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Proposals FAQ

Proposals » Proposals FAQ

Here are answers to Frequently Asked Proposal Questions.                   1. How can I list a (Unit / MSRP / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem…

Projects FAQ

Projects » Projects FAQ

Here are answers to Frequently Asked Project Questions. . . . . . 1. 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 of workers, laborers, and…

Accounting FAQ

Accounting » Accounting FAQ

Here are answers to Frequently Asked Accounting Questions. . . . . . 1. Can I Switch from RFP A/R to RFP Liability? Yes, you can! First a little background. When the Request for Payment system was first developed, we built it using the Accounts Receivable model.…

Items FAQ

Items » Items FAQ

Item Frequently Asked Questions . . . . . 1. How can you change an item’s inventory type? While it is simple in iPoint to change an inventory type (you simply change the dropdown item) it is not so easy when it comes to QuickBooks. QuickBooks will not…

Marketing FAQ

Marketing » Marketing FAQ

Here are answers to Frequently Asked Marketing Questions. . . . . . 1. What happens with duplicate email addresses? Duplicate emails are handled differently depending on the type of email campaign. . Date Driven campaigns – this is a marketing event like…

Work Orders FAQ

Work Orders » Work Orders FAQ

Here are answers to Frequently Asked Work Order Questions. . . . . . 1. 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…

Sales Order FAQ

Sales Orders » Sales Order FAQ

Sales Order Frequently Asked Questions . . . . . 1. 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…

Purchase Orders FAQ

Purchase Orders » Purchase Orders FAQ

Here are answers to Frequently Asked Purchase Order Questions. . . . . . 1. 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 not yet been received. But then you realize that…

Export to Excel

Items » Options » QB 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…

Profit and Loss

Proposals » Reports (tab) » Profit and Loss

Profit & Loss report The Profit & Loss report is available by clicking the Profit & Loss button in the Proposal Reports section. Open the Profit and Loss Report Available in three flavors, the default report shows the Cost, Price, and Margin broken down by parts,…

Options: Template and Sorting

Proposals » Reports (tab) » Client Proposal » Options: Template and Sorting

Proposal Options: Template & Sorting The first section of the Proposal Options is where you define how the proposal will look graphically as well as in what order the items on the proposal are presented. . . Template Use the template dropdown menu to select…

Add items to a PO

Purchase Orders » 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 [ Read More ] From the Purchase Manager [ Read More ] 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…

Customer Bill To Address Names

Settings » 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…

New QuickBooks or Switching from QBO to QBD (or vice versa)

Settings » 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…

Work Orders on the Calendar

Calendar » Work Orders on the Calendar

Any work order created in iPoint appears on the calendar as colored boxes. 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 Settings >…

Installing iPoint on a Computer

Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Computer

Desktop Requirements The FileMaker Pro desktop application will run on a variety of computer operating systems, including: macOS 10.13 High Sierra macOS 10.14 Mojave macOS 10.15 Catalina Microsoft Windows 7 Service Pack 1 Windows 8.1 Windows 10 This…

Import Tool

Items » Options » Import Tool

You have just signed up with a new vendor who has a new product line you need to pull into iPoint. Or maybe the new product year reveals a batch of new items you want to import. With the Import Tool, you can quickly pull in data directly into iPoint in a batch, rather…

Work Order Type

Settings » Pop Up Lists » Work Order Type

Pop Up Lists: Work Order Type The Work Order Type allows users to track different kinds of work orders. You might want to sort by service calls versus sales jobs, for example. Or maybe you would like to track the difference between In-Warranty and Out of Warranty…

QuickBooks Online

Settings » Integrations » QuickBooks Online

iPoint synchronizes information to QuickBooks for financial reporting and accounts payable. If you utilize the online version of QuickBooks, you setup the connection to your QuickBooks Online file here in Integrations. *If you use QuickBooks desktop you will set up…

Picture Book

Proposals » Reports (tab) » Picture Book

Picture Book Report 11x17 Version The Picture Book displays the items you are selling to the client in picture format. The photos of your items are listed by location and are displayed in two columns. You can have up to 5 items showing per location. The quantity of…

Installing iPoint on iOS Devices

Welcome » OnBoarding » iPoint Setup » Installing iPoint on iOS Devices

Mobile Device Requirements Remote access to iPoint is available using an Apple iPhone or iPad. The FileMaker Go application is only available for iOS devices. Devices need to be running iOS 12.2 or higher in order to access iPoint Update: We are testing new…

iPoint Support

iPoint Support

Support Module The iPoint Support module is your one-stop-shop for everything support related! Clicking on the module opens a pop-over window with every option you could need for contacting iPoint. Online Manual: You are reading the manual right now! Clicking…

Progress Billing Paid Dates

Reports » Sales Order » Progress Billing Paid Dates

Progress Billing Paid Report The Progress Billing Report provides information about when various progress billing invoices were paid. The report is based on the dates that payments were paid against progress billing invoices. Description is the Sales Order Number…

Estimates List

Accounting » Estimates List

Estimate List An estimate looks and acts just like an invoice with a couple of major exceptions. Estimates don’t affect inventory. Estimates don’t have any financial impact. In fact, you can’t push them to QuickBooks. You can’t take…

Portal

Items » Portal

Portal is a third-party, online tool used to streamline order processing, among other things. iPoint has partnered with the good folks at Portal to make their vendor item database available for you to import into iPoint. And if you send your individual dealer…

Proposals settings

Settings » Module Settings » Proposals settings

Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…

Combined Report

Reports » Commission Reports » Combined Report

Reports Combined Commissions In the Reporting Center, when you click “Combined Report” under “Commissions,” you will be presented with an initial set of filtering options. Date From /To sets the date range of documents to view Status filters only documents…

Proposal Options

Proposals » Proposal Options

Click the Options button at the top of Proposal Details to open the Options popover window.   Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…

Labor Phases

Settings » Labor Phases

Labor Phases provide a number of functions throughout the software. First, we’ll discuss their various uses. Then we’ll look at setting them up. Use Labor on Items: Each item can have an associated labor phase and time set up on the Item Master.…

Credit Card Processing

Settings » Integrations » Credit Card Processing

Set Up Credit Card Processing The CCP tab is where you integrate iPoint to your credit card processing company. At this time we support four payment processors: TransNational, QuickBooks Payments, Authorize.net, and PayPal’s Payflow Pro. Important: iPoint does…

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…

Proposal Settings Options

Settings » Module Settings » Proposals settings » Proposal Settings Options

Proposal Options The following options apply specifically to Proposals: Column 1   Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information there before presenting the newly added part on the…

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…

Support

Welcome » Support

iPoint is pleased to offer customer support By phone: (800) 535-4101 By email: support@ipointsolutions.net Our support hours are: Monday – Thursday: 8 am – 6 pm (Eastern Time) Friday: 8 am – 5 pm (Eastern Time) We do attempt to monitor…

OnBoarding

Welcome » OnBoarding

Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…

Using iPoint

Welcome » OnBoarding » Using iPoint

"Post" training After your extensive training and setup of iPoint, your Onboarding Specialist will continue to check with you every week or so to get an update and have a short conversation about how things are progressing, any issues you have experienced, questions…

Autos

Autos

This manual is designed to guide you through the Autos Module in iPoint Control. The Autos Module is where you can see and edit all the information about your vehicles. This guide will walk you through the processes of: Recording trips Adding expenses Recording…

Server Configuration

Welcome » OnBoarding » Server Configuration

Now that you have your server, we will need to set up access to it, so our developers can install the iPoint software on your server. All we need at this step from you is a call to our 1-800-535-4101, and visit our sharing website, http://www.ipointsupport.com website…

Terms of Service

Settings » Terms of Service

iPoint MASTER AGREEMENT THIS AGREEMENT GOVERNS YOUR ACQUISITION AND USE OF THE IPOINT CONTROL SOFTWARE AND SERVICES AND SHALL SUPERSEDE ALL PRIOR TERMS OR AGREEMENTS BETWEEN THE CUSTOMER AND iPoint LLC dba iPoint CONTROL (“iPoint CONTROL”). BY USING THIS SOFTWARE…

QB Step 3: Lists

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 3: Lists

Step 3: 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 how a customer…

iPointTech App

Mobile Access » iPointTech App

iPointTech App The iPointTech App is a lightweight app designed specifically for technicians. The app allows technicians to perform most of their iPoint processes with or without an internet connection. While the technician’s device is connected to the…

First Things First…

Welcome » OnBoarding » First Things First…

There are several tasks you can be working on while you are waiting for your server to arrive. Take a look and feel free to call with any questions you have or visit our online scheduling tool to schedule a time for help! Company Logo and Template Example If you…

Development Roadmap

Welcome » Development Roadmap

Hey – what’s that coming down the road? Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Check back here to see what those developers are working on and what you may see coming…

iPoint Setup

Welcome » OnBoarding » iPoint Setup

When you first launch iPoint, your system administrators will see the iPoint Setup Progress bar at the top of the iPoint dashboard. This guide will walk you through the process of setting up iPoint! Note: This Setup Wizard is only visible to users designated as…

Feedback

Welcome » Development Roadmap » Feedback

At iPoint, we are committed to being the best business tool to run your Audio Video business. And that means we are continually adding features and functionality. And some of our best new features come from Community Members’ suggestions! Since our inception, we…

Body Text (tab)

Settings » Custom Templates » Cover Page (tab) » Body Text (tab)

Cover Page: Body Text Sometimes the information presented on the cover page is too long to fit on a single page. For example, you may want to provide details about your companies history or the services you offer. Additional details and information can be included…

E-Signature Portal

Settings » Module Settings » Proposals settings » Proposal Settings Options » E-Signature Portal

Documents and Assignments With the Electronic Signature Portal, you can collect signatures from your customers for Proposals and Change Orders online. A PDF of the Proposal or Change Order is saved in the iPoint Web Portal with a unique, secure link sent to your…

iPointTech (FileMaker Go)

Mobile Access » iPointTech (FileMaker Go)

iPointTech What It Is Fast field access for Work Order Data. What it Can Do Fast login to iPoint Clock in/Out Complete Tasks Add Notes/Media Can’t Do Yet (Coming later) Inventory (delivering parts) Add Parts Introduction iPointTech offers a…

Dashboard

Dashboard

The dashboard is the home screen for all iPoint activities. Here you will find a number of informational details for completing your work as well as navigational tools to help you get to specific details within iPoint. iPoint Dashboard Left menu Navigation At the…

Time (tab)

Sales Orders » Time (tab)

Time on Sales Order The Time tab displays all of the sales and administrative time that has been logged against the job. This list also displays any entries created while this Sales Order was still a Proposal. This portal functions similarly to the Project Time…

Summary Report

Reports » Purchase Order » 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 If the Purchase Order has been submitted If the PO has been Received in Full The Total value of the PO When you first…

Activities

CRM » Contact Details » Activities

Activities are trackable tasks designed to aid employees in achieving a specific number of actionable activities during a specified time frame. Sales personnel might rely on activities to ensure they are making a certain number of sales calls. Sales Managers can set…

Delivery Invoices

Accounting » Delivery Invoices

Delivery Invoice List Delivery Invoices are only created from Sales Orders when utilizing one of the RFP (Request For Payment) billing methods. Delivery invoices are internal invoices and are not intended to send to customers. That is the reason there is a separate…

Billing (tab)

Sales Orders » Billing (tab)

Three Billing Methodologies There are three primary methods for billing sales jobs in iPoint. Each of the options functions slightly differently and as a result, cause the Billing tab to appear and function differently. Before we get started on the processes,…

Year End Inventory

Inventory » Year End Inventory

It is your favorite time of year, time to complete year-end inventory! It doesn’t matter if you are using a physical calendar year or a fiscal calendar year, iPoint will help you make sure inventory counts are accurate in both iPoint and QuickBooks! Let’s take…

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…

Credit Memos List

Accounting » Credit Memos List

Credit Memo List A credit memo is created any time a customer returns products or sold equipment is not used and is returned to your store. Think of a credit memo as a negative invoice. Credit Memo List The list of credit memos looks and functions just like the…

Change Orders

Sales Orders » Change Orders

Change Order tab Once a sales order is created (converted from a Proposal) it becomes locked and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but then never pay for the…

Settings

Settings

Dashboard: Settings Module The settings module is where you can make customizations to how the iPoint software platform functions. Here you can set user access, customize iPoint to work the way you do in your business, and turn on various features of the software you…

AIA Progressive Billing

Sales Orders » Billing (tab) » AIA Progressive Billing

The American Institute of Architects has defined methods and processes used to progressively bill for projects. 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…

Estimate, Project or Proposal?

Welcome » Support » Tips & Tricks » Estimate, Project or Proposal?

Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to go through the Sales Order process. Let’s look at it from the ground up…. 1. Simple – One Day, In and Out, “Hang and…

Wizard Setup

Welcome » OnBoarding » iPoint Setup » Wizard Setup

The Setup tab is where you define your company. Required University Videos For a deeper explanation of each of these settings, we present some videos for you to watch. Once a video has been watched by any member of your team, you’ll see the date the video was…

Welcome

Welcome

Welcome to the iPoint Manual In this manual, you will find instructions and tutorials on how to use the iPoint Control software for your Audio Video business. And while we’re not clinging by the tips of our fingers to an iffy-looking rebar structure, we are hard at…

Mobile: CRM

Mobile Access » iPoint Mobile » Mobile: CRM

The standard screen layout is great on a computer. But some people find the icon dashboard and modules challenging to use on a smaller iPhone or iPad screen. So, iPoint has a mobile version of CRM that you can enable for your iOS devices. To turn on this Beta feature,…

Glossary of Terms

Welcome » Glossary of Terms

As you navigate the iPoint User Manual, you will see us use some of the following terms. Credit Memo: A document that details items, parts, and charges that are refunded to the customer. A credit memo can be applied to an invoice or used to refund a customer payment…

Calendar

Calendar

iPoint Calendar The iPoint calendar is your one-stop shop to view the schedule for your employees. From the calendar you can see work orders, events/meetings, and assignments with due dates. You are also able to adjust the calendar to see specific time periods or…

Print Preview

Settings » Document Builder » Print Preview

Document Builder Print Preview The print preview window allows users to see exactly what the printed page will look like when fully rendered. The preview is comprised of a preview screen and an options pain. Changing settings in the options will affect what is being…

Item Type

Settings » Pop Up Lists » Item Type

Pop Up List: Item Type The Item Type is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. For example, you might choose a category of Speaker and a type of…

Use Tax

Settings » 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…

Pages (tab)

Settings » Document Builder » Pages (tab)

Document Builder - Pages To get started, iPoint has several prebuilt templates available for use. Using the iPoint Templates drop-down menu, select one of the following options: Show Only will display iPoint curated pages Don’t Show displays only the page…

Web Services

Settings » Web Services

iPoint Web Services are a number of functions we run out of our data center to relieve the load on your internal server. Many of these services are email related and housing them on our web server relieves you from needing to setup and maintain a web server to…

Calendar

Settings » Users » Calendar

User Calendar Settings This window defines how various calendar functions apply to the user. iPoint Calendar The iPoint calendar is a powerful tool capable of showing every users’ events, work orders, and milestones. With so many details from multiple…

Email Templates

Marketing » Email Templates

Email Templates The second step to creating a marketing campaign is to create the email itself. This is the Email Template and contains the pictures and text you want to send to your contacts. Template List The list of existing Email Templates shows: Template…

Server Acquisition

Welcome » OnBoarding » Server Acquisition

There are several options when it comes to hosting your iPoint file. If you will be purchasing a new server, we have already done the hard part and found one for you at an affordable price! If you already have a server, you will need to make sure it meets or exceeds…

Email

Settings » Module Settings » Proposals settings » Email

When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…

Accounting Options

Settings » Module Settings » Proposals settings » Accounting » Accounting Options

We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…

Best Practice: CRM

CRM » Best Practice: CRM

This is a list of Best Practices that iPoint recommends when using the software. . . . . . . . . . Should I enter the job as a Customer or a Job? In general, create one customer record for each of your customers. This is the primary address and any work done at…

Navigating Events

Calendar » Navigating Events

Events appear on your calendar as colored boxes. Each event has details inside the colored box showing: Time – the starting time of the event Details – the Event Title and Description Event Details Event Details Clicking on an event opens the…

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.…

Options: Customization

Proposals » Reports (tab) » Client Proposal » Options: Customization

Proposal Options: Customization The Customizations section is where you can modify the actual text that is displayed on the proposal. The various options are broken into five sections. Click on the header to go to the appropriate section of this manual page for…

Wizard Ninja

Welcome » OnBoarding » iPoint Setup » Wizard Ninja

Wizard Ninja You did it!!! Congratulations! You have successfully set up iPoint for you and your company! You are definitely an iPoint Ninja just like Winston! For the next few months, Winston, the iPoint Ninja, will drop you an email just to let you know we are…

2019 Q2

Welcome » Change-Log » 2019 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. Key New Feature Updated Feature Bug Squashed …

Options: Reports

Proposals » Reports (tab) » Client Proposal » Options: Reports

Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…

Mobile: Notes

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Notes

Mobile: Notes The Notes menu option displays all of the notes captured for the customer no matter where they were entered. Notes can be entered at the customer record or on work orders, for example. At the top of the window are three icons: Back Arrow takes you…

QuickBooks

Settings » QuickBooks

iPoint tracks nearly every aspect of your business, from sales and service to invoicing and purchasing. However, the software utilizes QuickBooks to track financials, accounts payable, and payroll. iPoint gives you a completely integrated two-way QuickBooks sync,…

Reports (tab)

Sales Orders » Reports (tab)

Sales Order Reports The Reports tab houses a variety of customer-facing reports as well as some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the…

Options (button)

Sales Orders » Options (button)

Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard (tab) In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This is a rarely used option…

Product List

Proposals » Reports (tab) » Product List

Product List Report The Product List Report shows all of the products on the proposal in a printable format. One of the main advantages of this report is that it totals up how much of each item is on the proposal. For example, if you sort by manufacturer, you can see…

Details

Work Orders » 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…

iPointTech Dashboard

Mobile Access » iPointTech App » iPointTech Dashboard

iPointTech Dashboard When you first launch the iPointTech app. And a number of things happen (You need to be connected to the internet for this to work): The app checks to be sure you are running the most current version Your personal credentials and permissions…

Line Item/Summary

Sales Orders » Billing (tab) » Line Item/Summary

This page defines the Line Item / Summary billing process. Click here if you are using RFP- Liability billing. Click here if you are using RFP- A/R billing. Sales Order: Billing Line Item/Summary Billing tab The main body of the billing tab shows you the payment…

Invoice Payment

Accounting » Invoices List » Invoice Detail » Invoice Payment

The New Payment/Credit button on the invoice opens the Payment Add pop-over. This is where all Payment information is added for a particular invoice. Note that this window will have different information depending on the accounting methodology set up by your system…

Item Category

Settings » Pop Up Lists » Item Category

Pop Up List: Item Category Item Category is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. For example, you might choose a category of Speaker and a type…

Permission Sets

Settings » Permission Sets

Permission Sets Users in iPoint can be granted access to various aspects of the software. Access is controlled by Permission Sets, groupings of permissions designated by role or title. iPoint comes pre-loaded with three sample Permission Sets, which are visible on…

Options (button)

Sales Orders » Product (tab) » Product Manager » Options (button)

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…

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…

General

Settings » Users » General

User Settings The General (tab) adds granular user functionality and affects how the user appears in various modules. Job Roles System Administrator Checking this box will enable a user to access the Settings Module. If you leave this box cleared, they cannot…

RFP

Settings » Module Settings » Proposals settings » Accounting » RFP

Proposal Accounting Options Request for Payment (RFP) Accounting is a two-step invoicing method. An RFP Invoice is sent to the customer asking them to provide payments. Payments are then captured as deposits and are available to be applied to delivery…

Login

Settings » Users » Login

User Login Information The Login tab is where you create or edit an individual user’s information. Name Enter the user’s First Name, Middle Initial, and Last Name. These will be used to identify the user throughout the iPoint software for tracking,…

Mobile: Activities

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Activities

Mobile: Activities In the Activities tab, you can view a list of activities related to this 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 activity…