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.
Flash Error on Dashboard
If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.
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.
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...
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.
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.
Stop Google Chrome Auto-Updates
Use these steps if you need to stop Google Chrome from Auto-Updating
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.
Install A Previous Version of Google Chrome
If you need a previous version of Google Chrome, here are some links to download version 70 for Windows or Mac.
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...
Dashboard Flash Display Issue – Solve Permanently
If your Dashboard does not look right (should be 3D color) or if you have to continually “Accept” Flash for it to look right, follow these directions to fix permanently.
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...