Daniel
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Recent activity by Daniel-
Projects Configuration settings
These options allow you to change how the projects screen is displayed. Tick each to enable. Click: System Config > Projects > Configuration Only allow the layout of the projects screen to be ...
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September 2024: Stock Control
Stock Control in EQ Professional and EQ Flex Professional helps keep track of your products and organise your warehouse. This short video shows a stocked product, how to use stock on orders and cre...
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EQ Version 17.8: What's New?
The features in the above video are available to both EQ version 17.8 and EQ Flex version 18. The video shows some headline features from the past 12 months of development (up to May 2024). For ...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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...