Daniel
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Recent activity by Daniel-
Recording supplier purchase invoices
When a supplier has sent you their invoices you can record it on EQ against the matching purchase order. By doing this you will be able to return to the costings screen and compare estimated costs ...
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Quote/Order Toolbar in Edit Mode
When you open a quote/order and click Edit the toolbar at the bottom changes into Edit mode. There are 2 areas to this: Filters (see this article) and Main toolbar buttons in this highlighted area:...
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How to mix ranges/catalogues in one quote/order (Additional furniture Headings)
Headings is the screen where you setup your fitted furniture catalogue with range, colours and other choices when you start a new quote.(If you are using a Quick Quote, without fitted furniture, yo...
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Customers Sales Person
This article describes how to add or edit the sales person list. 1. Click Customer List on the main toolbar: 2. Click the General tab3. Click Edit Popup Contents next to Sales Person to displa...
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Customers Communication tab
The Communication section allows you to create and store all contact with a customer (previously called Contact History). The Communication tab of the Customer screen stores all contact details and...
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Stock Bulk Create
Within the Stock Control module you need to add records for products that you stock. You can add products individually or add them in bulk from one catalogue at a time. 1. Click the Stock Contr...
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My Catalogue Product Details
Enter details here when adding a new product, or click Edit to amend an existing product. Select My Catalogue on the main toolbar. The My Catalogue window opens. See the Product Details tab at th...
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Users > Additional Info
These Additional Info settings under Users contains settings that apply to the named user only. If there is a duplicate with a setting in System Config then a user level setting here will override ...
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March 2026 - Help & Support
Accessing help in EQ Flex is effortless with our Support Centre, home to more than 600 clear, jargon‑free articles and videos. Get quick links to remote desktop support and easily send a data query.
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EQ Flex integrations with third party software
EQ Flex can manage your KBB business from the first initial lead contact, all the way through your quoting and ordering to after sales and customer care.To streamline your business workflow, EQ Fle...