Intact IQ Training

On this page you will find a step to step video guidance on how to carry out your normal day to day tasks on IQ along with a number of other resources.

Hydraquip Go Live Date:  4th January 2021

All staff to complete training by:  11th December 2021

Questions / Support

Be sure to watch the videos and start testing on IQ. Should you have any questions or need support in the first instance go to your Regional Trainer

Useful Info & Training Documents

SOP 10 – Chasing Quotes, Recording Outcome & Follow Up Tasks

  • Chasing Quotes
  • Recording Outcomes
  • Follow Up Tasks

SOP 9 – Adding, Searching and Using Customer Contacts

  • Adding customer contacts
  • Search customer contacts
  • Using Customer Contacts

SOP 8 – How To Add A CRM Contact

  • How to search for a contact
  • How to edit a contact
  • Ensure accuracy of spellings
  • Quality data captured How to search for a contact

SOP 3 – How To Convert A Customer Quote To A Order

  • The copy function to update a quote
  • Right click to see items related to a quote
  • Convert a quote to an order and check details all accurate
  • Options to print or email a quote

SCP 7 – Negative Stock Report

    • Stock reports
    • My dashboard reports
    • Report can be emailed/exported
    • View query results shows report within IQ

SCP 2 – Single Line Branch Stock Transfer

  • Key Points
  • From Depot to Van
  • No Negative Stock Option
  • Reasons for Transfer
  • Opening Stock Quantity from V Line

SCP 3 – Branch Multi Item Stock Transfer

  • Requesting Stock Central Warehouse
  • Still use Email and Verbal communication
  • What happens when insufficient Stock
  • See Inbound and Outbound Requests

SCP 4 – Incoming and Outgoing Branch Stock Transfer Requests

  • Requesting Stock Central Warehouse
  • Still use Email and Verbal communication
  • What happens when insufficient Stock
  • See Inbound and Outbound Requests

Keyboard Shortcuts

F2 – Add

When in a Lookup Edit or a Button edit for an object e.g. Customer on a sales order

F3 – Edit

When in a Lookup Edit or a Button edit for an object e.g. Customer on a sales order

F4 – Free Text Search

When on a list like customers/products this triggers a FTS (Free Text Search) window provided the type has been configured for FTS in Agility

Keyboard Shortcuts

F8 – Drill down When on a Button/Lookup Edit pressing F8 shows the selected object.
F8 When viewing an object like a customer this will show the list of available smart parts to allow for quick selection using the keyboard
F12  Instant Access Menu