Daniel
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Recent activity by Daniel-
Release Notes EQ v17.10.164
Released on 16/10/2024 New FeaturesImporting of EQQ quote files added multi-furniture heading capability (same as all manual quotes and orders).Importing of eStore ecommerce orders added multi-furn...
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Changing the heading of products in multi furniture quotes
Since EQ version 18 you can create quotations using more than 1 furniture catalogue. A quote heading contains a collection of furniture settings including the catalogue name (often the manufacturer...
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EQ Flex on a Chromebook
You can login to your EQ Flex software using a Chromebook laptop or any computer running Google Chrome OS Flex. This is an operating system with the Chrome web browser at its core. Note: You need t...
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Order statuses
Quotes and orders can have a status set (independent of the customer's status). The statuses are user created so you can setup as many different statuses as your business needs and customise their ...
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Send an email
EQ can be linked to many e-mail providers or linked to an installation of Outlook, if it is on the same PC as EQ. For further email setup help read the article System Config; Email setup. Once your...
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Can I save my document as a PDF?
Yes! For most documents EQ has the ability to save a PDF or email a PDF directly. When you go to print, this screen will display your printer in the name box, but also offers these options: PDF Em...
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Import a plan from Winner Design (same PC as EQ)
You can create a design in Winner and import the product list into EQ to quickly produce a quote using EQ's catalogue data and prices.The following instructions apply when EQ and Winner are install...
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Export invoices to QuickBooks Online
For an overview of EQ to QuickBooks compatibility and data that can be exported from EQ and imported into QuickBooks Online see this article. Exporting sales invoices/credits To follow these step...
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Resulting an appointment (communication entry)
The Communication section allows you to create and store all contact with a customer (previously called Contact History). The Communication tab of the Customer screen stores all contact details and...
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Customer Settlement Discounts
You can record the details of a Customer Settlement Discount, these can be stored against furniture catalogues only. Show settlement discounts must be ticked in System Config > Customer Database...