Equilibrium Help Blog
This informational blog is here to help Equilibrium users become acquainted with many of the software features. If you don’t find what you’re looking for, contact our support team for guidance at support@breakfront.com or call us at 704-688-4080.
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 –...
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.
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...
New EQ Support Chat
New Equilibrium Support Chat! If you need any help with EQ, previously you would email or call our support line. We now have live chat where you can ask us anything just by typing in the chat window. The chat window is on our help / support webpage at...
Adding User-Specified Cost Items
Some catalog items require you to enter the cost or list price. Here’s how you handle those items.
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...
When PO’s or Proposals Won’t Email
Try this method if you’re having trouble getting emails to go through to either Vendors or Customers.
Stop Google Chrome Auto-Updates
Use these steps if you need to stop Google Chrome from Auto-Updating
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.
Install A Previous Version of Google Chrome
If you need a previous version of Google Chrome, here are some links to download version 70 for Windows or Mac.
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...
Dashboard Flash Display Issue – Solve Permanently
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.
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...
New Version Features 2016
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...
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...
August 2013 Update – New Features for Salespeople
This 9 minute video highlights many of the new features and enhancements in our Equilibrium release dated August 2013. 20 new features We showcase 20 improvements that will save you time and make Equilibrium easier to use! View the video below, and let us know if you...
Downloading Firefox as your Browser
Follow these instructions to download Mozilla Firefox and bookmark the Equilibrium website for easy access. First, enter Firefox.com in the URL field at the top of your browser. When the Firefox webpage opens, click the free download option. You will see instructions...
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...
How to Export and Import a 2020 V9 Drawing into Equilibrium
The quickest way to create a quote in Equilibrium is by importing an item list from 2020 Version 9 or before. Follow these instructions to properly extract the data out of 2020 for a successful import into Equilibrium. First you have to export from 2020....
February 2013 Update – New Features for Salespeople
This 5 minute video highlights many of the new features in the new and improved Equilibrium as of February 2013. Most of the features in this release will be utilized by the administrators. However, this video shows what is new for everyone in Equilibrium.
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...
How can I add additional “Type” values for Contacts?
If you have administrative rights for your Equilibrium environment, you can take these steps to add additional customer types…
Can I change what shows up on my Dashboard?
How can you control what shows up on your Equilibrium dashboard?
What’s the difference between a “Lead” and an “Opportunity”?
A Lead is a business or person with whom you have potential to do business (i.e. "Mr. Smith" or "Henry’s Custom Builders"). An Opportunity is the actual project (i.e. "Smith Home Remodel" or "125 Acorn St- Bath Addition") associated with a lead. ...
What’s the difference between the “Budget” and “Expected Sales Amount” for an Opportunity?
Equilibrium has fields for both "Budget" and "Expected Sales Amount" because in working with designers and sales people from across the country, we have found that most projects have both, and they are usually different. The "Budget" field should be obtained...
What is the Message Log?
The message log shows system-generated status messages that let you know if your changes in Equilibrium were successful.
What is the difference between a Job & Opportunity?
An Opportunity is a Job that has not been "won" yet. It is an Opportunity to win business, and all Jobs start as Opportunities. It normally represents the property or location where the products will be going and the work will be done. Opportunities...