Daniel
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Recent activity by Daniel-
Standard Dashboard
The dashboard can be used to gain an overall view of the health of your business. The dashboard detailed here is the legacy dashboard in EQ versions 18 and older.(EQ Flex version 25 has introduced ...
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Filter Customer List
The Customer List contains all of your customers and has access to all the quotes, orders, communication and more. As well as using Find to jump to 1 customer you can filter the list to show custom...
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Customers Miscellaneous Settings
Click Customer List on the top toolbar: Ensure you click Edit to make changes and press Update to save them Print Customers Name on LabelsTick the box to include the customer name on item labe...
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Stock Activity
Click the Stock Control icon on the top toolbar. The activity tab shows the history of the stock record, like an audit trail. The list shows: • Opening Level • Book In • Book Out • Allocated
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My Catalogue Additional Information
When you are adding a product to My Catalogue or editing an existing My Catalogue product the Additional Information tab stores product details in addition to the Product Details tab.Click My Catal...
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Catalogues Apply Price Increase
You can enter a percentage to increase all prices in a catalogue. This is useful for example if there is a temporary or future price increase. (This applies to all catalogues that have been downloa...
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Users Signature
These signature settings can be setup once for each named EQ user and then used in word processing (WP) documents and emails created by that user. Click System Config > Users> Additional Info ...
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Projects filter lists
As well as using Find to jump to one order you can filter the list to show customers that match a set criteria. All parts of the projects screen use filters as below: Apply a Filter 1 .Open the P...
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Transferring EQ to a new PC
EQ Flex If you are using EQ Flex then don't worry there is nothing to transfer! You can simply login on your new PC. See the article How to login to EQ Flex. EQ on a company server If you are...
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February 2026 - Projects Opportunities
EQ Flex Sales Opportunities gives your team a clear, real‑time pipeline view - helping you track every lead, prioritise high‑value deals, and close opportunities faster with total confidence. Fur...