Throw Those Change Order Accessories Out with the Bathwater

By |2018-10-22T17:57:11+00:00May 22nd, 2018|Blog, News, Tips & Tricks|

Removing accessories on a Change Order doesn’t have to be complicated. In fact, it’s really easy! Instead of entering a quantity of items to remove, just follow the instructions below. To remove all accessories when you remove a parent item [...]

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Halt! Device Authorization Required!

By |2018-10-22T17:57:27+00:00May 2nd, 2018|Blog, News, Tips & Tricks|

Did you know that you can change your settings so that only approved devices are allowed to access iPoint? You can! To turn on device authorization: Open the Settings module Select Company Info Under the Startup tab, tick the Require [...]

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How Do I Turn it Off?? An Auto-Deliver Product Story

By |2018-10-22T17:57:42+00:00April 24th, 2018|Blog, News, Tips & Tricks|

The auto-deliver product function is pretty handy for those stand-alone (AKA point of sale) invoices where a customer can walk in off the street and buy products without having them installed. However, sometimes you might want to turn off this [...]

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I Came. I Saw. I Printed a Combined SO Report

By |2018-10-22T17:57:48+00:00April 24th, 2018|Blog, News, Tips & Tricks|

After completing a change order, you can print a combined sales order report for your client. Combined SO reports are useful because they show the contracted sales order with any change orders you’ve added. Depending on your preferences (or on [...]

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Quench Your Thirst with a Refreshing Icon…

By |2018-10-22T17:57:54+00:00April 10th, 2018|Blog, News, Tips & Tricks|

Did you know that when you’re adding parts in the Add Products popover, you can click the small refresh icon in the upper left-hand corner of the Quick Add button and it will refresh all of the products you just [...]

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Check Yo’self… with the Added Parts Report

By |2018-10-22T17:58:27+00:00March 27th, 2018|Blog, News, Tips & Tricks|

The Added Parts Report is a very handy report that allows you to search and sort all of your added parts by specific criteria. One of the most important uses of this feature is that you can easily see any parts [...]

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Quick-Select Like an iPoint Ninja

By |2018-10-22T17:58:34+00:00March 27th, 2018|Blog, News, Tips & Tricks|

When adding products to a proposal in Designer, you can use both shift-select and ctrl-select to quickly select multiple product items in your list. This is especially helpful when you have a large number of items in your list or [...]

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