Common questions.
Plain answers on pricing, plans and features.
Pricing
What's included in the 14-day trial?
Full access to whichever plan you choose. No credit card required. If you don't subscribe, your data is kept for 30 days in case you change your mind.
Can I switch plans?
Yes, upgrade or downgrade at any time. Changes take effect on your next billing cycle.
What does "per business unit" mean?
One subscription, billed per business. If you run several businesses, your plan price applies to each one. Users and locations within that business are unlimited.
Do you offer discounts?
Annual billing saves 10%. We also offer discounts for not-for-profit organisations. Get in touch.
How is freight billed?
Freight is available on the Complete plan. Charges are separate from your subscription — pay as you go, weekly billing with credit approval, or on account by invoice.
What payment methods do you accept?
All major credit and debit cards via Stripe. Invoicing is available for annual plans.
Orders
Does EQUOS handle both sales orders and purchase orders?
Yes. Sales orders and purchase orders both live here, each with a clear status and owner from the moment they're created.
Can I set approvals before an order proceeds?
Yes. If your business needs sign-off before an order moves forward, those approvals are built in — nothing proceeds until the right person says so.
How does the order lifecycle work?
Every order carries a status and a path forward, and each stage triggers the next — warehouse, shipping, and invoicing are already in the loop as it moves.
Can I match the stages to my own process?
Yes. The stages match how your business actually moves things forward — skip what you don't need, reorder what makes sense.
Inventory
Can I see stock on hand across multiple locations?
Yes. One screen shows stock across every location — every variant, every unit of measure — updated in real time as things move.
How are stock adjustments and write-offs recorded?
Every correction, transfer, and write-off leaves a trace — who moved it, when, and why — so the audit trail is always there when you need it.
Does it work across multiple sites and states?
Yes. One stock view spans as many locations as you run — warehouses, stores, or states — each accurate and current.
Will it reorder stock for me?
No. It tells you when stock runs low against thresholds you set; the ordering decision stays with you.
Warehouse
Does EQUOS support directed picking?
Yes. The pick list appears on your team's device already sorted by the most efficient path through your space — they walk, pick, and confirm.
How does pick and pack work?
Picking flows straight into packing — the right items are grouped for the right order and labels print where they're needed, so the shipment is ready to leave.
Can every item have its own location?
Yes. Everything in your warehouse has an address, so your team walks to the right spot the first time, every time.
Is it built for highly automated distribution centres?
No. It's designed for warehouses where people do the work — clear tasks and directed movement, not conveyors or robotics.
Manufacturing
Does EQUOS support bills of materials?
Yes. You save a recipe once — the inputs, expected output, and steps — and reuse it for every production run.
Can I trace a finished product back to its inputs?
Yes. Every batch links its inputs and outputs, so you can follow any finished product back through its production run to the raw materials that made it.
How is time on a production run captured?
Your team clocks into a task and clocks out as they work, so the record of who did what, and for how long, builds itself.
Can it track repacking or breaking down bulk?
Yes. Breaking a bulk delivery into smaller units is tracked the same way as making — each split and repack stays linked to its parent batch.
Contacts
What does a contact record show?
Everything — every order they've placed, every invoice, every shipment — so you walk into each conversation with the full history.
Is this a CRM with sales pipelines?
No. There are no deal pipelines or lead scoring. It's a directory that helps you remember the people you work with, not sell to them.
Can I import my existing contacts?
Yes. Import what you have and validate it on the way in — no starting over.
How does it keep the directory clean?
Potential duplicates surface before they cause problems, and inactive contacts stand out, so the list stays useful.
Freight
Which carriers can I compare?
You see live rates from TNT, Aramex, and Border Express side by side, and book directly from the comparison.
How is freight billed?
Freight is charged separately from your subscription. You can pay as you go, weekly once your credit is approved, or on account by invoice.
Is freight available everywhere in Australia?
Coverage is Australia-wide, with some lanes and services still expanding. It's focused on domestic shipping.
Which plan includes freight?
Freight is part of the Complete plan.
Invoicing
Can invoices be created from fulfilled orders?
Yes. When an order is fulfilled, the invoice is already there — line items, quantities, and pricing carried over, with nothing to re-key.
Does it remember customer-specific pricing?
Yes. Each customer's pricing is set once and applied every time, so what's billed matches what you agreed.
Can I require approval before an invoice goes out?
Yes. If your business needs sign-off first, the right person is prompted, and nothing leaves until they approve it.
Is EQUOS a replacement for accounting software?
No. It creates the invoices and shows what's paid and outstanding; there's no general ledger or tax lodgment — your accountant does the rest.
Academy
What is the EQUOS Academy for?
It's structured training and onboarding that mirrors your actual processes, so new starters learn the way your business really runs.
Can I share training with customers or partners?
Yes. You share just what's relevant to them — how to place an order or read an invoice — and keep the rest internal.
Does the training stay up to date?
Yes. Materials live alongside the platform they describe, so when a process changes, the walkthrough updates in one place.
Is it a full learning management system?
No. There's no grading, certifications, or compliance tracking — it's clear walkthroughs for learning how your operations work.
Document Serve
Do recipients need an account to view a document?
No. You send a link, they open it in their browser — no account, no app, no password.
What can I share?
Invoices, reports, packing slips, compliance documents — anything your business generates can be shared through a secure link.
Can I control access after sharing?
Yes. Set expiry dates, revoke access when it's no longer needed, and see when a document was opened.
Is it a document management system?
No. It delivers documents outward; it doesn't organise your internal files or manage versions.
Plans
More or Complete?
More is Core plus warehouse management and stocktake. Complete adds manufacturing, transport and freight, and reports. Freight is billed separately from the subscription. You can switch plans at any time, and every plan has a 14-day free trial. See the plans side by side.
Still have questions?
Get in touch.