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199 total results found

Updating Sonim Devices

JDispatch JDispatch Mobile App

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

Counterpoint Inventory

  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

Counterpoint Inventory

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

Counterpoint Invoicing

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...

Zero Category On-Hands

Counterpoint Inventory

In Some cases, it becomes necessary to zero out the entire inventory within a category. The recommended way to do this so that you have a proper paper trail is to do a 'zero' physical inventory count. You can accomplish this by following these steps. Navigat...

Dashboard V3.3 [2019/12/23]

JDispatch Release Notes

JDispatch Web Dashboard Release Notes for V3.3, released 2019/12/23 This release of the JDispatch dashboard contains enhanced features for our Premium level users New Features & Enhancements Real-time smooth scroll map for Premium users: Premium users...

Update 2019/12/28

autoecat.com Release Notes

This update includes a number of new features and enhancements, as well as some aesthetic changes. Please forward this email along to any users who you feel may be interested in knowing what will change. A little polish The most visible change in this update...

Helpful Videos

PBXact

Setting up Follow Me: https://www.youtube.com/watch?v=o9_QiXnipMw

Dashboard V3.4 [2020/04/29]

JDispatch Release Notes

JDispatch Web Dashboard Release Notes for V3.4, released 2020/04/29 Introduction of 2 new status types 'Received' and 'In Pick' Includes ability to adjust these statuses within the delivery listing page Creation of new kiosk page to show all orders ...

Uploading Stock Orders

autoecat.com How-To Guides

One of the latest features for autoecat.com is the ability to upload stock orders into the scratch pad to submit to cart. This requires only that you have the ability to export a purchase order from your system into a .csv file. Creating a .csv Open your o...

Adding an Alias

Counterpoint Cloud Platform QuickDial

Customers may call from numbers that have not yet been entered into your main ERP, or added into the cloud platform. In these cases, you will be given an opportunity to add them when the QuickDial page launches. When an unknown number calls in, you will get a...

Sample Report

Counterpoint Cloud Platform Report Generator

Below are the steps for creating a basic report of sales by customer/category In Section 1, you will want to select Sales: In Section 2, this is where you would select the pieces which you want detail on, and what the sales will be totaled by. In this case...

Managing your own CPMailer reports

Counterpoint Cloud Platform CPMailer

The CPMailer Core is the base module within the CPMailer. This module allows you to manage your own personal reports. As of V1.4, the CPMailer core underwent an update to how reports can be built. Reports are sent on a Nightly/Weekly/Monthly basis and are sent...

V1.3.0

Counterpoint Cloud Platform Updates

This release takes aim at a number of new and very exciting features aimed at adding efficiencies for your counter staff. This release also takes us out of our beta testing and to a production/live infrastructure. QuickDial Seamless integration between you...

Audio Device Behaviour

PBXact Zulu Softphone

Audio devices preferences can be found by clicking on preferences under the user menu:   Inside Preferences, under the Audio tab you will find device settings:   Please make sure the device you want to use is connected. If it is connected and it is configu...

QuickDial Summary Page

Counterpoint Cloud Platform QuickDial

Overview Whether the page opens automatically on call pickup, or you need to select the account due to multiple accounts being available, the first QuickDial page you will see is the QuickDial summary page. This page contains high-level information on the acc...

QuickDial Requirements

Counterpoint Cloud Platform QuickDial

Before being able to access QuickDial, there are a few requirements that need to be met Download the Counterpoint Cloud Platform App from https://counterpoint.cloud/app.php Download the current Zulu softphone app from https://zulu-updater.sangoma.com/r...

Answering Calls

Counterpoint Cloud Platform QuickDial

Zulu Caller ID Once you have signed into both the Counterpoint Cloud Platform and Zulu Apps, you can begin taking calls that will automatically launch the QuickDial application. The first thing you may notice once you have signed into Zulu is that the caller...