EQ Software Support Centre

- 2 -

2 Minute Demonstration Video

- A -

Accounts

Sage exports (cloud based)

Sage exports (desktop)

Accounts exports

Accounts Link

export customers

export invoices to Quick Books

export invoices to Sage

export sales invoices

export suppliers

Add Products

add from barcode

free code product

Appointments Diary

Google Calendar Sync

Archive

send to archive

Assemblies

create assembly

duplicate assembly/components

rule based assembles

- B -

Book In Delivery

- C -

Cabinet Builder

Carcase Material

Cutting List Families

cutting pattern

Global Settings

Product Options

production wizard

CAD Software Links

Compusoft Winner

reset match history

Calendar App Instructions

add own pictures

cloud catalogues

Load from CD/DVD

parametric doors

shopping basket

user defined fields

Cloud Catalogues

Collection Notes

Commission Profiles

Configuration

export configuration

import configuration

Contact easyquote

Contact History

	Communication
	Resource Planner

Contracts

Master Quotation

multi-group prices

Customer

account details tab

Add new customer

Catalogue Discounts

compulsory fields

customer classifications

customer name format

delivery details tab

Edit a customer

Find a customer

miscellaneous tab

print customer details

recover deleted customer

Settlement Discounts

Supplier Discounts & Margins

Customise

formula variables

global settings

panel descriptions

unit panel list

- D -

Dashboard

Delivery Notes

invoice from delivery note

discount (costings)

Discount and Margin Setup

Discounts

auto discount/margin

quotation/order discounts

supplier discount codes

supplier price increase

Downloading Catalogues

- E -

Email

configure rules

setup in Customise

setup in Users Additional Info

Calendar App settings

Showroom App settings

EQ Direct Pricing setup

Export

Cabinet Vision format

Export and Import Orders

Export Data (csv)

Purchase Invoices

to Sage Accounts (desktop)

to Sage Cloud Accounting (cloud based)

to Xero Accounts

- F -

Favourite Products

Features of EQ Hosted Server (PDF)

Features of EQ Remote Application (PDF)

Filter List

delete saved filter

fitters documentation and certificates

fitters documentation configuration

fitters documentation settings

Fitters Item List

Fitters Summary

installation notes

product fitting costs

product type fitting configuration

Frequently Asked Questions

laptop multicompany

Full EQ Calendar Mobile App Manual (PDF)

full instructions here (PDF)

full manual (PDF) here

Furniture Quote

- G -

Google Calendar Sync

- H -

how to find a customer

http://eq.compusoftgroup.com

https://www.microsoft.com/en-gb/download/details.aspx?id=18140

- I -

Import furniture from quote/order

individual product prices

Invoicing

cancel invoice or credit

invoice from delivery note

- M -

Margins & Discounts

supplier discount codes

Margins and Discounts

Individual Product Prices

additional info

auto discount/margin calculation

export spreadshet

import spreadsheet (other formats)

import spreadsheet (standard)

product details

- N -

network diagnostics

New Quotation

- O -

linked contact history

linked quotation

new opportunity

transfer opportunity

- P -

Parametric door sizing

Payments

PC Requirements

Price List Builder

configuration tab

door and carcase settings

profit and margin

Projects

contact history

export to Excel

Milestone Setup

purchase invoices

purchase orders

Projects Screen

deactivate tabs

Purchase Credit

Purchase Invoice

Purchase Orders

amend delivery details

generate purchase order

place purchase order

record purchase credits

record purchase invoice

record supplier confirmation

shipping code (Tradeplace)

- Q -

Quick entry import

Quotation

current quotation menu

Import from Articad

import from CAD plan

import from Compusoft Winner

Import from Kitchen Draw

Import from Planit

Import from Virtual Worlds

Import from VR Kitchens

import furniture

price comparison

recover deleted quote

Quotation/Order

New - furniture headings

New - furniture headings - additional

New - component pricing grouping

pricing information

right-click menu

Quotations

additoonal headings

alter print layout

mix furniture ranges

new furniture quote

new quick quote

profit and margin

recover quote after crash

restore deleted quote

Quotatons

item fitting notes

pricing information

- R -

recover deleted customer

recover deleted quote

Release Notes

Remedial Orders

Reports

reports browser

Resource Planner

Revisions

compare revision

Right-click Menu

Quotation/Order Reference

- S -

Sage Accounts

export (cloud based)

export (desktop)

Schedule

location of action

managing appointments

new appointment

reasons for action

results of action

show on resource planner

show on schedule

Settings (Customise)

acknowledgement layout

additional folder options

appliance images

company details

component pricing

Currency/Tax Settings

customer database

delivery details

delivery note layout

document archiving

document titles

fitters documentation settings

heading prompts

my component configuration

own heading prompts

project tabs settings

purchase order settings

quotation configuration

quotation filters

quotation layout

quotation pricing

reset own prices

sales order confirmation

validation rules

show company logo

Software & Hardware Requirements for EQ Despatch App (PDF)

Software Requirements

Apple Mac & OS X Requirements

EQ on Tablet Computers

Stock

add new stock product (individually)

book in (manually)

book out (manually)

bulk create stock

orphaned stock records

product information

stock details tab

Supplier

account details

add new supplier

contact numbers

disable catalogues

freeze catalogue selling price

selling price rounding options

standard catalogues tab

System Maintenance Tools

- T -

templates@eqsoftware.net

these instructions

this help article

Tradeplace

check availability

- U -

User Groups

Users

additional info

alternative address

discount restriction

Utilities

Database Integrity Check

window position history

- V -

Version 16 Features

Version 16.5 Features

Version 17 New Features

- W -

Word Processor

Merge Fields for Word

Workflow

task configuration

workflow customise

workflow status

www.eqsoftware.net

www.eqsoftware.net/eqnet

- X -

Xero Accounts Exports