Daniel
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Recent activity by Daniel-
EQ Flex requirements for browser access
EQ Flex is a new version of EQ from version 18 and newer. EQ Flex is stored in the cloud and accessed via a web browser or an app for a mobile device, like a tablet. Broadband Internet requiremen...
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EQ Flex on an Android tablet
EQ Flex can be accessed via browser on desktop computers, and for the best experience using an Android tablet we recommend you use the Microsoft Remote Desktop application, instead of browsers such...
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Convert between quick quotes and furniture quotes
Full furniture quotes always prompt you to select a carcase manufacturer and present you with options for carcase colour, door style and other manufacturer specific details. You can add all types o...
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Sales Commission Profiles
The commission calculator built in to EQ allows you to set simple percentages of commission. You can set multiple profiles which can contain different settings for different sales people. Before ...
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Import a plan from Winner Design (separate PC to EQ)
You can create a design in Winner and import the product list into EQ to quickly produce a quote using EQ's catalogue data and prices.The following instructions apply when Winner and EQ are not ins...
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Gmail (Google Mail): Configure 2-step verification and create an app password
From 30th May 2022 Google requires all accounts to use 2-step verification (also known as 2FA) and generate an app password, in order to send mail through some applications, such as EQ. If you are ...
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Export sales invoices to QuickBooks (desktop)
For an overview of EQ to QuickBooks compatibility and data that can be exported from EQ and imported into QuickBooks Desktop see this QuickBooks IIF article. This article covers how to export sales...
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Stock Take
Within the EQ Stock Control module there is a facility to help you perform a stock take and update multiple product's stock quantities quickly. To continue you need to have added some products to s...
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Google Calendar Sync
The EQ appointments diary can be connected to Google Calendar. Your Google Calendar account can then be accessed online (in a browser) and shared with computers (e.g. in Outlook calendar) and mobil...
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Displaying data in standard dashboard
This article shows how to display data in the Dashboard.The dashboard detailed here is the legacy dashboard in EQ versions 18 and older. (EQ Flex version 25 has introduced new Power BI dashboards w...