Innoplus is a Cyncly bathroom design product. You can create a design in Innoplus and import the product list into EQ to quickly produce a quote using EQ's catalogue data and prices.
The following instructions apply when Innoplus and EQ are not installed on the same PC. For example, Innoplus is installed on your local PC and EQ is installed on a remote server. If both EQ and Innoplus are installed on the same PC, refer to these instructions instead: Import a plan from Innoplus (same PC as EQ).
Before you begin:
- You need to have the Innoplus link activated on your licence. If you do not see the Innoplus button in step 2 please contact EQ support via live chat.
- You should set EQ to use ‘customer folders’. The option is in System Config >Document Archiving:
Topics covered here:
Exporting a plan from Innoplus
Saving your plan into the EQ customer folder
Importing your plan to a new EQ quote
Exporting a plan from Innoplus
- Begin in Innoplus and create your plan
- Once finished designing in Innoplus select Partlist > Export > Export for EQ…
Innoplus will save an XML file into the same folder, the same location as your plan (ISZ) file. This is the partlist that EQ will read (you do not need to open it).
Saving your plan to the EQ customer folder
Before continuing you need to have added your customer into EQ.
It can be helpful to save your Innoplus files (and other files) into the customer folder.
In order to import the plan, open the Customer List screen > drop down arrow next to Plan and copy or move the plan files from their current folder (see below). The files will be saved into your EQ customer folder.
Importing your plan to a new EQ quote
- From your EQ customer begin a new quotation using the New Quote/Order button.
If using sanitary ware catalogues only, right-click to being a new quick quote.
If using fitted furniture left-click to begin a new furniture quote and enter your furniture headings. - From the blank quotation, on the bottom toolbar, click the arrow by the Innoplus Plan
- Select Import from XXX where XXX is the name of your plan:
Wait for the matching products screen to appear. - You can now see the list of products from your plan on the left of the screen. When you click on a product, the equivalent products in the EQ catalogue are shown, on the right.
Products that appear in red do not currently match up with the EQ catalogues. Click on a red product and then click Search from the toolbar or the new Match Products icon, located under the EQ equivalents window to find the product.
When you select the product, you will be asked if you would like to link this product in the future. Click Yes and the selection will be remembered next time you import. The more products you match, the better future imports will be.
Products in black without an X mark require you to click Match Product on the right side
Products in black with an X are already matched and selected.
Once you have selected the items you require (all these items are now identified with an X in the box) click Import Products at the bottom. - The products are added to your quote line after line. Any product options will be prompted on the screen as they are added.
You can continue to work with this quote in EQ as normal.