Creating Users in EQ

Watch this video to see how to create employees and users in EQ and how to grant them a license to login, assign them a role and a location(s). 

Creating & Assigning Roles in EQ

Watch this video to see how to create and assign Roles to users in EQ. A user’s Role determines what that user can and cannot do in EQ.

Creating Suppliers, Supplier Contacts & Account Numbers

There are a few parts to consider when creating Suppliers and Supplier information.

1) The Supplier Information: Supplier name, addresses and contact info

2) Supplier Contacts: You’ll want to create contacts for the supplier, including an “Orders” contact (with email address) if you email orders to your Supplier.

3) Each Supplier you will order from needs an Account Number. If you don’t have a formal account number, just enter your company name as the account number.

Customize Your Data Lists

This video shows how to customize your lists of things in EQ for your company. This is where you customize things to your specific company. Things like “Customer Types”, “Job Types”, “Lead Sources” and a lot of others. 

Quote Note Templates

Here you learn how to setup your “Quote Notes Templates” which can automatically populate on every Quote created. They can also be optional and can be added to any Quote. These are things like payment terms, contract agreement terms, etc.

Add Your Company’s Logo to EQ

This video shows how to add your company’s logo to EQ so it shows on proposals/contracts. Keep in mind you don’t want a bunch of whitespace around your logo, otherwise your logo will look too small. 

Make sure you upload a logo that’s just the pure logo. Not one that’s on any sort of background. 

Setup Your Cost Factors

This video shows how to setup cost factors or multipliers for your catalogs. For any “List Price” catalogs, you will have a cost factor or multiplier (common in cabinet catalogs and many others). If the catalog simply includes your actual costs, then your multiplier is 100 (or 100%).

Cost factors can even be different by doorstyle or for different products or selections in a catalog. Gather your supplier’s cost information before you implement those factors into EQ.

Setting Up Pricing Profiles

This video shows how to setup your Pricing Profiles that determine sell prices. You can determine your margin by catalog or even individual products within the Pricing Profile. You can also create as many Pricing Profiles as you want, including ones like “Builder”, “Contractor”, “Retail Customer” etc. where you would charge different prices based on what category of customer they are. So a Pricing Profile is like a “Pricing Category”.

NOTE: The most efficient way to setup Pricing Profiles is to setup the most common one you do, and get it all set, then copy it and rename it for the 2nd one you do. Then you can edit it from there. This saves you from creating every one from scratch. 

Catalog Default Settings

Watch this video to know how to set each catalog’s default settings. These are things like “Default Ship To”, and “Default Ship Via” settings.

Setting Up Your Workflow

Think of Workflow as the passing of the “electronic job folder” around your orgnization. Workflow step 1 is the designer creating the initial Quote, then it goes to step 2, which might be an approval process where someone else has to do something with it before it gets signed. 

Step 3 might be “Contract Signed” meaning the customer signed the contract and it’s a real order now. Then step 4 might be “Ready to Purchase” where it’s ready to have the Purchase Orders generated and sent to Suppliers. This is workflow, and it goes all the way down the line until the job is complete. Think of each Workflow step as the passing of the job onto the next person that needs to do something with it.