Implementation Tools
This video shows you how to use the implementation documents throughout your go-live process.
EQ Adds Backorder Functionality to Purchase Orders
We’ve added the ability to track backordered items to EQ Purchase Orders. If an item gets backordered you can now mark it “Backordered” and it will show as such on Pick Tickets.
MORE EQ Updates March 2022
The 2nd Set of Updates in March 2022 include new Proposal / Contract updates to make them look more modern. These are the first of many updates that will be made to Proposals & Contracts. Also included is a major performance update when bulk deleting Selections.
EQ Updates March 2022
March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.
Performance Fixes Feb 2022
We’ve made 2 significant performance improvements in EQ. First is when a Quote or Sales Order builds up a LOT of history, it would slow down the Order so things take longer. The second is when creating PO’s and you have a lot of items or use a PO rule to separate items out. This would sometimes be slow or lock up the order. These 2 issues have been fixed and performance is drastically better.
Why is My Text White and I Can’t See it?
If you notice your login form has weird shading and it’s hard to see the text, or your text has turned white on a white background so you can’t see it, you need to turn off your “Dark Mode” theme.
Solution to EQ Emails Not Going Through
If your Customers or Suppliers are not receiving emails sent from EQ, use this information to fix the problem once and for all.
December 2021 Fixes
This update fixes a couple of issues in EQ when “Duplicating Line Items” or “Importing Address from Customer”.
Supplier Account Numbers Fix
We’ve fixed a bug in Supplier Account Numbers where it was NOT limiting the Suppliers or Catalogs to only the Locations that have a valid account number. If you’re no longer seeing a Supplier or Catalog you were previously, follow these instructions.
Calendar Job Panel Improvements
The Calendar Job’s Panel has been completely revamped to dramatically increase speed. Now the list comes up immediately with no lag.
Flash Error on Dashboard
If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.
Setting Up Cost Factors
Watch this training video which shows you how to setup your cost factors for your catalogs.
How Do I Adjust the Price of ONE Line Item?
Sometimes people want to adjust the price of just one line item. EQ controls price adjustments but there are a couple ways to accomplish this.
Dec 2019 EQ Updates
A summary of EQ updates released December 2019.
Duplicate Page or Items on Proposals – Workaround
This is a workaround to fix the duplicate page or part of a page on proposals. We appreciate your patience as we find a solution for this issue.
NEW! Attach Documents at Customer Level
You can now attach documents at the Customer Level. Docs attached at Customer level can automatically be seen on any Jobs or Quotes/Orders for that customer.
Opportunities Will Be Knocking on Your Showroom Doors – Part 3 of 3
Obviously if more people start making the magazine cutouts they’ve glued to their vision boards and reference books into real-life replicas, you’re going to have to gear up for an up-tick in business. That means, it’s time for you to take a long hard look at your...Opportunities Will Be Knocking on Your Showroom Doors – Part 2 of 3
In part I of this series, we examined some new and existing home sales data setting a slightly more positive tone for the rest of 2012. In mid February, the NAHB/Wells Fargo Housing Market Index (HMI) released information that home builder confidence in the market...Opportunities Will Be Knocking on Your Showroom Doors – Part 1 of 3
Good news seems to be coming to the kitchen and bath industry – it’s been a scary few years, but we now have slightly higher expectations. Many kitchen and bath professionals we’ve spoken with recently are getting busier with brighter outlooks than possible in...
The Importance of Consistency in Your Cabinet Dealership
Throughout our business lives, we’ve all learned it. “You need to be consistent.” It’s one of those important phrases that sort of goes without say. We know we should listen, but it is just so easy to stray from the norm and do “whatever is needed,” regardless of...
5 Ingredients You Need to Make Your Cabinet Dealership More Attractive When Trying to Sell It
If at some time now or in the future you want to sell your business, there are some things that a potential buyer really wants to see (other than financials that look good). Aside from the financial numbers, inventory, etc. these things will make your business much...
All I want for Christmas is a Recession Proof Economy
Everyone has been holding out and hanging on for the light at the end of that ruthless dark tunnel we call today’s economic slump. I can’t tell you the number of times I’ve heard the utterances of wishful thinking, “It’s going to get better…the future is looking...
Is Your Cabinet Dealership Stuck in the Past?
Do you ever look around your cabinet dealership and think that there must be an easier way to do things? If so, you’re probably stuck in the past. A number of technological advances have been made during the last couple of decades that solve common problems in...
Get the Right People On Your Kitchen Cabinet Bandwagon!
You’ve put extensive time and effort into building your business. You’ve spent years putting together a solid team of salespeople. You’ve carefully trained each one in the finer points of kitchen and bath industry sales techniques and, for the most...
When Should You Bring in Another Cabinet Line?
The kitchen cabinet sales process winds its way down from the manufacturer, all the way to the consumer. At each stop along the way, there are judgments made about the value, benefits, aesthetics and function of the cabinet line. At any point, there can be either...