Daniel
- Total activity 836
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 8
- Subscriptions 364
Articles
Recent activity by Daniel-
Import PWS structured discounts from CSV
As part of your catalogue setup you can setup discounts according to the PWS discount groups. Instead of typing in each discount percentage for every discount group you can import your discount gro...
-
Customers Info tab (user defined fields)
On Customer List you can add more information to every customer, you are not limited to the fields that are provided on the General tab.Click the Info tab on any customer and you will see a blank p...
-
Release Notes EQ Flex v18.0.7171
Released on 17/07/2024 News Features Door Manufacturer on furniture quotes/orders Headings is now able to be changed when adding or editing any alternative Headings. Supplier Discount & Margin...
-
EQ Flex Foundation & Professional comparison
What's the difference between EQ and EQ Flex? What's different between Foundation and Professional?See this detailed comparison of the features available across EQ (desktop) and EQ Flex (cloud host...
-
Quote/order item numbers and renumbering
When you add products to a quote/order they are added with a sequential number counting up from 1. Main items will have whole numbers and sub-items will have decimal point numbers (e.g. 1.1 then 1....
-
Import a plan from Innoplus (separate PC from EQ)
Innoplus is a Cyncly bathroom design product. You can create a design in Innoplus and import the product list into EQ to quickly produce a quote using EQ's catalogue data and prices. The following ...
-
Requirements for Apple macOS computers
This article applies to: EQ installed directly onto an Apple Mac (not hosted or EQ Flex cloud versions) Apple Macs with Intel processors. Running Windows 10 or 11 and EQ on an M-series processor po...
-
Microsoft 365: Configure new accounts to send email via SMTP
If you are a new user to Office365 and use EQ to send email via SMTP you may experience an error message "invalid authentication" when attempting to send emails. This is because Office365 has defa...
-
Customer Types
Customer types are where you can define settings that apply to a group of customers. The settings include document titles and payment stages. You could have different customer types for retail and ...
-
Stock Assign Barcode
When an item is added to EQ Stock Control you can print a default barcode, which identifies the product using an EQ internal stock code. This can be used when creating a quote/order to add product...