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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…

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…

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…

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…

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…