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Customer Price List
COUNTERPOINT® provides the user with an ability to produce customer specific price lists for a li...
Dispatching Invoices - Counterpoint.
Basic Usage Notes The jDispatch mobile application and dashboard integrate directly with Count...
Deleting Categories
There are two options to delete a category. One essentially will just 'flag' a category as delete...
Bump All Price levels
1. You will want to update the pricing on all items. This can be done via the following menu p...
New Purchasing Module
Overview This is a complete overhaul of the current suggested order logic in an attempt to provi...
Data File Maintenance
Customer File Maintenance 1. ACCOUNT RECEIVABLE > 1. DATA MAINTENANCE > 1. CUSTOMERS &...
Home Hardware Barcode Receiving
The barcode receiving process is designed to allow the receiving of Home Hardware shipments based...
Kit Maintenance
The inventory system has been enhanced greatly with the introduction of Kit items. A kit is defi...
Common Problems / Troubleshooting
WRONG QUANTITY RECEIVED This could be the result of an incorrect pur qty being set on the item....
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...
Concepts
INVENTORY vs PRICEBOOK ITEMS One of the most fundamental ideas within the inventory module of C...
AR Year End
A/R YEAR END UPDATE ACCOUNTS RECEIVABLE >6. YEAR END PROCESSING >1. A/R YEAR END UPDATE ...
AR Reports
Customer Master List (Numeric) 1. Accounts receivable >3. reporting >1.customer listings ...
AR Month End
a checklist is provided with this documentation to assist you in the successful completion of the...
Cash Receipts Processing
Cash Receipts Input 1. ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING >5. CASH RECEIPTS ...
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...
Customer Analysis
1. ACCOUNTS RECEIVABLE > 1. INQUIRY FUNCTIONS > 1. CUSTOMER ANALYSIS These screens will pr...
AP Year End
ACCOUNTS PAYABLE…à8. month end processing…à6. Year end update The Accounts Payable Year End Up...