Daniel
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Recent activity by Daniel-
Customers Discount Bands
Discount bands are a way of selecting an automatic discount structure on a customer record, that is subsequently applied to all quotes and orders raised for that customer. A discount band works wit...
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Record Supplier Confirmation
Use this screen to record a note and date if your supplier confirms receiving your purchase order. 1. Open Customers List > select your customer and go to the Purchase Order tab 2. Right-click th...
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Place A Purchase Order (step 2)
To place each purchase order individually you first need to enter the Generate Purchase Orders screen. These instructions explain the window for placing a purchase order for one supplier on this s...
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How to set catalogue discounts and margins (overview)
When you install a catalogue in EQ you install base prices (as per the published catalogue from the supplier). To have EQ calculate your cost and sell prices you should setup EQ with a discount (if...
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Create New Quotation/Order
Quotations are the starting point for all orders on EQ. All paperwork that EQ produces has its basis in the original quotation. When it is accepted a quote becomes a sales order but retains the sam...
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Create a New Customer
The first step in EQ is to set up a new customer record. A customer record is where you will store multiple quotes, orders, communication and more, saved against it. 1. Click Customer List button...
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Backups settings
These settings configure how frequently backup and database integrity reminders occur and the backup file locations. Click: System Config > Miscellaneous Configuration > Backups Backups Specif...
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Add User Groups and assign permissions
User groups are collections of users with defined security access permissions. You can control who is in the group and which functions they can access or are restricted. Before setting user groups,...
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Projects Quotations
The Quotes tab lists all quotations for all customers. (Note this does not include sales orders. After a quote has been accepted it will appear in the sales orders tab). By default they are listed ...
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Backups
EQ contains all of your customer data, orders and catalogues and therefore it is very important that you regularly make a backup of your data and then store a copy off site for the best protection ...