Creating Quotations
- How to mix ranges/catalogues in one quote/order (Additional furniture Headings)
- Create New Quotation/Order
- Add products to a quote/order
- Furniture Headings
- Changing the heading of products in multi furniture quotes
- Convert between quick quotes and furniture quotes
- Save & Save As Quotation/Order
- Quote/order item numbers and renumbering
- Product item notes and comments
- How to add sub-items
- Add Freecode products (miscellaneous item)
- How to use phases/fixes in quotes and orders
- How to change Quotation Groups (sub-headings on a quote)
- Component Headings (My Range)
- Altering Quotation Layout
- Lock a quote/order to prevent changes
- Compare prices across furniture ranges
- EQ Draw item drawing (2D drawing tool)
- 2020 Fusion CAD Import into a quote
- Recover a quotation/order when not saved (automatic part saves)
- Progress Notes
- Export quote/order to an EQQ file
- Import Quotation/Order (EQQ file)
- Move quotes/orders between EQ systems (export & import EQQ file)
- Revisions
- Recover a Quotation
- Delete a Quotation
- Print and Alter Layout
- Import Furniture from Quote/Order