Matthew Hilton

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  • Import a plan from Winner Design (separate PC to EQ)

    You can create a design in Winner and import the product list into EQ to quickly produce a quote using EQ's catalogue data and prices. The following instructions apply when Winner and EQ are not in...

  • Add a fitting charge to a quote/order

    Fitting charges are added to a quote in a similar way to adding standard products. Fitting charges can be used for labour, electrics, plumbing, painting and all kinds of trades.   Before adding fit...

  • Accept a Quote & Payment Stages

    When you accept a quote it will change from a quotation to a sales order. The way you work with it will not change and you can still return and edit the order after acceptance. Once a quote is a sa...

  • Invoices and Credit Notes Overview

    There are 3 methods to create a sales invoice, and 2 types of credit note in EQ. Both invoices and credits are created from the sales order (and always link back to the original sales order). Invoi...

  • Creating a delivery note (Booking out)

    A delivery note is a document that lists all the products that are to be delivered at the specified date. You could deliver orders with every product at once, or you could create multiple part deli...

  • Delivery Notes (Booking out)

    A delivery note is created from the original sales order. You can create multiple delivery notes if you deliver the goods in stages (also known as booking out).   There are 2 types of delivery note...

  • Revisions

    You can save multiple versions of a single quotation without the need to use the Save As button. When you use Save As a new quote with a new reference is stored with all of your other quotes/orders...

  • Import Quotation/Order (EQQ file)

    To import a quote/order you first need to have exported it to an EQQ file. See Export Quotation/Order.   1. Ensure other windows within EQ are closed.  2. Click File (top menu bar) > Import... > Im...

  • Export quote/order to an EQQ file

    It is possible to export a quote/order to a standalone file. The file is an EQQ format which can only be used to import into another EQ system. This is useful if you want to move orders between sep...

  • Move quotes/orders between EQ systems (export & import EQQ file)

    You can export a quote/order to a standalone .EQQ file in order to move it between EQ databases (either between different installations, even in different locations, or between different multi comp...