Daniel
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Articles
Recent activity by Daniel-
Lock a quote/order to prevent changes
A saved quote or order can be locked to prevent any edits or stop the quote/order progressing. When a quote/order is locked a user cannot interact with it. It must be unlocked by a user, and the U...
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Accessing EQ on mobile devices
EQ (versions 17 and older) is a desktop product so to use it on a tablet such as an iPad, iPhone, Android device or or similar tablet you need a remote connection to a PC desktop or a server.An exc...
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Import Customer List
You can import a customer list into EQ from a spreadsheet, which may have been generated from another software package or manually created. There is a process of mapping fields from your spreadsh...
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Suppliers settings
Click: System Config > Purchase Orders > Suppliers Compulsory Supplier Account Code Tick this option and when adding new supplier details you will be required to enter an account code on the Acc...
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Suppliers Margin Calculator
The margin / markup calculator allows you to calculate what your margin or markup should be, if you enter your desired sell price or desired profit figures. This can be used to help setup your disc...
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Catalogues Default Suppliers
EQ will allow you to load multiple versions of the same price list, from a range of different suppliers. You need to select a default supplier so that the relevant prices will be viewed when you ar...
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July 2024: Projects Screen Pro Tips
The Projects screens are full of useful information and features to quickly track and work with your orders every step of the way. Projects is available in EQ Professional and EQ Flex Professional....
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Export customers (csv file)
Your stored customers data can be exported to a CSV file which can be read like a spreadsheet or imported into other software packages such as accounts packages. There are multiple different method...
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Remote access to EQ (without a dedicated server)
EQ Software is a desktop product so to use it on a remote PC, an iPad or similar tablet you need a connection to a Windows desktop PC with EQ installed locally. For a standard Windows desktop compu...
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Compare prices across furniture ranges
When you have saved a furniture quotation or order, you can compare the total order value with the price of other furniture ranges quickly. You can view it on screen and print a Price Comparison Gu...