See all the new things going on with EQ here. New features, bug fixes, news or announcements.
EQ has been updated with major improvements in the Catalog Switcher, as well as the Specbooks import, Bulk Actions and other areas.
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.
The December EQ Update includes new changes to PO Reference numbers, new report changes, and various other improvements.
Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.
EQ has been updated with 2 new line item contracts and Specbooks import.
You can now edit the name of the “Fuel Surcharge” to be whatever you want. You edit the name of it in the Location settings.
2 new features were added in this update. Fuel Surcharges are now part of EQ to charge and show your customers. Descriptions and Notes fields are now expandable so you can see the entire thing to edit. Also a few bug fixes are included.
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.
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.
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.
March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.
We’ve made 2 significant performance improvements in EQ. First is when a Quote or Sales Order builds up a LOT of history, it would slow down the Order so things take longer. The second is when creating PO’s and you have a lot of items or use a PO rule to separate items out. This would sometimes be slow or lock up the order. These 2 issues have been fixed and performance is drastically better.
If your Customers or Suppliers are not receiving emails sent from EQ, use this information to fix the problem once and for all.
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.
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.
See the new features and fixes for Jan 2022, which include a new Contract, QuickBooks Sales
This update fixes a couple of issues in EQ when “Duplicating Line Items” or “Importing Address from Customer”.
The Nov 2021 EQ update includes improvements like Sidekick search, 2020 import improvements, new PO export for manufacturers and other misc improvements.
A new Contract has been added, as well as updates to the other Proposals & Contracts
We’ve fixed a bug in Supplier Account Numbers where it was NOT limiting the Suppliers or Catalogs to only the Locations that have a valid account number. If you’re no longer seeing a Supplier or Catalog you were previously, follow these instructions.
New updates in Sep 2021 include Created Date and Acct Manager columns on Opps/Job List, Fixes to Switch Catalogs, Added history events and more.
Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.
The Calendar Job’s Panel has been completely revamped to dramatically increase speed. Now the list comes up immediately with no lag.
This release improves performance of deleting items/groups/rooms, adds ability to combine Misc Items and Catalog Items on a PO, and improves calendar performance.
New features & fixes have been added to EQ! New Account Manager field, new Contracts, Pick Ticket updates, and more!
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.
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.
You can now suppress which items will show on your Pick Tickets, and Payment Terms have been added also.
New features added to EQ. Cubes on Purchase Orders, Ability to Calculate Cubes for Multiple PO’s, 5 New Calendars to Utilize in Scheduling, and misc fixes.
New Login Page and 2020 Import Fixes
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.
A summary of EQ updates released December 2019.
Now documents stored on the Job are also shown on the Quotes and Orders for that Job. So you can see both Quote Docs and Job Docs.
You can now rename ANY calendar name in EQ. Previously you could only rename 4 of them.
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
If you’re using Chrome and are having issues creating tasks, follow these instructions.
New Features Added Aug 2019. See the list here.
EQ Bug Fixes in a June 2019 Release. Various fixes in Quotes and Orders.
A new proposal is now in EQ. It’s the Room/Item Group Proposal but the group totals INCLUDE tax at the bottom of the proposal.
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...
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.
You can now view attachments in EQ on your iPad (attachments like images, PDFs, or Word docs stored in your Job or Order).
Previously attachments would not open on iPad.
Confirm notes were not showing when you made the Confirm Notes column visible in either PO list. They now show when you show that column either inside the order on the Purchasing tab, or on the PO List. To see all the latest fixes and features...
The account number field for a Purchase Order now populates automatically if there is only 1 possible account number for the order. Even if there are multiple account numbers for the company, as long as there are not multiple available to that order/location it will...
The Proposal by Room/Item Group was sorting line items by supplier name instead of by the line numbers in the order they were on the quote. This is corrected and the items are now in the same order within each Room / Item Group as they are on the Quote....
This is a workaround to fix the duplicate page or part of a page on proposals. We appreciate your patience as we find a solution for this issue.
You can now attach documents at the Customer Level. Docs attached at Customer level can automatically be seen on any Jobs or Quotes/Orders for that customer.
In the history tab you could not scroll to see the history lines if there were enough to fill the page. You can now scroll to see entire history.
EQ Limits have been increased on document attachments and on attachments for Proposals and POs.
Occasionally users were seeing unwanted whitespace in proposals between items on the proposal. This has been fixed.
Previously if you used an arrow to move an Item Group up or down it would re-arrange the order of the items in the group(s). It no longer does this and keeps them all in the same order.
If you need to do an item with a credit amount, you can now do a negative sell price on a misc item. This is for administrator only, but it allows you to use a negative sign for a negative amount.
We’ve added the ability to use $ in the description field again. Use them as much as you want now. Previously they caused an issue which has been resolved.
You can now export orders to Intacct Accounting System.
When you receive a Purchase Order, sometimes it would populate the receive date of other PO's with the same receive date as the one you just received. This has been fixed.
When users tried to click the pencil to edit a line item the hovertext that says "Edit Line Item" would sometimes get in the way of clicking the pencil. The hovertext has been removed so that this doesn't happen. It's pretty self-explanatory what the pencil is anyway.
You can now do and see more in the Product Finder. The list is taller and shows more products on each page.
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...
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...
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...
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...