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Overview This document outlines the files and processes involved in updating and applying pricing to items and/or customers in the COUNTERPOINT ERP system. We will discuss the very basic fundamentals of pricing (stocked vs. non-stocked) down to some very spec...

1      Changelog   Version Date Author Update 2.1.1 06/01/2016 Jim Potter -       API release 3.0.0 12/28/2016 Jim Potter -       JSON document introduction -       Method consolidation & de...

Basic Usage Notes The jDispatch Dashboard acts as your portal to not only review and analyze your deliveries and delivery performance, but also communicate with your drivers, request part pickups and configure your jdispatch mobile application. This documen...

Overview This document outlines the setup of new phones for use with the jDispatch module. Setting Up Drivers The first thing that is required is to set up drivers in your integrated ERP. These steps will vary by system, so please confirm with your IT team ...

Basic Usage Notes Once you have registered your phone with the jDispatch server, you will be able to properly launch the jDispatch app. If you haven’t yet registered your device, please refer to the jDispatch phone setup document. Deliveries and Delivery C...

The inventory system has been enhanced greatly with the introduction of Kit items.  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...

The barcode receiving process is designed to allow the receiving of Home Hardware shipments based on the invoices sent by Home hardware. This process checks that the item is on the Purchase Order and has been invoiced by Home Hardware and does not allow items ...

Basic Overview This document outlines the recent discrepancy report and the new listing report that will print at your branch each night and how they relate to the reconciliation of inter-branch stock transfers, and the effort to try and catch on hand problem...

Store Branding. Display the store’s logo prominently in the top left to ensure the user is aware of the supplier they are ordering from Last Vehicles. Displays the vehicles recently selected by this customer. Also presents the user with any vehicles that m...

Overview The promotions button on the Invoicing screen has the ability to allow the user to specify a currently running, or Future Dated flyer and have it available as a clickable item under the promotions button on the COUNTERPOINT Invoicing screen. This al...

(Note – this procedure has multiple steps so it is recommended that you do it only when you can run it from beginning to end uninterrupted.) Accounts Receivable… à4. Transaction Processing… à1. Transaction Input à1.  Add Transactions   Enter the customer n...

Customer Summary The Customer Summary currently offers 12 quick glances at your sales with this customer on a month-over-month basis. Each one of these stats is referred to as a "tile", and appear in numerous places throughout  Counterpoint Cloud Platform Al...

The CounterCRM Notes section allows you to read and write notes on a per-customer basis that integrate back into the note system you already know from COUNTERPOINT. Receiving Notes Every night as part of the data processing procedure, a copy of all the notes...

The Call Log page displays all recorded calls between your phone system and the phone number associated with the customer when your integration with a COUNTERPOINT Unified Communications platform is enabled. Each entry in the call log includes the phone numbe...

Creating a message in the Counter Message system is straight forward. In order to create a new message, you need two pieces of information: an email address to send the message too, and a message to send. Optionally you can provide a customer account number to...

Email When a message has been sent to you, you'll receive a generated email with a link to view the message on the counterpoint.cloud website. With this email, you can click the "Go to CounterMessage" link if your email client supports links. If not, you'l...

Basic Usage Notes The updated Detailed Invoice Search is a web based search routines that allows users to quickly access invoices and invoice history via a wide range of channels. Updated Detailed Invoice Search is available via the Invoicing screen and the...

Name:  The sponsors name. PO Reference (AMS Only): Deprecated Web Address: The website to take users to when clicking on the sponsors logo, and/or the Home link in the menu bar. Web Image (AMS Only): A link to where autoecat can find a logo for the sponsor,...

Name:  Name provided by the customer file on Counterpoint. This name can be changed as necessary. Order Branch: This is the default order branch for the customer. Invalid branch numbers can cause zero-stock scenarios. (Default is set in website maintenance) ...

The active and archive lookup links allow you to view a history of messages you sent that are either still active (no reply) or archived (replied to). These tables allow you to filter by any of the available columns, and default to the most recent messages fi...