January 2020 EQ Update
New Login Page and 2020 Import Fixes
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...
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.
Import 2020 Design as Misc Items
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.
Job Documents Now Show on Quote/Order
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 Modify Calendar Names (All of Them)
You can now rename ANY calendar name in EQ. Previously you could only rename 4 of them.
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...
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.
Tasks Not Working With Chrome Update
If you’re using Chrome and are having issues creating tasks, follow these instructions.
Stop Google Chrome Auto-Updates
Use these steps if you need to stop Google Chrome from Auto-Updating
August 2019 Updates
New Features Added Aug 2019. See the list here.
June 2019 Bug Fixes
EQ Bug Fixes in a June 2019 Release. Various fixes in Quotes and Orders.
New Proposal – Room/Item Group Including Tax
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.
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...
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.
You Can Now View Document Attachments on iPad (Known Issues)
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.
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! Proposal by Room / Item Group – Lines are Sorted by Line Now, Not Supplier
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....
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...
New! Larger Document Attachment Limits
EQ Limits have been increased on document attachments and on attachments for Proposals and POs.
Fixed! No More Unwanted Whitespace on Proposals
Occasionally users were seeing unwanted whitespace in proposals between items on the proposal. This has been fixed.