Released 31/05/2025
New Features
A new option is added to make copying customer and supplier information easier. With one click you can copy customer or supplier contact and address details to your clipboard, to paste into any other application as editable text. For example quickly adding into an email.
You will find the new Copy icon on these screens:Customer List > General tab
Customer List > Delivery/Misc tab
Supplier List > General tab
- On Customer List > Delivery/Misc tab there is a new field for saving a mobile phone number associated to the customer's delivery address.
- On Customer List > General > Lead Status > When using the icon to Edit popup contents you can now specify a status as Lead, Project, Quote or Won. This classification is for reporting purposes, with more reporting possibilities coming in future versions.
- There is a new option to control how product level sales price discounts work on the quotation/order screen.
When entering a discount percentage against a product, and also adding a discount percentage at the bottom of the screen, EQ can now ask whether the additional percentage should replace all existing discounts or should only apply to products with no discount (therefore allowing a mixture of different product discounts).
The new option needs to be enabled in System Config: Quotations & Pricing > Configuration > tick Apply order level discount to only non-discounted products. A full customer balance statement document is now available.
This can be printed from 3 locations;
Projects > Orders > Invoices/Payments tab (Prints the currently selected order)
Customer List > Sales Orders tab, print button on the right (1 page per order)
Reports List > Outstanding Balance Report has a new Full Customer Statement option (existing reports are not affected).
Fixed
- Calculation error resolved in amount due on the Invoices and Payments tab (Projects > Sales Orders lower tabs).
- Fixed an error message on selecting a door prompt value on a Quick Quote (in specific conditions/catalogues).