO From a SO

60 views 18/08/2020

How to Write Off a Debtor’s Bad Debt

415 views 27/04/2020

Incorrect Quantity Appearing on Screen

29 views 18/05/2021

Inter Branch Transfers Created from Sales Order Line

127 views 26/06/2023

Intrastat and Third Country Import Taric Codes

93 views 19/04/2021

Invoice Run Already in Progress: How to Rectify

245 views 21/10/2020

Issue Entering Content Into a Field

20 views 04/06/2020

Issue with the Net Price Less Discount Amount

98 views 16/04/2021

Link a Loyalty Points Scheme to a Customer

69 views 24/07/2020

Locating the Reasons for Sales Credit Requests and Credit Notes

98 views 26/01/2021

Open a Separate Tab For a Sales Order

53 views 08/07/2020

Outstanding Products on Sales Orders

157 views 04/06/2020

Data Importer Fields Do Not Match What Is on the Spreadsheet

40 views 06/07/2020

Overwriting a Description on Product Code

109 views 17/06/2021

Pricing Recalculates on a Sales Order When Order Type is Changed

39 views 07/04/2021

Printer Form Not Displaying the Correct Information

434 views 25/09/2020

Problem Grouping Products With the Same Code

33 views 14/08/2020

Product History in iQ

42 views 08/09/2020

Product Pricing Family: How to Set Up

393 views 09/06/2020

Prospect Quotation List

62 views 16/04/2021

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

146 views 09/06/2020

Quotation Price Coming Through at Cost

59 views 31/05/2021

Recalculate Allocations and Rebuild Balances

197 views 04/06/2020

Reducing Digits After the Decimal Point to Two Digits

70 views 17/06/2021

Removing Delivery Address for Collection Delivery Notes

42 views 06/01/2021

Sale Not Reflected on Stock Movement

39 views 08/04/2021

Sales Document Addition Rules

80 views 10/07/2023

Sales Quotations Show in the Incorrect Currency

28 views 08/04/2021

Selling to a Customer With 0% VAT

42 views 04/06/2020

Set Up Special Deals Using a Price List

178 views 31/07/2020

Setting a Customer Image on the Customer Record

39 views 24/07/2020

Setting Maximum Selling Discount

68 views 07/07/2020

Setting Up a Customer Billing Account

177 views 06/07/2020

Settings for a Tax Exempt Customer

24 views 07/07/2020

‘Some Orders Cannot be Delivered’ Error

45 views 01/04/2021

Special Product Posted to Wrong Ledger

31 views 19/04/2021

Tracking Document Printing

43 views 04/06/2020

Trade Counter Transaction Deposit Total Screen for Collect Later Orders

56 views 24/07/2020

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

39 views 04/06/2020

View Products Brought by a Customer

44 views 02/12/2020

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

82 views 04/06/2020

Written-Off Lines Affecting the Whole Order

89 views 08/04/2021

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Sales