Recently Updated Pages
Updating Credit Hold Invoice
Overview In instances where an online wholesale customer submits an order but is over their cred...
General Charges & Deposit Handling
Definition General charges are a new line type in the COUNTERPOINT invoicing program which allow...
Zero Category On-Hands
In Some cases, it becomes necessary to zero out the entire inventory within a category. The recom...
Invoicing with Global Payments Terminals
To process a cash sale (paid by cash or credit card): Always take the credit card first and cash...
Uploading Min/Max/Reorder
This document will outline the steps required to extract an inventory list, manipluate the Min/Ma...
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...
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...
Stock Transfer Reconciliation
Basic Overview This document outlines the recent discrepancy report and the new listing report t...
Pricing Guide
Overview This document outlines the files and processes involved in updating and applying pricin...
Transferring Parts
Transferring single items The utilities used for transferring product at an item level from one ...
Stock Adjustments
For one-off changes to inventory, it is recommended that you use the Stock Adjustment routines. I...
Receiving Product
The purchasing module, specifically the receiving portion, is how all items will be brought in to...
Supporting Files/Information
BILLING PARAMETERS Within your billing parameters is where a number of things are set up that c...
Admin Function
Overview The admin section provides a number of functions used in the configuration and setup of...
V1.4.0
V1.4.0 New Features /Enhancements Report Generator Rework As part of some upcoming features, t...
Audit Log
The Audit Log contains a list of auditable events that have occurred in your instance of the C...
Uni-Select SAX Reporting Setup
Installer Customer Maintenance In order to provide the proper sales reporting for the SAX progra...
Customer Sales Reporting
As a normal part of working with your customer base there will be times when you need to understa...
F.A.Q.
Question – I am told that a line is (or will be) changing from Jobber to Net pricing what do I ne...