To begin you need to be logged in to EQ as an Administrator. You can see which user is an Administrator by going into the arrow below System Config > Users. Only 1 user there will have a tick in the Administrator column.
Multi User Systems
As from Version 16 you no longer need exclusive access to load catalogues. This means your networked users can continue to work whilst you load catalogues on one copy of EQ.
Catalogues via Email
Any catalogues that need to be received manually, can be sent to using a zipped folder by email.
When loading from a zipped folder extract the folder onto the root of any mapped drive, for instance your C: drive or you may have another drive you use for storage, this is also a suitable location. In Windows, just double-click the zip file and it will open in your default program. The extracted folder must be called "easyquote v3 catalogues"
1. Extract the zip file (as above).
2. In EQ click the arrow below Product Catalogues and pick Catalogues from Disk
3. Select the catalogues you wish to update by placing an X in the box.
4. Select the Load Catalogues button
This may take several minutes to complete depending on the number of catalogues being imported so please be patient. Do NOT reboot your PC otherwise you may corrupt your data.
Once you have successfully loaded new catalogues, remember to assign your Discounts and Margins to each supplier and catalogue. If you have just updated existing catalogues your previous margins will still be in effect.