"Over the years, I've recommended Counterpoint to everyone I know in the industry. This software is very comprehensive and user friendly. Overall, it’s difficult to articulate everything this system has done for this company!”
-Feed & Pet Supply Store, Santa Clarita, CA
to our Retail newsletter:
Inventory is the backbone
of Counterpoint SQL Enterprise.
CounterPoint SQL Enterprise is designed to help businesses
maintain optimum inventory levels, control inventory costs,
and track merchandise turns.
Bottom Line - Identify, price, and track your
inventory--maximize your profits and control your costs.
is the means by which all items are identified, priced, and
tracked. It provides the tools needed to minimize inventory
levels and out-of stock conditions, and maximize valuable
management information and profitability.
inventory items is quick and easy. Item numbers and barcodes
may be manually entered or assigned automatically. When a
new item is added, much of the basic information may be
copied from another item to help reduce errors and speed up
the entry process, or a template item may be defined.
Enterprise edition supports multiple stocking locations.
Locations may be reported separately, together, or in
location groups. An unlimited number of locations and
location groups may be defined, and each group may have an
unlimited number of locations. Location groups can be used
for reporting and merchandise allocation.
number identifies a unique inventory item with an associated
description, category, price, barcode, and other
supports normal inventory items, as well as gridded (apparel
An item may
be defined as an Inventory, Non-Inventory, Service, or
Discount item. CounterPoint tracks on-hand quantities for
easily remove inactive items from CounterPoint. Inactive
items are those that have no quantity on-hand, no quantity
committed, and no sales activity after the specified cutoff
date. CounterPoint retains sales history for items that were
Support is provided for normal inventory, as well as gridded
(apparel color/sized) items. The
Serial/Lot Number Tracking Option allows you to track
serialized and lot-controlled items.
returns can be entered on the same ticket. Items are
identified by typing the item number or scanning a barcode.
Items can also be looked up by entering a partial item
number, partial description, vendor number, vendor item
number, category, subcategory, alternate lookup number, or
any keyword in the item description.
Click to view larger image
You may zoom in on inventory to see what is on-hand,
committed, on order, backordered, and in-transit for your
location or other stocking locations. If an item is out of
stock, you may select one of up to eight substitute items,
or items may be shipped from an alternate location.
You can define prompts for different items that will display
whenever the item is sold. For example, when item A is sold,
the clerk must enter a valid date for Birthday, but
when item B is sold, the clerk is prompted for Gender
and must select from a list that includes BOY,
GIRL, or EITHER.
Unlimited pages of item notes may be defined for an item and
viewed during Zoom. This allows the clerk to more fully
inform the customer about the product. A page of notes can
be automatically displayed for an item to encourage the
clerk to power-sell related items: Would you like some
tennis balls with that racquet?
Categories, subcategories, and up to four user
defined classification methods may be established
for grouping items. These classifications are
validated to ensure correct setup of information.
An item may have unlimited pages of notes attached
to it. These notes may be viewed by the user,
printed on user-defined forms when the item is sold,
and even be set to automatically display when the
user sells the item (valuable for power-selling
An item may also have:
A weight assigned.
Item weights can be totaled and printed on
Up to two
user-defined profile fields for collecting
additional item information.
Up to eight
substitute items that are suggested for sale
when the item is not available.
and up to three alternate selling units (e.g.,
6PAK, BOX, CASE, EACH).
A primary vendor
and an unlimited number of alternate vendors.
For each vendor/item combination the system
tracks purchasing costs, the vendor's item
number, and other valuable information.
maximum stocking levels. Min/max levels can be
defined for each item/location for each season
(up to 12 seasons) and are useful for planning
inventory, generating P.O.'s, and generating
Items may be looked up by entering an item number,
barcode, partial item number, partial description,
vendor number, vendor item number, category,
subcategory, or any keyword in the item description.
A filter may be enabled to limit your search to only
Capabilities are included for defining and
processing Loose kits. A Loose kit allows the user
to specify a single item at time of sale, and the
system suggests a list of related items to be sold.
Additional kitting capabilities for Miscellaneous
(retail) kits and Prebuilt kits are included with
the Kits Option.
Barcodes of up to 20 characters are supported, and
an item may have up to eight primary and 100
secondary barcodes. Barcodes may be attached to a
specific selling unit. For example, one barcode may
indicate CASE, while another barcode indicates EACH.
A unique barcode is supported for each individual
color/size combination for a gridded (apparel) item.
Barcodes may be manually entered, or automatically
generated by the system. Both manufacturer and
in-house barcodes are supported. Barcodes may be
printed on labels and used for automated scanning
Point of Sale checkout, when taking a physical
count, when receiving merchandise, and in other
allow for variable weight items, such as meat or
cheese. Ticket Entry recognizes random weight
barcodes and automatically calculates the correct
quantity (weight). Tare weights are also supported.
An item may
have unlimited pages of notes. These notes may be viewed,
printed on forms when the item is sold, and even be set to
automatically display when the clerk sells the item
(valuable for power-selling related items). Notes use rich
text format (RTF) for bolding, underlining, etc.
Pricing and Units
Pricing of items can be set up very easily by simply
assigning each item a selling price. Or you may take
advantage of the many different pricing options
available within the system.
An item may be priced by its stocking unit, or have
a separate pricing unit. For example, you may sell
paper by the REAM, at a certain price per THOU
Group or two-fer pricing allows you to sell multiple
units of an item for a single price (e.g., three for
a dollar). You can also set a price for each unit
when less than the group quantity is purchased.
Each item may be assigned a price code and up to
three price levels. The price code determines the
basic pricing rules for the item�whether the item's
price is selected from one of the price levels or
whether it is based on the quantity purchased, the
category of customer, or a combination of those
factors. The calculated price can be one of the
price levels, a discount percentage off of a price
level, or a markup from cost.
An item may also have up to three alternate selling
units, each with its own price code and discounting
structure. For example, an item that is stocked by
EACH might also be sold by 6PAK, BOX, and CASE.
An item may also have an entry unit to simplify
conversion calculations. For example, if you sell
tile by EACH and by BOX, and your customer wants to
cover a 150-square-foot room, you can enter 150,
and the system will convert that to either the
appropriate number of EACHs or BOXs.
Promotional sale prices can be set for specific
items, or an entire category or subcategory can be
sold at a percentage discount. A sale has specific
starting and ending dates (and times), and multiple
sales can be set up in advance to activate
automatically. For example, an item's CASEs could be
on sale, even though EACHs are still sold at the
Contract prices can be set for specific customers. A
customer's contract may have prices for specific
items as well as discount percentages for entire
categories or subcategories of merchandise. A
contract has an identifying contract number and
starting and ending dates, and specifies whether to
use the contracted price or the lowest price.
Prices for groups of items may be changed
automatically, based on vendor, category,
subcategory, or user-defined criteria. Changes can
be made by a specific dollar amount or by a
percentage. Prices can optionally be rounded to the
nearest cent, or to match a list of price points,
such as $7.95, $8.49 and $8.95. A log of
automatically changed prices can be printed.
Location-specific prices allow an item to be sold at
different prices at different locations. A variety
of price list formats are available, with multiple
sort options. In addition, a customer price list can
be printed that shows the customer's name and actual
prices (and quantity breaks) that a specific
customer should receive.
Full support is provided for scheduling and
maintenance of markdowns. Each item's regular price
and current selling price (Price-1) are tracked.
Full markdown reporting is provided. Complete
support is also provided for the Retail Inventory
Method. You can schedule, count, take, and report on
markdowns for one or multiple locations.
Each item can be set up as normally taxable or
normally nontaxable. This value can be overridden
when the item is sold, if the user is authorized to
perform tax overrides. Taxable codes may also be set
up for item-specific taxes. Item-specific taxes can
be assessed in addition to (surtax) or in place of
the regular sales tax. Taxes can be a percentage of
the sale with a maximum, or a set dollar amount per
An item can have a totally different tax structure
for each selling location or for different
Accounting codes may be defined and assigned to
items for complete control over which General Ledger
accounts are charged for inventory, receivings,
sales, cost of goods sold, returns, cost of goods
returned, transfers, etc.
Full support is provided for profit center by
location. Transferring goods can cause accounting
distributions to decrease inventory value at the
from profit center and increase inventory value
at the to profit center.
Items may be defined as food stamp eligible. Food
stamp eligible items may be paid for with food
stamps, which render the sale of those items
Support is provided for electronic food stamps
through EBT transactions.
Each item can be assigned a commission code to
determine whether commission is calculated on
selling price or on gross profit. Different
commission rates may be used for sales at different
price levels, and for sales by different sales reps.
Commissions are described more fully under the Sales
A complete physical inventory subsystem is provided
for streamlined physical counts and variance
reporting. Support is provided for importing count
transactions from text files created by handheld
A transaction processing system is provided for
initiating and tracking inventory transfer activity
and in-transit quantities. A transfer-out may be
entered manually and reviewed prior to posting, and
may be accompanied by a user-defined transfer form.
The completion of the transfer is accomplished by a
transfer-in transaction and an optional transfer
reconcile step. Full Multi-Site support is provided
for electronic transmission of transfer documents
with remote site completion.
The Transfer Advice report can provide a list of
suggested transfers for up to 48 locations, using
the maximum quantity, replenishment, or profile
methods of calculation.
The Transfer Advice report can automatically create
actual transfer transactions, which may be reviewed
and edited prior to finalizing as transfer-out
An extensive set of inventory reports is provided to
meet the needs of a variety of different businesses.
A variety of price list formats are provided for
different purposes, including one that allows
customer-specific reporting of prices.
The Inventory Valuation Report shows your current
inventory position from a number of different points
of view. The Historical Inventory Valuation Report
allows you to produce a similar report for earlier
time periods. Reports such as the Inventory Status
Report, Stock Status Report, Usage Report, and
Inventory Analysis Report can provide valuable and
concise views of your inventory.
The Inventory History Report provides a detailed
transaction log of historical inventory activity.
The Purchasing Advice Report shows suggested
purchases and can create purchase orders (and is
described under the
Purchasing application). The Transfer Advice
Report shows suggested transfers and can create
Merchandising reports are oriented toward the
historical reporting of inventory groups, such as
vendors, categories (departments), or subcategories.
Reporting is based on user-defined calendars for
years, seasons, months, and weeks. Merchandising
beginning and ending balances for a group of
items, along with all activity that affected
those balances during the specified time period,
including receipts, sales, transfers,
adjustments, markdowns, and discounts.
items, vendors, or categories to show what's hot
and what's not. Ranking may be based on sales
dollars, units sold, turn rate, Gross Margin
Return on Investment (GMROI), gross profit,
gross profit percent, weeks of supply on hand,
or percentage sold. Reporting may be in terms of
units, cost or retail.
this year's overall performance of a group of
items with the previous year's performance.
Information reported includes sales dollars,
units sold, turn rate, sell-thru-%, markdown-%,
current inventory status and historical sales
for an item or group of items. This report
allows you to analyze the performance of
individual colors and sizes across items with
identical color/size grids.
Six Week Item
unit sales by week for an item or group of
items, and highlights current selling trends.
This report can be valuable in deciding whether
to markdown or reorder a particular item.
Information is focused on unit movements,
sell-thru-%, weeks-supply-on-hand, markdown
performance, and profitability.
Multi-location users may analyze information based
on user-defined location groups. Groups may be
reported on in three formats (examples are shown for
each line on the report, Loc 1, Loc 2, and Loc 3
values are combined and printed on one line.
entire report prints for Loc 1, then the entire
report prints for Loc 2, then for Loc 3,
followed by grand totals for all three
each line on the report, a detail line prints
for Loc 1, for Loc 2, for Loc 3, then a total
for the three locations.