Fast Acting Relief – when Adding Parts to Proposals
When adding parts to your proposal, you are no doubt familiar with the pop-over screen where you can search your parts database by Manufacturer, Category, and Type. You have also used the Wild Card search to quickly narrow down the parts list to just the item you are looking for.
But did you know you can manually add the exact part you need by entering the part number directly?
When you have your Add Products window open, simply type the Item number in the Item field to drill-down to the exact part you need. This list is self-populating, so as you continue to type in the part number you will see iPoint autofill the remainder of the item until you get the exact part you are entering.
From here, you just add the part to your proposal as normal.