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As a normal part of working with your customer base there will be times when you need to understand a customers buying habits by category. Counterpoint provides a report specifically for this purpose. The report is accessed via the following menu path. Sal...

Fleet Tracking Setup The Billing invoice screen has a built in Customer Fleet Part Tracking module. This module allows the counter staff to in affect build customer, unit, specific electronic catalogues. The creation of these catalogues can have a dramatic af...

Occasionally you will get a customer asking for the same part as they ordered last Week/Month/Year etc. (Pick one). To compound the problem that will typically not know the part number. If they know the time frame of the purchase use the following procedure to...

There may be ocassions when it is desired to sell a core to a customer. This is done by entering a “C” line type and entering “-1”  (Negative 1) as a quantity. Because, in a core line, the quantity amount is automatically reversed from what you entered the end...

COUNTERPOINT pricing while appearing to be complex is actually a matter of ensuring that three pieces of data required in setting up pricing are in place and correct. At its most basic level those pieces are as follows;   Category Record (AKA Line Code Recor...

Jobber states that non stocked part Carter P76148M is not pricing correctly. Prices as initially presented shown below.   Cost  (F6) as shown on UNI Victor is $163.64 List (UNI Reference (F1) as shown on Victor is $467.54 When you see results like these...

Part of the data required in setting up a new product line includes identifying the base price that will be received from the Manufacturer or Buying Group as well as setting up the various multipliers used to calculate the prices of all other fields. This wor...

Overview Price Rounding is an option provided in COUNTERPOINT which if properly implemented can add two to three percent to your net bottom line on stocking inventory. The beauty of this is that when properly implemented neither the customer nor the counter s...

Multiple Bin Locations 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 > Systems Setup > Sales Desk ...

Definition New feature when using Multiple Bin Locations and wanting to force the users to select the Bin Location that the product is going to be picked from in order to keep the on-hand quantities for each bin location accurate. Processing Billing Paramet...

Payment Terminal – Semi-Integrated Changes to invoicing related to Suspense Payment Type Cash Sale transaction defaults to payment method of Suspense Require a new Card Type of “S” to indicate proper GL Account Accept of cash transaction goes direc...

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 The admin section provides a number of functions used in the configuration and setup of the web dashboard Corporate Live Stats This page shows key metrics of all branches belonging to the JDispatch Sponsor Customers / Suppliers This page allows y...

Getting Started Select Option 9 from the RF menu. The RF count routine requires a PIN before starting the program. This is the same as used for physical adjustments, etc. If you cannot remember your code please call AMS support. The count scan begins by a...

Product Line Line Description AMS Product Code Product Class Product Code Description Catalogue Vendor 102 VELVAC A 1002 MIRRORS VELVC 102 VELVAC B 1003 FUEL SYSTEM HARDWARE VELVC 102 VELVAC C 1004 CAMERAS & VISION  VELVC 102 VELVAC D 0999 MIRROR HA...

Common S705 Phone Buttons Line (Extension Number) – This is a dedicated line for the phone. All calls will come to this line first. Line (Extension Number) – This is a dedicated line for the phone. This second line can be used if placing someone on dedicat...

Modified Suggested Order Create screen Suggested Order – Name of the suggested order to be used to recall, maintain and turn into a Purchase Order. 1: Categories to Buy – This can be up to 20 different individual categories or by leaving the first field bl...