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...
New Version Features 2016
2016 Brings a MAJOR new release of EQ! The following features are part of the new version. Job, Quote & Order Features New Design Import Import 2020 Version 10 and Later Bring 2020 Design “Notes” into EQ Order on Import Identify multiple 2020 code matches on...
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...
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...
August 2013 Update – New Features for Salespeople
This 9 minute video highlights many of the new features and enhancements in our Equilibrium release dated August 2013. 20 new features We showcase 20 improvements that will save you time and make Equilibrium easier to use! View the video below, and let us know if you...
Downloading Firefox as your Browser
Follow these instructions to download Mozilla Firefox and bookmark the Equilibrium website for easy access. First, enter Firefox.com in the URL field at the top of your browser. When the Firefox webpage opens, click the free download option. You will see instructions...
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...
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....
February 2013 Update – New Features for Salespeople
This 5 minute video highlights many of the new features in the new and improved Equilibrium as of February 2013. Most of the features in this release will be utilized by the administrators. However, this video shows what is new for everyone in Equilibrium.
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...
How can I add additional “Type” values for Contacts?
If you have administrative rights for your Equilibrium environment, you can take these steps to add additional customer types…
Can I change what shows up on my Dashboard?
How can you control what shows up on your Equilibrium dashboard?
What’s the difference between a “Lead” and an “Opportunity”?
A Lead is a business or person with whom you have potential to do business (i.e. “Mr. Smith” or “Henry’s Custom Builders”). An Opportunity is the actual project (i.e. “Smith Home Remodel” or “125 Acorn St- Bath...