Stock
Stock Bulk Cost Update
IQ offers the ability to do Bulk Stock Price updates after your stock has been uploaded into IQ. REMEMBER - this is after your stock catalogue is loaded This is typical if you are receiving per 1000 pricing from your paper supplier and need to change ...
Settings and Changing Terminology
Introduction In printIQ, you have the flexibility to rename various text elements to align with your preferred terminology. You can also choose to show/hide certain options. There are multiple places inside printIQ where terminology can be ...
A guide to configuring Stock Certification
Introduction We have improved management of environmental certifications such as FSC, PEFC, etc. You can now setup multiple certifications, assign them to stocks, add logos, certification numbers and have them displayed on your quotes, invoices, ...
Reserve Stock Only When Job is in Production
When stock reservations are enabled, the system will reserve the required stock for an order once the quote is accepted. This means that the reserved stock will no longer be available for other orders or jobs, and the quantity available in the system ...
General Settings - Admin screen for setting sequence numbers
Introduction The ‘Manage Sequences’ screen allows you to set the sequence number format used in various areas of printIQ such as Quote numbers, Job numbers, Invoice numbers, etc How to set up From the ‘Admin’ heading, go into ‘Configuration’: Under ...
STOCK - Adding a new stock size from within a quote
A new stock size can be added to a stock record directly from a quote. This is handy when you are quoting a job and require a stock size that does not exist against the selected stock. When quoting, we have the 5 set sizes available as well as any ...
Stock - Inventory Component Pricing
Snapshot 1. Please contact support team to enable this function 2. Component Type Filter in Retail and Wholesale Pricelist are ignored when we set stock items to use Inventory Pricing. 3. You can bulk update Inventory pricing via CSV upload 4. "Only ...
Stock – Only Price When Selected
Introduction When a paper stock is defined with numerous stock sizes associated with it. When quoting, each of the sizes are calculated to produce the most cost-effective production path. As all the stock sizes are being priced along with all the ...
Stock - Allow Split Picks to reduce Reservations
Not on v42? Refer to this URL, or copy and paste the link below. https://desk.zoho.com/portal/printiq/en/kb/articles/reserved-stock RESERVED STOCK – Split Picks and Reservations Within printIQ, when a job is created or a sales order is confirmed, the ...
Notes Templates
Notes within printIQ greatly enhance the communications between departments and convey specific requirements and specifications for the entries they are attached to. Pre-defined Note Templates can be configured for the different note types in ...
Stock - Reserved Stock
Reserved Stock (Materials / Papers) using printIQ v42 and above? Please refer to this link. https://desk.zoho.com/portal/printiq/en/kb/articles/allow-split-picks-to-reduce-reservations Stock Reservations can be enabled individually for Paper, Plates, ...
Stock Rates By Quantity and Customer
Stock rates are used when quoting and allow you to specify stock pricing by quantity break as well as by Customer or a combination of the two. On the Stock x Stock Size modal screen there is a ‘Rate Information’ tab… These rates are used for the ...
Stock - Stock Order & Pick
Choose ‘Stock Pick’ from the dropdown: You will see the stock that has been quoted on. If there is stock on hand already, just click the ‘Add’ button to do the stock pick: If you need to change the stock from the one quoted to a different stock, ...
Stock Rates Quantity Breaks
For some slower moving or specialty stocks, you may wish to vary the pricing dependant on the quantity of sheets on the quote. With the Rate Information, you give your rate a name and then set the minimum and maximum sheets (or meters for roll ...
PAPER - Add special pricing
There are a couple of things we can do here currently. 1. Editing the workings of the quote manually when you need to adjust the price if it is an on the fly price change. This changes the price for that one quantity on that one production path: ...
Stock Bulk Upload
We have created a PDF document that goes through the stock CSV import document in detail. It is the most up-to-date document. It is attached to this page. See this document for the most recent information on the CSV file, and a description of the ...
Transfer of Stock
In IQ, you can transfer stock from one item to another. From the ‘Inventory’ board, click the action list dropdown and choose ‘Item Transfer’: A dropdown will show with the transfer options: Fill out the details: The stock is now ...
Bulk Updating Stock Pricing
How to update your stock pricing using the stock price update spreadsheet. Step 1: In Admin / Configure Factory click into your stocks and search for the supplier stocks that you would like to update. Step 2: Export the displayed stock list ...
Managing stock on behalf of a customer
Use the following process to manage customer owned stocks that you hold for their use when they make an order with you. First of all you will need to create the stock in IQ. In this example we will be creating the stock manually. If you have a lot ...
Stock - Adding a New Stock
If you need to enter a new stock that does not exist in the printIQ database, follow the below procedure. In the Admin menu select Configure Factory: Select Stock: Now click Add New Stock: The below window will appear: Enter in the ...
Creating and uploading stock spreadsheets CSV
When you have got all the information back from the suppliers. It should be fully completed in the format as seen below. As you can see all headings are highlighted and all fields are required (In this example they don’t have colour which is ok ...
Stock - Inventory Stock Sizes
How to set up Stock sizes are created under Admin/Configuration: Inventory / Stock Sizes: This will open an admin screen listing all existing stock sizes: The ‘Search’ fieed can be used to search specific sizes: Click the ‘Edit’ icon to edit an ...
Stock Size Cutting Rules (Pre-Trim)
If you are setting stocks up that are trimmed out of larger sheets (Pre-Trim), you need to setup the ‘cutting rules’ so that you are able to quote on smaller sheet sizes that are able to fit on the presses that you have in the system. You will ...
Stock - Stock Groups
This is where you stocks can be arranged into groupings making setup of products easier. All this is managed from Admin > Configure the Factory > Stock Groups. First, at the bottom you need to add the ‘Stock Groups’ if they do not already ...
Stock - Stock Families
This is where you stocks can be arranged into families making setup of products easier. All this is managed from Admin > Configure the Factory > Inventory > Stock Families. You can make a ‘family’ here and the option will be available to you ...
Stock - Adding new stock
Go to Admin > Configure the Factory > Inventory > Stock, this is where your stocks are entered and managed. You will see all stocks currently entered into IQ: You can enter in a new stock by clicking ‘Add New Stock’. This will open a ...
Presses Stock Sizes
Please Note: These mappings are separate from the size range setup on the press and will be available for quoting without needing to fall into the defined range To setup or edit the different stock sizes that can print on a particular press, go to ...