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Cheque Void An option has been added to allow the void of a Cheque which will reverse the G/L entries made when the cheque was updated and restore the invoices paid to the outstanding accounts payable Cheque Void Option Accounts Payable > Bank Reconciliatio...

Consignment Inventory CounterPoint presents a suite of new features, enhancing the functionality of the system by creating the opportunity to process and track consignment inventory. Pre-requisites There are a few basic changes that must be made to the syst...

Review of Core Billing Process and Enhancement for billing Overdue Cores Not Charged for at Time of Sale Selling Cores Selling products which carry a core charge. This is a value that is contained in the product master record at cost. By default, any item th...

Invoicing Credit Check The use of Credit Limits through the point of sale has been parameterized to prevent any sale that goes over the customers credit limit or the current option to display a message advising the user if a customer is going over their credi...

View of On Order and Cross Dock Quantities New HTML Pop-Up A new Pop-Up has been added to COUNTERPOINT for viewing of all Branch On Order and Cross Dock quantities. This information will be available for all parts except Kits and will be refreshed nightly...

Customer Notes New programmes have been added to accounts receivable for adding and inquiring into free-form notes for a customer.  The inquiry into customer notes has also been added to the sales desk menu. There is a total of 6 note types, spread across tw...

Description The customer part number is used to allow you to print your customer’s part number on an invoice along with your own part number. Typically used where the customer has an internal number that they use for their own stocking purposes. The customer ...

Ranking Table Product Ranking Table for Corporate and by Branch including required Turns and Safety Stock Factor based on Annual Sales Dollars or Units. Use of dollars or units determined by billing parameter setting. Purchasing Parameters Default Ti...

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...

Foreign Currency Purchases made outside Canada can be purchased in the foreign countries’ currency In addition to the currency enhancement, three additional fields allow the system to roll into the average cost @ the time of Purchase Order Receipt, Freight, ...

Definition General charges are a new line type in the COUNTERPOINT invoicing program which allows you to include amounts on the invoice which do not impact inventory or apply standard comments to an invoice. The charges can be automatically applied to all tra...

Parameter Maintenance The use of Gift Receipts in Counterpoint is controlled by settings in the Billing Parameters,  System Utilities à System Setup à Sales Desk à Parts Billing Parameters à Screen 5. Field 1 = Y/N for the use of Gift receipts in the store.F...

Processing Load Budgets The Load Budget option, General ledger > Data maintenance > Load budgets, requires a spreadsheet file containing the monthly budget values first be saved to Z:\html\gl1 as a tab delimited text file named GLBUDGET.txt. Notes: An ex...

Definition Counterpoint has been updated to provide the ability to restrict Sales Clerks from changing prices. For this process to work it is required that all users have a unique login ID for Counterpoint. Processing Clerk Maintenance The User Login ID ca...

Definition Kits A KIT is defined as either a COUNTER KIT: one that is created at the time of sale, or a MANUFACTURED KIT, one that is created and placed on the shelf ready for sale. A COUNTER KIT has no inventory on hand, a MANUFACTURED KIT does. A kit item...

Definition New menu item to view locked products preventing inventory updates from invoicing to complete. Processing Locked Products Inquiry The new menu option is Sales Desk > Inventory Queries > Locked Products. Any items stopping inventory updates fr...

Processing The recording of lost sales now has a Reason Code attached; these reason codes are setup using the menu option System Utilities > System Setup > Sales Desk > Lost Sale Reason Codes. If the Include in Sales Total flag is set to Y any Lost Sales r...

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 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 > System Setup > Sales Desk > parts billing...

RF Gun Procedures Login and password The standard login of the RF gun is [rf]. Multiple store installations or sites with more than 1 rf gun will have custom logins that you will be advised of at the time of install.  The password matches the login. Control...