Daniel
- Total activity 837
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 8
- Subscriptions 364
Articles
Recent activity by Daniel-
How to change Quotation Groups (sub-headings on a quote)
EQ uses Quotation Groups on the quote/order screen to determine sub-headings on the printed quote and acknowledgement. Quotation Groups can be to colour-code the products on your quote/order screen...
-
My program's shortcut has disappeared or stopped working
You may access EQ by using shortcuts on your Start menu, Windows taskbar or on your desktop. You can add a shortcut to these locations: Add a desktop shortcut Add a shortcut to the Windows taskbar ...
-
Virtual Worlds Import into a quote (legacy file)
These instructions have been replaced, with a new Virtual Worlds integration with EQ version 17.6.1 and above. Please follow this link to these instructions. The instructions below apply to importi...
-
Bulk Send Email
As well as sending individual e-mails from the Customer List you can send emails to multiple customers (recipients) at once. 1. Open the Customer List from the top toolbar: 2. Click Filter List...
-
Projects Tabs settings
These options allow you to change the view of the projects screens by disabling some tabs so that they are hidden. Click: System Config > Projects > Project Tabs To simplify the view of the co...
-
Suppliers Catalogues Button
The Catalogues button is one of the most important, where you set catalogue discounts and margins to calculate your cost price and selling price. When you install a new catalogue you must set up ea...
-
Catalogues Search (Locate Product)
Click the Product Catalogues button and Search to locate a product (outside of a quote) or click Add when you are within a quote. This Locate Product screen appears: Search Criteria You can us...
-
How to scan a barcode to add a product to a quote
To generate quotes/orders very quickly you can scan a barcode straight into the quote screen. The product is added without any manual intervention.The product barcodes you can scan are either: An E...
-
August 2024: Freecode Products
Freecode products allows you to quickly add a product line to a quote or order that is not connected to any catalogue product. They can be used for one-off additions, bespoke products or additional...
-
Accessing EQ on mobile devices
EQ (versions 17 and older) is a desktop product so to use it on a tablet such as an iPad, iPhone, Android device or or similar tablet you need a remote connection to a PC desktop or a server.An exc...