We have added a field to EQ called “Account Manager”. This is to capture the overall sales or account person for the Customer and Job.
We’ve added 2 new line item Contracts that do NOT show the Supplier or Product Code of the line items, but they only show the line item Descriptions.
You can now suppress which items will show on your Pick Tickets, and Payment Terms have been added also.
Learn how to create and save your own customized views in EQ lists.
These are instructions on how to export your design from 2020 V10 or later so that it can be imported into EQ.
Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.
Watch this training video on how to set up your pricing profiles for your catalogs.
Watch this training video which shows you how to setup your cost factors for your catalogs.
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.
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
You can now import any catalog from 2020 as Misc Items in EQ, so you don’t even have to have the catalog in EQ to be able to import.
If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.