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EQ Professional

Our flagship product, Professional incorporates all the great features of Foundation.

Professional adds stock control, project management, workflow, automated reports, a 2D drawing tool, accounts integration and boasts the largest number of features and optional modules available from the UK's leading kbb software provider.

Professional offers many enhanced features from the standard software, plus a lot more. Projects sets Professional apart, enabling management of kbb specific projects easier to control and track. The stock control function allows level creation, adjustment, allocation and valuation. A delivery schedule comes as standard, as well as a 2D drawing tool and report robot. Links to accounting software such as Sage line 50, 200, Sage Instant, Pegasus and MYOB are also featured in Professional.

Companies with multiple users wishing to access information from a single server can purchase the option of Terminal Services installation. To help you understand the fundamentals of our software, we include one day Classroom training, and then a further one day on-site instruction. Further instruction to maximise the user potential can be arranged through our customer services department.

 

Features

  • Access to over 4500 supplier data catalogues
  • User level security
  • Management reports
  • Context sensitive help
  • Easy-to-use interface
  • Multi-user
  • Multi-company
  • Business documents templating
  • Word merge, SMS, email
  • Customer relationship management (CRM)
  • Postcode lookups
  • Customer profiling (ACORN)
  • Google maps integration
  • Word, email and SMS templates
  • Emails & SMS
  • Customer groups
  • Mailing lists
  • Sales pipeline
  • Individual customer prices
  • Settlement discounts
  • Customer audit trail
  • User definable fields
  • Marketing and lead source analysis
  • Downloadable catalogues
  • Product images and specification
  • Linked accessories
  • Assembly builder
  • Source Green (environmental product comparisons)
  • Product lead times
  • Catalogue importer/exporter
  • Intelligent product types
  • Quick quotes
  • Complete and component quotations
  • Multiple range quotations
  • Parametric door sizing
  • Margin calculator
  • Revision history
  • Furniture range price comparison
  • Fitting configurator
  • Validation rules
  • Order acknowledgements
  • Delivery notes
  • Invoicing
  • Payments
  • Cash sales
  • Trade counter sales
  • Commission profiles
  • Audit trail
  • Remedial orders
  • Add-on orders
  • Returns notes
  • Collection notes
  • Supplier confirmations
  • Book in deliveries
  • Purchase invoices/credits
  • Saved filters
  • Milestones
  • Automated milestone generation
  • Milestone tracker
  • Export to excel
  • Profit tracker (Job Costing)
  • Group emailing, mail merge and SMS
  • Archiving
  • Payment tracker
  • Book in/out/adjustments
  • Stock valuations
  • Stock allocation
  • Activity history
  • Weekly/daily view
  • Resource view
  • Resource groups
  • Delivery schedule
  • 2D drawing tool
  • Report robot
  • Dashboard
  • Contracts
  • Cabinet builder
  • Cut list
  • Resource planner
  • Remote customer sync
  • eStore integration
  • Catalogue builder
  • ArtiCAD
  • Virtual Worlds
  • Auto Kitchens
  • Compusoft
  • InSitu
  • Fusion
  • 20-20
  • Cabinet Vision
  • Carat
  • Sage Line 50
  • Pegasus Opera
  • Sage Line 200/500
  • MYOB
  • Interprise
  • Standard exports (CSV, XML, XLS)
  • Magi-cut
  • Linkwood (Product Planner)
  • Cabinet Vision
  • Ardis
  • Ottimo
  • Optiplan
  • Configurable exports
  • Tradeplace
  • Google calendar sync
  • Requires optional upgrade

 

 

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