Introduction
Contact EQ Software
NEW Version 17 Features
Version 16.5 Features
Version 16 Features
Product Registration
Mobile Apps
Tutorial Videos
FAQs
Transferring EQ to a new PC
Accounts Links
Sage Accounts Exports (desktop based)
Sage Accounts Exports (cloud based)
Xero Exports
Barcodes
CAD Software Links
Import from Winner
Import from innoplus
Import from ArtiCAD
Import from Kitchen Draw
Import from Planit
Import from VR Kitchens
Import from Virtual Worlds
Catalogues
Product Tabs
Detail Tab
Images
Links
Spec
Comments
Accessories
Stock
Properties
Info
Statistics
Catalogue Update Log
Customise
Favourite Products
Load Catalogues
Catalogues from Disk
Download Catalogues
Remove Catalogues
Search (Locate Product)
Assemblies
Duplicate Assemblies
Rule Based Assemblies
Parametric Doors
Product Margin
Default Suppliers
Cloud Catalogues
Contract Sites v1
Add a Contract Site
Add a House Type
Master Quotation
Call-offs
Contracts Revision
Contract Sites v2
Customers
Create a New Customer
Find a Customer
Customers Buttons
Communication
Customers Tabs
Filter Customer List
Email
Email & Text Templates
Bulk Send Email
Text (SMS)
Bulk Send Texts
List
General
Customer Types
Salesman
Source of Lead
Analysis Codes
Account Details
Customer Settlement Discounts
Discount Bands
Catalogue Discounts
Customer Product Prices
Supplier Discounts & Margins
Delivery Details
Contacts
Notes
Sage
Miscellaneous
Groups
Customer Folder
Recover Deleted Customer
Export Customers to Accounts
Audit Trail
Postcode Lookups
Sales Commission Profiles
Import Customers
Export Customers
Dashboard
Displaying Data
Displaying Graphs
Configure Dashboard
Delivery Notes
Create a Delivery Note
Invoicing from Delivery Note
Customer Receipt
Diary Views
Appointments Diary
Customise Appointments Diary
Google Calendar Sync
Schedule
Create New Appointments
Managing Appointments
Customise
Resource Planner
Customise
Weekly Delivery/Production List
Delivery Grid View
Delivery Summary View
Route Optimisation
Preparing Loads for Despatch App
Scanner Info
Configuration
Actions
Resources
Reasons for Action
Locations of Action
Results of Action
Result Reasons
eStore
Website Settings
Add Non-Furniture Catalogue
Edit & Publish Catalogue
Edit & Publish Products
Fitting
Fitting Cost (by Menu)
Fitting Cost (by Product)
Fitting Cost (by Type)
Installation Notes
Fitters Documentation Configuration
Fitters Documentation
Fitters Item List
Fitters Summary
Invoicing
Full Invoice
Free Type Invoice
Invoicing from Delivery Note
Free Type Credit Note
Itemised Credit Note
Cancel Invoice/Credit
Export Invoices to Accounts
My Catalogue
Add a New Own Product
Product Details
Additional Info
Auto Discount/Margin Product
Import and Export (standard format)
Import from Other Formats
Payments
New Payment
Export Payments
Receipt
Projects
Filter List
Delete a Filter
Valid Users on Filter
Opportunities
Communication
Quotations
Sales Orders
Unplaced PO's
Delivery Notes
Payments
Invoices
Export Sales Invoices (csv)
Purchase Orders
Purchase Invoices
Export Purchase Invoices (csv)
Collection Notes
Return Notes
Milestone Setup
Export Orders (csv)
Print
Production Modules
Cabinet Builder Pro
Global Modifiers
Boards
Edging Tapes
Panel Formulas
Catalogue Settings
Validation
Modifiers
Cutting Patterns
Materials
Drawer Box Settings
Drilling Codes
Product Settings
Test Configuration
Costings
Configuring Doors
Catalogue Editor
Wizard
On a Quote/Order
Production Paperwork
Export Panel List
Price List Builder
Door & Carcase Settings
Configuration tab
Generate CSV
Cabinet Builder
Global Settings
Production Wizard
1 Carcase Material
2 Panel Formulas
3 Cutting List Families
4 Product Options
Additional Configuration Options
Factory Data Capture
Local
How to Handle Specials
Cut List
Global Settings
1 Set Formula Variables
2 Create Panel Descriptions
3 Assign Panels
Local Settings
Viewing Unit Panel List
How to Handle Specials
Purchase Orders
Generate Purchase Orders
Place A Purchase Order
Picking Lists for Stocked Products
Book In Delivery
Record Supplier Confirmation
Purchase Invoice
Purchase Credit
Amend Delivery Details
Electronic Ordering
PWS TradeZone
Tradeplace
Export Purchase Invoices to Accounts
Opportunities
Create a New Opportunity
Working with Opportunities
Opportunities in Dashboard
Quotations/Orders
Archive
Create a New Quotation
Furniture Headings
Component Pricing Grouping
Additional Headings
Multiple Ranges in One Quote
Quotation Screen
Main Toolbar
Add Products
Add Free Code (Misc product)
Add Fitting Charge
Add from Barcode
Save and Save As
Current Quotation Menu
Price Comparison
Import Furniture from Quote/Order
Price Options
Print and Alter Layout
Altering quotation layout
Show your company logo
Fitters Item List
Fitters Summary
Item Labels
Accept Quote
Discount a Quote
Costings
Delete a Quotation
Recover a Quotation
Remedial Orders
Add-on Orders
Collection Notes
Returns Notes
Revisions
Export & Import
Export Quote/Order
Import Quote/Order
Progress Notes
Reports
Right-Click Menus
Right-Click Customer
Right-Click Order Ref
Right-Click Product Code
Stock
Add New Stock Item
Bulk Create
Assign Barcode
Stock Details
Activity
Product Information
Stock Reports
Suppliers
Add a New Supplier
General tab
Account Details
Contact Numbers
General Notes
Catalogues button
Discounts & Margins button
Supplier Specific Discount Codes
Individual Prices
LDL Prices Import
Direct Pricing (IDS)
Direct Pricing (PWS)
Direct Pricing PWS (Video)
Apply Price Increase
Disable Catalogue (New Orders)
Discount Calculator
Freeze Catalogue Selling Prices
Margin Calculator
Selling Price Rounding Options
Remove Suppliers
Export Suppliers to Accounts
Toolbar
Tools
Customise
Users
Signature
Additional Info
User Groups
Backup
Database Integrity
Clear Window Position History
System Configuration
General
Your Company Details
Your Delivery Details
Currency / Tax Settings
VAT Scenarios
Automatic Catalogue Downloads
Multicompany
System
Auto Numbering
Email
Configure Rules
File Locations
Additional Folder Options
Word Processor
System Locks
Toolbar
Documents
Document Titles
General Layout
Product Grouping
Quotation Layout
Acknowledgement Layout
Delivery Note Layout
Invoice Layout
Appliance Images
Item Labels
Document Archiving
Return, Add-on, Remedial
Quotations & Pricing
Pricing
Configuration
Additional manufacturing prompts
Order discounts prompts
Assemblies
Payment Stages
Validation Rules
Component Pricing
Heading Prompts
My Component Configuration
Cash Sale
Fitting
Sales Orders
Confirmation
Optional Modules
My Catalogue
Accounts Link
Contracts
Manufacturing
Stock Control
Schedule
Appointment Diary
Resource Planner
CAD Link
GfK Data Collection
KBSA ConsumerCare Plus
Sage Pay
Sales Opportunities
EQ Cloud
EQ Calendar App Settings
EQ Showroom App Settings
Purchase Orders
Configuration
Restrictions
Suppliers
Projects
Project Tabs
Configuration
Miscellaneous Configuration
Customer Database
Compulsory Fields
Tabs
Fitters Documentation
Postcodes & Texts
Contact History
Backups
Utilities
Export Configuration
Import Configuration
Word Processor
EQ WP
Microsoft Word
Merge Fields
Workflow
Task Configuration
Workflow Customise
My Tasks
Software Requirements
Apple Mac Requirements
EQ on Mobile Devices
Network Diagnostics & Tips
Resources