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Proposal Designer

Proposals » Proposal Designer

Proposal Designer The Designer is where the details of the items being proposed to your customer are displayed. Here you can modify details about each item as well as view the profitability of the job. The designer is broken into three primary sections, and…

Product Details Popover

Proposals » 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:…

Proposal / Designer Speed Boost

Settings » Module Settings » Beta (tab) » Proposal / Designer Speed Boost

New Speed Boost Features We have rewritten the way iPoint ads items to the designer in both Proposals and Sales Orders. This new process cuts the wait time to add new parts by 50% or more. Previously, adding a part with several accessories to multiple rooms could…

Product (tab)

Sales Orders » Product (tab)

Sales Order Product The Product tab of the Sales Order is where you manage the products that were 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…

Proposal

Reports » Proposal

Proposal Reports The Proposal reports pertain specifically to proposals. I know that is hard to believe, based on the reports’ names. There are two available reports: Proposal Summary – provides highlights of the proposals in your system Mix Analysis…

Proposal Groups

Settings » Pop Up Lists » Proposal Groups

Pop Up List: Proposal Groups Proposal Groups are used to add details to customers’ proposal regarding specific subsets of equipment. Each equipment group can have a unique graphic header along with a narrative to help explain the work to be accomplished. For…

Client Proposal

Proposals » Reports (tab) » Client Proposal

Client Proposal The Client Proposal report is the document you will present to your customer with all of the products and labor you put together in the Designer. The proposal has a number of options to help you customize the details you want your customers to…

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…

Proposal Info

Proposals » Proposal Info

Proposal Info Tab The Proposal Info tab contains basic customer and job details. Customer Name The first section is the customer details. This is the customer who will be receiving the bill for the work being completed. Enter the Customer Name – there are a…

Proposal Status

Settings » Pop Up Lists » Proposal Status

Pop Up List: Proposal Status Proposals have a status field that helps users understand what part of the sales process the job is in. These status are customizable and help when sorting and filtering proposals and generating notifications to team members. The proposal…

Designer Options

Proposals » Proposal Designer » Designer Options

The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…

Proposal Snap Shot

Reports » Proposal » Proposal Snap Shot

Proposal Snap Shot report The Proposal Snap Shot report provides a quick financial overview of the proposals generated in the system in a quick, simple to read view. This report also includes proposals that have been converted to sales orders. Here you’ll…

Proposal Merge Fields

Settings » Module Settings » Proposals (tab) » Proposal Merge Fields

Throughout settings, you will find a list of Merge Fields that you can use to personalize various system-generated documents. Primarily used in customer proposal areas, merge fields take information from a customer record and input them into documents. These merge…

Proposal Lost Reasons

Settings » Pop Up Lists » Proposal Lost Reasons

Pop Up List: Proposal Lost When a user marks a proposal as lost or declined, they will be prompted to specify why the deal was lost. On the pop-up window, they will be able to select a reason, as specified here, as well as enter a more detailed description. Set…

Proposal Settings Options

Settings » Module Settings » Proposals (tab) » 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…

Estimate, Project or Proposal?

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…

Sales Order Designer

Sales Orders » 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…

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…

Product Manager

Sales Orders » Product (tab) » Product Manager

Product Manager The Product Manager is where all of the items sold on a sales ordered are requested for purchase, placed on a purchase order, allocated or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…

POs (tab)

Settings » Module Settings » POs (tab)

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…

General (tab)

Settings » Module Settings » General (tab)

General Settings The five buttons displayed allow you to adjust the next document number for: Invoices Proposals Purchase Orders (PO) Projects Work Orders Typically, these buttons are used to set starting numbers when first setting up iPoint. However,…

Invoices (tab)

Settings » QuickBooks » Invoices (tab)

QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps In order to sync sales information based on specific sales personnel, a link must be created between QuickBooks sales reps and…

Revisions (tab)

Proposals » Revisions (tab)

Revisions tab The Revisions tab allows you to edit your proposals while keeping older versions intact. Being able to keep the original proposal can help you save time if the client decides they want to go back to the proposal you submitted originally. You can have as…

Accessories (tab)

Items » Item Details » Accessories (tab)

Items: Accessories The accessories tab is designed to help speed the addition of parts to proposals. You can add accessories (either items or labor) to a part so that when it is added to the proposal the accessories are automatically added as well. In some cases,…

Extras (tab)

Items » Item Details » Extras (tab)

Items: Extras The Extras tab is a Document repository where you can store PDFs or other documents related to this part. This is a great place to store cut sheets or owner manuals so you don’t have to go hunting for them. Add a document by dragging it to the…

Engineering (tab)

Items » Item Details » Engineering (tab)

Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module that is currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how…

Reports (tab)

Proposals » Reports (tab)

Proposal Reports The Proposal Reports tab houses three basic sections. Client Reports These are the documents you will send to your customer to show them what goods and services they will be purchasing from you. Client Proposal – customize the entire…

Project (tab)

Sales Orders » Project (tab)

Sales Order: Project tab The project tab of a sales order is where the labor portion of a job is tracked and is comprised of 4 sections. Project Name The first section links to the associated project. The blue Go to Project button will open the corresponding…

Setup (tab)

Proposals » Setup (tab)

The proposal Setup tab provides the skeleton of the proposal. These details are generally entered when the proposal is initially set up and drive how the proposal and subsequent sales order function. Custom Data List Custom Data List The Custom Data List gives you…

Assignments (tab)

Settings » Module Settings » Assignments (tab)

Assignment Settings Assignments are internal to-dos that can be assigned to various team members throughout the software. There is one setting for this module. Auto Archive Assignment on Completion – Assignments have four statuses: Not Started, In Progress,…

Drawing (tab)

Settings » Module Settings » Drawing (tab)

Drawing is a depreciated Legacy function that is no longer under maintenance. This page intentionally left blank.

Commissions (tab)

Settings » Module Settings » Commissions (tab)

iPoint is capable of tracking complex commission calculations based on a number of different criteria. Setting up Commissions is a two-pronged process Set up commission schedules (completed here in Module Settings) Assign commission tiers to sales staff (completed…

CRM (tab)

Settings » Module Settings » CRM (tab)

The Contact Module Settings is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Attributes These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…

History (tab)

Items » Item Details » History (tab)

Items: History The 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…

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,…

Documents (tab)

Settings » Document Builder » Documents (tab)

Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…

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…

Time (tab)

Proposals » Time (tab)

Proposal Time Tab The Time tab shows time entered on the proposal during the creation of the proposal. Some companies choose to track the time employees spend building customer proposals. This is where you will see that time. Time List Total Design Time –…

Beta (tab)

Settings » Module Settings » Beta (tab)

The following modules are currently in Beta testing and you are free to use them if you like. Check the appropriate box to activate the beta feature. Click the link provided to learn more about the use of each beta feature. !BETA FEATURE: Keep in mind that these are…

Customers (tab)

Settings » QuickBooks » Customers (tab)

QuickBooks Customer Settings When first setting up iPoint, you have three options to bring in your customer information. You can manually type in all your customers (WOW! That seems like a lot of work!) You can export your customer information from your third-party…

Time (tab)

Settings » QuickBooks » Time (tab)

QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks using the time a technician enters onto Work Orders. *If you utilize an outside payroll service, this tab may not be useful for you. Also, if you pay time based on…

Invoices (tab)

Settings » Module Settings » Invoices (tab)

Settings - Invoices The Invoices tab is where customizations can be made for the invoice creation process in iPoint. Email & Portal The first section is where you set up how iPoint communicates with your customers when sending emails. Default Text The first…

Calendar (tab)

Settings » Module Settings » Calendar (tab)

Calendar Settings These settings affect the Calendar Module. Calendar Refresh Minutes – By default, the calendar is a static view of the events and work orders on your schedule. New items added to your calendar are added when the calendar is reloaded manually.…

Items (tab)

Settings » QuickBooks » Items (tab)

Settings - QuickBooks - Items Items in your iPoint database can be imported in a number of 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…

Stock (tab)

Items » Item Details » Stock (tab)

Items: Stock The stock tab is where you will find a history of inventory transactions for each individual item. This is also the place where you can make inventory adjustments and set inventory levels. The stock tab is only available on items that have an Inventory…

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 (tab)

Settings » Custom Templates » Options (tab)

Custom Templates Options Checking this box means even if you’re not showing modified prices, the Parts % modifier and Margin will always be shown in extended price. The options tab provides multiple customization opportunities for your proposal template. …

Overrides (tab)

Settings » Custom Templates » Overrides (tab)

The Over Rides tab gives you control over various template settings to customize even further. Contract Text Custom Template: Contract Text Override There are three places to place contracts for your customers. Module Settings > Proposals (tab) > Default Contract…

Vendors (tab)

Settings » QuickBooks » Vendors (tab)

Import Vendors from QuickBooks Vendors are imported from QuickBooks when you first start using iPoint. This is typically done once, but you may be directed to do this process again when working with an iPoint Support Specialist to repair certain sync issues. Importing…

Proposals (tab)

Settings » Module Settings » Proposals (tab)

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…

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…

Info (tab)

Sales Orders » Info (tab)

Sales Order: Info tab You can access a sales order from the Sales Order module by clicking on a Sales Order name in the list. Alternatively, you can open a sales order from the CRM module by opening a Customer record and selecting a record from the Sales Order…

Projects (tab)

Settings » Module Settings » Projects (tab)

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…

Profit By Product

Proposals » Reports (tab) » Profit By Product

Profit By Product Report The Profit By Product Report breaks down your profit for each item in the proposal. On the report you can see: Model: The item name, part number, and description of the item Qty: How many you sold Cost: The cost per item Price: The…

Retail By Product

Proposals » Reports (tab) » Retail By Product

Retail By Product Report The Retail By Product Report is similar to the Profit by Product Report, though instead of showing your profits, it shows the retail prices. On the report you can see: Model: The item name, part number Description: A description of the…

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…

Report Setup (tab)

Items » Item Details » Report Setup (tab)

Items: Report Setup The Reports tab controls how items appear on various reports used throughout iPoint Custom Group Summary A Custom Group Summary (CGS) report is a detailed report of specific item details for various equipment groups. This report can be used on…

Main Graphics (tab)

Settings » Custom Templates » Main Graphics (tab)

Custom Templates Main Graphics The main graphics tab affords you the opportunity to customize the visual look of the proposal itself. Graphics There are four graphical elements to every template. Header – this will appear at the top of every page Divider…

Picture Book (tab)

Settings » Custom Templates » Picture Book (tab)

Picture Book The Picture Book is a unique report that displays the items you are going to sell your client in picture format. The report is broken out by location with up to five items per location. When printing a customer proposal or contracted sales order report…

Docs / Assignments (tab)

Proposals » Docs / Assignments (tab)

Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…

Error Logs (tab)

Settings » QuickBooks » Error Logs (tab)

QuickBooks Error Logs The Error Logs tab is utilized by iPoint Support to help troubleshoot transactions and information that is not pushing correctly to QuickBooks. Most users will find this information to be foreign and not understandable. However, if you have…

Print Options (tab)

Settings » Custom Templates » Options (tab) » Print Options (tab)

Custom Template Print Options When a proposal is printed, it can contain a number of pages to provide customers with just the information to make an informed buying decision. By default, each salesperson can choose what pages they want to include in a proposal…

Change Orders (tab)

Sales Orders » Change Orders (tab)

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…

Work Orders (tab)

Settings » Module Settings » Work Orders (tab)

The Work Orders tab is where you customize how the Work Orders work in iPoint. Module Settings: Work Orders Default Labor Item – Select the Labor Phase from the drop-down that corresponds to your service work.   Show Alert icon for tasks added to a work…

Used By (tab)

Items » Item Details » Used By (tab)

Items: Used By The Used By tab shows you every Item that uses this part as an accessory. The list on the right side displays: Used By = the parent or package that uses this item as an accessory Qty Used = the number of these items used on the parent item. …

Cover Page (tab)

Settings » Custom Templates » Cover Page (tab)

Cover Page Designer The Cover Page of each Custom Template can be modified in a number of different ways using this Cover Page Designer. The designer consists of three separate layers, each of which can be edited individually. The Main tab shows all layers…

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,…

QuickBooks Lists (tab)

Settings » QuickBooks » QuickBooks Lists (tab)

QuickBooks Lists There are several items that need to be pulled from QuickBooks into iPoint in order for transactions to sync. We’ve already set up a chart of accounts, customers, vendors, and items. This tab pulls in some of the behind the scenes information…

Executive Summary (tab)

Settings » Custom Templates » Options (tab) » Executive Summary (tab)

Custom Template Executive Summary Options When printing a proposal, sales order, or change order, you have the option to include a summary page showing prices broken down by: Group Summary – equipment is categorized by groups (as defined on the item field in…

Report Settings (tab)

Settings » Custom Templates » Options (tab) » Report Settings (tab)

Custom Template Report Settings Every proposal has a number of user-defined options that can be set to show and hide specific information. Each logged-in user can set their own preferences and print their proposals the way they see fit. However, sometimes a company…

Main Image (tab)

Settings » Custom Templates » Cover Page (tab) » Main Image (tab)

Cover Page: Main Image Clicking the Main Image tab shows only the graphics portion of the cover page. There are three options in the Image Selection drop-down. Half on Top – positions the graphic or picture on the top half of the cover page Half on Bottom…

Main Text (tab)

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

Cover Page: Main Text Clicking the Main Text tab shows only the text portion of the cover page. This is the text that is displayed when the Custom text selection is made on the Cover Page Main screen. The text is displayed in three layers; left, center, and right…

Proposals

Proposals

A Proposal is a list of goods and services that we are suggesting a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This section of the manual…

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…

Legacy Custom Pages (tab)

Settings » Custom Templates » Legacy Custom Pages (tab)

Custom Templates Custom Pages There may be information you want to present on your customers’ proposals that is not setup to present in iPoint. You might want to describe your Extended Service Warranty. Maybe you’d like to include a security contract to…

Page 2 Image (tab)

Settings » Custom Templates » Cover Page (tab) » Page 2 Image (tab)

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 on page 2 of the Cover…

Docs/Asgmts/Data (tab)

Sales Orders » Docs/Asgmts/Data (tab)

Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…

Chart of Accounts (tab)

Settings » QuickBooks » Chart of Accounts (tab)

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…

Item Additional Settings

Items » 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…

Custom Templates

Settings » Custom Templates

Proposal Cover Page Custom Templates are the backbone of your printed proposals and sales orders. Think of a template as the skeleton that holds the details of your proposal. The meat of the proposal is the information you provide on the proposal itself. You might…

Pop Up Lists

Settings » Pop Up Lists

Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…

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…

Purchase Request Manager

Inventory » 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:…

Items

Settings » Module Settings » Items

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…

Footer

Proposals » Proposal Designer » Footer

Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…

Labor Hours

Proposals » Reports (tab) » Labor Hours

Proposal Labor Hours report The Labor Hours report provides a breakdown of hours needed to complete the job. This calculation is based on the number of labor hours assigned to each item on the proposal as well as any additional standalone time added. Click the…

Add Products

Proposals » Proposal Designer » Add Products

Add Products Adding products to the Designer is done by clicking on the blue Add Products button at the top right corner of the designer. This opens a pop-up window where you choose a product to be added to specific locations in your design. Product Selection The…

Profit Analysis

Proposals » Reports (tab) » Profit Analysis

Profit Analysis Report The Profit Analysis report shows a detailed breakdown of the profit on the job, broken out by a number of metrics. On the report you can see: Parts Base – the sum of the Unit Price for all items on this proposal Discount – any…

Cover Page

Proposals » Reports (tab) » Cover Page

Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…

Mobile: Proposals

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Proposals

Mobile: Proposals The Proposal list shows all active proposals 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 proposal using a wildcard…

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…

Room Names

Settings » Pop Up Lists » Room Names

Pop Up List: Room Names Room Names are used to group equipment together on a proposal. Also called Locations, this default list can help speed the creation of proposals by assigning standard room names to a proposal. Set Up Place your mouse in the first empty…

Scope

Proposals » Reports (tab) » Scope

Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…

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…

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,…

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? The two columns of numbers on the client proposal can seem…

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…

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…

Picture Book Class

Settings » Pop Up Lists » Picture Book Class

Pop Up List: Picture Book Class The Picture Book is a graphical report showing the top products in each location on a proposal. This list is how you define which types of equipment are going to be displayed and in what order. Set Up Enter product classes by…

Sales Order Snapshot

Reports » Sales Order » Sales Order Snapshot

sales Order Snap Shot report The Sales Order Snap Shot report provides a quick financial overview of the sales orders generated in the system in a quick, simple to read view. Here you’ll find: Customer – the name of the ( Bill To ) customer Ref#…