EQ Help Center
New Features!
These are new updates to EQ that introduce new functionality. These are the ones people love!
Bug Fixes!
These are bug fixes where an update has been released and the bugs described have been fixed.
Frequently Asked Questions
These are help topics that a lot of people may not know how to do in Equilibrium. Typically they are “tips & tricks” on ways to accomplish important things that are frequently overlooked or missed.
Help Documents & Topics
Find Equilibrium Updates, Help Files, Tips & Tricks and Answers to a Lot of Questions.
If you need training on Equilibrium, visit our Training Center ==>
EQ Updates March 2022
March updates include a new Proposal, changes to the Pick Tickets, QuickBooks Purchase Order Exports and other improvements.
Performance Fixes Feb 2022
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.
Why is My Text White and I Can’t See it?
If you notice your login form has weird shading and it’s hard to see the text, or your text has turned white on a white background so you can’t see it, you need to turn off your “Dark Mode” theme.
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.
December 2021 Fixes
This update fixes a couple of issues in EQ when “Duplicating Line Items” or “Importing Address from Customer”.
Nov 2021 EQ Updates
The Nov 2021 EQ update includes improvements like Sidekick search, 2020 import improvements, new PO export for manufacturers and other misc improvements.
Proposal – Contract Updates
A new Contract has been added, as well as updates to the other Proposals & Contracts
Supplier Account Numbers Fix
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.
Sept 2021 Updates
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 Speed Fixed
Apply Selections has had a massive performance improvement. Now it’s lightening fast to apply selections to even huge orders.
Calendar Job Panel Improvements
The Calendar Job’s Panel has been completely revamped to dramatically increase speed. Now the list comes up immediately with no lag.
New Features & Fixes
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.
2020 Fix if .CSV Export is Jumbled Up
If your 2020 .csv exports are jumbled up with data in the wrong columns (and won’t import), follow these directions to reset 2020 to work correctly.
Flash Error on Dashboard
If you see this Flash error on your dashboard, follow these instructions to prevent Flash from running in your browser.
December 2020 EQ Update Summary
New features & fixes have been added to EQ! New Account Manager field, new Contracts, Pick Ticket updates, and more!
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.
Save Customized List Views
Learn how to create and save your own customized views in EQ lists.
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. To import a 2020 csv file, on your Line Items tab in the menu, choose "Actions" and "Import". Import Wizard Step 1 – Choose Your 2020 Version &...
Using DocuSign in EQ
Many users would like to have their customers sign proposals/contracts electronically instead of on paper. You can do this with the help of an electronic signing platform, like DocuSign.
Setting Up Pricing Profiles
Watch this training video on how to set up your pricing profiles for your catalogs.
Setting Up Cost Factors
Watch this training video which shows you how to setup your cost factors for your catalogs.
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.
August 2020 EQ Update
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.
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