Items: HistoryThe History tab will help you find documents where the item was sold or purchased.
Proposals
This tab shows all active and archived proposals where this part has been used.
- Reference = Proposal ID #
- Date = the Date and Time the proposal was created
- Customer = the name of the Customer or Customer:Job
- Proposal Name = the name of the job
- Sales Rep = The name of the user listed as the Salesperson
- Location = what room or area the part was specified for on the proposal. If the item was sold in multiple locations on a single proposal, the proposal will be listed multiple times.
- Quantity = the number of items sold
Total Quantity at the bottom of the list shows the total number of items included on all proposals.
Note: If the proposal has been archived, it will still show up on the list, but will be crossed out. Proposals that are accepted and converted to sales orders will not appear on this list.
Clicking on any proposal on the list will open the selected proposal in a new window.
Sales Orders
This tab shows all the sales orders where this item was sold.
- Reference = Sales Order ID #
- Date = the Date the sales order was created
- Customer = the name of the Customer or Customer:Job
- Sales Order Name = the name of the job
- Sales Rep = the name of the user listed as the Salesperson
- Location = what room or area the item was listed in the designer. If the item has been sold on multiple lines on a single sales order, you’ll see multiple lines of the same reference number.
- Quantity = the quantity sold on an individual line item for the sales order. Items removed on a change order will be displayed as a negative number. ( e.g. -1)
- Delivered = the number of the items actually delivered to the customer. Partial delivery lines will be less than the Quantity line.
Total Quantity at the bottom of the Sales Order list shows the total number of the item that has been included on Sales Orders.
Clicking on any sales order will open it in a new window.
Invoices
Any time the item is listed on an invoice, it will be displayed here. Keep in mind that the same part might be listed on the invoice tab AND the sales order tab.
- Reference = the Invoice ID #
- Date = the date of the invoice
- Customer = the name of the Customer or Customer:Job
- SO = this invoice was generated from a sales order. Invoice lines without this designation were created from a Project, Work Order, or from the Accounting module as a point-of-sale transaction.
- Quantity Sold = how many items were sold on an individual line item
- Qty Delivered = how many of the sold items have actually been delivered to the customer
- Unit Cost = the purchase cost of the item from the vendor
- Unit Price = the sale price of the item to the customer
- Profit = the amount of profit for this item on the sale
Total Sold at the bottom of the list shows the total number of items sold on invoices
Total Profit shows how much money you made by selling this item.
Clicking on an invoice will open it in a new window.
Purchase Orders
Anytime the item is placed on a PO, it will be shown here.
- Reference = the Purchase Order ID #
- Date = the date the PO was created
- Vendor = the name of the vendor where the item was purchased
- Submitted By = the name of the logged-in user who marked the PO as submitted. This occurs when the purchase order is sent to the vendor.
- Qty Requested = the number of items ordered. If there are multiple lines of the same item on a single PO, the purchase order will be displayed multiple times.
- Qty Received = how many of the ordered items have been received into iPoint
- Unit Cost = the purchase cost of the item
- Extended Cost = the total cost of the line item (calculated multiplying the Qty Requested by the Unit Cost)
Qty Received at the bottom of the Purchase Orders list shows the total quantity of this item that has been received on a PO. – New in 10.0305