Daniel
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Recent activity by Daniel-
Weekly Delivery/Production List
This article applies to the Weekly Delivery List and Weekly Production List. Both views operate in the same way except they are populated based on the relevant dates.An order will appear in the Del...
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Network problems with missing or incorrect data (in shared data folders)
Symptoms With networked installations of EQ (with a shared data folder) you may see some or all of the following issues within EQ: Blank records appear in quotes, orders, invoices, purchase orders...
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Discount and special price options on Customer List
Default pricing for cost and sell prices of catalogues is configured on the Supplier List screen (Discounts & Margins button). In addition you can configure different types of special discounts ...
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Weekly Delivery/Production List overview
The Weekly Delivery List will show you a list of sales orders being delivered whichever week you choose.The Weekly Production List will show you a list of sales orders with production dates for the...
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Resource Planner
The resource planner allows you to manage visits and appointments visually. Typically this is used for deliveries and fitting type of actions. Actions are managed through EQ’s communication entries...
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Diary Views
There are 4 main screens for scheduling contained within Diary. What's the difference between Diary, Schedule and Resource Planner? Screen Recommended Use Appointments Diary Display appoin...
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Reports List
From the Reports button at the top of the screen EQ can display and print reports on many different areas of the system: Each report has its own filter so you can select the report criteria b...
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Book In Delivery
Book In Delivery allows you to book in goods, against your purchase order, when they are delivered by your supplier. Also known as goods received. Book In Deliveries Locate the purchase order in...
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Generate Purchase Orders (step 1)
Purchase orders need to be placed from a sales order. If you place the orders from a quote it will automatically become a sales order. To generate new purchase orders: • Click the Place Orde...
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Print a quote or sales order
The Print button on the main toolbar (progress mode) prints the quotation. Note the quote has to be saved to see and use the Print button. The print out is the same regardless of whether the quote ...