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...
Using the Product Finder in Quotes
With the product finder, you are able to manually add items. To do that, click on the binoculars to the right of the item group name to open the product finder. You must select the catalog and can then use any of the filters at the top to search for specific...
Loading New Catalogs in Equilibrium
If you’re the System Administrator of your Equilibrium environment, then you will receive notifications via email that there is a new catalog available for you to load. Follow the steps below to load a catalog into Equilibrium. First, make sure the proper...
Can I Adjust my Quote’s Pricing?
After investing proper time in a particular lead, you know their budget, you’ve built credibility by recommending creative solutions and agree on what the lead wants to achieve. Designs have all been reviewed, you’ve received feedback and they have...
Where do Product Notes Appear?
There may be times that you need to note the dimensions of the cut-out in an appliance cabinet. Or, perhaps you need to tell the manufacturer which side gets the extended stile. Maybe you need to note that the sink has not yet been selected, and this selection...
Why is the “Ship To” Address Blank on the PO?
Equilibrium gives you the ability to designate on POs where the items are to be shipped. Purchasing and shipping isn’t “One Size Fits All”… there are different circumstances. You need flexibility from one order to the next. ...
How do I Find an Old Order or Job?
Closed (or Completed) orders and deactivated opportunities and jobs do not appear in your lists. Anything that has not been deleted will continue to exist in your Equilibrium environment… we just figured you would want to see what projects will make you...
Import the Customer Address on the Opportunity
If the Job address is the same as the Customer address, Equilibrium saves you time by noting this on the Job record. Simply check the boxes accordingly. When you check the second box, you will see a notification stating that you need to Import the...
How Do I Get My Logo to Appear on Quotes?
Equilibrium enables you to print and email professional quotes to present to your clients. Make these quotes look exceptional by adding your company’s logo. The administrator of your Equilibrium environment will need to follow these steps to upload your...