Topic Thread

1.  Viewpoint - Material Sales Module

Posted 7 days ago
For those of you who use this module, does it provide, easy to use Point of Sale, invoicing?

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Matt Huber CFA, CPA
CFO
Modern Companies, Inc.
Cedar Rapids IA
(319) 841-1170
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2.  RE: Viewpoint - Material Sales Module

Posted 6 days ago
Following.  I'm also interested to know.

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DeAnn Hollingsworth
Corporate Controller
RQ Construction, LLC
Carlsbad CA
(760) 631-7707
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3.  RE: Viewpoint - Material Sales Module

Posted 3 days ago
​The invoicing from the Material Sales module requires a ticket entry. So if someone was entering a ticket and immediately processing an invoice, I think it could feel cumbersome. That being said, the invoices are extremely easy to generate and Viewpoint is flexible enough to where I'm sure you could automate an invoice created from a ticket using a stored procedure and custom button. I have not done this before, but I know enough about Viewpoint to feel confidant saying it could be done. Don't let 'customization' with Viewpoint scare you either. It's relatively inexpensive and straightforward.

It's important to note though that you must have the Inventory module in order to use Material Sales. You don't have to track inventory (though you can rather easily) but there are components that the Material Sales module would require.

Feel free to give me a call if you have any additional questions, I'm happy to help.

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Sarah Stegman
Senior Manager - Construction Software Consulting
CohnReznick LLP

(469) 371-7209
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