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1. ACCOUNTS RECEIVABLE > 1. DATA MAINTENANCE >6. CUSTOMER NOTES Providing that the note types have previously been set up using the menu option 9. SYSTEM UTILITIES  > 3. SYSTEM SETUP  > 1.  ACCOUNTS RECEIVABLE  > 3. NOTES PARAMETERS, free-form...

1. ACCOUNTS RECEIVABLE > 2. INQUIRY FUNCTIONS >3. CUSTOMER NOTES INQUIRY Enter in the customer number and press [enter].  Indicate the type of note to inquire into.  If un-sure of the type, pressing [enter] at the type will display all notes associated ...

Transaction Input ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING > 1. TRANSACTION INPUT Transaction process is used primarily to record charges or credits which do not affect inventory.  These are normally service charges, rebates, PST adjustment a...

Cash Receipts Input 1. ACCOUNTS RECEIVABLE > 4. TRANSACTION PROCESSING >5. CASH RECEIPTS PROCESSING >1. CASH RECEIPTS INPUT The receipt of monies from a customer in order to pay their account may be accomplished either at the till/counter through s...

a checklist is provided with this documentation to assist you in the successful completion of the accounts receivable month end.  Set Statement Date 1. ACCOUNTS RECEIVABLE > 5. MONTH END PROCESSING > 1. SET STATEMENT DATE The date should be the last ...

If you have pre-printed statement forms, please use the statement run create option.  If your statements are going to be printed on regular paper, please use the blank statement create option. Statement Run – Create 1. ACCOUNTS RECEIVABLE > 5. MONTH END ...

Customer Master List (Numeric) 1. Accounts receivable >3. reporting >1.customer listings >1. customer master -numeric This report shows most of the information from the Customer Record and is printed in numeric order based on the Customer code (num...

A/R YEAR END UPDATE ACCOUNTS RECEIVABLE >6. YEAR END PROCESSING >1. A/R YEAR END UPDATE This program clears the Year-To-Date sales figures on the customer record.  It must be run immediately following the completion of the final month end procedures ...

This document outlines the steps to complete the initial setup for the new non-application specific catalogue provided in the latest version of autoecat.com. This document will also describe the steps required for ongoing maintenance of the non-application cat...

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...

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...

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...

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 > ...

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...

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 ...

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. ...

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...

The inventory dashboard gives you an overview of the value and breakdown of your inventory, on a per-branch or aggregate basis. Warning: Unlike sales information, the majority of the inventory information is not fully managed by COUNTERPOINT, and therefore th...

Goals offer a way to visually see progress towards a long term target, focused on either a month-end or year-end value.   Goals Summary The goals summary page shows all of your current, non-completed goals and their progress split up based on whether they a...

Prebuilt reports offer additional reporting options that do not fit into the capabilities of the standard report generator. These reports are typically requested by one customer, and then made available to everyone. Currently, the following prebuilt reports a...