Fix Un-Found Products on 2020 Import

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...
Fix Un-Found Products on 2020 Import

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...
Fix Un-Found Products on 2020 Import

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...
Fix Un-Found Products on 2020 Import

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...
Fix Un-Found Products on 2020 Import

How to Export and Import a 2020 V9 Drawing into Equilibrium

The quickest way to create a quote in Equilibrium is by importing an item list from 2020 Version 9 or before.  Follow these instructions to properly extract the data out of 2020 for a successful import into Equilibrium. First you have to export from 2020....