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Training Manuals

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  • Company Module
    • 01: Security and Access Control
    • 02: Multi-Branch Setup
    • 03: Workflow Conditions and Queries
    • 04: Application Tasks And Scheduling
    • 05: Data Importing and Exporting
    • 06: Customised User Menus
    • 07: Workflow Statuses
    • 08: Electronic File Formats
    • 09: Document Output Automation
    • 10: Email, SMS, and Fax Setup
    • 11: Workshop Topic Signature Capture
    • 12: Vies and IntraStat
    • 13: Transaction Authorisation
    • 14: Instant Access Menu
    • 15: iQ Searching and Display Facilities
    • 16: iQ Interface
    • 17: Screen Layout Configurability
    • 18: Customised Trans Line Configuration
    • 19: MS Outlook Interface
    • 20: EI Trax
    • 21: iQ Access (Mobile App)
    • 22: iQ Cliqx e-Commerce Configuration
    • 23: iQ Cliqx User Guide
    • 24: Implementation Guidelines Transactions Take-On
  • Company Forms
    • 01: Form Design
  • Bank & Cash
    • 01: Bank & Cash Control
    • 02: Cash Drawer Control
  • Purchasing
    • 01: Purchase Module Configuration
    • 02: Supplier Account Configuration
    • 03: Supplier Account Analysis
    • 04: Supplier Payments and Payment Runs
    • 05: Purchase Expense Invoices
    • 06: Supplier Withholding Tax
    • 07: Voiding a Payment to a Supplier
    • 08: Supplier Price Support
    • 09: Purchase Returns and Credit Requests
    • 10: Purchase Invoice Matching
    • 11: Purchase Invoice Register
    • 12: PDN Reconcile—Report Extra Costs
    • 13: Landed Cost Stock Valuation
    • 14: Import Costings
    • 15: Simple Landed Cost
    • 16: Extra Costs on a Purchase Order
    • 18: Purchase Requisitions, Orders and Deliveries
  • Sales
    • 01: Sales Module Configuration
    • 02: Customer Configuration
    • 03: Customer Account Analysis
    • 04: Cash Customer Setup & Deposits
    • 05: Sales Cycle
    • 06: Sales Order Picking Facilities
    • 07: Lost Sales Analysis
    • 08: Sales Delivery Charges
    • 09: Levying Late Payment Penalties on Customer Accounts
    • 10: Sales Orders Stock Allocations
    • 11: Bounced Cheque Procedure
    • 12: Customer RMAs & Credit Requests
    • 13: Customer Pricelists
    • 14: Importing Stock Prices & Customer Pricelists
    • 15: Consignment Stock
    • 16: Telesales Module
    • 17: Trade Counter New
    • 18: Customer Loyalty Points
    • 19: Gift Vouchers
    • 20: Credit Control
    • 21: Customer Rebates
    • 22: Sales Rep Commissions
    • 23: Journey Scheduling
    • 24: Delivery Routes
  • Stock
    • 01: Stock Module Setup
    • 02: Product Object Configuration
    • 03: Product Inquiry Analysis
    • 04: Alternative Sales and Purchase Unit
    • 05: Product Type
    • 06: Stock Bin and Transfers
    • 07: FIFO LIFO Stock Valuation
    • 08: Catalogue Special Items
    • 09: Product Assembly
    • 10: Work Orders
    • 11: Kits
    • 12: Linear (Timber) Products
    • 13: Product Batch Traceability
    • 14: Product Serial Number
    • 15: Catch Weights
    • 16: Tile Products
    • 17: Product Matrix
    • 18: Stock Taking
    • 19: Stock Replenishment Facility
    • 20: Global Price Changes
    • 21: Average Cost Calculations
  • Integrations
    • Vendor Management Integration Guide
    • Parcel Force (Express Link) Integration: UK Domestic Parcels Only
    • Installing the iQ Outlook Add-In
    • Intact HQWMS (Warehouse Management System) Integration Plugin
    • Celtrino EDI Plugin: Installation
    • Marketplace Integration Plugin
    • Mailchimp e-Marketing Integration Guide
    • Picking and Packing in Mobile Warehouse
    • Inter Company Trading Plugin
  • Agility Features
    • Agility—Custom Properties
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    • Agility—Custom Calculator Definitions
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  • QuickStart
    • Intact iQ Solution Archive
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    • Custom Ribbon Commands: QuickStart
    • Intact iQ UAT Definitions
    • Transport Scheduler Guide
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    • 'Collect Now' Sales in iQ
    • QuickStart Accounts Configuration Guide
    • Bank EFT: Setup of the Purchase Payment Run EFT File Generation
    • Luckins—Consumer Guide
    • SQL Dashboard Model Definitions
    • Luckins—Consultant Guide
    • Trade Counter Process
  • General
    • Customer Sales Contracts
    • Quick Payment Links
    • Survey Definitions
    • Catch Weights Setup & Processing
    • Presenting the Product Selection Screen in Sales Documents in a Matrix Format
    • Beta Feature 29906—Deposit Reversals
    • Correcting Purchase Delivery Notes
    • Consignment Stock Setup and Processing
    • Integrated Stock General Ledger Postings
    • Intact iQ Update Tracker
    • Reverse Charge on EU VAT
    • Celtrino Plugin: EDI Integration
    • Rest API
    • Terminal Server Issues After Upgrade
    • Non Live Stock Cheat Sheet
    • Go Live Process: A Step-by-Step Guide
    • GDPR Module in iQ
    • Creating Marketing Lists, Campaigns and Mailshots
    • Showing Stock Availability for Whole Order
    • Container Management
    • Cash Drawer Reconciliation and Petty Cash Processing
    • Creating a Custom List        
    • Index Product Range Creation: Product Size and Colour Management System
    • SQL Overnight Routines
    • Configuring Excel To Run in a Service
    • Delivery Note Edit Lists
    • Product Conversion Setup
    • Z Read and Cash Drawer Management
  • General Ledger
    • 01: Accounting Periods Control
    • 02: General Ledger Setup and Management Accounts
    • 03: Stock General Ledger Integration
    • 04: Apportioning Sales Ledger-Profit & Loss to Future Periods
    • 05: VAT Reporting
    • 06: Intact iQ Transaction Types Abbreviations
    • 07: End of Period X-Checks
    • 10: Fixed Assets
    • 11: Fixed Asset Cost Tracking
    • 12: Financial Leasing
    • 15: Subsidiaries
  • Job Costing
    • 01: Job Costing
    • 02: Invoicing Posting Methods
    • 03: Service Items
  • CRM
    • 01: CRM and Marketing
  • Staff Resources
    • Advanced Replenishment Rules Calculation: Internal Only
    • SQL Training Documentation: Internal Staff
    • Using the Unified Installer to Install Intact iQ: Internal Only
      • Checking How Intact iQ is Currently Installed
      • Installing Intact iQ With the Unified Installer
      • Intact iQ Admin Mode
      • Intact iQ Plugins
      • Intact iQ Services and What To Do If the Services Do Not Start
      • Adding Additional Services
      • Changing Install Folder Path
      • Common Services Errors
      • Webshop Plugin and Notification Service

Agility Features

2541 views 0 Updated on 25/10/2023 Gary McLaughlin

This section outlines new features on Agility—as documented by iQ consultants and developers. Please choose a topic from the left-hand side

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Related Articles
  • Quick Payment Links
  • Survey Definitions
  • Parcel Force (Express Link) Integration: UK Domestic Parcels Only
  • 18: Purchase Requisitions, Orders and Deliveries
  • Creating Marketing Lists, Campaigns and Mailshots
  • GDPR Module in iQ

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