Account Manager Added to EQ

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.

Save Customized List Views

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

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.

Save Customized List Views

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...
Account Manager Added to EQ

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.

Save Customized List Views

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...
Save Customized List Views

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.

Account Manager Added to EQ

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...
Account Manager Added to EQ

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...
Account Manager Added to EQ

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...
Account Manager Added to EQ

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...
Save Customized List Views

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

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...
Save Customized List Views

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...
Save Customized List Views

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...
Save Customized List Views

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...
Save Customized List Views

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...