Automatically Move Auto Generated Doc's to History
Overview:
A new option has been added under Default Settings (1): “Automatically Move Auto Generated Documents to History”.
When enabled, this setting will automatically move Sales Orders, Quotes, Job Cards, and Purchase Orders to the history folder once they have been auto-generated.
The feature is available from version 2026.2.0.0 and on wards.
Article relates to:
Steps:
Navigate to Processing --> Purchase Orders or Stock --> Processing --> Purchase Orders.
Select the Purchase Order and select the Auto Generate button.
To proceed click on the Generate Document.
The message below will appear.
To proceed click on the Yes button if you would like to Edit the document.
Press the No button and the system will revert to the Purchase Order module.
You will note that the Purchase Order has been moved to history.
Related Articles
Using Auto Generate to Convert a Purchase Order to a Quote
Overview: In IQ/ERP Go, the “Auto Generate” feature allows you to duplicate invoices quickly, quotes, or purchase orders, helping to save time. In the Purchase Order module, you can copy to: Quote Sales Order Purchase Order Job (Job Cards) SRO ...Standard Operating Procedure: Processing Extra Charges
Purpose: To guide operators on how to accurately apply Extra Charges to Invoices and Goods Receiving Vouchers (GRVs). Part 1: Applying Extra Charges to Invoices Create Invoice: Begin creating the invoice as you normally would by selecting your debtor ...Standard Operating Procedure | Processing | Goods Received Vouchers | External Charges
Question: Is it possible to separate additional third-party creditors' services onto a Goods Received Voucher (GRV)? For example, import charges from a foreign country or freight charges. Answer: Yes, it is possible by utilising the External Charges ...Grid auto adjust feature
Question: We have installed version 2024.2.0.0 and noted that there is an option when you right click on the grid screen, to auto adjust. What is the purpose of this feature? Answer: IQ introduced a new feature in version 2024.2.0.0 and up, where the ...Stock | Utilities | Stock Price Update
(Please note that certain relevant content from the IQ Retail Training Team was used to develop the knowledge base article.) The IQ Stock Price Update module has been designed to allow users to import their own stock master file details (stock ...