Daniel
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Recent activity by Daniel-
Find a Customer
Once a customer record has been created you can locate the customer as follows: 1. Click Customer List on the top toolbar:2. From the left side of the window, under Find select how to search, e.g...
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Stock Control
The stock module holds a list of products that you keep in stock and allows them to be picked from a location, instead of raised as a new purchase order. When you use the Stock Control system in EQ...
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Users screen and user settings
You can setup a username and password for each person who uses EQ and assign them to a user group. A user group can then have different security levels (e.g. a salesperson's username does not need ...
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Projects Sales Orders
The Sales Orders tab lists all sales orders for all customers. This only includes orders once they are accepted and does not include quotations. By default they are listed in order reference order ...
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Quick Start Guide
This Getting Started quick guide includes creating customers and quotes and progressing sales orders through to delivery notes and raising invoices. You can browse it here or click the disk save ic...
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Database Integrity
In order to keep EQ functioning correctly, and quickly, it is recommended that you run a database integrity check around once a fortnight. All data in EQ is stored in database files (DBF). If you...
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EQ Automate: How to create a task for Power BI
Before you can use a Power BI dashboard you need to export some data for it to use.EQ Flex version 25 creates one task automatically to help you get started. You can simply modify the task date and...
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User settings
When you use EQ with more than one user, everyone should have their own user. See How to add a user.With a username highlighted, click each of the following buttons to make changes to each user.Thi...
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Quote/Order Toolbar - Progress Mode
Toolbar - Progress ModeWhen a quotation is saved the bottom toolbar will display the following options: EditClick to return to edit mode to change the contents of a quote/order. Note you cannot co...
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Release Notes EQ v17.11.151
Released on 15/11/2024 New FeaturesUsers of PWS catalogues can now import their structured discounts directly from a CSV file which is supplied by PWS with the terms letter. This saves manual entry...