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Counterpoint Cloud Platform
Documentation for Counterpoint Cloud Platform
AMS Public Documentation
Registration and Users
Adding and Maintaining Users
Registering a new user Sending invite email Registering a new user is done via an invite based method which can be initiated by any Counterpoint Cloud Platform admin user within your company. Sending the invite can be done by going to the CP2 Manager tab i...
FlightDeck Dashboard (V1.2)
FlightDeck Tiles
The FlightDeck Dashboard breaks down your sales into 6 metrics, which are filterable based on total sales, online sales, or in-store sales. Note that the Net Sales value may be effected by online orders that were returned in store - currently there is no way...
Counterpoint
User Manuals & How-To Guides for COUNTERPOINT software
Introduction and Getting Started
Some generic documentation for using the Counterpoint Cloud Platform with different devices.
Sales By Filter
The Past Month Sales By Filter graphs give you a quick visual representation of the breakdown of your sales so far this month, compared to this day of last month. By Category Filtering by category gives you a breakdown of your sales per category associate...
CounterCRM
Salesrep Goal
The Salesrep Goal offers a quick glance at your progress towards your primary goal. For a more detailed description, check out the chapter on Goals. The FlightDeck Dashboard offers a quick visual representation of your progress towards a monthly goal, or an ...
autoecat.com
User Guides for autoecat.com
Sales By Day
MTD Sales By Day shows all of your sales to date this month, on a daily basis. Each node on the graph represents a day this month, allowing you to easily spot patterns and irregularities in your sales.
Inventory
Complete inventory guide for COUNTERPOINT
Top Customers
The Top Customers Chart shows your top 5 customers over the current period, based on total sales value. In the event that one of these customers has a negative sales value, the graph will grow to the left, below the 0 value. To display the exact value of...
Sales Summary By Filter
This information has moved: https://docs.amscomputergroup.com/books/counterpoint-cloud-platform/page/prebuilt-reports#bkmrk-sales-table
JDispatch
JDispatch User Documentation
Tablets and Phones
For the majority of Counterpoint Cloud Platform, your experience will be exactly the same as on your desktop computer. However, due to some of the features of these devices (touch input, smaller screen) there are a few differences between using the two devi...