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Counterpoint

User Manuals & How-To Guides for COUNTERPOINT software

** Release Notes - Version 6+

A complete listing of documentation related to the new features and enhancements found in COUNTER...

** COUNTERPOINT® Version 6+ Release Overview

Overview The upcoming release of COUNTERPOINT will consolidate for the first time in several yea...

Accounts Receivable Enhancements

Customer Maintenance The Customer Maintenance screen has been modified to allow access to the Cu...

Add Inventory from Invoicing

Definition The option to add parts to inventory from the invoicing screen has been enhanced so w...

Barcode Quantities

Definition Counterpoint has been updated to maintain package quantities by barcode for a part us...

Base Price Automated Updates

Definition The automation to update the Base Price is part of the nightly price updates where th...

Bin Selection in Invoicing

Definition New feature when using Multiple Bin Locations and wanting to force the users to selec...

Branch Stock Inquiry

Definition The Branch Stock Inquiry has been updated to allow the creation of a Stock Transfer t...

Category File Listing

Processing The category file listing has been updated to produce and extract file for import int...

Change PO Number

Process Pick Ticket/Z Slip The process for changing the Z Pick Ticket PO number: When closin...

Cheque Void Option

Cheque Void An option has been added to allow the void of a Cheque which will reverse the G/L en...

Consignment Processing

Consignment Inventory CounterPoint presents a suite of new features, enhancing the functionality...

Core Bank Enhancements

Review of Core Billing Process and Enhancement for billing Overdue Cores Not Charged for at Time ...

Credit Check Enhancements

Invoicing Credit Check The use of Credit Limits through the point of sale has been parameterized...

Cross Dock HTML Pop-up

View of On Order and Cross Dock Quantities New HTML Pop-Up A new Pop-Up has been added to COUNT...

Customer Notes

Customer Notes New programmes have been added to accounts receivable for adding and inquiring in...

Customer Notes Enhancements

Customer Notes New programmes have been added to accounts receivable for adding and inquiring in...

Customer Part Numbers

Description The customer part number is used to allow you to print your customer’s part number o...

Process EDI Invoices

Definition When EDI Invoices are received from the vendors that invoices will be processed and a...

EOQ & ROP Calculation

Ranking Table Product Ranking Table for Corporate and by Branch including required Turns and S...

Fleet Part Tracking

Fleet Tracking Setup The Billing invoice screen has a built in Customer Fleet Part Tracking modu...

Foreign Currency

Foreign Currency Purchases made outside Canada can be purchased in the foreign countries’ curren...

General Charges & Core Handling

Definition General charges are a new line type in the COUNTERPOINT invoicing program which allow...

Gift Receipts

Parameter Maintenance The use of Gift Receipts in Counterpoint is controlled by settings in the ...

GL Budget Upload

Processing Load Budgets The Load Budget option, General ledger > Data maintenance > Load budget...

Invoice Price Change Restrictions

Definition Counterpoint has been updated to provide the ability to restrict Sales Clerks from ch...

Kit Maintenance

Definition Kits A KIT is defined as either a COUNTER KIT: one that is created at the time of sa...

Locked Product Inquiry

Definition New menu item to view locked products preventing inventory updates from invoicing to ...

Lost Sales Reason Code

Processing The recording of lost sales now has a Reason Code attached; these reason codes are se...

Loyalty Rewards

Loyalty Rewards Definition The new LOYALTY REWARDS program will allow you to offer and track po...

Multiple Bin Locations

Overview There is now the option for setting up alternate bin locations for each item.  Before p...

Multiple Invoice Copies

Overview Multiple invoice copies can be printed at the time of sale or as a batch during the Acc...

Physical Count - Add Bin Location

Definition The Physical Count Input routine has been updated to include the option to Add a Bin ...

Change PO on Pick Ticket

Process The process for changing the Z Pick Ticket PO number: When closing the Pick Ticket in...

Price Override Reporting

Definition The reporting of price overrides has been updated to continue to provide the daily re...

Printing of Orders when Customer Backorders Received

Definition Update to allow Order type transactions to be reprinted when Customer Backorders are ...

Product Maintenance Access Control

Definition The Product Maintenance has been modified to allow Field level authorization by login...

Product Maintenance Screen Enhancements

Definition Enhancements made to the product maintenance screen. Class and Subclass – can be...

Purchase Orders - Booking & Specials

Definition Alternate purchase order types can be allowed by Supplier, Booking and Special so the...

Quote Handling Improvements

Overview Parameter Maintenance The Billing Parameters have been updated to allow the inclusion ...

RF Gun User Guide - 2022

RF Gun Procedures Login and password The standard login of the RF gun is [rf]. Multiple store i...

Substitute Chaining

Definition Part number Substitutes can now be chained and maintained from a single screen for al...

Suspense Payment Enhancements

Definition Modifications have been made to remove any invoices with a payment type of Suspense p...

Web Order Discounts

Definition Counterpoint can be configured to automatically apply a percentage discount to web or...

Specials / Contracts Enhancements

Overview Modifications have been made to the Specials/Contract screen to allow the creation of a...

Accounts Payable

Manuals, Users Guides and Troubleshooting Guides for the COUNTERPOINT Accounts Payable Module

Accounts Receivable

AR Month End

a checklist is provided with this documentation to assist you in the successful completion of the...

AR Reports

Customer Master List (Numeric) 1. Accounts receivable >3. reporting >1.customer listings ...

AR Year End

A/R YEAR END UPDATE ACCOUNTS RECEIVABLE >6. YEAR END PROCESSING >1. A/R YEAR END UPDATE ...

Cash Receipts Processing

Cash Receipts Input 1. ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING >5. CASH RECEIPTS ...

Customer Analysis

1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 1. CUSTOMER ANALYSIS These screens will pr...

Customer Notes Inquiry

1. ACCOUNTS RECEIVABLE > 2. INQUIRY FUNCTIONS >3. CUSTOMER NOTES INQUIRY Enter in the cust...

Customer Notes Maintenance

1. ACCOUNTS RECEIVABLE > 1. DATA MAINTENANCE >6. CUSTOMER NOTES Providing that the note ty...

Customer Search

1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 2. CUSTOMER SEARCH Enter in the customer n...

Data File Maintenance

Customer File Maintenance   1. ACCOUNT RECEIVABLE > 1. DATA MAINTENANCE > 1. CUSTOMERS &...

Loyalty Rewards Program

Loyalty Rewards Definition The new LOYALTY REWARDS program will allow you to offer and track po...

Move ROA Payment from one Customer to Another

(Note – this procedure has multiple steps so it is recommended that you do it only when you can r...

Setting Up Invoice Copies

COUNTERPOINT™ Provides a feature that allows you to set up the capture of a customers invoices fo...

Statements

If you have pre-printed statement forms, please use the statement run create option.  If your sta...

Transaction Processing

Transaction Input ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING > 1. TRANSACTION INPUT...

Delivery Dispatch

How-To Guides

How-to guides and FAQs are being migrated to our FirstCall knowledgebase @ https://firstcall.amsc...

Inventory

Complete inventory guide for COUNTERPOINT

Bump All Price levels

  1. You will want to update the pricing on all items. This can be done via the following menu p...

Common Problems / Troubleshooting

WRONG QUANTITY RECEIVED This could be the result of an incorrect pur qty being set on the item....

Concepts

INVENTORY vs PRICEBOOK ITEMS One of the most fundamental ideas within the inventory module of C...

Deleting Categories

There are two options to delete a category. One essentially will just 'flag' a category as delete...

Home Hardware Barcode Receiving

The barcode receiving process is designed to allow the receiving of Home Hardware shipments based...

Inventory Counts

OPTIONAL COUNTERPOINT SETTINGS While there are many settings available within the Inventory Cou...

Item Maintenance

PRODUCT MASTER MAINTENANCE Item maintenance can be accessed via menu path Inventory > 1. Da...

Kit Maintenance

The inventory system has been enhanced greatly with the introduction of Kit items.  A kit is defi...

Multiple Bin Locations

Multiple Bin Locations There is now the option for setting up alternate bin locations for each i...

Pricing Guide

Overview This document outlines the files and processes involved in updating and applying pricin...

Product Popularity Listing

As a normal part of working with your inventory there will be times when you need to understand t...

Receiving Product

The purchasing module, specifically the receiving portion, is how all items will be brought in to...

RF Count 'Cheat Sheet'

Getting Started Select Option 9 from the RF menu. The RF count routine requires a PIN before ...

Stock Adjustments

For one-off changes to inventory, it is recommended that you use the Stock Adjustment routines. I...

Stock Transfer Reconciliation

Basic Overview This document outlines the recent discrepancy report and the new listing report t...

Supporting Files/Information

BILLING PARAMETERS Within your billing parameters is where a number of things are set up that c...

Transferring Parts

Transferring single items The utilities used for transferring product at an item level from one ...

Uploading Min/Max/Reorder

This document will outline the steps required to extract an inventory list, manipluate the Min/Ma...

Zero Category On-Hands

In Some cases, it becomes necessary to zero out the entire inventory within a category. The recom...

Invoicing

How-to guides for the COUNTERPOINT invoicing screen

Pricing

Purchasing

Common functions and procedures within the purchasing module

Release Notes

Release notes for Counterpoint

Release Notes - Version 5

A listing of updates contained in COUNTERPOINT V5, their functionality and usage

Release Notes - Version 6

Documentation on the features associated with Version 6

Sales Analysis

Warehouse Utilities