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 The upcoming release of COUNTERPOINT will consolidate for the first time in sev...
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 Invoice Matching
Overview The Accounts Payable matching in Counterpoint®has been updated to allow matching of inv...
Accounts Payable
Manuals, Users Guides and Troubleshooting Guides for the COUNTERPOINT Accounts Payable Module
AP Month End
The Accounts Payable Month End does not have to be run on the last day of the month. You may hol...
AP Reporting
VENDOR MASTER(NUMERIC) ACCOUNTS PAYABLE…à3. REPORTING…à1. MASTER FILE LISTINGS…à1. VENDOR MASTE...
AP Year End
ACCOUNTS PAYABLE…à8. month end processing…à6. Year end update The Accounts Payable Year End Up...
Auto Cheque Processing
Set Cheque Date ACCOUNTS PAYABLE…à6. AUTO CHEQUE PROCESSING…à1. SET CHEQUE DATE Required Au...
Bank Reconciliation
Outstanding Cheque Report ACCOUNTS PAYABLE…à7.bank reconciliation…à1.outstanding CHEQUE report...
Data File Maintenance
Vendor File Maintenance ACCOUNTS PAYABLE…à1. DATA MAINTENANCE…à1. VENDOR MASTER Vendor Ente...
Misc Cheque Processing
Misc Cheque Input ACCOUNTS PAYABLE…à5. MISC. CHEQUE PROCESSING…à1. MISC. CHEQUE INPUT Miscel...
Transaction Input
Transaction Input ACCOUNTS PAYABLE…à4. TRANSACTION PROCESSING…à1.TRANSACTION INPUT There are...
Vendor Inquiries
Vendor Inquiry ACCOUNTS PAYABLE…à2. inquiry functions…à1.vendor Enter the number of the vend...
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
Adding Flyers to Invoicing
Overview The promotions button on the Invoicing screen has the ability to allow the user to spec...
Bin Selection in Invoice
Definition New feature when using Multiple Bin Locations and wanting to force the users to selec...
Customer History Part Search for Unknown Number
Occasionally you will get a customer asking for the same part as they ordered last Week/Month/Yea...
Fleet Part Tracking
Fleet Tracking Setup The Billing invoice screen has a built in Customer Fleet Part Tracking modu...
General Charges & Deposit Handling
Definition General charges are a new line type in the COUNTERPOINT invoicing program which allow...
Invoicing with Global Payments Terminals
To process a cash sale (paid by cash or credit card): Always take the credit card first and cash...
Selling a Core
There may be ocassions when it is desired to sell a core to a customer. This is done by entering ...
Suspense Payments with Payment Terminal
Payment Terminal – Semi-Integrated Changes to invoicing related to Suspense Payment Type Cash...
Updating Credit Hold Invoice
Overview In instances where an online wholesale customer submits an order but is over their cred...
Pricing
Customer Price List
COUNTERPOINT® provides the user with an ability to produce customer specific price lists for a li...
F.A.Q.
Question – I am told that a line is (or will be) changing from Jobber to Net pricing what do I ne...
MSC / AMS Line Code to AMS Price Level
Product Line Line Description AMS Product Code Product Class Product Code Description ...
Price Multipliers
Part of the data required in setting up a new product line includes identifying the base price th...
Price Rounding
Overview Price Rounding is an option provided in COUNTERPOINT which if properly implemented can ...
Pricing Theory
COUNTERPOINT pricing while appearing to be complex is actually a matter of ensuring that three pi...
Troubleshooting (Real World Example)
Jobber states that non stocked part Carter P76148M is not pricing correctly. Prices as initially...
Updating Prices by %
Overview There are situations wherein prices need to be updated, across the board, by a percenta...
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