Favourite products allows you to build up a list of frequently used products so you can access them more quickly to add onto quotes/orders. They could be used to help organise showroom displays, or used for promotional offers.
This article covers:
Add favourite products to quotes/orders
Shortcuts to Add to Favourites
Click the Product Catalogues arrow button on the top toolbar. There are 2 kinds of favourites lists:
- Company Favourites is the same list across your EQ system, so all your company users see the same list of products.
- My Favourites is a list which is unique to each user, so every member of staff can have their own list in addition to the main favourites list.
The same steps (below) apply to setting and using Company Favourites and My Favourites.
Add Products to Favourites
- Click the Product Catalogues arrow > My Favourites. The window shows a blank list at first.
- Click Add to open the Product Locator.
- Search for a product to add as a favourite.
- Click Select Product when you have picked one or more items. All products show in the list.
- Complete the Menu Section column with an appropriate heading. This can be any classification you find useful. For example...
Group them by product group and enter "Lighting" or "Units" or "Accessories"
Group them by the usage, enter "Lights" or "Cleaning"
For products part of a display, group them by display stand.
TIP - If adding lots of products to the same section, use Ctrl + C to copy and Ctrl + V to paste your menu section so you don't have to repeatedly type it in. - Click Update to save the list.
Add Favourite Products to a Quote/Order
- Create or open a quotation or sales order, in Edit mode.
- Click the drop down arrow next to Add and select Company Favourites List... or My Favourites List.
- A list of favourites is shown, split down into sections according to your Menu Section titles (when you added the products).
- Tick the box to select one or more products.
- Click Add to Quote and the products are added to the quote/order.
Shortcuts to Add to Favourites
Further reading: