Daniel
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Recent activity by Daniel-
Customer Tabs settings
This setting allows you to remove the tabs that are shown across the top of the customer screen. You can hide tabs that are not required: Click: System Config > Miscellaneous Configuration > C...
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Catalogues: Download Catalogues
You can manually download (new and updated) catalogues from our server so that you have the most up-to-date catalogue and price data. Your EQ administrator will receive catalogue update emails, and...
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How do I upgrade/update my EQ to the latest version?
These instructions explain how to install an EQ update using a download link in the most popular web browsers. The download link will have been provided to you by the support team (a public downloa...
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EQ 12 Tips of Christmas - Day Twelve: Alter Layout of Quotes
Learn how to change t he layout of printed or emailed (PDF) quotes. Quick examples include showing or hiding sub-items, showing or hiding the product groups and pricing options like showing a sub-t...
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Release Notes EQ v17.8.6241
Released on 05/07/2024 New Features Door Manufacturer on furniture quotes/orders Headings is now able to be changed when adding or editing any alternative Headings. Supplier Discount & Margins h...
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Send a text message (SMS)
EQ can send text messages (SMS) to customers and resources if you have specified a mobile phone number.Before you can send messages you need to purchase some credits. For setup instructions see Pos...
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How to add sub-items
When you add and edit products on quotes and orders, every product has a new item number. You can also add products that are linked to main products. For example an oven would be a main item, and a...
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Send purchase orders electronically
EQ offers the ability to order directly with selected suppliers, removing the need to telephone or send emails separately. The process varies across suppliers. In addition to the suppliers below, y...
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Stock Details Tab
Click the Stock Control icon on the top toolbar. The stock details tab shows you the stock record: Stock Details Stockcode This can be over typed to change it and does not necessarily have to b...
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Compulsory Fields settings
These settings control the compulsory fields in the customer screen. You can decide which fields are mandatory when a user is adding or editing a customer. Click: System Config > Miscellaneous Co...