iPoint
iPoint Control
Table of Contents
iPoint Control
GrabGrab
GrabGrab
iPoint
  • Welcome
    • What’s next? What can I expect as a new community member?
    • Accessing iPoint
    • OnBoarding
      • Server Acquisition
      • Server Configuration
      • First Things First…
      • iPoint Setup
        • Installing iPoint on a Computer
        • Installing iPoint on a Mobile Device
        • Setup QuickBooks
          • QB Step 1: Integration
          • QB Step 2: Chart of Accounts
          • QB Step 3: Lists
          • QB Step 4: Importing Data
        • Wizard Intro
        • Wizard Setup
        • Wizard Settings
        • Wizard Data
        • Wizard Let’s Go
        • Wizard Learn 1
        • Wizard Learn 2
        • Wizard Learn 3
        • Wizard Ninja
      • Learning iPoint
        • Video Site Map
      • Using iPoint
    • Support & Training
      • FileMaker Updates
        • Beta Version for Calendar
      • Tips & Tricks
      • Troubleshooting
        • Cache is damaged . . .
        • Gibberish Text . . .
        • Why is my calendar blank?
        • Email: Server Busy error when sending email through Outlook
        • Low on Disk Space – Purging!
        • PDF cannot be created on disk
        • Custom Fonts not working on PDFs
      • Security Features and Controls
    • iPoint Development Roadmap
      • Feedback
    • Additional Services
    • iPoint Terminology
    • Change-Log
      • 2025 May
      • 2024 December
      • 2024 September
      • 2024 February
      • 2023 December
      • 2023 October
      • 2023 April
      • 2022 Q4
      • 2022 Q1
      • 2021 Q4
        • Recurring Payments
      • 2021 Q3
      • 2021 Q2
      • 2021 Q1
      • 2020 Q4
      • 2020 Q1
        • Proposal / Designer Speed Boost
      • 2019 Q3 & Q4
      • 2019 Q2
      • 2019 Q1
      • Beta Settings
    • The iPoint Process – Detailed
    • Basic iPoint Process
    • Managing Service in iPoint
  • Dashboard
    • Navigation Elements
    • Module Icon Order
    • Exporting
  • Accounting Module
    • Estimates List
      • Estimate
        • Estimate Options
    • Invoices List
      • Invoice List Options
      • Invoice Detail
        • Invoice Options
        • Invoice Payment
        • Custom Invoice Header
    • Payments List
      • Payment Details
      • Credit Card Processing
      • Web Credit Card Payments
    • Credit Memos List
    • Delivery Invoices List
    • Gift Cards Lookup
    • Recurring Invoices
    • Invoicing From a Project
    • Accounting FAQ
      • RFP FAQs
        • Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
        • When should delivery invoices be generated?
        • Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
        • The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
          • Can I switch from RFP A/R to RFP Liability?
      • QB FAQs
        • Discount in Quickbooks is showing an incorrect tax amount
        • How do iPoint transactions impact Quickbooks financials?
        • What happens when I sync stuff to Quickbooks?
        • Accounting Process FAQs
          • How do you take payments?
          • Refunds
      • Miscellaneous Accounting FAQs
        • What if the sales tax rate has been updated since the start of a Sales Order?
        • Does iPoint have the ability to track a Warranty Fund?
        • How do you handle a returned/bounced check in iPoint?
        • Can I use a double window envelope for my invoices?
        • What is the best module to invoice from?
        • How do you process finance charges deducted by a finance company?
        • How do you handle an over payment on an invoice?
        • How do you remove an item that has been delivered on a Standard Invoice?
    • Setting Up Deferred Revenue
    • The Deferred Revenue Process & Best Practices
      • Recognizing Revenue the EASY WAY!
    • Reporting Best Practices for Deferred Revenue
  • Autos Module (2023)
    • Autos Module
  • Assignments Module
    • Assignments List
  • Calendar Module (Schedule Pro 2017)
    • Viewing Options
    • Navigating Events
    • Work Orders on the Calendar
    • Calendar Settings
    • Calendar Filters
    • User Settings
  • Calendar Module (Schedule Simple 2023)
    • Viewing Options
    • Navigating Events
    • Work Orders
    • Schedule Simple Calendar Settings
    • Schedule Simple Calendar Filters
    • User Settings
  • CRM Module
    • Contact List Options
    • Contact Details
      • Related Contacts
      • Notes
      • Activities
      • Media
      • Assignments
      • Documents
      • Custom Lists
      • Subscriptions
      • Deals
        • Completing a Deal
        • Deal Reports
      • Proposals
      • Sales Orders
      • Projects
      • Work Orders
      • RMA Tickets
      • Estimates
      • Invoices
      • Delivery Invoices
      • Recurring Billing
      • Credit Memos
      • Payments
      • Items List
      • Emails
      • CRM Campaigns
      • QuickBooks Data
      • Legacy Data
    • CRM FAQ
      • Should I enter the job as a Customer or a Job?
      • Can I merge duplicate Customers?
  • Inventory Module
    • Purchase Request Manager
    • Transfer Request
    • Inventory Re-Order List
    • Inventory Reports
      • Physical Inventory
    • Year End Inventory
    • Stock Options Window
    • Physical Stock Count
    • Inventory FAQ
      • How do I push Inventory to QBO?
      • How do I make Inventory Counts in QB match iPoint?
      • What’s the Difference Between Product Manager and Purchase Request Manager?
      • Stock Asset Value & Wire Master Packs
      • One Huge Warehouse – Can mulitple users count?
  • iPoint Library
    • Getting Started
    • Managing Vendors/Brands
    • Adding Items to iPoint from the Library
    • Cost/Price Changes
    • Reviewing and Reverting Changes
    • Partnered Vendors
    • What Data Do We Sync
    • iPoint Library Vs Portal
    • Tier 2 is HERE!
    • Tier 2 New Options and Features
  • iPoint Online
    • iPoint Online Features FAQ
  • iPoint Support
    • iPoint University
  • Items Module
    • Options
      • QB Sync List
        • Sync List Options
          • Export to Excel
      • Import Tool
      • Grid View
    • Item Details
      • Item Detail Options
      • Accessories
      • Item Additional Settings
      • Extras
      • Engineering
      • History
      • Used By
      • Report Setup
      • Stock
    • Portal
    • Items FAQ
      • How do you change an Inventory Type?
      • How do you Create Custom Items?
      • Where does Barcode Scanning Work for Items?
      • Alternate Vendor(s)
      • Can an Item have multiple Labor Phases?
      • How can I manage Wire?
  • Marketing Module
    • Sending Lists
    • Email Templates
    • Campaigns
    • Results
    • Marketing FAQ
      • What happens if I have duplicate email addresses?
  • Projects Module
    • Projects Options
    • Project Details
      • Tasks/Parts
      • Create Work Order
    • Task Manager
    • Service Contracts
    • Projects FAQ
      • The Serial Number Field is an Open Text Field
      • Tracking Prevailing Wage
  • Proposals Module
    • Proposal Info
    • Setup (tab)
    • Revisions
    • Proposal Reports
      • Client Proposal
        • Options: Template and Sorting
        • Options: Customization
        • Options: Reports
      • Cover Page
      • Scope
      • Picture Book
      • Group Summary
      • Labor Hours
      • Profit and Loss
      • Product List
      • Profit By Product
      • Retail By Product
      • Profit Analysis
    • Docs / Assignments
    • Proposal Time
    • Proposal Options
    • Proposal Designer
      • Designer Options
      • Add Products
      • Product Details Popover
      • Footer
    • Design & Engineering
      • Items
      • Types of Drawings
    • Proposals FAQ
      • Hide Costs from your Customer with Walkthrough Mode
      • How can I list Unit / MSRP / Labor Price on my Client Proposal
      • Can I use a Job Site Address on a Proposal
      • Jump to Added Items in a Proposal
      • How do you show Discounts and Modifiers in the Grand Total Summary
      • How do I Edit my Contract/Custom Template
  • Purchase Orders Module
    • Purchase Order Details
    • PO Details Items List
      • Add items to a PO
      • Receiving a PO
      • Receiving a PO with Item Receipts
      • Item Receipts
      • Print Labels
    • Purchase Orders FAQ
      • 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?
      • Where Should I Allocate & Create POs?
  • Reports Module
    • Employee Records
    • Autos Reports
      • Cash Bag Journal
      • Service Records
      • Mileage Records
    • Time Entries Reports
    • Work Orders Reports
    • Commission Reports
      • Combined Report
      • Commission Payments
      • Sales Order Commissions (Legacy)
      • Invoice Commissions (Legacy)
      • Commission Details
      • Using the Commission Report
    • Customer Reports
      • Customer Notes Report
      • Payments Received Report
      • Customer Activity Report
      • Customer Current AR Report
      • Customer Bad/Bounced Emails Report
    • Sales Order Reports
      • Summary
      • Profitability
      • Production
      • Labor Time
      • Master Summary
      • Delivered Not Invoiced
      • Funds Available / Needed
      • Item Stock Summary
      • Change Orders
      • Mix Analysis
      • Progress Billing
      • Progress Billing Paid Dates
      • Sales Order Snapshot
      • Labor Sold vs. Used for Multiple SOs
    • Invoices Reports
      • Invoice Summary
      • Payments Applied
      • Invoice Item Summary
    • Projects Reports
      • Expense Report
      • Task Report
    • Assets Reports
    • Goals Reports
    • Proposal Reports
      • Proposal Snap Shot
    • Purchase Order Reports
      • Line Report
      • Summary Report
      • Back Order Report
    • Items Reports
      • Items Allocated
      • Items Sold
      • Gift Cards Sold
    • Morning Coffee Reports
  • RMA Module
    • RMA FAQ
      • How do you handle defective inventory?
  • Sales Orders Module
    • SO Info
    • SO Reports
    • Change Orders
    • Product
      • Product Manager
        • Product Manager Options
        • Using the Product Manager
    • Billing
      • RFP Liability
      • RFP A/R
      • Line Item/Summary
      • AIA Progressive Billing
      • Retention
      • Progressive Billing Change Orders
    • Project
    • Docs/Asgmts/Data (tab)
    • Time
    • SO Options
    • Sales Order Designer
    • Sales Order FAQ
      • How do you remove an item that has been delivered on a sales order?
      • How do you add or remove sales order types?
      • How can I track retention on Sales Orders?
      • How do I delete a Sales Order?
      • Can I link Sales Orders together?
      • I have a big job for both a builder and their customer. How do I enter that into iPoint?
      • How can I remove an item on a change order and keep the associated labor?
      • Non-Billable Change Orders and RFP don’t mix
      • RFP vs Delivery Invoice Variance
      • How do I simplify the delivery invoice process?
      • How can I partially deliver bulk labor?
  • Settings Module
    • Company Info
    • Users
      • Login
      • Contact Info
      • General
      • Calendar
      • Email
      • Bio
      • Goals
      • Commission
      • Devices
    • Permission Sets
    • Pop Up Lists
      • Account Detailed Type
      • Activity Types
      • Assignment Status
      • Change Order Status
      • Contact Relations
      • Credit Memo Status
      • Customer Bill To Address Names
      • Customer Job Lead Source
      • Customer Job Sales Status
      • Customer Site Address Names
      • Invoice Status
      • Item Category
      • Item Manufacturer
      • Item Type
      • PO Status
      • Picture Book Class
      • Priority
      • Project Custom 1 & 2
      • Project Phase
      • Proposal Groups
      • Proposal Lost Reasons
      • Proposal Status
      • RMA Status
      • Room Names
      • Sales Order Billing Status
      • Sales Order Product Manager Status
      • Sales Order Status
      • Shipping Speeds
      • Stop Points
      • Tags
      • Task Names
      • Task Status
      • Time Clock Type
      • Times
      • Wire Prefix
      • Work Order Custom 1 & 2
      • Work Order Status
      • Work Order Type
    • Punch Lists
    • Notification Methods
    • Notification Builder
      • Notification Triggers
    • Labor Phases
    • QuickBooks
      • Chart of Accounts
      • Customers
      • Vendors
      • Items (tab)
        • How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
      • Time (tab)
      • Invoices (tab)
      • QuickBooks Lists
      • Error Logs (tab)
      • Registration
        • New QuickBooks or Switching from QBO to QBD (or vice versa)
      • QuickBooks: Desktop vs. Online
      • Sites
    • Custom Templates
      • Main Graphics
      • Options (tab)
        • Executive Summary
        • Report Settings
        • Print Options
      • Cover Page (tab)
        • Main Image
        • Main Text
        • Page 2 Image
        • Body Text
      • Cover Page Editor (Beta)
      • Legacy Custom Pages
      • Picture Book Settings
      • Overrides
    • Document Builder
      • Pages
      • Documents (tab)
      • Print Preview
    • Module Settings
      • Proposals settings
        • Proposal Settings Options
          • E-Signature Portal
        • Sales Order
        • Default Cover Page
        • Default Contract
        • Proposal Email Settings
        • Custom List Settings
        • Accounting
          • Deferred Revenue Settings
            • Using a Credit Memo to Balance Delivery Invoices
            • What are the benefits of Deferring Revenue?
          • Accounting Options
            • Retention setup
            • AIA Progressive Billing
            • Use Tax
        • Payment Schedules
        • Contracts
        • Web Portal
        • Merge Fields
      • CRM settings
      • Projects settings
      • Work Orders settings
        • Notifications
          • Customer Work Order Notification
        • Time Desc
        • WO Naming
      • Invoices settings
      • Calendar settings
      • Items settings
        • Custom Group Summary
        • Multi-Site Inventory
      • POs settings
      • Assignments Settings
      • General settings
      • Drawing
      • Commissions settings
    • Integrations
      • Google
      • QuickBooks Online
      • Portal
        • Portal Proposals
        • Portal Integrations
      • Credit Card Processing Settings
        • Celero
      • Slack Integration
      • STX Proposals (Beta)
    • Terms of Service
    • Morning Coffee
    • Web Services
    • Settings FAQ
      • Gmail Issues?
  • Time Clock Module
  • User Settings Module
  • Vendors Module
    • Vendor Details
  • Work Orders Module
    • Work Order Details
    • WO Options
    • Tasks/Parts Lists
    • Contact
    • Work Orders FAQ
      • How do you remove an item that has been delivered?
      • How do I add tasks to my Work Order from a Project?
      • Can I switch labor phases on a work order?
      • How do I enter time manually on a work order?
      • How do I replace parts on a work order?
      • Is it possible to duplicate a work order?
      • Can work orders be un-linked?
      • Pictures I took with my iOS aren’t viewable in iPoint
      • Technicians are not showing up in dropdown lists
  • Syncing to QuickBooks
    • iPoint Data to QuickBooks
    • iPoint Transactions to QuickBooks
  • Web Portal
    • Web Invoices
    • E-Signature Portal
  • Mobile Access
    • iPoint Tech App Pro
    • iPoint Online
    • FileMaker Go Mobile Access
      • Mobile: Dashboard
      • Mobile: CRM
        • Mobile: Related Contacts
        • Mobile: Notes
        • Mobile: Activities
        • Mobile: Media
        • Mobile: Assignments
        • Mobile: Documents
        • Mobile: Custom Lists
        • Mobile: Subscriptions
        • Mobile: Deals
        • Mobile: Proposals
        • Mobile: Sales Orders
        • Mobile: Projects
        • Mobile: Work Orders
        • Mobile: RMA Tickets
        • Mobile: Estimates
        • Mobile: Invoices
        • Mobile: Delivery Invoices
        • Mobile: Recurring Billing
        • Mobile: Credit Memos
        • Mobile: Payments
        • Mobile: Items
        • Mobile: Emails
        • Mobile: Campaigns
        • Mobile: QuickBooks Data
        • Mobile: Legacy Data
      • Mobile: Work Orders
        • Mobile: WO Details
          • Mobile: WO Detail Windows
        • Mobile: Parts
        • Mobile: Add & Request Parts
        • Mobile: Customer Details
        • Mobile: Task List
        • Mobile: Check In/Check Out
      • Mobile: Time Clock
    • iPointTech App
      • iPointTech Dashboard
      • iPointTech Work Orders
        • iPointTech Work Order Details
        • iPointTech Task List
          • iPointTech Task Detail
      • iPointTech Settings
      • iPointTech Time Clock
      • iPointTech Calendar
    • Mobile Access FAQ
      • Can technicians share an iOS device?
      • Which Mobile Version Should I Use?
Download as PDF

Sales Order FAQ

Frequently Asked Questions

Sales Order Frequently Asked Questions

How do you remove an item that has been delivered on a sales order?

How do you add or remove sales order types?

How can I track retention on sales orders?

Can you show me how to simplify the delivery invoice process?

How do I delete a sales order?

Can I link sales orders together?

I have a big job for both a builder and their customer. How do I enter that into iPoint?

How can I remove and item on a change order and keep the associated labor?

Non-Billable change orders and RFP don’t mix

RFP vs Delivery Invoice Variance

Last modified: 25 Oct 2023
Sales Order Designer
How do you remove an item that has been delivered on a sales order?

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