Daniel
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Recent activity by Daniel-
Add a fitting charge to a quote/order
Fitting charges are added to a quote in a similar way to adding standard products. Fitting charges can be used for labour, electrics, plumbing, painting and all kinds of trades. Before adding fitti...
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See the profit and margin for an order
If you need a quick view of the profit and margin you can view this directly on the quote/order window, in the titlebar (without needing to open the full Costings window). The figures are hidden i...
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Customer List
The Customer List is where you select a customer to work with, and can edit their contact details, account information, record contact information, and work on their quotes/orders. The Customer Lis...
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Customer Tabs
The tabbed headings across the bottom of the screen show all the orders and related information for each customer. It is a smaller view of what the projects screen shows: Any columns displaying ...
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System Config: Email Setup
You need to set up email configuration so that EQ can send emails (quotes, orders, purchase orders and all customer communication). Select how you will send email: Setup Microso...
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Catalogues Rule Based Assemblies
For certain advanced scenarios you can add rules to your assembly components. These "rule based" assemblies allow more flexibility about when your components are added. You could use rules for surc...
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Catalogues Duplicate Assemblies
You may need to copy or move assembly settings between catalogues, e.g. if you need to change the brand for all your accessories. 1. Go to the Product Catalogues menu and click Assemblies. 2. C...
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Catalogues Assemblies
Assemblies allow you to assign your own components to a product to make your own sub-assemblies. They allow easy adding of related products to a quote/order. You can use this in conjunction with My...
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Projects screens overview
The projects screens provides individual views of quotes, orders, invoices etc. It contains links to all the paperwork that has been raised. The advantage of the projects screen is that you can fil...
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Complete Price List Builder