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Vendor Details

Vendors » Vendor Details

Vendor Details Screen When adding a new Vendor, you will be taken to the Vendors Details Screen. You will want to fill in as much information here as possible. This screen will also appear for any current Vendor that you have clicked on from the Vendors List. To…

Items FAQ

Items » Items FAQ

Item Frequently Asked Questions How can you change an item’s inventory type? How does iPoint detail with Special Order items (like Lutron Shades)? Can an Item have multiple labor phases? What do I do when I change vendors for buying items? How do I…

WO Options (button)

Work Orders » WO Options (button)

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 work…

Vendors

Vendors

Vendors Module The Vendors module holds information about the companies where you buy services and products to sell to your customers. Click on the Vendors icon on the dashboard to access the list of vendors. Vendors are your suppliers, people, or companies who you…

Export to Excel

Items » Options » QB 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…

Switching Item Vendors

Items » Items FAQ » Switching Item Vendors

Changing Default Vendor Sometimes you will need to stop ordering an entire brand of items from a specific vendor, and start ordering it elsewhere. Maybe you just prefer buying your items from a different vendor and need to switch (kind of like how you stopped buying…

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…

Vault (tab)

Vendors » Vendor Details » Vault (tab)

Vendors Vault Tab & Right Click Menu The Vault tab is located on the Vendors Detail screen in the lower left-hand corner. Simply click on Vault to toggle to the section. Here you can attach relevant pictures or files to this vendor. The vault is a great place to…

Details (tab)

Vendors » Vendor Details » Details (tab)

Vendors Details Tab The Details tab is located on the Vendors Detail Screen in the lower left-hand corner. It includes the following fields: Account #: Type in your company’s account number with this vendor Terms: Click the drop-down menu to select the billing…

Purchase Order Details

Purchase Orders » 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 top…