Daniel
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Recent activity by Daniel-
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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Purchase Orders Restrictions settings
These options allow you to restrict the placing of purchase orders based on maximum order value or the status of an order, for example whether the order has been accepted first. You can setup over...
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Catalogues Product Margin
The Product Margin screen allows you to set a margin to be made according to the type of product. Be aware that this applies to all products, regardless of supplier. This screen is setting a des...
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Catalogues: Remove Catalogues
You can remove/delete supplier catalogues that are no longer needed or are out-of-date.When you remove a catalogue it will become unavailable for all new quotes and orders. Any existing quotes and ...