Adding Parts on a Proposal

//Adding Parts on a Proposal

Adding Parts on a Proposal

Regular users of the iPoint software know when adding parts to a Proposal, you can either filter the master product list using Manufacturer, Category, and Type or use the Wild Card Search to locate just the right part for your customer.

But did you know that you can also directly add a part if you know the iPoint part number?

  1. When you are in the Proposal Designer, click the blue Add Products button.
  2. In the middle of the screen, below the item list, type the part number in the Item field.
  3. iPoint will fill in the Item Name field and all the details based on what you type in.

This can speed up the add parts process if you already know your part numbers.

By | 2018-02-28T16:26:13+00:00 February 28th, 2018|Tips & Tricks|0 Comments