Administrator Can Now Do a Negative Priced Misc Item
If you need to do an item with a credit amount, you can now do a negative sell price on a misc item. This is for administrator only, but it allows you to use a negative sign for a negative amount.
Ability to Put $ In Description Field
We’ve added the ability to use $ in the description field again. Use them as much as you want now. Previously they caused an issue which has been resolved.
New Feature: Export to Intacct Accounting System
You can now export orders to Intacct Accounting System.
Fixed! Receiving a Purchase Order No Longer Affects the Receive Date of Other PO’s
When you receive a Purchase Order, sometimes it would populate the receive date of other PO's with the same receive date as the one you just received. This has been...
Edit Line Item Hovertext Removed
When users tried to click the pencil to edit a line item the hovertext that says “Edit Line Item” would sometimes get in the way of clicking the pencil. The hovertext has been removed so that this doesn’t happen. It’s pretty self-explanatory...
Update! Larger Product Finder Window
You can now do and see more in the Product Finder. The list is taller and shows more products on each page.
New Feature – Receiving into Bin Locations
We added the ability to receive item into specific Bin Locations in Equilibrium. You can setup your bins in Setup/System Configuration. Then choose the Bin when you receive items. The Bin Location then shows on the Pick Ticket so warehouse personnel know where to get...
New Feature – Bulk Delete Selections and Modifications
It’s finally here! The feature everyone has been asking for. You can now delete multiple selections or modifications at once with Bulk Delete Selections or Mods. Select all the line items you want to delete selections or mods from, then go to Bulk Actions and...
New Feature – Time Tracking
You can now keep track of time spent on any activities in EQ! Setup your activities you want to track in Setup/System Configuration. Then track time on the Job or on the Order for anything you do. See if you’re really effective by looking at your total time...
When to Use Apply Selections (and NOT)
Do you import from 2020? If you do, and you choose your selections in 2020 (door style, finish, etc.), then you DO NOT have to choose your selections in the selections tab of your order in EQ. It’s true that the selections in the selections tab are blank, but that’s...
Discover the Power of Right-Click
You should try right-clicking on labels in the Business Directory, Opportunity/Job list, Quote/Order list and Line Items tab to get quick access to the action icons that relate to that item. This is tremendously helpful if the action column is off the side of...
Using Multiple Browser Tabs in EQ
Do you want to do multiple things at once? Try using multiple browser tabs! If you right-click on something, you can choose “open in new tab” and open up another tab with EQ in it. Or just go under the file menu and choose “New Tab” and to to EQ there also. For...
Importing a Design Into Multiple Rooms
Sometimes people are going through the import process twice or more so they can import the different catalogs of items from 2020 into different rooms in EQ. There’s an easier way…. Import all the catalogs at the same time, and they will appear as different item groups...
Exporting From 2020 V10 or Later
2020 V10 and Later Export In 2020 version 10 and later, go to the Presentation tab and click on Reports Select “Order Form” and click OK Check the following in the General tab of the “Order Form Options” Check the following in the Pricing...
Fix Un-Found Products on 2020 Import
You know how when products coming from 2020 are not recognized, they come in as Misc. Items? Then you have to fix them by re-selecting any mods or selections that were on them but were lost? Well….. In the new version of EQ you can fix them during the import, and not...
New Version Features 2016
2016 Brings a MAJOR new release of EQ! The following features are part of the new version. Job, Quote & Order Features New Design Import Import 2020 Version 10 and Later Bring 2020 Design “Notes” into EQ Order on Import Identify multiple 2020 code matches on...
Switch Items to a New Catalog
Instructions on Switching Items to a New Catalog When you need to switch line items to another catalog, follow these directions. IMPORTANT! BEFORE you do this, take note (or a snapshot) of what your pricing is and what your selections and modifications are in case you...
Change PDF View Settings in Firefox
If you’re having a problem getting reports to show up when trying to view them in Firefox, it may be due to a Firefox update that changed PDF settings. Try the following to change it back. Firefox releases updates sometimes which change the default setting for...
Hiding the Sidekick to Get More Screen Space
To gain more space on your screen for other activities, like entering products on a quote, you can hide the Sidekick by clicking the << icon at the top of the sidebar. Click on the >> icon on the left side of your screen below the Equilibrium logo to...
Losing Opportunities and Rejecting Quotes
There are 2 levels of “Losing” anything in EQ. “Losing Opportunities” and “Rejecting Quotes”. Rejecting Quotes results in capturing a “reason” why the quote is being rejected. Losing Opportunities is just a way of indicating the Opp was not won. Losing Opportunities...
Printing Dashboard Charts
You can right click on your dashboard charts to print them out.
Using Equilibrium’s New Catalog Creator
This 7 minute video explains how to use the Catalog Creator to build your own catalogs. The Catalog Creator This new functionality comes from our August 2013 release and gives the System Administrator control over their own catalogs. The Catalog Creator tool is...
August 2013 Update – New Features for Salespeople
This 9 minute video highlights many of the new features and enhancements in our Equilibrium release dated August 2013. 20 new features We showcase 20 improvements that will save you time and make Equilibrium easier to use! View the video below, and let us know if you...
Downloading Firefox as your Browser
Follow these instructions to download Mozilla Firefox and bookmark the Equilibrium website for easy access. First, enter Firefox.com in the URL field at the top of your browser. When the Firefox webpage opens, click the free download option. You will see instructions...