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Version 6 Overview

Counterpoint Release Notes - Version 6

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...

Chrome Browser Plugin

PBXact Zulu Softphone

Using Chrome navigate to the webstore: https://chrome.google.com/webstore/detail/zulu/idfkkpineieigiennfifkhbbcbojeoae  Click "Add To Chrome" in the top right hand corner Click "Add extension" on the next screen You will see a message after clicking "...

Deleting Categories

Counterpoint Inventory

There are two options to delete a category. One essentially will just 'flag' a category as deleted, but the items within that category are still held on the system. The other option wipes all of the information (Category and Part) out of the system. Flag Cate...

Bump All Price levels

Counterpoint Inventory

  1. You will want to update the pricing on all items. This can be done via the following menu path: 6. Inventory > 4. Pricing > 5. On-Line Price Changes > 3. All Categories - By %age In this screen, you will want to enter in the 3% increase agains...

Updating Sonim Devices

JDispatch JDispatch Mobile App

A number of Sonim XP7700 devices are registered with the JDispatch service. A number of these devices are currently running an older version of Android which will disable push notifications. An additional problem with these devices is that the built in Adnroid...

Confirming App Permissions

JDispatch JDispatch Mobile App

These instructions are based on an Android P device. Your device screens may appear slightly different, but the menu options should still be available on your device. Direct method when app is open Open up the app on your device. You should have a badge in...

Updating The Mobile App

JDispatch JDispatch Mobile App

In scenarios where a device is not set to auto-update the JDispatch app, the following steps will need to be followed: From the device's home screen, list all of your apps: From the listing of apps, scroll down to the Play Store app. Within the Play sto...

JDispatch Mobile App V3.2.23 [2019/06/12]

JDispatch Release Notes

Release notes for the JDispatch Mobile Application released 2019/06/12 Updated security modules Support for Android O/P/Q Migration to Google Firebase Messaging for system to driver communication Update to driver chat message display to not truncate messa...

Dashboard V3.2 [2019/06/12]

JDispatch Release Notes

JDispatch Web Dashboard Release Notes for V3.2, released 2019/06/12 Enhanced password and site security Modification to non-admin user to hide total dollars delivered Introduction of 'Dispatcher' login with unique permissions as well as the ability to assi...

Using the Zulu Desktop Client

PBXact Zulu Softphone

Installing the Desktop Client Download the desktop client Navigate to https://zulu-updater.sangoma.com/releases/stable and download the current desktop application for your given platform. Install on Windows Click the Zulu-3.x.x.exe file you downloaded. ...

New Purchasing Module

Counterpoint Release Notes - Version 6

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...

Zulu Chat

PBXact Zulu Softphone

Joining a Chat At the bottom of your Zulu Client is a list of all the Chat Rooms you are currently a member of You can click on the   to search for rooms to join You will now be shown a list of Chat Rooms that you are allowed to join Click the...

Streams

PBXact Zulu Softphone

Everything in Zulu 3 is done within a stream.  You can see all your active streams on the left side of your Zulu Client. Clicking on a Stream will bring up the past history of that stream which includes Chats Sent, Received and Missed Calls If call re...

Voicemail User Guide

PBXact

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...

Call History Functions

PBXact

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. ...

Beta V 1.1.0

Counterpoint Cloud Platform Updates

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 ...

Pairing Bluetooth Headset

PBXact

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...

Uploading Min/Max/Reorder

Counterpoint Inventory

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 > ...

Adding Users & Reports

Counterpoint Cloud Platform CPMailer

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...

Invoicing with Global Payments Terminals

Counterpoint Invoicing

To process a cash sale (paid by cash or credit card): Always take the credit card first and cash last  Create your invoice as normal If a charge customer decides to pay by cash or credit/debit you will need to change the customer on the invoice to your ca...