Daniel
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Recent activity by Daniel-
Customers Source of Lead
Click Customer List > General tab > Click Edit Popup Contents next to each drop down box: The source of lead window allows you to record what lead your customer came from and the amount of expend...
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Stock How to add a new product to stock
Follow the steps below when in the Stock screen to create a new stock record. You must do this to put an item into stock for the first time. Once a product is in stock you can manage the quantity a...
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My Catalogue Add a New Own Product
My Catalogue allows you to add your own products, if they are not available to download in a manufacturer catalogue. This is useful for small suppliers or miscellaneous products. It is not recommen...
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Suppliers Discounts & Margins Button (level 2)
The Discounts & Margins button is the 2nd level of discount overrides. It overrides the discount and margin that is set against a whole catalogue. This level allows you to specify a discount and/or...
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Quick Set Up Guide
Quick Set Up Guide includes loading catalogues, configuring catalogues and prices, adding your logo, company setup and backups.
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Customer right-click menu
When you are using the projects screen [in EQ Professional] you can right-click on a customer's name for this shortcut menu: Create Quote and Create Quick Quotation Goes straight to begin a new q...
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April 2026 - Power BI Dashboards
The Power BI integrated dashboards turn complex data into crystal‑clear visuals, making it easy to monitor performance, spot opportunities, and drive continuous improvement. Furher readingHow to s...
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First step configuration in Power BI
Before first use of Power BI opening EQ Flex dashboards you need to configure one security setting in it.For EQ Flex customers using a cloud solution this has been completed already. For any user w...
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Release Notes EQ Flex v18.1.164
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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Setup email via desktop software (MAPI)
Instead of entering mail server settings into EQ to email directly, you can instead link EQ to use your email software such as Microsoft Outlook or Mozilla Thunderbird. This requires Microsoft Outl...