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...

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...

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...

Importing 2020 V10 or Later

The new version of 2020 import for 2020 Version 10 and later has many major improvements! Here’s how to make the most of it. Import Wizard Step 1 – Choose Your File Choose the version of 2020 you exported from. Version 10 and later has been added as well as...

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...

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...

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 recently released and update which changed the default setting...

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...

How to Import 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. 1.  Go to...