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Supported Devices Officially, Counterpoint Cloud Platform supports any device that meets the following criteria: Is running the latest version of one of the following browsers:       Mozilla Firefox       Google Chrome       Microsoft Edge       Go...

Overview The Customer Lookup provides you with a sortable, searchable table of customers that you are the salesrep for. From this table, you can enter the CounterCRM module for any one customer at a time by clicking on their Customer Number. From within a cu...

BILLING PARAMETERS Within your billing parameters is where a number of things are set up that cover how your system handles inventory maintenance. To access the billing parameters, you want to take menu path System Utilities > 3. System Setup > 4. Sa...

INVENTORY vs PRICEBOOK ITEMS One of the most fundamental ideas within the inventory module of COUNTERPOINT is the idea of an inventory vs. pricebook item. In the system, there are two databases of items. The inventory items, which are accessible via the inve...

PRODUCT MASTER MAINTENANCE Item maintenance can be accessed via menu path Inventory > 1. Data Maintenance > 1. Master Files > 1. Product Master In Order, the field definitions on this screen are: Category: Category under which this item is p...

The purchasing module, specifically the receiving portion, is how all items will be brought in to inventory. There are two main methods of bringing product in, those items on a purchase order, and those items NOT on a purchase order. Regardless, for proper tra...

OPTIONAL COUNTERPOINT SETTINGS While there are many settings available within the Inventory Count Parameter screen, the following are those which allow you to tailor your count. Count variance threshold: This setting allows you to define a variance at whic...

For one-off changes to inventory, it is recommended that you use the Stock Adjustment routines. It is NOT recommended to use this option to do any type of inventory count, as the audit trail is not as verbose.   ADJUSTING INVENTORY VIA THE MENU In the Inven...

Transferring single items The utilities used for transferring product at an item level from one number or category to another are found in the Inventory > 1. Data Maintenance > 5. Utilities menu Product/Part # Transfer 6. Inventory > 1. Data Maint...

WRONG QUANTITY RECEIVED This could be the result of an incorrect pur qty being set on the item. ITEM NOT SHOWING ON SUGGESTED ORDER If this is a supplier based order, check that the supplier number is set on the item. If not, you can add a supplier en ma...