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Definition Counterpoint has been updated to provide the ability to restrict Sales Clerks from changing prices. For this process to work it is required that all users have a unique login ID for Counterpoint. Processing Clerk Maintenance The User Login ID ca...

Definition Kits A KIT is defined as either a COUNTER KIT: one that is created at the time of sale, or a MANUFACTURED KIT, one that is created and placed on the shelf ready for sale. A COUNTER KIT has no inventory on hand, a MANUFACTURED KIT does. A kit item...

Definition New menu item to view locked products preventing inventory updates from invoicing to complete. Processing Locked Products Inquiry The new menu option is Sales Desk > Inventory Queries > Locked Products. Any items stopping inventory updates fr...

Processing The recording of lost sales now has a Reason Code attached; these reason codes are setup using the menu option System Utilities > System Setup > Sales Desk > Lost Sale Reason Codes. If the Include in Sales Total flag is set to Y any Lost Sales r...

Loyalty Rewards Definition The new LOYALTY REWARDS program will allow you to offer and track point rewarded to customers for purchases made. This program can be for selected customers and products and the rewards value can be maintained by Category. The new...

Overview There is now the option for setting up alternate bin locations for each item.  Before proceeding, make sure that the flag to allow multiple bin locations (field # 45) has been set to [y] in System Utilities > System Setup > Sales Desk > parts billing...

RF Gun Procedures Login and password The standard login of the RF gun is [rf]. Multiple store installations or sites with more than 1 rf gun will have custom logins that you will be advised of at the time of install.  The password matches the login. Control...

Overview Multiple invoice copies can be printed at the time of sale or as a batch during the Accounts Receivable month end Process Customer Maintenance If multiple copies are to be printed at the time of sale then the customer must have an “Account Control...

Definition The Physical Count Input routine has been updated to include the option to Add a Bin Location during the count. This will add the bin location to the part immediately and the quantity will be updated when the count update is completed. Processing ...

Process 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 “really change [ori...

Definition The reporting of price overrides has been updated to continue to provide the daily report and also allow for reporting of price overrides done in the past. Processing The new reporting option is found in the menu through Sales Desk > Administrati...

Definition Update to allow Order type transactions to be reprinted when Customer Backorders are received Processing Billing Parameters The Billing Parameters maintenance has been updated with a new parameter to indicate if Orders should be reprinted when a...

Definition The Product Maintenance has been modified to allow Field level authorization by login ID Processing Branch Maintenance The branch must first be flagged to use the user level Product Maintenance Limits Menu Path Utilities > System Setup > Invent...

Definition Enhancements made to the product maintenance screen. Class and Subclass – can be used for special pricing and reporting Corporate and Branch ranking – informational display of the part ranking for the “Turns Based Purchasing” Fields moved to...

Definition Alternate purchase order types can be allowed by Supplier, Booking and Special so the order quantity does not affect normal replenishment at all or until the purchase order should be in transit. The visibility of the order quantity is controlled by...

Overview Parameter Maintenance The Billing Parameters have been updated to allow the inclusion of Orders, Quotes and Packing Slips in the document search options when you call up a customer in the invoicing screen. For Quotes the option to Delete and the Def...

Definition Part number Substitutes can now be chained and maintained from a single screen for all parts in the chain Processing Parameter Maintenance A parameter must first be set to use the substitute chaining feature in the product maintenance screen. Me...

Definition Modifications have been made to remove any invoices with a payment type of Suspense prior to the end of day being completed so they do not impact the General Ledger because they have not impacted Inventory when they were created. Also, to prevent a...

Definition Counterpoint can be configured to automatically apply a percentage discount to web orders received. This discount can also be limited to customer assigned to certain sales clerks. Processing Billing Parameters The percentage discount must be add...

Overview Modifications have been made to the Specials/Contract screen to allow the creation of a Special or Contract based on the Discount Level assigned to parts within a category, Product Class, Product Subclass and Customer Discount Group. Another option ...