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PO Details Items List
Purchase Orders Module » PO Details Items List
Purchase Order Items List Item List The main section of the Purchase order is the Items List. The list is where you will see the items on the purchase order. Next, we will go into the process of manually adding items to a PO on the next page. PO Line Filter –…
Add items to a PO
Purchase Orders Module » PO Details Items List » Add items to a PO
You can add items to a Purchase Order one of three ways: From a Sales Order From the Purchase Manager Directly on the Purchase Order To add a part, click in the empty Select an Item field. This will be the first line on a new PO or the last line on an…
PO Status
Settings Module » Pop Up Lists » PO Status
Pop Up List: PO Status The Purchase Order Status helps iPoint users know what is happening with POs in the system. Change the status of a PO as it flows through your company’s process. For example, you might have an approval process for POs by a manager. Or…
Customer Bill To Address Names
Settings Module » Pop Up Lists » Customer Bill To Address Names
Pop Up List: Customer Bill To Address Names The Customer Bill To Address Name is used on the customer record in the CRM to differentiate between various addresses. For example, the customer might have a separate Billing address from the Job Site address. Or a…
Receiving a PO
Purchase Orders Module » PO Details Items List » Receiving a PO
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is time…
Purchase Order Details
Purchase Orders Module » Purchase Order Details
Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the…
Items (tab)
Settings Module » QuickBooks » Items (tab)
Settings - QuickBooks - Items You can import items in your iPoint database in several ways. Manually enter your items directly into the Items module Exporting your item list into a .csv file and sending it to iPoint Support to import Importing items using the…
Time (tab)
Settings Module » QuickBooks » Time (tab)
QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks Desktop using the time a technician enters onto Work Orders. Note: iPoint does not currently support syncing work order time to QuickBooks Online. *If you utilize…
Invoices (tab)
Settings Module » QuickBooks » Invoices (tab)
QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…
Setup (tab)
Proposals Module » Setup (tab)
The proposal Setup tab provides the skeleton of the proposal. These details are generally entered when the proposal is initially set up and drive how the proposal and subsequent sales order function. Custom Data List Custom Data List The Custom Data List gives you…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
Documents (tab)
Settings Module » Document Builder » Documents (tab)
Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…
Contact Details
CRM Module » Contact Details
Contact Details Since CRM is the hub of the iPoint process, there are many details stored on an individual contact’s record. This page will provide specific information about each section on the Contact Details screen. Contact Overview In the top left…
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…
Vendor Details
Vendors Module » Vendor Details
Vendor Details Screen The Vendor Details screen shows a lot of information about the vendor. Let’s start in the middle of the screen. Company Info This is the primary details for your vendor. Company Name – enter the name as it appears on the…
Payment Details
Accounting Module » Payments List » Payment Details
Payment Details window The payment details window is where all the information about each payment is stored. There are four major sections to this window. Details Payment Info Invoice List Control . . . . . Details The five buttons across the top of…
Project Details
Projects Module » Project Details
Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…
Commission Details
Reports Module » Commission Reports » Commission Details
Commission Details As you navigate through iPoint, you will see users listed as sales staff, project managers, and technical designers on various documents. A commission indicator will be displayed next to their name: – a green icon indicates commission has…
Receiving a PO with Item Receipts
Purchase Orders Module » PO Details Items List » Receiving a PO with Item Receipts
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is…
Error Logs (tab)
Settings Module » QuickBooks » Error Logs (tab)
QuickBooks Error Logs The Error Logs tab is utilized by iPoint Support to help troubleshoot transactions and information that is not pushing correctly to QuickBooks. Most users will find this information to be foreign and not understandable. However, if you have…
Cover Page (tab)
Settings Module » Custom Templates » Cover Page (tab)
Cover Page Designer The Cover Page of each Custom Template can be modified in a number of different ways using this Cover Page Designer. The designer consists of seven separate tabs, each of which can be edited individually. The Main Windows shows all layers…
POs settings
Settings Module » Module Settings » POs settings
Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…
Work Order Details
Work Orders Module » Work Order Details
Work Order The Work Order Details screen is where the actual work takes place. From here, we will change statuses, enter technicians’ time, track added parts, and track notes and images for the job. The mobile version of iPoint on an iOS device functions the…
Product Details Popover
Proposals Module » Proposal Designer » Product Details Popover
Product Details While the list of items on the designer contain many details, you can view and edit even more information about a product by clicking the product name to open the Product Details popover menu. In the Product Details popover menu, you will see 8 tabs:…
Mobile: WO Details
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details
Mobile: Work Order Details The main page of the work order gives an overview of many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…
Mobile: Customer Details
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Customer Details
Mobile Customer: Details Customer details are available in two places on the mobile work order. Customer Field Tap the Customer field in the Work Order Details section of the work order. This provides all the details about the customer,…
Docs/Asgmts/Data (tab)
Sales Orders Module » Docs/Asgmts/Data (tab)
Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…
How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Purchase Orders Module » Purchase Orders FAQ » How do you Push Inventory Receipts to QB Using a Different Date than the PO?
If you create a purchase order on Sept 23 and sync it to QuickBooks, the QB PO is also dated Sept 23. But if you receive items on the purchase order on Sept 28, the synced item receipts still show up in QuickBooks as being received on Sept 23, the date of the Purchase…
iPointTech Work Order Details
Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details
iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…
Export to Excel
Items Module » Options » QB Sync List » Sync List Options » Export to Excel
Items List: Excel to Excel To simplify the manipulation of your item list, you can export your items into an Excel spreadsheet. This is useful for doing mass edits, entering manual inventory counts, and other database processes. Once edited in Excel, the data can be…
Syncing to QuickBooks
Syncing to QuickBooks
iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost! While we are experts at project management and job costing,…
Product Manager
Sales Orders Module » Product » Product Manager
Product Manager The Product Manager is where all of the items sold on a sales order are requested for purchase, placed on purchase orders, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…
iPoint Data to QuickBooks
Syncing to QuickBooks » iPoint Data to QuickBooks
Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks. QuickBooks: Edit Customer window Customer Data The following chart shows the CRM…
iPoint Transactions to QuickBooks
Syncing to QuickBooks » iPoint Transactions to QuickBooks
This section of the manual is intended to explain how transactions affect QuickBooks when they are synced from iPoint. There are two primary transaction types to consider, the purchase and storing of inventory and the sale and cash receipts for goods and services…
Adding Items to iPoint from the Library
iPoint Library » Adding Items to iPoint from the Library
Ready to add items? Let’s do it! Browse the iPoint Library Wildcard search if you know what you’re looking for. Utilize the drop down menu to narrow what fields you’re searching by (Vendor, Item, etc.). Toggle to show only those that are…
How do I push Inventory to QBO?
Inventory Module » Inventory FAQ » How do I push Inventory to QBO?
How do I push Inventory to QBO? iPoint does not support inventory in QuickBooks online. QuickBooks Online has multiple versions, and only the Plus version can track inventory. At this time, we are developing the iPoint Sync to work with the most common versions of…
Jump to Added Items in a Proposal
Proposals Module » Proposals FAQ » Jump to Added Items in a Proposal
Jump to added items in a proposal. When designing a large proposal, the designer page will refresh to the top of the page each time a new item is added. But, you can jump to the room you are adding to, so you can keep track of those items added as you go. This may…
Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
Accounting Module » Accounting FAQ » RFP FAQs » Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
A Request for Payment is not an invoice! Wait! What!?!?!? The dictionary defines an invoice as “a list of goods sent or services provided, with a statement of the sum due for these; a bill.” An RFP does not define goods or services that the customer…
Using a Credit Memo to Balance Delivery Invoices
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » Using a Credit Memo to Balance Delivery Invoices
In a world where your clients pay timely, this options would never be needed. You would always have more money from your clients than the goods and services you’ve delivered to them. In this scenario, when you create the delivery invoice, there are funds to pay…
What happens when I sync stuff to Quickbooks?
Accounting Module » Accounting FAQ » QB FAQs » What happens when I sync stuff to Quickbooks?
The iPoint software is, among other things, a project management tool, and as such, there is limited financial reporting that takes place in the program. The majority of the reports run in iPoint deal with Project Accounting, telling you about the financial health of…
What is the best module to invoice from?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?
Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…
Is it possible to duplicate a work order?
Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?
Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…
Proposals Module
Proposals Module
A Proposal is a list of goods and services that we suggest a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This manual section describes the…
Does iPoint have the ability to track a Warranty Fund?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Does iPoint have the ability to track a Warranty Fund?
Some companies utilize a Warranty Fund to deposit funds (from overages or actual charges to customers). Then, as warranty work is completed, they draw on that fund to help pay for warranty work. Here is how you would track those transactions in iPoint. . Setup Start…
Can I switch from RFP A/R to RFP Liability?
Accounting Module » Accounting FAQ » RFP FAQs » Can I switch from RFP A/R to RFP Liability?
Yes, you can! First, a little background. When we first developed the Request for Payment system, we built it using the Accounts Receivable model. As we started working with Community Members, we realized we could build an even better mousetrap and viola! RFP Liability…
Mobile: Parts
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Parts
Mobile Work Order Parts List The parts list provides a list of all the parts scheduled to be delivered and installed on this work order. At the end of this page we’ll also look at: Parts Details Delivering Parts Item List Each item has the following…
New QuickBooks or Switching from QBO to QBD (or vice versa)
Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)
From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…
How do I add tasks to my Work Order from a Project?
Work Orders Module » Work Orders FAQ » How do I add tasks to my Work Order from a Project?
If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can! New Task from Project in a Work Order To create a new task inside a Work Order that is already in the Project: Inside the Work Order simply…
Can I Allocate Stock to a Job After it’s Ordered?
Purchase Orders Module » Purchase Orders FAQ » Can I Allocate Stock to a Job After it’s Ordered?
Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you actually want to use those items for a job. You don’t have to wait until the item is received or remake the PO. You can allocate those stock…
Purchase Request Manager
Inventory Module » Purchase Request Manager
Inventory Dashboard: PRM The Inventory Dashboard: Purchase Request Manager displays a list of parts that have been requested from various locations in iPoint. The requests could come from Sales Orders, Projects, Work Orders, or Invoices. You’ll see the:…
Product Manager Options
Sales Orders Module » Product » Product Manager » Product Manager Options
Clicking the Options button on the Product Manager presents a number of different options available to you. These options are spread out across four tabs and each tab is described in detail here. Product Options: Transactions Transactions The transaction tab is…
Documents
CRM Module » Contact Details » Documents
Documents Section In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. View the Documents List At the top of the Documents window are three valuable tools. Use the…
Sales Order FAQ
Sales Orders Module » Sales Order FAQ
Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…
Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
Accounting Module » Accounting FAQ » RFP FAQs » Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
The job is done and paid! You got everything closed out, and now it’s time to move onto the next… But WAIT! Your customer wants to return that last wing-a-ding and get a refund for it. What is the best way to issue this refund inside iPoint when using RFP…
Items FAQ
Items Module » Items FAQ
See links below for Frequently Asked Item Questions How do you change an Inventory Type? Custom Items Barcode Scanning for Items Alternate Vendors Multiple Labor Phases for Items
Accounting FAQ
Accounting Module » Accounting FAQ
Here are answers to Frequently Asked Accounting Questions broken down into subtopics. RFP FAQs QB FAQs Miscellaneous Accounting FAQs
Work Orders on the Calendar
Calendar Module (Schedule Pro 2017) » Work Orders on the Calendar
Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…
Print Labels
Purchase Orders Module » PO Details Items List » Print Labels
When items are received for a job, iPoint can generate Product Tracking Labels to help identify products that have been allocated. These labels are completely customizable in Settings > Module Settings > Items. Print these labels during receiving and apply them to…
Custom Invoice Header
Accounting Module » Invoices List » Invoice Detail » Custom Invoice Header
Standard Invoice Header There are three ways to customize the header of your invoice. The invoice samples on this page are the same invoice. This is because we’ve just printed it using one of three methods. Standard Invoice Out of the box, the invoice…
Item Additional Settings
Items Module » Item Details » Item Additional Settings
Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field is…
Merge Fields
Settings Module » Module Settings » Proposals settings » Merge Fields
Throughout settings, you will find a list of Merge Fields that you can use to personalize various system-generated documents. Primarily used in customer proposal areas, merge fields take information from a customer record and input them into documents. These merge…
QuickBooks Data
CRM Module » Contact Details » QuickBooks Data
QuickBooks Data Section In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. The left-hand column displays the information last synced to QuickBooks. The right-hand column displays the…
2022 Q1
Welcome » Change-Log » 2022 Q1
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
Company Info
Settings Module » Company Info
Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…
Purchase Orders Module
Purchase Orders Module
From the iPoint dashboard, clicking on the Purchase Order module gives you three options: Purchase Orders – this button opens up the Purchase Orders screen so you can look at all of your purchase orders in one place Item Receipts – this button opens up…
Line Report
Reports Module » Purchase Order Reports » Line Report
Purchase Order Line Report The Line Report shows a list of individual line items on purchase orders. The report shows: PO Number Item ordered Where the item request came from (Sales Order, Project, Work Order, Invoice, or Stock) The date the PO was created The…
SO Info
Sales Orders Module » SO Info
Sales Order: Info tab You can access a sales order from the Sales Order module by clicking on a Sales Order name in the list. Alternatively, you can open a sales order from the CRM module by opening a Customer record and selecting a record from the Sales Order…
Item Receipts
Purchase Orders Module » PO Details Items List » Item Receipts
Item Receipt Screen The item receipts screen is where you can view all the item receipts that have been created when receiving items on a purchase order. Navigate to this screen by clicking on the Purchase Order module and then clicking on Item Receipts. The green…
History
Items Module » Item Details » History
Items: History The History tab will help you find documents where the item was sold or purchased. Proposals This tab shows all active and archived proposals where this part has been used. Reference = Proposal ID # Date = the Date and Time the proposal was…
Can I use a Job Site Address on a Proposal
Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal
Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…
2019 Q1
Welcome » Change-Log » 2019 Q1
Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …
Product
Sales Orders Module » Product
Sales Order Product The Product tab of the Sales Order is where you manage the products sold to the customer. This button takes you to the Product Manager, where all the action happens. More details on the Product Manager here. The Product Manager Status is a…
Summary Report
Reports Module » Purchase Order Reports » Summary Report
Purchase Order Summary Report The Summary shows a list of Purchase Orders. The report shows: PO Number Vendor The date the PO was created The date when the Purchase Order was submitted The date when the PO was marked Received in Full The Total value of the…
AIA Progressive Billing
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » AIA Progressive Billing
AIA Billing is a billing method typically used in commercial construction projects. The American Institute of Architects has defined methods and processes used to bill for projects progressively. In short, the (sub)contractor identifies all charges in a project…
2020 Q1
Welcome » Change-Log » 2020 Q1
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
Using the Product Manager
Sales Orders Module » Product » Product Manager » Using the Product Manager
There are two ways to work with parts: individually and in bulk. Individual Product If you want to work with only one or two items, the individual Stock Options button might be the easiest process. At the end of each line are two buttons. The Stock Options button ( …
Use Tax
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » Use Tax
Explanation Use tax is one of the most complicated and PITA policies many states have implemented. Use tax is a tax that applies to contractors and contractor – retailers. Instead of charging sales tax to the customer, you must pay the sales tax based on your…
Proposal Info
Proposals Module » Proposal Info
Proposal Info Tab The Proposal Info tab contains primary customer and job details. Customer Name The first section is the customer details describing the customer receiving the bill for the work being completed. Enter the Customer Name – there are a few…
2021 Q2
Welcome » Change-Log » 2021 Q2
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
How do you Create Custom Items?
Items Module » Items FAQ » How do you Create Custom Items?
How can you create and use a custom item? . If you do not want to add multiple items to your Item database (ie: shades), but want to add the item to a proposal/work order/project, then request and track that product through installation, you may want to create an item…
Recurring Payments
Welcome » Change-Log » Beta Settings » Recurring Payments
!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…
QB Step 3: Lists
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 3: Lists
QuickBooks Setup: Lists There are several items that iPoint uses for transactions that are created in QuickBooks and pulled into iPoint. Go to the Lists tab, and press the blue buttons corresponding to each of the following: Payment Methods are used to signify…
Mobile: QuickBooks Data
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: QuickBooks Data
Mobile: QuickBooks Data In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. At the top of the window, the Back Arrow takes you back to the customer details screen. The left-hand column…
2021 Q3
Welcome » Change-Log » 2021 Q3
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
The Serial Number Field is an Open Text Field
Projects Module » Projects FAQ » The Serial Number Field is an Open Text Field
The Serial Number field is an open text field where you can enter a serial number, MAC address, or even general notes. If you want to enter a MAC address, enter “MAC: MA-CA-DD-RE-SS-01” (or “MAC: MA:CA:DD:RE:SS:02”, depending on the format…
Stock
Items Module » Item Details » Stock
Items: Stock The Stock tab is where you will find details about stock transactions and inventory history. The stock tab is only available on items with an Inventory Type of Inventory and is hidden on all other inventory types since we do not track inventory…
Invoicing From a Project
Accounting Module » Invoicing From a Project
There are multiple places to create invoices in iPoint: Sales Order – this is where you will conduct the majority of sales-related invoicing. With multiple invoicing methodologies, you should be able to create the perfect invoice for your sales transactions.…
Alternate Vendor(s)
Items Module » Items FAQ » Alternate Vendor(s)
Did you know you can choose an Alternate Vendor for your product? It’s all about where you create the PO. Once you have followed the steps below – iPoint will do the heavy lifting and change the part number for you. Choose Default Vendor Choose…
Purchase Order Reports
Reports Module » Purchase Order Reports
Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. Back Order Report…
Purchase Orders FAQ
Purchase Orders Module » Purchase Orders FAQ
See links below for Frequently Asked Purchase Order Questions . Can I allocate stock to a job after it’s ordered? How do you push inventory receipts to QB using a different date than the PO?
AIA Progressive Billing
Sales Orders Module » Billing » AIA Progressive Billing
The American Institute of Architects has defined methods and processes used to bill for projects progressively. In short, the (sub)contractor identifies all charges in a project that are to be billed for the current period. The (sub)contractor submits these charges…
Notification Triggers
Settings Module » Notification Builder » Notification Triggers
This page defines all the Notification triggers available, including: Trigger name Fires when – a description of the action in iPoint that will create and send the notification Criteria possibilities – a list of the choices available Operator – a…
Footer
Proposals Module » Proposal Designer » Footer
Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…
2019 Q3 & Q4
Welcome » Change-Log » 2019 Q3 & Q4
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. Many of the features have been written about in our…
QuickBooks Lists
Settings Module » QuickBooks » QuickBooks Lists
QuickBooks Lists Several items need to be pulled from QuickBooks into iPoint for transactions to sync. We’ve already set up a chart of accounts, customers, vendors, and items. This tab pulls in some of the behind the scenes information QuickBooks…
Contact List Options
CRM Module » Contact List Options
Contact List Options The Options button on the contact list opens a popover window to perform several actions and filter the displayed list of contacts. Note: If the Options button is blue, that indicates that filters have been applied to the displayed list of…
2020 Q4
Welcome » Change-Log » 2020 Q4
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
QuickBooks: Desktop vs. Online
Settings Module » QuickBooks » QuickBooks: Desktop vs. Online
iPoint synchronizes with both the Desktop and Online versions of QuickBooks. We have done our best to make sure that data and transactions sync seamlessly to create a simple yet powerful connection. Which of the platforms should you use to interface with iPoint. We…
Shipping Speeds
Settings Module » Pop Up Lists » Shipping Speeds
Pop Up List: Shipping Speeds Shipping speeds are used on Purchase Order to designate the type of shipping being requested. Once a shipping speed is selected, iPoint will calculate the expected receive date on the PO. Set Up Click in the first empty Item Name…
Stock Options Window
Inventory Module » Stock Options Window
Stock Options window Anytime you need to manipulate inventory, the Stock Options window will pop up. You’ll find this window in: Sales Order Product Manager Project Parts Work Order Parts Invoice Parts Delivery Purchase Request Manager Inventory…