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Version 6 Overview
Point of Sale Quote / Order search combined: When keying in a customer number, instead of the ‘Open Orders for This Customer’ prompt, counter-staff may be presented with any combination of a [A/O/P/Q/N] prompt, allowing them to quickly view any [O]pen Orders...
New Purchasing Module
Overview This is a complete overhaul of the current suggested order logic in an attempt to provide the user with more of a table driven utility while at the same time making the underlying logic that determines the order quantities more transparent. In additi...
Adding Users & Reports
Log into the cloud platform and navigate to the CPMailer > User Reports If this is a new user, they must first be added as a specific 'Report only' user. If this is not a new user, or once you add the user, click the users row in the listing table and...
Uploading Min/Max/Reorder
This document will outline the steps required to extract an inventory list, manipluate the Min/Max/Reorder in excel and then upload the values back in to COUNTERPOINT. Navigate through the menu to 6. Inventory > 1. Data Maintenance > 5. Utilities > ...
Pairing Bluetooth Headset
This document outlines the process, specifically, for pairing a Sangoma phone with one of the standard supplied MPOW headsets. On The Sangoma Phone Press the Menu button on the bottom right of the main display screen Use the arrow navigation panel to nav...
Beta V 1.1.0
The following is a listing of the updates released in the Countrpoint Cloud Platform (CP2) Branch Classification We have introduced the ability for you to group your branches by Region, Type and Size. As an admin user, you will now have access to the Branch ...
Call History Functions
the Call History section allows you to view missed, received, and dialed calls, as well as add the number to your contacts list, blacklist the number, or call the number. Viewing Calls Press the History soft key. "All Calls" will be shown by default. ...
Voicemail User Guide
Viewing Voicemails This icon at the top of your phone screen will show you that you have a voicemail(s). Press the Voicemail button. A (+) in front of the message indicates the message is new. A (-) in front of the message indicates the messa...
Streams
Everything in Zulu 3 is done within a stream. You can see all your active streams on the left side of your Zulu Client. Clicking on a Stream will bring up the past history of that stream which includes Chats Sent, Received and Missed Calls If call re...
Zulu Chat
Joining a Chat At the bottom of your Zulu Client is a list of all the Chat Rooms you are currently a member of You can click on the to search for rooms to join You will now be shown a list of Chat Rooms that you are allowed to join Click the...
Using the Zulu Desktop Client
Installing the Desktop Client Download the desktop client Navigate to https://zulu-updater.sangoma.com/releases/stable and download the current desktop application for your given platform. Install on Windows Click the Zulu-3.x.x.exe file you downloaded. ...
Chrome Browser Plugin
Using Chrome navigate to the webstore: https://chrome.google.com/webstore/detail/zulu/idfkkpineieigiennfifkhbbcbojeoae Click "Add To Chrome" in the top right hand corner Click "Add extension" on the next screen You will see a message after clicking "...
Dashboard V3.2 [2019/06/12]
JDispatch Web Dashboard Release Notes for V3.2, released 2019/06/12 Enhanced password and site security Modification to non-admin user to hide total dollars delivered Introduction of 'Dispatcher' login with unique permissions as well as the ability to assi...
JDispatch Mobile App V3.2.23 [2019/06/12]
Release notes for the JDispatch Mobile Application released 2019/06/12 Updated security modules Support for Android O/P/Q Migration to Google Firebase Messaging for system to driver communication Update to driver chat message display to not truncate messa...
Updating The Mobile App
In scenarios where a device is not set to auto-update the JDispatch app, the following steps will need to be followed: From the device's home screen, list all of your apps: From the listing of apps, scroll down to the Play Store app. Within the Play sto...
Confirming App Permissions
These instructions are based on an Android P device. Your device screens may appear slightly different, but the menu options should still be available on your device. Direct method when app is open Open up the app on your device. You should have a badge in...
Updating Sonim Devices
A number of Sonim XP7700 devices are registered with the JDispatch service. A number of these devices are currently running an older version of Android which will disable push notifications. An additional problem with these devices is that the built in Adnroid...
Bump All Price levels
1. You will want to update the pricing on all items. This can be done via the following menu path: 6. Inventory > 4. Pricing > 5. On-Line Price Changes > 3. All Categories - By %age In this screen, you will want to enter in the 3% increase agains...
Deleting Categories
There are two options to delete a category. One essentially will just 'flag' a category as deleted, but the items within that category are still held on the system. The other option wipes all of the information (Category and Part) out of the system. Flag Cate...
Invoicing with Global Payments Terminals
To process a cash sale (paid by cash or credit card): Always take the credit card first and cash last Create your invoice as normal If a charge customer decides to pay by cash or credit/debit you will need to change the customer on the invoice to your ca...