New Version Features 2016

2016 Brings a MAJOR new release of EQ! The following features are part of the new version. 

Job, Quote & Order Features

  • New Design Import
  • Import 2020 Version 10 and Later
  • Bring 2020 Design “Notes” into EQ Order on Import
  • Identify multiple 2020 code matches on import
  • Ability to correct codes within import wizard
  • Recognize multiple catalogs in 1 CSV import file on import
  • Ability to omit selections when importing from 2020
  • Ensure selections apply to all necessary items on import
  • Automatically delete the empty room tab after importing from design
  • Ability to Copy/Duplicate a Room to a New Room in the same Quote/Order
  • Add Job “Project” functionality with Location & Directions so Jobs can inherit directions from Project they are in (shown on Pick List)
  • When changing a product or editing the code, KEEP the selections and mods after the change if possible
  • Add “Ship To Location” as Option in Catalog Ship to Field – have it ship to the “Ship To” location that is set in the location in which the order was sold
  • Auto-Delete empty room tab when importing from design
  • Add option for a “Default Delivery Charge” in the Location options that will auto-populate
  • Additional columns added to the PO List
  • Overall Job Financial Summary Report (Financial breakdown including PO’s and Variances)
  • Ability to filter Order List for “Installed” Orders
  • Ability to Quickly Copy Line Item Notes (to Supplier Notes)
  • Add “Customer PO’s” column in Quote/Order list
  • Add “Directions” box to Customer Address
  • Ability to change order of Pricing Profiles
  • Provide hovertext on the “Actions” circles on order line items to show the date when the item was “Purchased”, “Received” or “Delivered”
  • Add a column on the Order List to show  “Last Received Date” and “Last Delivered Date” for filtering and sorting
  • Add Bulk Action of “Advance Workflow” on Order List to advance multiple orders at once
  • Show List Price for Selections & Mods in the grid on Order Line Items
  • Add a “Total Cost” column in the Quote/Order grid to see costs of Orders
  • Add “UPS/FedEx” Option to “Ship Via”
  • Add Sort / Filer Ability in Job/Order Documents list
  • Change “Job Label” and “Order Label” to “Job Name” and “Order Name”

Misc Features

  • Scheduling Calendar now includes all Jobs “Won” instead of just those with Orders
  • Performance improvements on scheduling calendar
  • Improved Filters in Scheduling Calendar
  • Can now open Job or Order directly from clicking hyperlink in Purchase Order list
  • Add “Created By” in Order List to filter list by who created Quote/Order
  • Default Tax Rate applies to all Opportunities
  • Hide “Use Tax” labels on Proposals
  • Add field in Business Directory to show which users are “Licensed” in EQ
  • Add “Description” column in Business Directory
  • Ability to jump from PO List directly to Job or Order
  • Order Label now appears on printouts
  • Display the actual name (label) of the Location in Ship To Column or PO’s
  • Display Payment Terms on Printouts
  • Add “Description” as a column in the Business Directory
  • Add “Select All Locations” to Supplier Account Number form
  • Add Customer/Job on Sales by Salesperson Widget Report
  • Ability to edit Supplier Account Number Labels
  • By default, check the checkbox to include the user when emailing to a customer / supplier
  • Add “Order Name” to show on Purchase Orders
  • When tabbing to Quantity in Order Line Items, select the qty so it can be typed over instead of having to backspace
  • Make Warranty and No Charge Hovertext more descriptive on Service Orders
  • Add “V1”, “V2”, etc. to Quote Versions that are copied instead of “Copy”

Improvements / Fixes

  • Server improvements for faster performance
  • User-Defined Catalogs performance improvements
  • Deleting Items or Rooms performance improvements
  • Supplier Notes now appearing on Check List Report
  • Improved and revamped Sidekick Search
  • Clarify “Notes” fields for better understanding of where they will show
  • Increased size of “PO Number” on Purchase Orders
  • “Add Existing Contact” form should pre-populate Customer/Job in results
  • Remove red bar that says license is expiring
  • Improved “Add Note” functionality in Quote Notes
  • Improvements to Checkboxes on “Bill To”, “Ship To”, and “Physical” locations
  • Make it more obvious when users are missing the “Pricing Profile” when pricing an order
  • Improved accuracy of Adjustment Limits. Now enforced on pricing tab when adjusted
  • Improved accuracy of Gross Margin limits protected by the Workflow
  • Improved order of Roles to know how much authority they have
  • Line item prices on contract how reflect the “Adjusted” price
  • Improved whitespace / spacing on contract
  • System Admin should automatically have access to new locations as they are created

And many other improvements!