Search
Related topics are listed below.
E-Signature Portal
Web Portal » E-Signature Portal
Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…
E-Signature Portal
Settings Module » 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…
Portal
Settings Module » Integrations » Portal
Portal is a complete, web-based industry-specific product catalog that allows professional installers/dealers to find product information and make wholesale purchases from all of their suppliers in one place. iPoint utilizes Portal to simplify adding items your…
Portal
Items Module » 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 dealer agreements to…
Web Portal
Settings Module » Module Settings » Proposals settings » Web Portal
Web Portal settings The Web Portal is used to capture customer signatures on proposals and change orders. The email sent to a customer, with their proposal attached as a PDF document, includes a link to the online web portal. Here the customer can log in to…
Web Portal
Web Portal
The Web Portal is where your customers will interact with various iPoint elements. Currently, your customers can perform the following actions here: Web Invoices – with the appropriate link, your customer can pay online and payment will automatically appear in…
Portal Proposals
Settings Module » Integrations » Portal » Portal Proposals
So you are considering integrating with Portal or have finished the integration within your settings. However, what about all the Proposals you have stored in Portal you have worked so hard on? Good news! We can import your Proposals from Portal into iPoint! Note: In…
iPoint Library Vs Portal
iPoint Library » iPoint Library Vs Portal
iPoint Library vs. Portal: Which Product Database is Right for You? iPoint Library and Portal are both product databases that can be used to find product information and receive pricing from all of their suppliers in one place. However, there are some key differences…
Web Credit Card Payments
Accounting Module » Payments List » Web Credit Card Payments
One of the features of the iPoint Credit Card payment processing is the ability for customers to pay their invoices online without having to send a physical check or call the office with a credit card payment. To take a credit card payment on the web, follow these…
Docs/Asgmts/Data (tab)
Sales Orders Module » 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…
Bio
Settings Module » Users » Bio
User Biography Settings iPoint allows you to notify your customers when you schedule a work order for them. The customer can then confirm, cancel, or reschedule the work order. The customer email will provide a picture and biography of the technician(s) being…
Invoices settings
Settings Module » Module Settings » Invoices settings
Settings - Invoices The Invoices tab is where you define how various invoicing processes work in iPoint. These settings are broken into three basic sections. You can click on an option to go to that topic on this page. Invoice Emails Invoice Options Recurring…
Docs / Assignments
Proposals Module » Docs / Assignments
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…
Proposal Email Settings
Settings Module » Module Settings » Proposals settings » Proposal Email Settings
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…
Proposal Status
Settings Module » 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…
2024 February
Welcome » Change-Log » 2024 February
February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…
Proposal Options
Proposals Module » 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…
Options: Reports
Proposals Module » Proposal Reports » 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…
Client Proposal
Proposals Module » Proposal Reports » Client Proposal
Client Proposal The Client Proposal report is the document you will present to your customer with all the products and labor you put together in the Designer. The proposal has many options to help you customize the details you want your customers to see. When the…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
Default Contract
Settings Module » Module Settings » Proposals settings » Default Contract
Default Contract The contract for your proposal can be customized to include pre-built text that will auto-generate on each proposal. Legacy Feature: The Default Contract is a legacy feature and most users will find the customization available on the Contracts to…
Credit Card Processing Settings
Settings Module » Integrations » Credit Card Processing Settings
Set Up Credit Card Processing The CCP tab is where you integrate iPoint to Transnational for your credit card processing. Important: iPoint does not store any credit card information. We are simply a conduit to one of the four credit card processors. Customer credit…
Gmail Issues?
Settings Module » Settings FAQ » Gmail Issues?
Gmail API for users Most of the errors around sending iPoint through a Gmail account are issues with your Google account. Recently, Gmail has announced to no longer support “less secure apps”, but you can still use Google integration by setting up an App…
Gibberish Text . . .
Welcome » Support & Training » Troubleshooting » Gibberish Text . . .
Wingbat Text When the text in iPoint looks like gibberish or symbols – yikes! Did aliens take over my computer!? Not exactly… GREAT NEWS!!! This issue is resolved in FileMaker 19, so if you never want to see Gibberish Text again, remove FileMaker 18…
FileMaker Updates
Welcome » Support & Training » FileMaker Updates
Wondering if you should update your FileMaker? Always check back here for all the latest and greatest information and links! When it comes to updates, we’ve noticed a few different… let’s say “personality types.” Has the need to update…
Development Roadmap
Welcome » 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 Summer…
Web Invoices
Web Portal » Web Invoices
Web Portal Invoice When an invoice is emailed to your customer with the To Pay Link option selected they will receive a link to the Web Portal where they can view and pay their invoice. The Portal displays the following invoice details Your Company name Invoice…
User Settings Module
User Settings Module
User Settings The User Settings module is where individual users update their information within iPoint. A system administrator can also adjust these details, and a few more, in Settings > Users. There are five primary settings the user can adjust for…
Change Order Status
Settings Module » Pop Up Lists » Change Order Status
Pop Up List: Change Order Status The Change Order Status helps users understand what is happening with a specific Change Order on a Sales Order. Set Up Enter the list of the stages a change order goes through in your organization. For example, Not Started, In…
Settings Module » Users » Email
User Email Settings The Email tab is where you tell iPoint how to send an email on a user’s behalf. iPoint can send proposals, sales orders, and invoices to customers. And purchase orders can be emailed to vendors. There are four sub-tabs where you can enter…
Wizard Let’s Go
Welcome » OnBoarding » iPoint Setup » Wizard Let’s Go
Wizard Let's Go Hey, look at you! You have all your setup, settings, and data done in iPoint! Awesome Sauce! Learning iPoint Now it is time to get your team members learning how to use iPoint. Just like you’ve been watching videos to learn how to set up…
Contracts
Settings Module » Module Settings » Proposals settings » Contracts
Proposal Default Contracts The Contracts tab is the place to store multiple contracts used in your company. For example, you might have a separate contract for commercial work as opposed to residential work. Or, maybe you have a specific city that requires unique…
Notification Triggers
Settings Module » Notification Builder » Notification Triggers
This page defines all the Notification triggers available, including: Trigger name Fires when – a description of the action in iPoint that will create and send the notification Criteria possibilities – a list of the choices available Operator – a…
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…
Accessing iPoint
Welcome » Accessing iPoint
Before you can use iPoint, you have to log in. That makes sense! But how do you do that? We’re going to assume that iPoint has already been installed on your computer or your iOS device. If that is not the case, you’ll want to set up iPoint first. Click…
Web Services
Settings Module » 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 set up and maintain a web server to…
Integrations
Settings Module » Integrations
iPoint integrates with multiple software platforms to keep you connected and operating smoothly. This section provides integration into various online applications. Click on the links below to learn more about that particular integration. Google Calendar –…
2023 December
Welcome » Change-Log » 2023 December
December Update! Tier 2 iPoint Library Have you ever wanted to see how your estimated labor stacks up against others in the industry? Want to use barcode scanning to do your year end inventory without scanning in UPCs for every item? Now you can out with the Tier 2…
Company Info
Settings Module » Company Info
Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…
Recurring Payments
Welcome » Change-Log » Beta Settings » Recurring Payments
!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…
Mobile: WO Details
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details
Mobile: Work Order Details The main page of the work order gives an overview of many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…
Emails
CRM Module » Contact Details » Emails
Customer Emails On the Emails tab, you can see details about the history of this customer’s interactions, including what Marketing Campaign messages they’ve received, which links they’ve clicked, and any other Connection info that has been…
Items Module
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…
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. So 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 Examples If…
Summary
Reports Module » Sales Order Reports » Summary
Sales Order Summary report The Sales Order Summary report gives you a quick look at the sales orders in your system. Clicking on any sales order line will open the sales order in a new window. Here are the details you’ll find on this report: Design Name…
Time
Sales Orders Module » Time
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…
Payments
CRM Module » Contact Details » Payments
Payments Section In this section, you can view a list of payments the customer has made. In addition, you can see the customer’s Total Paid amount and Available Credit amount at the top of the screen. Payments List For each payment in the list, you can see:…
Profitability
Reports Module » Sales Order Reports » Profitability
Sales Order Profitability report The Sales Order Profitability report gives you a quick summary of the profitability of sales orders in iPoint. Clicking on any sales order listed will open it in a new window. Available details include: Design Name – the…
Funds Available / Needed
Reports Module » Sales Order Reports » Funds Available / Needed
Sales Orders Funds Needed/Available report The Sales Order Funds Available / Needed report is used to verify that RFP payments are covering the work completed and delivered on a sales order. Note: Clicking on any sales order line will open the sales order in a new…
How do you take payments?
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » How do you take payments?
There are several ways to take a payment from your client! Add a payment to an invoice – find out how to here What if I took a payment in QB on an invoice I had sync’d there? Can I pull that payment back to iPoint? Yes! Credit Card Processing…
Engineering
Items Module » Item Details » Engineering
Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how much…
Design & Engineering
Proposals Module » Design & Engineering
The Design & Engineering feature is where the items added in Proposal Designer can be overlaid on to a building schematic or blueprint for a visual representation of a proposal. Design & Engineering is located in the bottom right corner of the Proposal Info tab.…
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…
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,…
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…
Proposal Settings Options
Settings Module » 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 before presenting the newly added part to the…
Labor Time
Reports Module » Sales Order Reports » Labor Time
Sales Order Labor Time report The Sales Order Labor Time report provides a quick snapshot of the time sold versus the time used on sales orders. This report is a helpful tool for forecasting the technicians’ time needed to complete the sold work. Note: Click…
Customer Reports
Reports Module » Customer Reports
Customer Reports provide specific details about customer activity throughout iPoint. Note: Click on the report name to see a sample of the report and the options available. Click the module reference after the description to see where the data comes…
Mix Analysis
Reports Module » Sales Order Reports » Mix Analysis
Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time sold. iPoint developed this report in conjunction with the Vital Management Group, an audio-video business process coach. Here are the details…
Production
Reports Module » Sales Order Reports » Production
Sales Order Production report The Sales Order Production report is ideal for companies using the RFP billing process as it lets you see the value of goods and services that have been delivered to the customer. You’d use this to determine if additional funds…
Delivered Not Invoiced
Reports Module » Sales Order Reports » Delivered Not Invoiced
Sales Order Delivered Not Invoiced Report The Sales Order Delivered Not Invoiced report shows parts and labor that have been sold to the customer but not yet delivered. This is useful for triggering Delivery Invoices and making sure that the product is delivered on…
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…
Change Orders
Reports Module » Sales Order Reports » Change Orders
Sales Order Change Order report The Sales Order Change Orders report is a synopsis of the change orders in your system. Note: And yes, clicking on any change order line will open the change order in the associated sales order. Here are the details you’ll find…
How can I track retention on sales order jobs?
Sales Orders Module » Sales Order FAQ » How can I track retention on sales order jobs?
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…
CRM Campaigns
CRM Module » Contact Details » CRM Campaigns
Customer Email Campaigns The Campaigns tab shows information about the Marketing that has taken place for the customer. Email Campaigns/Lists Under Email Campaigns/Lists, checkboxes show if the customer has Opted In or Out of the two main types of Campaigns. You…
iPoint University
iPoint Support » iPoint University
University in the iPoint Support module Every user has access to University on the iPoint dashboard under the iPoint Support module. Yes… it’s a lot of videos! In fact, we have over 150 of them! But never fear, you don’t have to watch all of them.…
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…
Mobile: Recurring Billing
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Recurring Billing
Mobile: Recurring Billing Recurring Billing shows the schedules where invoices are sent to your customer. Often used for quarterly maintenance contracts or monthly security billing, this screen shows what recurrences have been entered for the customer. At the top…
Invoice Options
Accounting Module » Invoices List » Invoice Detail » Invoice Options
Invoice Options: Standard Standard Archive – a check in this box removes the invoice from the standard list view. You can always see it later by choosing to show archived. View PDF of Invoice button – this button generates a PDF of the invoice and…
Recurring Invoices
Accounting Module » Recurring Invoices
Recurring invoices enable you to send an invoice to your customer on a prescribed schedule. You would typically use this for things like monthly security monitoring or quarterly service contract billing. To activate recurring invoices, go to Settings > Module Settings…
Welcome
Welcome
Welcome from Winston Welcome to the iPoint Manual My name is Winston, and I’m the iPoint Ninja. I’m glad you found the manual for the most powerful end-to-end business platform you will ever need! My role is to help you conquer chaos and help your…
iPoint Library
iPoint Library
What Is The iPoint Library? The iPoint Library is a centralized database of over 100,000 items from over 90 vendors. Why Is That Cool? Once you are connected to the Library, you will get automatic price updates from your favorite vendors. Get those latest…
Items
Proposals Module » Design & Engineering » Items
Items All the items added in the Proposal Designer will populate on the left side of the screen. Drag and drop the items onto the background image to add them. From there, you can resize and rename them accordingly. Once an item has been added, it will appear green in…
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…
Proposals settings
Settings Module » 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…
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 …
Settings Module
Settings Module
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 software features you may…
2019 Q1
Welcome » Change-Log » 2019 Q1
Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …
Invoices
CRM Module » Contact Details » Invoices
Invoices Section In the Invoices section, you can view a list of invoices and Requests for Payment created for this customer. Delivery Invoices and Recurring Billing invoices are displayed in their own sections. The customer’s open invoice balance and available…
Project
Sales Orders Module » Project
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…
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…
Print Options
Settings Module » Custom Templates » Options (tab) » Print Options
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…
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…
Retention
Sales Orders Module » Billing » Retention
Retention is a percentage of a billed job that is withheld from payment on invoices generally until the job is complete or meets specific milestones. Mostly used in commercial construction projects, retention is generally a contractual obligation. In order for…
iPointTech Work Order Details
Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details
iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…
Terms of Service
Settings Module » 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…
Project Details
Projects Module » Project Details
Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…
Proposal Info
Proposals Module » Proposal Info
Proposal Info Tab The Proposal Info tab contains primary customer and job details. Customer Name The first section is the customer details describing the customer receiving the bill for the work being completed. Enter the Customer Name – there are a few…
RMA Module
RMA Module
RMAs List The RMA module is where you track a product that has been returned for repair or replacement. Sort Dropdown The RMA header contains familiar list navigation options if you’ve spent time in any other iPoint modules. Choosing an option displays the…
Overrides
Settings Module » Custom Templates » Overrides
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 > Default Contract: A…
WO Options
Work Orders Module » WO Options
Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the…
Email Templates
Marketing Module » Email Templates
Email Templates The second step to creating a marketing campaign is to make 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 Name…
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…
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…
Progressive Billing Change Orders
Sales Orders Module » Billing » Progressive Billing Change Orders
Change Order Progressive Billing When a change order is added to a job, you will typically create a single invoice for the entire change order. You might even group two or three change orders together on one invoice. But sometimes, you may want to provide a…
Users
Settings Module » Users
Settings - Users Each user in iPoint has custom settings that affect how they interact with the software. The User Settings is where you can create new users or modify details about existing users. This screen contains two tabs, the first is a list of all Users in…
Invoice List Options
Accounting Module » Invoices List » Invoice List Options
Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…
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…
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…
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…