Daniel
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Recent activity by Daniel-
January 2024: Quote notes for terms and conditions
Using Quote Notes in EQ you can set default text to appear at the bottom of your quote and order acknowledgement documents. This is useful to add terms and conditions to your templates. You can set...
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Release Notes version 17.5.10
Released on 28/02/2023 New Features Projects > Quotations > Filter List > Additional options added to Order Status, Customer Types and Customer Status to allow for more flexible searching: Proje...
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How EQ allocates VAT to discounted products
If you are producing a quote/order which also has a discount you may question the VAT amount that is being calculated. It is important to understand how EQ calculates VAT within the guidance. Overv...
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GfK Data Collection settings
GfK is a worldwide leader in market intelligence and these settings control how it can be linked to your EQ system to send data about your purchases. Retailers are required to enrol with GfK direct...
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Suppliers General Notes Tab
This tab allows you to record any information regarding your supplier, like a large notepad. There is no limit to the amount you can store here. Click: Supplier List (main toolbar) > click a supp...
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Release Notes version 17.5.9
Released on 27/01/2023 New Features A new option to change how Product Groups are set against furniture products has been added to System Config > Quotation Layout. The checkbox is Respect produ...
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System Config: CAD Link settings
This screen lists the different CAD links which are available. A CAD link makes it easy to import a list of products from your plan into an EQ quote. Remove the ticks next to those that you do not ...
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Suppliers Account Details Tab
This tab holds information that needs to be set if exporting EQ invoices to an accounts package. Click: Suppliers List (main toolbar) > click a supplier name > click the Account Details tab: Clic...
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Release Notes version 17.5.8
Released on 18/01/2023 New Features: Quotation template for multiple furniture headings now can show with horizontal separator like the purchase orders. Now more flexible. (Requires appropriate ...
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Resource Planner settings
These options control the display of the Resource Planner view. Click: System Config > Optional Modules > Resource Planner Prompt Sequences You can select the order in which the schedules di...