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
Equillibrium Basic Training Guide
Basic Training for EQ (Click above to view)
Equilibrium Advanced Training Guide
Advanced Training Guide (Click above to view)
Equilibrium Admin Guide
Administrator Training Guide (Click above)
The Implementation Process
Click the graphic to the right to download the “Go-Live” process to understand the steps you’ll be taking to go live on EQ.
The implementation process is driven around these areas in order:
1) Catalogs
2) Admin Setup / Training
3) Process Definition
4) User Training
Training Videos
EQ User Training Videos
Creating A Quote / Order
This video walks through all the steps to create a Quote or Order in EQ.
Creating Purchase Orders
This video walks through all the steps to create Purchase Orders in EQ.
The Purchase Order Lifecycle Process
After PO’s are created, this is the process that follows.
Using DocuSign With EQ
This video shows how you can use a service like Docusign for electronic signatures.
Adding Selections and Modifications
This video shows how you can add selections and modifications to line items 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 the Catalog Switcher
This video shows how to best use the Catalog Switcher.
Training Videos
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.
Setup Your Cost Factors
This video shows how to setup cost factors or multipliers for your catalogs.
Creating Suppliers, Supplier Contacts & Account Numbers
This video shows how to create Suppliers to purchase products and services from.
Customize Your Data Lists
This video shows how to customize your lists of things in EQ for your company.
Setup Your Pricing Profiles
This video shows how to setup your Pricing Profiles that determine sell prices.
Creating and Licensing Employees
This is how you can create employees and give them a license to login to EQ.
Training Topics
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...