June 2019 Bug Fixes

EQ Bug Fixes in a June 2019 Release. Various fixes in Quotes and Orders.

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.

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...

Fixed! Confirm Notes Now Show on PO Lists

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 see the Equilibrium...

Fixed! Account Number Now Auto-Popluates on PO

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...

Fixed! Scrolling in History Tab Works

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...

Administrator Can Now Do a Negative Priced Misc Item

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. 

Ability to Put $ In Description Field

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.

Edit Line Item Hovertext Removed

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...

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...

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...

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...

Save Customized List Views

List views, in the Business Directory, Leads/Customers or Quotes/Orders, are customizable. Hover over any column header to reveal the drop-down arrow.  Pull the drop-down and hover over “Columns” to see the available columns for this page. Determine which...