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Sales Orders

CRM » Contact Details » Sales Orders

Sales Orders Section The Sales Orders section presents a list of all sales orders for this customer. At the top of the list is a filter field. Use this field to quickly find a specific sales order, searching Sales Order Name or Salesperson. For each sales order…

Sales Orders

Sales Orders

Sales Order List The Sales Order is the hub of all activity for new sales in iPoint. From a sales order you can order and request products, schedule technicians, create change orders, and send invoices to your customers. The sales order list is where you will find…

Work Orders FAQ

Work Orders » Work Orders FAQ

Here are answers to Frequently Asked Work Order Questions. . . . . . How do you remove an item that has been delivered? Work Order Parts Options Open the Work Order Click the Tasks/Parts button in the top right corner of the screen Make sure the Parts List…

Purchase Orders FAQ

Purchase Orders » Purchase Orders FAQ

Here are answers to Frequently Asked Purchase Order Questions. Can you allocate stock on a PO to a job after it was ordered? Can you allocate stock on a PO to a job after it was ordered? Say you have a Purchase Order (PO) with some stock items on it that has…

Mobile: Sales Orders

CRM » Mobile: CRM » Mobile: Sales Orders

Mobile: Sales Orders The Sales Order list shows all active sales orders for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass is used to search for a specific sales order using a…

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…

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…

Work Orders

Work Orders

Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used and what tasks are scheduled. Work Orders are also the vehicle used to track a technician’s time worked. In this section of…

Purchase Orders

Purchase Orders

Purchase Orders List Purchase Orders are used to control the purchasing of products and services from external suppliers. The Purchase Orders module holds all of the Purchase Orders (POs) created in iPoint. In this module, you can view POs, create a new PO, or…

Work Orders

CRM » Contact Details » Work Orders

Work Orders Section In the Work Orders section, you can view a list of work orders created for this customer. At the top of the list, you’ll find a couple of helpful tools. Do Not Send Work Order Notifications – When a new work order is created,…