iQ Commercials Functionality
Intact iQ Commercials delivers dynamic automation of your customer orders combined with
- Order documentation effective and intelligent stock management. Allowing you to remain in control of your business by
Order acknowledgements, picking responding to product and pricing demands, whilst maintaining high levels of customer service and
lists, delivery notes and invoices satisfaction. Intact iQ Commercials is the natural partner of our Financials and BI modules forming a
formidable end to end supply chain management solution.
- User privileges
Configurable user rights for margin Intact iQ Commercials is a comprehensive set of self-contained modules supporting all of the
calculation, discounting and other commercial requirements of the modern, efficient and highly productive business. It is enhanced and
options supported by all of the other modules within the Intact iQ suite including the Intact iQ Financials, CRM
- View stock availability and Business Intelligence. All of these modules operate together as one functionally rich, highly
adaptive, proactive business management and business intelligence solution to support the
Availability of stock across locations
can be easily viewed at order entry. demanding, ever increasing and changing requirements of 21st century business.
- Flexible order cycle
Configure the system to match your Intact iQ Commercial modules
company’s workflow.
- Goods returned/Credit note facility
- Prospect quotations
Quotations can be created for
prospect customers who do not have
an account. On conversion of the
quote you will be prompted to create a
new account or link the prospect to an
existing account.
- Stock reporting
Full stock reporting is available
- Foreign currency orders
Accept orders in up to 100 currencies The Benefits
Intact iQ Commercials provides all of the tools, functionality and support needed to manage and drive
- Prioritise customers when fulfilling a successful enterprise. Intact iQ Commercials is for you if you want to
orders
You can rate each customer by Increase your sales and sales conversion
importance to ensure that stock is Improve your customer service and customer loyalty
allocated to your most valuable Improve your efficiency and productivity
customers first. Lower your costs through tighter stock management
Give you access to real-time reports
- Support for flexible pricing and Improve your business decision making
discounts
In conjunction with the Price Book,
complex pricing schemes can be
easily adopted and managed. Intact iQ Agile Development Platform
The Intact iQ agile development platform is the underlying
- Price and availability queries
backbone of the Intact iQ software suite, designed to handle the
Quickly deal with speculative ‘price most demanding areas of your business’ specialised requirements
and availability’ queries for customers, in a speedy, reliable and cost effective manner. For the first time,
with applicable discounts. this technology comfortably adapts and expands the software to
your business
iQ Commercials Functionality
- Control of tax code Intact iQ Functionality Highlights
It easy to override the stock item stock
tax code using the tax code on the Margin and discount analysis - Authorised staff can view the margin of a sales order at overall
and line item levels, to allow instant price negotiation. The discounts applied to a particular item
customer record. can also be called up - allowing customer queries to be easily answered.
- Multiple invoice layouts
Search categories and alternative items - Using the custom search categories for each stock
A default layout and a customer
item, products matching customer requirements can easily be located during the sales order
specific layout can be created. entry process.
- Part exchanges
Sales order details are easily accessible - At the point of booking stock in, you will be notified
Negative free text items are allowed of outstanding sales orders waiting for those items and allow allocation if required.
on a sales order to represent any part
exchanges agreed as part of an order.
Process foreign currency orders - Enables your customers to place orders with you in their
own currency, and all order documentation is produced using the appropriate currency.
- Multiple delivery addresses Exchange rates are controlled by you and applied either at order entry or at the invoicing stage.
Orders can be delivered to a number This allows you to manage the risk of exchange rate fluctuations.
of different customer delivery
addresses. Advanced sales order management - Manages repeat orders and back to back orders in a
very straightforward way.
- Full link ‘Back to Back’ orders
A Purchase Order can be raised
Fulfilment & allocation methods - Customer orders can be fulfilled using a number of
automatically against an item that is methods; from your own stock, from a supplier via stock or from a supplier direct to the
not normally carried in stock. customer. Stock can be allocated to sales orders in a number of ways; by product group, use by
dates, sell by dates, bin number order, user defined order and much more.
- Order comments lines
Can be used internally, for example Manual or semi-automatic Purchase Order Processing - You can create Purchase Orders
on a picking list, or can appear on manually if you wish; alternatively, the system can compile lists of what you should order based
customer documentation. on shortfall.
- Order consolidation Full matching of POs to invoices and deliveries - 2-way or 3-way GRN matching is
Multiple orders can be grouped onto a supported, and Intact iQ Commercials calculates a running total when matching invoice line
single sales invoice. items to orders - making it easier to spot errors as you go.
- SSD (Intrastat) return Disputed invoices - Record invoices and flag them up as ‘under dispute’. Therefore, no invoice
Required entries for these returns are will go through to the Purchase Ledger until the dispute has been resolved.
collected automatically.
Full Back to Back ordering - When you enter a sales order for an item not normally carried in
- Custom analysis codes stock, a purchase order can be automatically raised to the item’s supplier. However, you have
Analysis codes at order header and the flexibility to choose whether to use on-hand stock first - ensuring stock that is managed and
order line level can be used for controlled efficiently.
reporting.
Batch number controlled stock items - Items can be associated with a batch number. As with
- Direct delivery serial numbers, you have full flexibility on the recording and generation of batch numbers. You
Back to Back orders raised can be can specify whether items for sale must be taken from the same batch.
marked to be delivered direct to the
customer’s address.
- Order authorisation
A rule can be set up to require
supervisor authorisation on orders.
iQ Commercials Functionality Intact iQ Functionality Highlights
- Multiple delivery address
Orders with your suppliers can be Stock record details are easily accessible – Intact iQ Commercials has an intuitive user
interface, which allows you to call up the full details of an item quickly and easily. All information
delivered to a number of different
can be viewed in an instant, including supplier details, stock levels, stock location and stock
addresses, including your own history. This means you always know how you arrived at your current stock levels – by
different premises, customers, understanding where your products came from, where they are now, when they were sold and at
suppliers, sub contractors and ad what price they were sold. From summary information, you can quickly drill down to transaction
hoc addresses. You can mix level.
addresses on the same order if
required. Units of measure - You can buy, store and sell the same stock items in different quantities. For
example, you could buy tiles by the pallet, store by the box and sell by the square metre.
- Serial/Batch number controlled
items Track high value items, items Inactive stock items - You can set a flag to make a stock item inactive, so that it can’t be ordered
which need to be purchased, stored, but remains on the system with full history.
sold in batches or other items
requiring a unique ID. Manage stock in multiple locations - If your business operates one or more locations (for
example, warehouses divided into bays), you can manage these effectively. Each location can be
- Sell By and Use By dates - Serial operated independently in terms of replenishment, sales, reporting and stock takes. You can also
prevent sales from individual stock locations – for example, a bonded warehouse.
and batch traceable items can have
‘Use By’ and ‘Sell By’ dates Unlimited prices per item – Intact iQ Commercials offers unlimited price bands for each stock
associated with them. In addition item. These bands can be used and named as you wish - for example, a trade price, retail price,
each traceable stock item can have web price etc. The currency for each price band can also be specified.
an automatically calculated use by
date specified as a number of days, Unlimited quantity breaks for discounts - You can set up discounts based on as many quantity
weeks, months or years. breaks as required.
- Traceability - Each serial or batch Customer price and discount groups - You can create customer price groups or ‘communities’
numbered item can store up to 15 to attach to individual price schemes.
pieces of additional information, such
as QA standards and inspector Complex pricing made simple – Intact iQ Price Book is powerful enough to support very
references. Traceable numbers can complex pricing models. However, this is made simple to manage with a summary screen showing
also be automatically generated, you which price bands and discounts apply to each customer.
improving accuracy & reducing the
time taken to enter new serial & Price book validation during sales order entry - When entering sales orders, you can instantly
see the margin on an individual product sale (if authorised to do so). Additionally, you can see how
batch numbers. the price for each item has been arrived at - helping answer customer queries quickly.
- Alternative stock - If the first choice
is out of stock, the system will
suggest the nearest alternative
equivalent stock item.
- In-built stock taking procedures
Supports cyclical stock taking for
individual items.
- Unlimited prices per item
Unlimited price bands can be
created for each item and renamed.