Equilibrium Updates!

See all the new things going on with EQ here. New features, bug fixes, news or announcements.

Import 2020 Design as Misc 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.

Move (or Copy) Items (Or POs) to Another Sales Order

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...

Fixed! Confirm Notes Now Show on PO Lists

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...

Fixed! Account Number Now Auto-Popluates on PO

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...

NEW! Attach Documents at Customer Level

NEW! Attach Documents at Customer Level

You can now attach documents at the Customer Level. Docs attached at Customer level can automatically be seen on any Jobs or Quotes/Orders for that customer.

Fixed! Scrolling in History Tab Works

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 history.

Ability to Put $ In Description Field

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

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 what the pencil is anyway.

New Feature – Receiving into Bin Locations

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

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

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...

New Version Features 2016

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...