Skip to main content

Recently Updated Pages

General Charges & Deposit Handling

Counterpoint Invoicing

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

Updated 2 years ago by Jim

Fleet Part Tracking

Counterpoint Invoicing

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

Updated 2 years ago by Jim

Multiple Bin Locations

Counterpoint Inventory

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

Updated 2 years ago by Jim

Uploading Min/Max/Reorder

Counterpoint Inventory

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

Updated 2 years ago by Jim

Zero Category On-Hands

Counterpoint Inventory

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

Updated 2 years ago by Jim

Updating Credit Hold Invoice

Counterpoint Invoicing

Overview In instances where an online wholesale customer submits an order but is over their cred...

Updated 2 years ago by Jim

Customer History Part Search for Unknown Number

Counterpoint Invoicing

Occasionally you will get a customer asking for the same part as they ordered last Week/Month/Yea...

Updated 2 years ago by Jim

Setting Up Invoice Copies

Counterpoint Accounts Receivable

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

Updated 2 years ago by Jim

Selling a Core

Counterpoint Invoicing

There may be ocassions when it is desired to sell a core to a customer. This is done by entering ...

Updated 2 years ago by Jim

Product Popularity Listing

Counterpoint Inventory

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

Updated 2 years ago by Jim

Bin Selection in Invoice

Counterpoint Invoicing

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

Updated 2 years ago by Jim

Suspense Payments with Payment Terminal

Counterpoint Invoicing

Payment Terminal – Semi-Integrated Changes to invoicing related to Suspense Payment Type Cash...

Updated 2 years ago by Jim

Loyalty Rewards Program

Counterpoint Accounts Receivable

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

Updated 2 years ago by Jim

RF Count 'Cheat Sheet'

Counterpoint Inventory

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

Updated 2 years ago by Jim

Admin Function

JDispatch JDispatch Web Dashboard

Overview The admin section provides a number of functions used in the configuration and setup of...

Updated 2 years ago by Jim

V1.4.0

Counterpoint Cloud Platform Updates

V1.4.0 New Features /Enhancements Report Generator Rework As part of some upcoming features, t...

Updated 2 years ago by Tyler

Audit Log

Counterpoint Cloud Platform CP2 Admin

  The Audit Log contains a list of auditable events that have occurred in your instance of the C...

Updated 2 years ago by Tyler

Uni-Select SAX Reporting Setup

Counterpoint Warehouse Utilities

Installer Customer Maintenance In order to provide the proper sales reporting for the SAX progra...

Updated 2 years ago by Shelley

Item Maintenance

Counterpoint Inventory

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

Updated 2 years ago by Jim

Concepts

Counterpoint Inventory

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

Updated 2 years ago by Admin