Apply Selections Speed Fixed
Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.
New Features & Fixes
This release improves performance of deleting items/groups/rooms, adds ability to combine Misc Items and Catalog Items on a PO, and improves calendar performance.
2020 Fix if .CSV Export is Jumbled Up
If your 2020 .csv exports are jumbled up with data in the wrong columns (and won’t import), follow these directions to reset 2020 to work correctly.
December 2020 EQ Update Summary
New features & fixes have been added to EQ! New Account Manager field, new Contracts, Pick Ticket updates, and more!
Account Manager Added to EQ
We have added a field to EQ called “Account Manager”. This is to capture the overall sales or account person for the Customer and Job.
New Line Item Contracts Showing Descriptions Only
We’ve added 2 new line item Contracts that do NOT show the Supplier or Product Code of the line items, but they only show the line item Descriptions.
NEW Pick Ticket Changes – Suppress Items From Pick Ticket
You can now suppress which items will show on your Pick Tickets, and Payment Terms have been added also.
Save Customized List Views
Learn how to create and save your own customized views in EQ lists.
Exporting Designs from 2020 V10 or Later
These are instructions on how to export your design from 2020 V10 or later so that it can be imported into EQ.
Importing a Design From 2020 V10 or Later
The instructions below show how to import your 2020 design (via csv export) into your EQ Quote. Here’s how to do it. To import a 2020 csv file, on your Line Items tab in the menu, choose “Actions” and “Import”. Import Wizard Step 1 –...
Using DocuSign in EQ
Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.
Setting Up Pricing Profiles
Watch this training video on how to set up your pricing profiles for your catalogs.
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.
January 2020 EQ Update
New Login Page and 2020 Import Fixes
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...
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...
Adding User-Specified Cost Items
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
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.
Job Documents Now Show on Quote/Order
Now documents stored on the Job are also shown on the Quotes and Orders for that Job. So you can see both Quote Docs and Job Docs.
You Can Now Modify Calendar Names (All of Them)
You can now rename ANY calendar name in EQ. Previously you could only rename 4 of them.
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...
When PO’s or Proposals Won’t Email
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
Tasks Not Working With Chrome Update
If you’re using Chrome and are having issues creating tasks, follow these instructions.
Stop Google Chrome Auto-Updates
Use these steps if you need to stop Google Chrome from Auto-Updating
August 2019 Updates
New Features Added Aug 2019. See the list here.
