IQ Reseller

Feature Grid


Click on the links below to access detailed feature grids of IQ reseller products.

Reseller Inventory Management

Reseller Sales & Purchasing

Reseller Accounting Features “Out of the Box”

Reseller Technical & Warehouse

E-Commerce & CRM Integrations

Reseller Inventory Management

IT reseller serialized inventory 100% control over each serialized item for notes, recording attributes, condition, location and actual cost instead of average cost for net profit margin based commission reporting.
Condition code field One item query shows quantities segregated by condition code. Documents and inventory exports show condition. Warehouse will know the condition of each asset matches what the receive screen displays. If a NEW product arrives NOB, that can be noted and a report emailed back to the supplier for settlement purposes.
Attribute menu field templates Visible and reportable for each asset. Example: Laptop has 1.2 GHz, 512MB, CD-ROM, 1.44” Floppy.
Part removal Remove part from asset with audit trail in 10 seconds.
Move cost from parent asset to removed child asset Example: $1000 Cisco chassis power supply is removed, so transfer $200 to the power supply in seconds.
Substitutes, aliases, upgrade substitutes in one click Substitution technology is part of the inventory engine. Effective substitute item information showing substitute quantity and cost by condition code is available to sales within seconds. Query one part and see the full range of parts you could supply.
One way substitutes for upgrades A higher level substitute can be used in place of a lower level part, but not vice versa. The “one way” option lets you know you can ship this “up level” revision board in place of a lower level board.
Auto cross-populate substitutions Intelligent logic automatically cross populates substitutes to all the other substitutes in that group. Other solutions let you associate a substitute to a part number; but if you have more than one substitute you must reenter that association for each of the other part numbers associated with it.
Notes for each item Example: Cracked face plate, dented, noisy. No need to walk to the location or call the warehouse.
Flexible bill of materials (BOM) part templates Flexible BOM templates let you add or subtract parts and features on the fly during breakdown and buildup.
Breakdown automation based on parts templates Quickly break a machine or assembly into parts with a preset percentage cost distribution from the parent item to the parts. Cost allocations can be changed on the fly during the breakdown to correspond with market values.
Where-used tab Displays which units contain requested parts and how many you have.
Character string search Find any item without knowing the complete item number.

Reseller Sales & Purchasing

Item query displays key selling information Quantities and average cost sorted by condition code (NEW, REF, NOB etc.; and by transit, received). See items already reserved for sales that could be diverted and resold at a higher price to meet a delivery deadline.
Two-click buy and sell history Sortable by customer, vendor, date, price and condition (NEW, REF, NOB). Know where the best price is to buy and the best price to sell.
Sell inventory by reportable attribute fields Example: How many “X” printer interface boards do I have with serial, parallel and USB connections?
Consignment sales management Generate customer audit and revenue share reports when an asset is sold and when AR is collected.
Reserve specific inventory items By serial number, attribute, condition, cost, and/or FIFO to prevent double sales.
Warranty by line Attach different warranties to each line on a purchase, sale, quote or invoice. Sell one line with 30 day warranty; another, as is. Create clear vendor or customer expectations of what to expect from the transaction.
Internal comments and customer facing comments by line Communicate to your staff and customers what needs to be done and what to expect.
Totals-only invoice option Choose this option to keep your customer or prospect guessing about individual line item pricing on a transaction. Make it more difficult for them to shop your quote around piece by piece, thus increasing your margin. Price each line on a sale to preserve your internal sales history of values for each item.
Totals-only option on purchase order Hide line item pricing to vendor; no need to educate your supplier on what each item is worth on a purchase. Minimize supplier “cherry picking” and shopping around valuable items. Perfect for buy/sell history because every inventory line will have its true cost.
Blind and double-blind ship Execute labor intensive “blind shipments” in a snap. Eliminates warehouse mistakes because waybill is preformatted with the proper blind, ship-to and ship-from names and addresses.
BrokerBin search integration Selection finds global inventory of over 2000 other resellers for the queried item and sub-items without reentry.
Maxlist inventory export Expands inventory to include substitutes for the parts you own by condition code. Includes 24/7 live inventory link with BrokerBin.
Drop ship purchase packet Eliminate vendor mistakes: Purchase packet email includes FedEx, UPS, DHL or USPS waybill, blind or double-blind packing list and purchase order. Create it from a sale in fifteen seconds when you don’t have the items in stock.
Company credit card purchase order manager Eliminate time and hassle determining which of multiple company credit cards has available funds for a purchase. Selector lets you know immediately and displays card details on the purchase order.

Reseller Accounting Features “Out of the Box”

Financial accountability for each sales rep Generalledger-driven transaction accounting allows you to report thenet profit each rep contributed to every transaction. Accounts for serialized product cost, splits with other reps, bank wire fees, tech charges, freight, other expenses and inventory write-downs to market value. Reportable byrep based on each transaction’s collected accounts receivable.
Margin (profit) split between sales reps Split profit between reps based on the value they added to the transaction. This method allows company management to know who is adding net profit to thetransaction versus who might be riding the “coattails” of low cost purchases.
Auto freight markup IQ resellerShip allows you to set a markup percentage for each shipment executed on your account. It will add a markup to the true freight cost and add the line to the invoice. If the shipment is billed on the customer’s or third party account it will not add a freight line.Invoices can be reviewed, adjusted if necessary, printed or e-mailed.You save time and eliminate incorrect invoices, thus avoiding embarrassment.
Inventory write-down capability Make reps accountable for “bad” buys, “cherry picking” or over valued inventory relative to market conditions. The write-down amounts can be posted directly to the inventory adjustment account of the rep responsible for purchasing the slow-moving inventory. Upon execution of thew rite-down, the rep will see an entry on their profit margin commission report showing the loss, thus lowering the commissionable margin.
Credit hold based on amount or aging accounts receivable limit Preserve cash and limit your receivables exposure on any particular account.
Suspend option Prevent sales to any customer for any reason.
RMA function Documents returns for credit and repair. Return for replacement auto-creates a sales order to allocate inventory and schedule it for shipment. Closed RMAs create accounts receivable credit invoice with a comment tying it to the RMA number and original sales order. RMA workflow maintains organization in the warehouse and communication with front office accounting by showing what items were received, processed and waitingfor credit to be applied.
Create accounts payable invoice from accounts receivable credit invoice To issue refund check, other accounting systems require you to create an AP payable. Then you need to manually enter comments in the payable.
User access and security controlled by activity 340 points of individual user-controlled access with program level, group and individual profiles.
Automatic invoice creation Create invoices that include freight cost and markup when processing a shipment.
Complete IT reseller invoices Invoice displays full shipment information, serial number, condition code, warranty,line item and transaction comments without cutting and pasting.
Early invoice Great for international sales when you want to receive a wire payment before you ship. The early (proforma) invoice can be generated just after sale record is created but before the product ships. It can then be e-mailed to the customer.
Apply cash receipts to open sales Other accounting systems force you to create an invoice to apply receipts, thus causing problems when you haven’t shipped the product yet.
Assign freight cost distributions to individual sales and purchases through accounts payable invoice Freight will appear as an expense of the transaction and as a deduction from the gross margin for rep commission reporting.

Reseller Technical & Warehouse

Barcode functionality designed for IT resellers that works! Elegant, easy-to-use functionality integrated throughout the workflow. No large investment in technology or training. Only 30 minutes of training to learn how to receive, allocate and ship inventory.
Fastest barcode serial number recording Record serial numbers for 60 items in 60 seconds with 100% accuracy. Items are displayed in a list; scan records a serial number and drives cursor down to the next item. No clicks! Other serialized systems require 2 – 4 clicks to record a serial number for an item. Serialize worthwhile, lower-value parts with this kind of speed.
Barcode scan allocates any item or substitute item to a sale System logic knows which substitutes are eligible for a sale, allowing seamless allocations of substitutes to a shipment. Check outgoing product label features for substitutes as well.
Barcode scan serialized shipping validation If salesperson has specified a specific item or serial number, the barcode scan at shipment time will validate that the correct item was pulled from stock.Individual validation prevents shipping wrong items or the wrong quantities. Great for larger companies where one person picks and another person packs.
FedEx, UPS, DHL, USPS online integration with IQ reseller Ship An inexpensive add-on, but contains more IT reseller functionality than other shipping integration products.
Shipping log Never forget an order again. Know immediately when sales and shipments are entered or updated. Log shows what items need to go out – and when – with up-to-the-minute revisions. Print a pick list and use IQ resellerShip to ship via FedEx, UPS, DHL or USPS.
Eliminate the reentry of shipment details and eliminate mistakes IQ reseller Ship formats waybills for FedEx,UPS, DHL and USPS based on parameters entered in the sales order. Only weight and box dimensions are entered by the warehouse. Shipment drop down menus in WorldShip and Power Ship allow mistakes when busy warehouse personnel erroneously select a drop down address to San Diego instead of San Jose; or enter costly incorrect service types such as 2-Day instead of Overnight AM.
Pre formatted blind shipments Execute labor-intensive blind and double-blind shipments easily with third party account numbers. Warehouse personnel cannot make mistakes because pre formatted blind shipment details flow to the waybill. No need to wait for a customer-supplied packing list. IQ reseller Ship also creates blind and double-blind generic packing lists.
Tracking number auto-notification three ways Sales order and invoice are updated with all shipment details. Customer also receives automatic e-mail notification.
Outgoing product and box label when shipping substitute items Print professional box labels for each item with customer PO number, item number ordered, description and serial number or model number. Use this to create professional shipments with an OEM look.Perfect when shipping substitute products – label will be printed with the ordered part number, but will display the serial number of substitute part. Print two copies and affix to box exterior and interior bag to identify it as the part number customer ordered. Can print any size label.
Search inventory by manufacturer serial number and intuitive internal serial number Items are automatically assigned a unique internal serial number that ties them to a purchase order and line item. Perfect for printer or other parts where there is no manufacturer serial number and you want to track the part for warranty returns. Barcode asset label may be printed and left on the each part for inventory audit and warranty tracking purposes.
Record serial numbers before, during or after receiving In other systems that use serialization, three or four clicks may be needed to attach a serial number to a particular product. After receiving, many of those systems lock you out or make the process more difficult. IQ reseller’s list screens allow you to scan in serial numbers for any purchase in fractions of a second at any moment, including after invoice creation.
Attribute recording capability Record attributes on items with viewable and reportable fields for sales.Saves hours of data entry into comments or spreadsheets that have extraction barriers. Great for PCs and laptops (2.4GHz P4, 1GB, CDRW, WiFi, 17″ LCD). Up to twenty attribute fields available. Save unlimited attribute templates. Attributes work well for any machine when you want to store more information about it but do not want to track each feature part number.
Unlimited warehouses and locations for individual items Create virtual warehouses for consignment inventory with specific locations within your warehouse. Each inventory item number may be stored in multiple locations and warehouses. Relocating groups of parts is a simple, three-click process.
Receiving flexibility for extra and short items Purchases don’t always arrive as ordered. Add line items easily to the purchase, record serial numbers, print barcode asset tags and locate items. Sales or accounting can move amounts around to better distribute values on the purchase. If items are short, the purchase remains open until received or removed.

E-Commerce & CRM Integrations

Easy integration points with your existing eStore Connect your inventory and item database to your online presence.Our exclusive Max list technology expands your listings to include all substitutes for the parts you own. Using our API, orders from your eStore flow into your IQ reseller enterprise system without reentry for inventory allocation and invoicing.
Integration with BrokerBin SEO, search engine optimized e-commerce Out-of-the-box integration withBrokerBin Web Services SEO, the “search engine optimized” e-commerce solution. Help your customers to find you for the parts they need! The Max list data feed expands your inventory to include substitutes for the parts in your inventory.
CNET ChannelOnline e-commerce integration IQ reseller is fully integrated with CNET ChannelOnline, the sales force automation tool and e-commerce store for IT resellers. It offers over 350,000 new consumer electronics products from distribution.
ACT! CRM integration Complete integration with the world’s most popular CRM software. A complete view of customer interactions in one place. Synchronized customer and vendor transactions with ACT! eliminate reentry of contacts and organizations.The History tab updates with date, time, transaction event and PDF. You create opportunitieswith an IQ reseller quote.