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 6 – Counter Card Sale

  • Processing a Counter Card Sale
  • Taking A Card Payment

SOP 2 – How to search for a Quotation, Sales order or Delivery Note in IQ

  • Use of Filters
  • Search Options
  • Clear button
  • Print preview

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

SOP 4 – Create A Works Order

  • Search features
  • Issue Stock
  • Build Assemblies
  • Partial Completion

Creating a BOM / Assembly Product

  • Start Part Number with ASS-{Customer Account Code}-{1234}
  • Simple Rule – Top Line is a search bar
  • Stock Adjustment Rule – Use Product
  • Make a Note of Cost Price

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