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Sales Order FAQ

Sales Orders » Sales Order FAQ

Sales Order Frequently Asked Questions . . . . . How do you remove an item that has been delivered? First, you have to un-deliver the part. Open the Sales Order Click the Product tab Click the blue Product Manager button Click the Details button next to…

Sales Order

Reports » Sales Order

Sales Order Reports The Sales Order reports provide details about various aspects of the sales order process in iPoint and are used to evaluate billing and review delivery of parts, among other things. Available Reports: Summary – this report provides a quick…

Sales Order Status

Settings » Pop Up Lists » Sales Order Status

Pop Up List: Sales Order Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Sales Order Status is particularly designed for the sales and project manager portion of the workflow.…

Sales Order (tab)

Settings » Module Settings » Proposals (tab) » Sales Order (tab)

Sales Order Module Options The following options apply specifically to Sales Orders. No Change Order Discount Modifier: Once a proposal is converted to a sales order the modifiers are not adjustable. This restriction applies to change orders as well. Discounts,…

Sales Order Billing Status

Settings » Pop Up Lists » Sales Order Billing Status

Pop Up List: Sales Order Billing Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Billing Status is particularly designed for the accounting portion of the workflow. The billing…

Sales Order Commissions (Legacy)

Reports » Commission Reports » Sales Order Commissions (Legacy)

The Sales Order Commission Report displays commissions calculated under the old, legacy version of commissions. These commissions were decommissioned in version 9.0416, but we leave these instructions here as some companies continue to utilize them. Note: By default,…

Sales Order Product Manager Status

Settings » Pop Up Lists » Sales Order Product Manager Status

Pop Up List: Sales Order Product Manager Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Product Manager Status is particularly designed for the inventory portion of the…

Test FAQ

Troubleshooting » Test FAQ

Here are some of our frequently asked questions. Click on the topic to expand the answer. This is the Sales Order FAQ. I’ve added some images that don’t make sense to the question, but just so we can see how the images show up. Note that when you open…

Proposals FAQ

Proposals » Proposals FAQ

Here are answers to Frequently Asked Proposal Questions. How can I list a (Unit / MSPR / Labor) price on my client’s Proposal? Can I use a Job Site address on a proposal? Show the room contents after adding an item to a proposal. How do you show…

Projects FAQ

Projects » Projects FAQ

Here are answers to Frequently Asked Project Questions. How does iPoint track Prevailing Wage? How does iPoint track Prevailing Wage? In government contracting, a prevailing wage is defined as the hourly wage, usual benefits, and overtime paid to the majority…