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.
New updates in Sep 2021 include Created Date and Acct Manager columns on Opps/Job List, Fixes to Switch Catalogs, Added history events and more.
Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.
The Calendar Job’s Panel has been completely revamped to dramatically increase speed. Now the list comes up immediately with no lag.
This release improves performance of deleting items/groups/rooms, adds ability to combine Misc Items and Catalog Items on a PO, and improves calendar performance.
If your 2020 .csv exports are jumbled up with data in the wrong columns (and won’t import), follow these directions to reset 2020 to work correctly.
If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.
New features & fixes have been added to EQ! New Account Manager field, new Contracts, Pick Ticket updates, and more!
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.
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
Use these steps if you need to stop Google Chrome from Auto-Updating
If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.