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Purchase Orders

Purchase Orders

Purchase Orders List Purchase Orders are used to control the purchasing of products and services from external suppliers. The Purchase Orders module holds all of the Purchase Orders (POs) created in iPoint. In this module, you can view POs, create a new PO, or…

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…

Purchase Orders FAQ

Purchase Orders » Purchase Orders FAQ

Here are answers to Frequently Asked Purchase Order Questions. Can you allocate stock on a PO to a job after it was ordered? Can you allocate stock on a PO to a job after it was ordered? Say you have a Purchase Order (PO) with some stock items on it that has…

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 order…

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…

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…

Purchase Order

Reports » Purchase Order

Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. iPoint Version:…

Sales Orders

CRM » Contact Details » Sales Orders

Sales Orders Section The Sales Orders section presents a list of all sales orders for this customer. At the top of the list is a filter field. Use this field to quickly find a specific sales order, searching Sales Order Name or Salesperson. For each sales order…

Work Orders

Work Orders

Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used and what tasks are scheduled. Work Orders are also the vehicle used to track a technician’s time worked. In this section of…