Daniel
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Recent activity by Daniel-
EQ Features: Additional Tools
EQ Flex is an end-to-end management solution for your KBB business. EQ's features manage the core customer journey and provide extra tools to help organise the after-sales process. It also offers t...
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May 2026 - Auto calculating My Catalogue products
My Catalogue provides the ability to add your own product codes for products or services. You could use those codes to adding surcharges such as delivery charges, and you can set a pricing type to ...
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Actions list setup
There are Communication entries and 3 scheduling views in EQ that use the common Actions list.To begin you need to decide which actions will be used on the Diary, Resource Planner or Schedule. Clic...
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Setup valid users for Power BI dashboards
EQ Flex is provided with 5 dashboard templates to start with:All, Marketing, Overview (sales), Purchasing, Sales.These Power BI templates can be replicated and adjusted to suit your needs.You could...
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How to reprice a quote
When you create a quote (including accepting it as an order) your selling prices are saved within the quotation, so do not automatically change even if you have loaded a new price list.If there has...
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Release Notes EQ Flex v18.1.1151
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...
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How to reset a sales order to a quote (undo Accept)
Once you accept a quotation it will be moved into the Sales Orders tab. The right-click Accept Quote menu will now be titled Order Details. However you can reset a sales order and undo the quote ac...
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Product right-click menu
When you are editing a quote or sales order, you can right-click the product code column to perform the following actions: Sales Options Depending on the product you will be shown product optio...
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Email setup for Google Gmail accounts
You need to setup email configuration so that EQ can send emails (quotes, orders, purchase orders and all customer communication). These instructions show you how to setup email in EQ to work with ...
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Merge fields and bookmarks list for word processor documents
EQ can create documents in Microsoft Word so that you can, for example, create a template document (covering letter, quotation, report etc) and then have EQ “fill in” the specific details to save y...