August 2020 EQ Update

August 2020 EQ Update

New features added to EQ. Cubes on Purchase Orders, Ability to Calculate Cubes for Multiple PO’s, 5 New Calendars to Utilize in Scheduling, and misc fixes.

Stock Inventory Method in EQ

Stock Inventory Method in EQ

Sometimes people ask if they can track inventory of items in EQ. While we technically don’t have an inventory module, there is one thing that some dealers do to track inventory they stock inside of EQ. If you’re just looking to have a place that tells you...
August 2020 EQ Update

New EQ Support Chat

New Equilibrium Support Chat! If you need any help with EQ, previously you would email or call our support line. We now have live chat where you can ask us anything just by typing in the chat window. The chat window is on our help / support webpage at...
August 2020 EQ Update

Import 2020 Design as Misc Items

You can now import any catalog from 2020 as Misc Items in EQ, so you don’t even have to have the catalog in EQ to be able to import.

Stock Inventory Method in EQ

Better Searches with the Product Finder

You can use Equilibrium’s Product Finder to quickly locate any item in a manufacturer’s catalog. You can either search by the CODE, or the DESCRIPTION of the products.  NOTE: When you search in the CODE field, it’s looking for an exact match on the...
Stock Inventory Method in EQ

EQ Lead Management Process

If you want to track Leads with EQ, here is a typical process to do so. Create and Opportunity and follow these steps.

August 2020 EQ Update

Move (or Copy) Items (Or POs) to Another Sales Order

New Feature! You can now move or copy items from one order to another, even if they’ve already been purchased or received! Technically you can even move a Purchase Order to another Sales Order (by moving all the items). Example 1: Let’s say you’ve...
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Fixed! Confirm Notes Now Show on PO Lists

Confirm notes were not showing when you made the Confirm Notes column visible in either PO list. They now show when you show that column either inside the order on the Purchasing tab, or on the PO List. To see all the latest fixes and features see the Equilibrium...
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Fixed! Account Number Now Auto-Popluates on PO

The account number field for a Purchase Order now populates automatically if there is only 1 possible account number for the order. Even if there are multiple account numbers for the company, as long as there are not multiple available to that order/location it will...