Equilibrium Help OLD - Breakfront Software

July EQ Updates

In this update you’ll find Proposal/Contract Favorites, PO updates, Quickbook export updates and other fixes and features.

March EQ Feature Updates! The following feature updates are now live in EQ. 1) Copy Selections to Other Item Groups on Selections Tab If you've ever had multiple items groups with cabinets from the same catalog in them, you'll remember that you have to pick the...

February Update – Performance Improvements PLUS

Second February EQ Updates! MASSIVE PERFORMANCE UPDATE! EQ has been updated with MASSIVE performance updates in the 2 most needed parts of EQ. 1) Deleting Items - Deleting items is SIGNIFICANTLY FASTER now. You can delete 1 item, many selected items, an item group or...

Feb EQ Updates

February EQ Feature Updates! The following feature updates are now live in EQ. 1) Contract Pricing! You Can Now LOCK Your Price on an Order so it Doesn't Change Major Feature! Now you can have your price LOCKED (either manually or via workflow step) so that the...

You Can Now Lock the Contract Price in EQ!

Contract Pricing! You Can Now LOCK Your Price on an Order so it Doesn't Change MAJOR FEATURE! Now you can have your price LOCKED (either manually or via workflow step) so that the "Contract Price" won't change, even if you make changes to the line items or prices....

2nd Set of Aug Updates

The 2nd set of August EQ updates include revamped PO Reference Numbers, with additional suffix, an editable “taxable” flag on catalog items, and a text change on email footers.

Aug 2023 EQ Feature Update

New August updates include Sidekick Search improvements/fixes, three new Proposals/Contracts,

4M Training FREE to EQ Users!

4M Sales Training is now available as an online webinar course, AND it’s FREE to EQ Users! Click the link to get access to this most valuable training in the industry.

My Browser Stopped Filling in my Password and I Forgot it

If your browser fills in your password for EQ for you, and suddenly stops for whatever reason, here’s how you can find out what your saved passwords are.

How to Clear Your Cache

Sometimes your browser session gets “choked up”, so to speak and things don’t work right. When this happens and doesn’t clear itself up, you may need to clear your cache. Here’s how to do that.

Allowance Catalogs – How to Create and Use Them

Did you know you can create your own catalogs for “Allowances” in EQ? You can, for just about anything. Follow these instructions.

May 2023 EQ Feature Updates

New features and fixes in the May release include new columns that show “Rejected Quote Reasons/Comments”, “Supplier & Installer Types” and other miscellaneous features and fixes.

How to Apply Manufacturer Promotions in Catalogs

Most manufacturer promotions can be built into the EQ catalog. Follow these steps to use the promotions to take advantage of price discounts when quoting/selling.

April New Features / Fixes

These are the new features and fixes for April. They include fixes to UDC Catalog editor, installation on line items, proposals and contracts, and more.

March New Features / Fixes

A large update was released in March, including new features like Color Proposals / Contracts, Automated SPA Numbers, Tasks Fixes and much more.

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.

January 2023 EQ Updates

EQ has been updated with major improvements in the Catalog Switcher, as well as the Specbooks import, Bulk Actions and other areas.

Catalog Switcher

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.

Second September Updates

Multi-Factor Authentication (MFA) has been added to EQ, a “Customer” section to Pick Tickets, and various other improvements.

EQ Updates Sept 2022

EQ has been updated with 2 new line item contracts and Specbooks import.

Fuel Surcharge Name Now Editable

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.

EQ Updates May 2022

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.

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.

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.

Equilibrium Help Blog