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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:…

Inventory Module

Inventory Module Selections From the iPoint dashboard, clicking on the Inventory module gives you four options: Inventory Dashboard – this takes you to the inventory dashboard, where you can choose what part of the inventory process you want to work on.…

Inventory FAQ

Inventory Module » Inventory FAQ

See links below for Frequently Asked Inventory Questions How to push Inventory to QBO Match Inventory Counts between QB & iPoint Product Manager vs. Purchase Request ;Manager

Physical Inventory

Inventory Module » Inventory Reports » Physical Inventory

*Please note that the Physical Inventory is meant just to count available stock. It is not meant to count any allocated stock. !If you are new to iPoint and this is your FIRST inventory – be sure you are ready to live in iPoint. That means once you commit the…

Inventory Reports

Inventory Module » Inventory Reports

Inventory Reports The Reports dashboard gives you access to the Inventory Reports. (I know, that’s hard to believe, right?) Stock Asset Value Stock Levels By Location Items in Specific Location . . . . . . Stock Asset Value Report Stock Asset…

Transfer Request

Inventory Module » Transfer Request

Inventory Dashboard: Transfer Request The Transfer Request dashboard shows a list of all the transfer requests that have been made in the system. In the list, you see: Created – the date you entered the transfer request Created By – the name of the…

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…

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 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…

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?

Multi-Site Inventory

Settings Module » Module Settings » Items settings » Multi-Site Inventory

If your store has multiple locations, you need to turn on the Multi-Site Inventory functionality in iPoint. With Multi-Site Inventory, you can: track inventory in multiple Sites independently of one another. assign users to work only on a specific Site. quickly…

Year End Inventory

Inventory Module » 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…

What’s the Difference Between Product Manager and Purchase Request Manager?

Inventory Module » Inventory FAQ » What’s the Difference Between Product Manager and Purchase Request Manager?

Product Manager vs. Purchase Request Manager Both Product Manager and Purchase Request Manager have a list of items that can be selected and placed on a purchase order. However, they both function very differently. The main difference is the Product Manager lives on…

Inventory Re-Order List

Inventory Module » Inventory Re-Order List

Inventory Dashboard: Re-Order The Inventory Re-Order dashboard displays any items that have fallen below their inventory minimums. If an item has been archived, it will not appear on this list, even if the min/max levels have not been removed from the…

Mobile: Add & Request Parts

Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: Add & Request Parts

Invariably, there will be a part missing in your work order, some part that you need to finish the customer’s job. No worries! You can add parts that you pull out of your van so we can track the inventory and charge the customer correctly. Or maybe, you…

How do you handle defective inventory?

RMA Module » RMA FAQ » How do you handle defective inventory?

There are a couple of options on how to use iPoint to handle defective items. . If the vendor is replacing the inventory. Create an RMA Warehouse in Settings > Module Settings > Items > Inventory Locations Transfer defective or damaged product into the RMA…

How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?

Settings Module » QuickBooks » Items (tab) » How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?

First, let’s look at COGS when syncing items as non-inventory This is how to handle COGS when you are syncing all items to Quickbooks as non-inventory. The process to get accurate monthly COGS is the following: . When purchase orders are entered and received,…

How do you change an Inventory Type?

Items Module » Items FAQ » How do you change an Inventory Type?

How can you change an items 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 let you change the inventory type of an item after it has been…

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…

One Huge Warehouse – Can mulitple users count?

Inventory Module » Inventory FAQ » One Huge Warehouse – Can mulitple users count?

Have a large single inventory location? Want multiple people to help get it counted? We’ve got a plan for you! This process should help to expedite the typically painful, long process of counting inventory. Scanning to Count or Using +1 on Item List How…

How do I make Inventory Counts in QB match iPoint?

Inventory Module » Inventory FAQ » How do I make Inventory Counts in QB match iPoint?

Making Inventory Counts in QB match iPoint Update QuickBooks Stock Levels Inventory is reduced in QuickBooks every time you push a Delivery or Standard invoice. Similarly, when you push a Purchase Order Item Receipt, the inventory quantities in QuickBooks are…

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

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…

Where Should I Allocate & Create POs?

Purchase Orders Module » Purchase Orders FAQ » Where Should I Allocate & Create POs?

iPoint has options when it come to Allocating Items & Creating POs It more than likely depends on the size of your company and/or if there is a rush or long lead time item you need to order. Below we break down where you can Allocate items from and where POs can be…

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…

General

Settings Module » 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…

Items settings

Settings Module » Module Settings » Items settings

The Items tab consists of options for the Items and Inventory modules. Item Options Options Default No Discount – A check in this box will cause the No Disc. box to be checked on all newly created items. Marking an item as no discount means that users…

Simple iPoint Process

Welcome » Simple iPoint Process

Need a quick overview of how a Proposal moves through iPoint? We’ve got it! You’ve finalized a sale and got a signature – now it’s time to get the process rolling. You’ll need a…

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…

Accounting Options

Settings Module » 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…

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 ( …

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…

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…

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…

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…

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 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…

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…

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…

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…

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…

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,…

Back Order Report

Reports Module » Purchase Order Reports » Back Order Report

With the logistics challenges of 2020-2021, we have had several requests for a detailed back order report. While we do not yet have a pre-built backorder report, you can create one on your own if you have Export permissions. Open the Inventory Module Click the…

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 –…

2021 Q4

Welcome » Change-Log » 2021 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…

Billing

Sales Orders Module » Billing

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, let’s understand the…

How can I manage Wire?

Items Module » Items FAQ » How can I manage Wire?

Master Packs Master Packs are the way iPoint handles bulk ordering. For example, you don’t order 1 foot of wire at a time. You’ll order a box or roll that contains 500 or 1000 feet. However, you may want to sell wire by the foot to track inventory and/or…

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…

Sales Order Designer

Sales Orders Module » Sales Order Designer

Sales Order Designer button The Designer button in the top right corner of the Sales Order opens the list of parts and labor sold to your customer. This is the same list created on the Proposal with one significant difference. The parts are locked and can’t be…

What are the benefits of Deferring Revenue?

Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » What are the benefits of Deferring Revenue?

What is Deferred Revenue The Deferred Revenue process is a two-step method. Requests for payment are sent to the customer based on percentages of the job. These invoices can be generated as work is completed or based on contractual dates. Delivery invoices are…

QB Step 2: Chart of Accounts

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts

QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…

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 refunded to the customer. A credit memo can be applied to an invoice or refund a customer payment in…

Morning Coffee Reports

Reports Module » Morning Coffee Reports

Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…

Sync List Options

Items Module » Options » QB Sync List » Sync List Options

Most of the real transactional processes on the QuickBooks Sync List are handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…

Grid View

Items Module » Options » Grid View

Item Grid View The Item Grid View is an alternative view of the items in your item database. This is typically used to make bulk edits to your item list. The search criteria on the standard Item Options tab will apply to the list you see here in the grid view. Sort…

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…

Chart of Accounts

Settings Module » QuickBooks » Chart of Accounts

QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes, you will make…

The iPoint Process – Detailed

Welcome » The iPoint Process – Detailed

Wondering how work flows through iPoint? We’ve got you covered! You’ve got a client who’s interested in having you do some work for them, how does the process work in iPoint? CRM The first step is to create that new client in the CRM (or find the…

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 …

Items Module

Items List The Items module is where you will maintain the parts and services you sell to your customers. The Items module is probably the single most important module for data as it houses information for accounting, sales, ordering, engineering, and inventory…

Item Stock Summary

Reports Module » Sales Order Reports » Item Stock Summary

Product Manager Stock Report The Item Stock Summary Report, also know as the Product Manager Stock Report shows the status of products with regards to sales orders. The report can also be printed from a Sales Order on the Product Manager > Options > Labels & Reports…

Sales Order

Settings Module » Module Settings » Proposals settings » Sales Order

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.…

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…

Permission Sets

Settings Module » Permission Sets

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

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…

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…

Tier 2 is HERE!

iPoint Library » Tier 2 is HERE!

iPoint Library Tier 2 is ALL about SAVING TIME and making your life easier! . . . . . . . . UPC Barcodes How about instead of you or your warehouse person spending hours adding barcodes manually for each and every item in your database, we do it for you!?? This…

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…

QB Step 4: Importing Data

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 4: Importing Data

The final step to integrating QuickBooks into the iPoint process is to populate your customer, vendor, and Items lists. If you are setting up QuickBooks for the first time or are bringing these lists from another piece of software, you can skip this step. !iPoint can…

QB Sync List

Items Module » Options » QB Sync List

QuickBooks Sync List The QuickBooks Sync List is where updates to items in Quickbooks are managed. To access this list, open Items > Options (button) > Views (tab) >QB Sync List Header Your first option is the sort drop-down where you can sort the list of items…

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…

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…

Physical Stock Count

Inventory Module » Physical Stock Count

Physical Stock Count The Physical Stock Count tab is where you will conduct a physical inventory. Physical counts are typically done at the end of the fiscal year. But you might also conduct spot counts periodically through the year. Use this button to start a new…

Where does Barcode Scanning Work for Items?

Items Module » Items FAQ » Where does Barcode Scanning Work for Items?

Having the ability to scan products in iPoint to receive, transfer, allocate and deliver is a real time saver! Wouldn’t it be awesome to have all of the scanning capabilities in one spot? Well, you’re in luck. Please see the table below to review…

How can I track retention on Sales Orders?

Sales Orders Module » Sales Order FAQ » How can I track retention on Sales Orders?

Retainage (often called retention) is a percentage of the amount certified as due to the contractor on an interim invoice and is deducted from the amount due and retained by the client. Primarily used for commercial contractors, the purpose of retainage is to…

Deferred Revenue Settings

Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings

Proposal Accounting Options Deferred Revenue Accounting is a two-step invoicing method. A Request For Payment (RFP) is sent to the customer, asking them to provide payments. Payments are then captured as deposits and can be applied to delivery invoices. A…

Wizard Data

Welcome » OnBoarding » iPoint Setup » Wizard Data

Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…

Mobile: Parts

Mobile Access » FileMaker Go Mobile Access » 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…

Stock Asset Value & Wire Master Packs

Inventory Module » Inventory FAQ » Stock Asset Value & Wire Master Packs

Why is my Inventory Valuation SO Overstated?!?!? The typical culprit is WIRE! If you are keeping Inventory of Wire, this should be your first check to see if the per foot counts were somehow, accidentally, added to the per roll item (think of the cost/price…

Invoice Detail

Accounting Module » Invoices List » Invoice Detail

Invoice Detail Header The top of the invoice shows the basic customer details, including: Customer Name – The name of the customer entered here. To enter a customer name, start typing in the field to automatically populate a list of customers based on 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:…

Sites

Settings Module » QuickBooks » Sites

QuickBooks Site Settings Companies that use QuickBooks Desktop Enterprise have an option to add Advanced Inventory functionality. With that Intuit add-on, QuickBooks can track inventory through multiple sites. Note: If you do not have Advanced Inventory activated in…

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…

Accounting Module

Accounting Module The Accounting module is home to customer-facing financial transactions. Estimates are Quick Quotes, typically used in a Point of Sale process where a customer wants the price of one or two items. Think of an Estimate as an Invoice with no payment…

Dashboard

The dashboard is the home screen for all iPoint activities. Here you will find details for completing your work and navigational tools to help you get to specific information within iPoint. iPoint Dashboard Left menu Navigation At the top of the screen, you will…

Module Settings

Settings Module » Module Settings

Module Settings The module settings drive the customization of each iPoint module, allowing you to tweak the software to match the way you do business. To access the settings for each individual module, click the corresponding tab across the top. Proposals…

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…

2022 Q4

Welcome » Change-Log » 2022 Q4

Merry Christmas!!! We’ve been hard at work getting all of our inventory ducks in a row to make sure that you have the tools you need to start 2023 on the right foot. Here are the major changes we’ve made in addition to various bug fixes. Changes Made…

RMA FAQ

RMA Module » RMA FAQ

Here are answers to Frequently Asked RMA Questions. . . How do you handle defective inventory?

Options

Items Module » Options

The Options button gives you the ability to search your list of parts for specific items using search criteria. Click here for a description of all the options available. The Options button will be orange if search criteria are applied. If the button is tan colored,…

Wizard Learn 2

Welcome » OnBoarding » iPoint Setup » Wizard Learn 2

We’ve moved to the process where we’re looking at Purchasing and Invoicing. Again, this is using the goals you set up back in the Setup phase of the Wizard. And yes, we are looking for your team to complete 50% of your goal while getting their feet wet. The…

Retention setup

Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » Retention setup

Retention is a billing tool used by General Contractors (GC) to ensure that their Sub-Contractors finish the work they have billed for and is typically used in commercial or government projects. When a subcontractor invoices the GC for work completed, the GC will…

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…

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…

Projects settings

Settings Module » Module Settings » Projects settings

Project Module Settings The options on this tab control functionality in the Project Module. Use Color Override on Milestone Done Default SO Docs to be viewable on Projects/WO – Documents can be stored on a Sales Order in the Docs/Asgmts/Data tab. Each…

iPoint Development Roadmap

Welcome » iPoint Development Roadmap

Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Then, check back here to see what those developers are working on and what you may see coming down the road to your iPoint! Released 2024 One…

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…

Tier 2 New Options and Features

iPoint Library » Tier 2 New Options and Features

These are some highly requested features and options that we know you’ll really like. Whether you’re purchasing for the first time or upgrading from Tier 1, you’ll need to purchase Tier 2 to access the options below. If you’re purchasing for…

Gift Cards Lookup

Accounting Module » Gift Cards Lookup

Gift Cards A gift card, gift certificate, or gift voucher is a prepaid stored-value device used as an alternative to cash for purchases within your business. Most of the time a customer will buy the gift card and then gift it to another person. For that reason, the…

How do you remove an item that has been delivered on a Standard Invoice?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you remove an item that has been delivered on a Standard Invoice?

Follow these steps: Open the invoice and find the delivered item you want to delete. Click the Delivered box that shows the quantity delivered. This opens a Transaction window. Click on the Delivered line that shows the quantity Select an inventory location to…