Released on 17/07/2024
News Features
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Door Manufacturer on furniture quotes/orders Headings is now able to be changed when adding or editing any alternative Headings.
- Supplier Discount & Margins has a new option to export and import via a spreadsheet when using supplier structured discounts. This can help speed up entering and editing figures in bulk.
- Find the option under Discounts & Margins and responding Yes if prompted to enable supplier specific discounts and margins.
- Click Export to Excel, enter your figures or use spreadsheet functions like VLOOKUP to make data entry easy and then save.
- Click Import from Excel to update EQ from your saved spreadsheet.
- Users of the Blanco UK catalogue can now benefit from calculated discounts which are added to your order when ordering qualifying products. For full details see this article: Calculated discounts for Blanco.
- New Help button on the main toolbar for quick access to the Support Centre and other help.
Changes
- Door Manufacturer on furniture quotes/orders is restored to allow it to be changed when editing the main Heading.
- Speed optimisations for quotes and orders and working with multiple tabs simultaneously.
- The tabs on the lower section of the Customer List screen have been re-sequenced to place Opportunities in a more logical order to match process flow, before Quotes.
- The report Purchase Orders Not Placed now excludes products that were previously sent on a purchase order, then cancelled with "Not required" ticked. (Those products are highlighted in red on the order screen).
Fixes
- When a furniture catalogue has been removed, working in a furniture quote/order the Search screen shows a small message "Catalogue unavailable", rather than an error message.
- Within a quick quote/order, on a product's right-click menu, removed the option to show Headings and catalogue names when adding as sub-item (not required when no furniture is in use).
- Miscellaneous purchase order placing error message fixed.