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General Charges & Deposit Handling
Definition General charges are a new line type in the COUNTERPOINT invoicing program which allow...
Fleet Part Tracking
Fleet Tracking Setup The Billing invoice screen has a built in Customer Fleet Part Tracking modu...
Multiple Bin Locations
Multiple Bin Locations There is now the option for setting up alternate bin locations for each i...
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...
Updating Credit Hold Invoice
Overview In instances where an online wholesale customer submits an order but is over their cred...
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...
Setting Up Invoice Copies
COUNTERPOINT™ Provides a feature that allows you to set up the capture of a customers invoices fo...
Selling a Core
There may be ocassions when it is desired to sell a core to a customer. This is done by entering ...
Product Popularity Listing
As a normal part of working with your inventory there will be times when you need to understand t...
Bin Selection in Invoice
Definition New feature when using Multiple Bin Locations and wanting to force the users to selec...
Suspense Payments with Payment Terminal
Payment Terminal – Semi-Integrated Changes to invoicing related to Suspense Payment Type Cash...
Loyalty Rewards Program
Loyalty Rewards Definition The new LOYALTY REWARDS program will allow you to offer and track po...
RF Count 'Cheat Sheet'
Getting Started Select Option 9 from the RF menu. The RF count routine requires a PIN before ...
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...
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...