IQStore Setup
Sales Order/IQstore Item Creation
To manually create a new sales item, from the ‘Sales Item Admin’ screen, select ‘Create New Item’: Users need the role ‘Sales Admin’ to access these screens A sales item can be created directly from the main menu or the ‘IQ Store – Admin’ screen: A ...
Store Item Pricing CSV Upload
The pricing details for IQstore items can be exported and updated off-line and then imported to update pricing methods and prices. Pricing rules can be divided into 3 kinds: Handling Item – with no Customer or Customer group Item – with Customer or ...
Bulk Upload IQstore Items
IQ Store Items can be created and modified in bulk using the sales item import / export options on the IQStore Admin screen toolbar. Download the CSV Selecting Import from the drop-down menu will open a file selector to select the CSV for upload. The ...
References - Store (Inventory) Item References
Introduction Thirty customisable ‘Item’ type reference definitions have been added to the existing reference types of Customer, Quote, Quote Product, Product Catalogue, Job, Rework, Component, Task and Invoice references: Item Type References These ...
Store Items – Addition of ‘Due Dates’
Store items now have due dates in the same way a quoted job does. When ordering a ‘Store’ item, a dispatch date (or Due Dates as it is referred to once it is accepted) is set based on a default setting: **This setting can only be changed by printIQ ...
IQstore Admin
Under ‘IQStore Admin’ you can do various tasks such as create new IQStore items, adjust stock levels and create new tags and item types. To enter click onto Admin under the ‘IQStore’ heading. From here you can see a list of all the IQStore Items that ...
Creating a Sales Item
New Sales Item setup To create a new ‘Sales’ item in IQ, click onto ‘New IQstore Item’ under the ‘Inventory heading: This will take you to the ‘New Sales Item’ screen: First, select and upload an ‘Image’ of the item. Click Select Image to navigate to ...
Setting Up Group Products
In the following example, we need to setup a product group that clients can order for ‘Ring Binder Folders Sets’. These sets are ordered in lots of x100 and can be broken down into ‘parts’. You can order the following: Ring binder Folder Set ...