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Definition The option to add parts to inventory from the invoicing screen has been enhanced so when in use, non-stocked parts added to an invoice which are in the price book will automatically be added to inventory after the quantity is entered without user i...

Definition Counterpoint has been updated to maintain package quantities by barcode for a part used when scanning parts at the point of sale and receiving. Processing Product Master Maintenance when selecting to “Maintain Barcodes” or Alt Barcode option allo...

Definition The automation to update the Base Price is part of the nightly price updates where the system will look for files that have an effective date of today or prior and will update the Base Price for the part numbers included in the file. Also as part o...

Definition New feature when using Multiple Bin Locations and wanting to force the users to select the Bin Location that the product is going to be picked from in order to keep the on-hand quantities for each bin location accurate. Processing Billing Paramet...

Definition The Branch Stock Inquiry has been updated to allow the creation of a Stock Transfer to source product from another location. This program is designed to be a multi- purpose tool to view stock in all locations, if multi branch, as well as initiated ...

Processing The category file listing has been updated to produce and extract file for import into excel. Menu path inventory > reporting > master file listings > category file. After clicking the Close Window button in the report viewer, a new option will be...

Process Pick Ticket/Z Slip The process for changing the Z Pick Ticket PO number: When closing the Pick Ticket in the SF2 screen from Invoicing will have a new field for the New Po Number If you enter a different PO number you will receive the question to...

Cheque Void An option has been added to allow the void of a Cheque which will reverse the G/L entries made when the cheque was updated and restore the invoices paid to the outstanding accounts payable Cheque Void Option Accounts Payable > Bank Reconciliatio...

Consignment Inventory CounterPoint presents a suite of new features, enhancing the functionality of the system by creating the opportunity to process and track consignment inventory. Pre-requisites There are a few basic changes that must be made to the syst...

Review of Core Billing Process and Enhancement for billing Overdue Cores Not Charged for at Time of Sale Selling Cores Selling products which carry a core charge. This is a value that is contained in the product master record at cost. By default, any item th...

Invoicing Credit Check The use of Credit Limits through the point of sale has been parameterized to prevent any sale that goes over the customers credit limit or the current option to display a message advising the user if a customer is going over their credi...

View of On Order and Cross Dock Quantities New HTML Pop-Up A new Pop-Up has been added to COUNTERPOINT for viewing of all Branch On Order and Cross Dock quantities. This information will be available for all parts except Kits and will be refreshed nightly...

Customer Notes New programmes have been added to accounts receivable for adding and inquiring into free-form notes for a customer.  The inquiry into customer notes has also been added to the sales desk menu. There is a total of 6 note types, spread across tw...

Description The customer part number is used to allow you to print your customer’s part number on an invoice along with your own part number. Typically used where the customer has an internal number that they use for their own stocking purposes. The customer ...

Ranking Table Product Ranking Table for Corporate and by Branch including required Turns and Safety Stock Factor based on Annual Sales Dollars or Units. Use of dollars or units determined by billing parameter setting. Purchasing Parameters Default Ti...

Fleet Tracking Setup The Billing invoice screen has a built in Customer Fleet Part Tracking module. This module allows the counter staff to in affect build customer, unit, specific electronic catalogues. The creation of these catalogues can have a dramatic af...

Foreign Currency Purchases made outside Canada can be purchased in the foreign countries’ currency In addition to the currency enhancement, three additional fields allow the system to roll into the average cost @ the time of Purchase Order Receipt, Freight, ...

Definition General charges are a new line type in the COUNTERPOINT invoicing program which allows you to include amounts on the invoice which do not impact inventory or apply standard comments to an invoice. The charges can be automatically applied to all tra...

Parameter Maintenance The use of Gift Receipts in Counterpoint is controlled by settings in the Billing Parameters,  System Utilities à System Setup à Sales Desk à Parts Billing Parameters à Screen 5. Field 1 = Y/N for the use of Gift receipts in the store.F...

Processing Load Budgets The Load Budget option, General ledger > Data maintenance > Load budgets, requires a spreadsheet file containing the monthly budget values first be saved to Z:\html\gl1 as a tab delimited text file named GLBUDGET.txt. Notes: An ex...