Daniel
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Recent activity by Daniel-
Working with opportunities
These options are only available if you have the Opportunities module activated in EQ Professional. Contact support if you wish to activate this. To get started read an overview about opportunities...
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Upgrade EQ Net
EQ Net is the application that downloads catalogues for EQ and is required for EQ's connectivity. Customers running versions of EQ Net older than version 1.0.0.666 need to perform a manual upgrade....
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Setup discount and margin on a whole catalogue (level 1)
This article describes how to set a discount and margin onto a supplier catalogue which calculates your buying and selling prices. This is a very important step to ensure that your pricing is corre...
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Customer Delivery Details Tab
You can assign alternative or extra delivery addresses against a customer record. Open the Customer List screen: (Ensure you click Edit to make changes and Update to save them) 1. Click the...
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Customer Catalogue Discounts
You can configure a catalogue that attracts an automatic discount when used on the customer's quotes and orders. This will be an automatic discount on the selling price (i.e. it is a discount for y...
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Export sales invoices to Sage (desktop)
You can export sales invoices into Sage Accounts 50 (desktop versions 11 and above), Sage Instant Accounts (desktop) and Quick Books (2003 only). It is a 2 part procedure where data is stored in an...
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Amend Delivery Details
Use this screen to change the requested delivery details after a supplier purchase order has been placed. You can edit the delivery address, delivery notes and delivery date. To follow these steps ...
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Picking Lists for Stocked Products
If the Generate Purchase Orders screen includes stocked products the Order button becomes the Picking List button. The below screen for a picking list shows once you have been through the Generate ...
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Show company logo or print on letterhead
EQ allows you to print your company branding and logo at the top of all business documents, replacing the company name and address with your graphic, including optional contact details. The graphic...
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Add products to a quote/order
This article tells you how to add standard catalogue products to a quote/order.To follow these instructions you need to begin a new quotation and be in Edit mode. See this article on how to Create ...