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Counterpoint Cloud Platform

Documentation for Counterpoint Cloud Platform

AMS Public Documentation

Registration and Users

Counterpoint Cloud Platform

Adding and Maintaining Users

Counterpoint Cloud Platform Registration and 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

Counterpoint Cloud Platform

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

Counterpoint Cloud Platform

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

autoecat
catalogue
catalog
standing order

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

Counterpoint

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

Counterpoint Cloud Platform Introduction and Getting Started

  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...