EQ version 17.5 is now available to supported customers and contains more than 25 new features, based on customer feedback to help make your ordering process easier or more flexible. Jump to new features in:
To request your upgrade please email support.eq@compusoftgroup.com For instructions on how to install your upgrade visit this article. |
USER INTERFACE
Toolbar Improvements
A change to the toolbar updates the “More” arrow so that the arrow icon is centered and the whole length of the button is clickable, making it easier to click.
EQ Support Centre

EQ Help button links to the new EQ Support Centre which is accessible from within EQ and online directly at https://eq.support.compusoftgroup.com/hc/
Inside EQ click the Help button and be taken directly to the Support Centre. You can search across 100's of help articles, videos and join online chat.
Sign in with Google for Gmail sending
When setting up EQ to send email via Gmail, you can now use Google’s secure authorisation by clicking Sign in with Google.
All you need to know is your Google account and password the first time you set it up, then EQ is authorised to connect to Google. This uses OAuth 2.0 authorisation to connect to Google’s email servers replacing the less secure SMTP method for email.
Read the article on Email setup (Google specific settings) for how to set this up.
Email sending logs
When sending an email via EQ (with or without quotation attachments), if there is an error encountered from the mail server, EQ’s system message will display the email log in full. This will inform the user and make it quicker to find the cause of the problem.
Commission Profiles Report
Commission profiles, which rely on categorised products, can now work with Freecode (miscellaneous) products. Read more on Reports here, or Freecodes here.
QUOTATIONS & ORDERS
Door Selector Updates
Within a quote/order the Door Selector has a new option under Update What to change doors in bulk per furniture heading, for a time-saving shortcut:
The user can now select within the door selector, whether to display the image for the individual product or the range image (where available in the catalogue).
Quotations with mixed ranges and colours
When using multiple furniture headings, the printed quote now lists the products in the main heading with the label [Default] in addition to all the products in the additional headings being labelled with their heading.
As before, the alternative furniture headings will show the name of your heading. Alternatively, you can contact support to purchase a bespoke template and change the text to display the name of the range, instead of the name typed by the user.
Select Door Image
You can select between showing a door image or range image (when available in the catalogue) when the door is added to a quote/order. See System Config > Component Pricing > Use individual product images for door/drawer fronts, instead of range images.
Show door/drawer fronts
Showing or hiding the door or drawer sub-items on component orders (on screen) is now possible on a per catalogue basis. Previously it was only possible as a global setting for all. This is the view showing all frontal sub-items (the default):
Within System Config > Component Pricing it is possible to click Specify catalogues for separate fronts.
Order Discounts
There is a new setting for Order Discount on the quote (the discount box, not the separate window):
If an entered discount exceeds the maximum user catalogue discount (setup in Users settings) now a system message informs the user and only the max allowed % is applied to the relevant products.
Fitting Configuration (by Menu)
When editing your fitting items, the Fitting Group menu now shows the name of the Section by the Group names.
This makes it easier to see groups when you might use more than 1 section, such as for kitchens, bedrooms and bathrooms.
Fitting Comments
When adding fitting onto a quote/order there is a new option to add an internal comment next to Job Price.
The comment is not printed, so it is useful for internal notes about the fitting price visible only to users on screen.
Learn Carcase Handings
New option in System Config > Component Pricing to Learn carcase handings (requires door handing to be enabled too). This will allow you to use carcase products, like doors, and have handing automatically entered after you have entered them once.
Projects Quotations Filter by Order Status
Projects > Quotations > Filter List > new options to filter by order status now show: is like, equals & does not equal.
PURCHASE ORDERING
Ordering between EQ systems has been improved to allow for greater complexity of orders using EQX files to order from a retailer to a supplier/manufacturer.
Exporting EQX files to order (to a supplier)
Exporting EQX files can now support orders with alternative furniture headings (enabled by a configuration option).
Importing EQX files (from a retailer’s EQ system)
- Importing an order now supports product-level door parameters to be imported. This allows for mixing of door colours at a product level.
- Importing an order can now support importing the PO delivery date (set on the sending EQ system) which is imported into the customer delivery date (on the receiving EQ system). Requires a configuration option.
- Item numbers on imported EQX orders follow the original item number from the import (not sequentially re-numbered upon import).
Purchase Order Rules
Supplier > Catalogues list > scroll right for PO Rules. These options change the purchase order routine so that you can have rules permanently set when raising purchase orders to the selected supplier.
Purchase Order Exclude Products
Supplier > Catalogues list > Exclude Products screen which allows for products to be removed from the purchase order and booking in process. Products can therefore be used at the point of sale to show a product code line item and/or cost and then automatically assumed as purchase ordered, so that they do not interfere with the delivery process.
Automatically placed purchase order items are displayed in purchase order window 2 in red text.
Automatically placed purchase order records in Projects > Purchase Orders show in red and cannot be manually booked in.
INVOICES & CREDITS
Reverse VAT compatible invoices
When raising a sales invoice or credit note, EQ can separately show the VAT element along with explanatory text to fulfil the reverse VAT charge requirement for building services. This acts on the VAT amount for your products in the Fitting group, or on the whole value for part invoices or free type credit notes (if you select the Reverse VAT charge). For more information read this Support Centre Reverse VAT article.
Example text on the invoice footer:
Recording supplier invoices and credit notes
New option in System Config > Purchase Orders > Configuration called Require products to be allocated when recording purchase invoices/credits. When enabled it will disallow recording without any product details being allocated first.
When entering a total value in the Purchase Invoice screen, if the total is different to the estimated total (based on the purchase order) it will display the estimated total in orange to alert the user of the difference.
The Purchase Invoice/Credit window shows which fields are compulsory with * symbol.
ESTORE
SEO Export Options

Copy Shortcuts
- Click the product code to copy it to clipboard
- Click the link icon to launch a web browser with a Google search on the current product.
For help downloading and installing an EQ upgrade read this article.