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Registering a new user Sending invite email Registering a new user is done via an invite based method which can be initiated by any Counterpoint Cloud Platform admin user within your company.  Sending the invite can be done by going to the CP2 Manager tab i...

The FlightDeck Dashboard breaks down your sales into 6 metrics, which are filterable based on total sales, online sales, or in-store sales. Note that the Net Sales value may be effected by online orders that were returned in store - currently there is no way...

The Past Month Sales By Filter graphs give you a quick visual representation of the breakdown of your sales so far this month, compared to this day of last month.   By Category Filtering by category gives you a breakdown of your sales per category associate...

The Salesrep Goal offers a quick glance at your progress towards your primary goal. For a more detailed description, check out the chapter on Goals. The FlightDeck Dashboard offers a quick visual representation of your progress towards a monthly goal, or an ...

MTD Sales By Day shows all of your sales to date this month, on a daily basis. Each node on the graph represents a day this month, allowing you to easily spot patterns and irregularities in your sales.

The Top Customers Chart shows your top 5 customers over the current period, based on total sales value.  In the event that one of these customers has a negative sales value, the graph will grow to the left, below the 0 value.   To display the exact value of...

  This information has moved: https://docs.amscomputergroup.com/books/counterpoint-cloud-platform/page/prebuilt-reports#bkmrk-sales-table

  For the majority of Counterpoint Cloud Platform, your experience will be exactly the same as on your desktop computer. However, due to some of the features of these devices (touch input, smaller screen) there are a few differences between using the two devi...

Supported Devices Officially, Counterpoint Cloud Platform supports any device that meets the following criteria: Is running the latest version of one of the following browsers:       Mozilla Firefox       Google Chrome       Microsoft Edge       Go...

Overview The Customer Lookup provides you with a sortable, searchable table of customers that you are the salesrep for. From this table, you can enter the CounterCRM module for any one customer at a time by clicking on their Customer Number. From within a cu...

BILLING PARAMETERS Within your billing parameters is where a number of things are set up that cover how your system handles inventory maintenance. To access the billing parameters, you want to take menu path System Utilities > 3. System Setup > 4. Sa...

INVENTORY vs PRICEBOOK ITEMS One of the most fundamental ideas within the inventory module of COUNTERPOINT is the idea of an inventory vs. pricebook item. In the system, there are two databases of items. The inventory items, which are accessible via the inve...

PRODUCT MASTER MAINTENANCE Item maintenance can be accessed via menu path Inventory > 1. Data Maintenance > 1. Master Files > 1. Product Master In Order, the field definitions on this screen are: Category: Category under which this item is p...

The purchasing module, specifically the receiving portion, is how all items will be brought in to inventory. There are two main methods of bringing product in, those items on a purchase order, and those items NOT on a purchase order. Regardless, for proper tra...

OPTIONAL COUNTERPOINT SETTINGS While there are many settings available within the Inventory Count Parameter screen, the following are those which allow you to tailor your count. Count variance threshold: This setting allows you to define a variance at whic...

For one-off changes to inventory, it is recommended that you use the Stock Adjustment routines. It is NOT recommended to use this option to do any type of inventory count, as the audit trail is not as verbose.   ADJUSTING INVENTORY VIA THE MENU In the Inven...

Transferring single items The utilities used for transferring product at an item level from one number or category to another are found in the Inventory > 1. Data Maintenance > 5. Utilities menu Product/Part # Transfer 6. Inventory > 1. Data Maint...

WRONG QUANTITY RECEIVED This could be the result of an incorrect pur qty being set on the item. ITEM NOT SHOWING ON SUGGESTED ORDER If this is a supplier based order, check that the supplier number is set on the item. If not, you can add a supplier en ma...

Log into autoecat.com using your autoecat.com credentials Add product to the autoecat scratchpad Anywhere you click the icon, the item(s) will be added to your scratchpad Alternatively, you can click the large STOCK ORDER button at the top of any screen...

Open a web browser and navigate to autoecat.com Click on the sponsor login logo Log in with your admin credentials In the first screen, you are presented with a number of options. Dealer Preferences will allow you to maintain any users currently set up fo...