EQ Training Center
Welcome to EQ Training! There are multiple options below. You’ll see a section to download training guides, watch training videos or peruse other training topics. Help yourself and if you don’t find your answer, try the Help Center or contact us to speak to someone via chat below, phone or email.
Download Training Guides
Setup / Sys Admin Training Videos
Add Your Company’s Logo to EQ
This video shows how to add your company’s logo to EQ so it shows on proposals/contracts.
Customize Your Data Lists
This video shows how to customize your lists of things in EQ for your company.
Setup Your Cost Factors
This video shows how to setup cost factors or multipliers for your catalogs.
Setup Your Pricing Profiles
This video shows how to setup your Pricing Profiles that determine sell prices.
Creating Suppliers, Supplier Contacts & Account Numbers
This video shows how to create Suppliers to purchase products and services from.
EQ User Training Videos
Creating A Quote / Order
This video walks through all the steps to create a Quote or Order in EQ.
Adding Selections and Modifications
This video shows how you can add selections and modifications to line items in EQ.
Creating Purchase Orders
This video walks through all the steps to create Purchase Orders in EQ.
Combining Misc Items and Catalog Items on the Same PO
Learn how to combine Misc Items and Catalog items from the same supplier on 1 PO.
Creating Custom “Views” in EQ
This video shows how you can create your own custom view in any list in EQ.
Using DocuSign With EQ
This video shows how you can use a service like Docusign for electronic signatures.
Using the Catalog Switcher
This video shows how to best use the Catalog Switcher.
February New Features / Fixes
The February update includes printing multiple POs, Proposal / Report changes and other new features / fixes.
All About EQ Reports
There are multiple places in EQ to get reports, depending on what you’re looking for. This reviews all of them in detail.
This post explains how to use the Catalog Switcher, and what it does. This helps you change products from one catalog to another one, dealing with the differences in product codes, selections and modifications.
December 2022 EQ Updates
The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.
New Report! Service Order Totals
We’ve introduced a new report which is like the Order Totals Report, but it’s broken down by “Service Reason Code”. This way you can see the totals by Reason Code on Service Orders.
EQ Adds Backorder Functionality to Purchase Orders
We’ve added the ability to track backordered items to EQ Purchase Orders. If an item gets backordered you can now mark it “Backordered” and it will show as such on Pick Tickets.
MORE EQ Updates March 2022
The 2nd Set of Updates in March 2022 include new Proposal / Contract updates to make them look more modern. These are the first of many updates that will be made to Proposals & Contracts. Also included is a major performance update when bulk deleting Selections.
EQ Updates March 2022
March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.
Solution to EQ Emails Not Going Through
If your Customers or Suppliers are not receiving emails sent from EQ, use this information to fix the problem once and for all.
New Feature: QuickBooks Sales Order and Purchase Order Exports
You can now export Sales Orders and Purchase Orders to QuickBooks (you can import them as Sales Orders or Estimates in QB). This is handled via a 3rd party application.
New Contract: Contract By Item Group WITHOUT Grand Total
When you want to show subtotals by Room or Item Group and NOT show a Grand Total (for example, if you’re showing Options and don’t want them included in a total), this report is to accomplish that.
EQ Updates Jan 2022
See the new features and fixes for Jan 2022, which include a new Contract, QuickBooks Sales
What is Seen on Management Dashboard
The Management Dashboard is very useful, not just for managers, but for everyone. On the Management Dashboard, people ONLY see what they’re already allowed to see. So you don’t have to worry about showing too much.
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.
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. https://youtu.be/b5lIqldihHs To import a 2020 csv file, on your Line Items tab in the menu, choose "Actions" and "Import". Import Wizard Step 1 –...
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 how many of...
Adding User-Specified Cost Items
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
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.
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 1st characters you...
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.
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 ordered some...
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 choose...
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 spent on...
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...
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...
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...
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...
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 tab (the Headers and...
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...
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 which...
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...
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 selected the...
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. You have the option to...
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 money...
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 company...