Coming Back for More.
your customers are and what they're buying so you can keep
them coming back for more.
A customer may
be set up using standard maintenance function, or on-the-fly
in Point of Sale.
customer information includes name, address, email, two
contact names, fax numbers, and phone numbers. A customer
may be assigned to a specific user-defined category to group
similar customers for reporting and analysis.
numbers may be manually entered or assigned automatically.
When a new customer is added, much of the basic information
may be copied from another customer to help reduce errors
and speed up the entry process, or a template customer may
be selected by entering the customer's number, scanning a
customer ID card, or by searching for keywords that match
any portion of the customer's name, company name, telephone
For a charge
sale, CounterPoint checks the customer's credit limit, and
only an authorized user may override credit limits.
inactive customers from CounterPoint. Inactive customers are
those that have no open orders or layaways, no open
balances, no unposted balances, and no sales activity after
the specified cutoff date.
You can select a customer by entering the customer's
number, company name, telephone number, ZIP code, customer
card, or just a portion of the first or last name. You may
also designate a walk-in customer with a single keystroke.
For charge sales, the customer's credit limit is checked,
and only authorized users may override the credit limit.
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You can zoom in on the customer's account to see balance
owed, credit limit, last payment date, account aging, and
even detailed sales history.
New customers can be added on-the-fly from Ticket Entry, and
customer numbers can be assigned automatically. Unlimited
pages of notes can be displayed for a customer. A specially
identified page of notes can be automatically displayed
whenever you access the customer.
profiles allow you to build a valuable database of
information to assist in analyzing and marketing to your
customers. Up to 20 user-defined profile fields may be
tracked for each customer, such as birthday, preferences,
shoe size, membership status, etc.
user-defined profile field is set up to only allow certain
types of information. For example, "birthday" would only
allow valid date entries, "shoe size" would only allow
numeric entries between a specified range of values, etc. In
addition, you may set up user-defined profile codes to
ensure that (for example) "membership status" is selected
from a list of valid user-defined values (e.g., Gold,
Silver, or Bronze).
Easily select a customer by entering the customer
number, scanning a membership ID card, or by using LookUps.
With LookUps, you can find the customer using a keyword
search by entering any portion of the customer name or
number, or by any field designated as a keyword search
LookUps by setting the order in which the records display or
by specifying which fields display (category, sales rep,
email address, etc.). You can filter LookUps so that only
customers that match specific criteria will display. For
example, you could define a Filter that displays only your
A/R customers that live in New York that are in the
"Preferred" category. You can save LookUps and Filters by
name for future use.
You can easily view detailed customer information
whenever you look up or view a customer.
information about the customer including current balance,
last payment date, recent sales, open orders, ship-to
addresses, layaways, customer-specific purchases, images,
customer notes, and detailed ticket history. You can
customize the format and the fields that display in the
Each customer may have an unlimited number of
shipping addresses, and the default ship-to address can be
different from the primary address. Each shipping address
may have its own tax code, preferred shipping method, and
specific ship-to notes that can be printed on invoices.
For basic retail sales, a tax code is assigned to
have multi-level tax codes assigned that indicate special
tax rates or taxing authorities. If applicable, a customer
may be non-taxable, and the customer's tax exemption number
may be entered and retained in CounterPoint.
optionally specify a tax code for each customer's ship-to
address. If a ship-to tax code is specified, tax
calculations are based on that code instead of the
customer's tax code.
Credit Limits and Controls
Credit limits ensure that customers do not exceed
management's guidelines for open credit. In addition,
individual customers may be prevented from paying by check,
making charge sales, making any kind of sale, or even from
sales, the customer's credit limit is checked, and only
authorized users may override the credit limit.
information may be retained for each customer and may be
retrieved automatically when paying for a purchase.
Each customer must have a sales rep assigned.
Point of Sale may be configured to allow a different
sales rep (other than the one specified in the customer's
record) to receive credit for a particular sale.
A customer may have unlimited pages of notes. These
notes may be viewed, printed on forms and labels, and even
be set to automatically display when the clerk references
your notes simply by entering a key word or phrase. For
example, enter "special order" in the keyword search field
to find all item notes that contain that text.
Labels may be printed for any range or grouping of
customers. Customer labels can be printed from ticket
history based on merchandise purchased during a specific
time period. For example, you can print mailing labels
(ordered by ZIP code) for charge customers who purchased at
least $100 worth of merchandise from your downtown store
A multi-year monthly summary view is available for
each customer showing sales, cost, profitability (dollars
and percent), number of sales, and average sale amounts.
Complete, detailed history shows every item sold on every
ticket, or summarizes individual categories of merchandise.
reports are available using the Sales History application.
Customer listings (brief and full) are available,
organized by type of customer, customer number, ZIP code,
name, etc., to show basic customer information, credit
rating, and payment information. Customers may be included
in reports based on their categories, their profiles, or any