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.
Setting Up Cost Factors
Watch this training video which shows you how to setup your cost factors for your catalogs.
How Do I Adjust the Price of ONE Line Item?
Sometimes people want to adjust the price of just one line item. EQ controls price adjustments but there are a couple ways to accomplish this.
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...
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.
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...
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.
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...
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...
Save Customized List Views
List views, in the Business Directory, Leads/Customers or Quotes/Orders, are customizable. Hover over any column header to reveal the drop-down arrow. Pull the drop-down and hover over “Columns” to see the available columns for this page....
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...
Importing 2020 V10 or Later
The new version of 2020 import for 2020 Version 10 and later has many major improvements! Here’s how to make the most of it. Import Wizard Step 1 – Choose Your File Choose the version of 2020 you exported from. Version 10 and later has been added as well as...
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...
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...