Tips & Tricks

Export Customer Mailing List

Make use of your customer database in EQ and export an address list to perform mailshots. This process creates a CSV file which you can use outside of EQ for emailing or hard copy mail merges.

1. Select your customers by clicking Customer, then Filter List. Select criteria and then click Apply Filter.
2. Now your list is refined click Customers (top menu bar) and Export Mailing List. All the customers are shown.
3. If you want to record this mailshot in every customer's contact history type a description and tick the box to Record in Contact History.
4. Click Export and your export file will be saved to the location shown next to Export to.

Select Your Own Product Image

In addition to the product images supplied in the EQ catalogues you can add or change to your own pictures. There is a special My Pictures folder within your EQ data folder where you can store any pictures you have.

1. Click the Catalogues icon (blue book)
2. Use Search to locate a product
3. Right-click on the region to the right-hand side. If a picture is present you will be right-clicking over it, otherwise it will be in the blank space.
4. Click either option to select a picture then pick from your My Pictures folder.
   Alternatively click to Search Internet for Image where the product code will be automatically entered into an image search for you to find and save.
   This image will be used in preference to any that was included with the catalogue by default.

Change Furniture Catalogues

In addition to changing ranges within the same furniture catalogue you can produce a copy of your quotation re-priced in a range from another furniture catalogue. EQ will convert your furniture products to the new manufacturer.

You can then use "save as" to keep both copies of your quotation so they can be compared.

For step-by-step instructions read the Change Furniture Catalogues worksheet (PDF file)

Freecode Products

As well as adding products from all of your supplier catalogues (blue book) and your own catalogue (green book) you can add additional products as "one off" items by entering them directly into the quote or sales order.

Right-click on the small drop down arrow next to the Add Product button and you will see a popup menu listing all the product groups. Click onto a group and a new blank line will appear on the quote.

Type in the product code and the description boxes to input your product, then right-click on your newly created product code and select Pricing Information. Enter your cost price and selling price in the boxes and click Update. 

Product Item Notes

You can add your own additional notes to a product, for example add information about fittings, or further specification. These notes can be printed out on the customer's quotation or on the purchase order (or both).

When you are editing a quote or sales order right-click on the product code and click Notes. Enter your notes in the box and click Update to save.

1. In EQ save all open work and make sure any other users are logged out.
2. Go to File > Utilities > Backup
3. The backup window will open and show you the location and filename of the backup file (EQB file). This is usually the same location as your data folder
4. For a better backup copy your EQB file to another computer or external storage for storage off site.

Sticky Notes

To make a quick note  or reminder, right-click any part of the empty desktop of EQ and click New Note.

A new sticky note will appear ready for you to start typing! For an extra quick tip, press Ctrl + V on your keyboard to paste some text you can copy from another program.

For more options right-click on your newly created note where you can change the colour, select text or cut, copy and paste.

You can resize your note by clicking and dragging the bottom right-hand corner to any size.

Sticky notes requires EQ version 11. See all the new features of version 11 here (PDF file)