When a retailer and a manufacturer both use EQ, you can save time at both sides, and reduce errors, by sending purchase orders from EQ directly into the other EQ system. This uses EQX files.
Since EQ version 17.5.2 EQ's purchase ordering facility has been improved to handle full furniture orders with multiple headings. It is recommended to update your software to the latest version.
Requirements
- Retailers need to be running EQ (Foundation or Professional) and the manufacturer who wants to receive the orders need to be running EQ too.
- The retailers' EQ systems need to be configured for email sending. See Email Configuration.
Click these short steps to follow the setup and use EQX ordering from EQ.
Part 1: System Config
On EQ enter into System Config:
- Scroll down to Purchase Orders > Configuration
- Tick Enable alternative headings for purchase orders vie enhanced EQX
- Click Update.
Part 2: Supplier List setup
On EQ enter into Supplier List
- Scroll down to the relevant supplier name
- Click on General then Edit
- Under Order Method, select Email & Attach EQ Item List
- Click Update
- Close EQ and restart it.
Part 3: Placing purchase orders
When you place purchase orders to suppliers with this "EQ item list" setting enabled you will follow the usual purchase order process, and notice a small difference in the purchase order window.
The Send Via box will be Email and the box Attach EQ item list will be ticked: