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COUNTERPOINT
SQL ENTERPRISE
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SUCCESS STORY:
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"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
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COUNTERPOINT REPORTS
Make history
with Counterpoint SQL Enterprise.
Retain monthly summaries and complete details for every sale
so you can graph, view, and report your data your way.
Sales History
retains and manages historical sales data, and allows you to
graph, view, and report those sales in summary or detailed
format. It also provides commission reporting.
Ticket History View
CounterPoint retains detailed history of every sale
and return ticket, including ship-to and bill-to addresses,
line item detail, payment detail, sold gift certificates,
and sales tax amounts.
Look up
tickets by ticket number, customer number, store number,
station number, or ticket date.
You can see
as much detail as you want—totals, payments, or individual
line items.
Individual
tickets may also be retrieved by entering the ticket number
or by searching for keywords that match any portion of any
field designated as a keyword search field. Filters may also
be defined to show the detailed information for specific
tickets. For example, you could define a filter to display
only the tickets for customer # 100 between May 1 and June
30, 2005.
Ticket History Report
A complete
audit-level report of ticket history may be printed in order
by store, station, or date and can optionally include
payment detail, line item detail, serial number detail, and
cost.
The
summarized report allows you to view sales across multiple
stores.
Management History
Summarized and detailed historical reporting is
provided for item categories, payment methods, sales reps,
stations, stores, tax codes, and users.
History can
be retained indefinitely and management history reports can
provide valuable information such as a comparison of sales
for Easter week this year with Easter week last year.
Item Sales History
Two reports, Sales History by Item by Customer and
Sales History by Customer by Item, analyze what merchandise
is being sold and who is purchasing that merchandise. These
reports may be run for a selected range of items, customers,
stores, dates, categories, or any other reportable criteria,
and allow you to "drill down" to additional levels of
detail.
Sales History
by Item by Customer shows selected items and lists the
customers who made purchases, along with the applicable
sales, quantities, profitability, and percent-of-totals
figures.
Sales History
by Customer by Item shows selected customers and lists the
items that were purchased, along with the applicable sales,
quantities, profitability, and percent-of-totals figures.
Tax History
The Tax History Report provides summary or detailed
information on sales, taxable amounts, and tax amounts. You
can choose how much detail to include on this report--from a
summary by tax rate to a report containing tax detail for
each ticket.
Exception Reports
Sophisticated exception reporting allows a manager
to monitor danger zones without having to pore through
voluminous reports. Exception reports are available for
critical areas such as price overrides, tax overrides,
voids, merchandise returns, and others.
Flash Sales Report
The Flash Sales Report provides a brief one-page
synopsis of sales activity at one or more stores for a
specified period of time.
Flash Sales
shows the total sales, number of tickets, average sales
dollars per ticket, cost of sales, and gross profit for each
store during the reported period. You can include up to five
of over 20 columns on the report.
Flash Sales
is a very powerful reporting and analysis tool that lets you
define and present your own analysis of store operations.
Commissions Due
Each sales rep may be assigned a commission code
with a commission percentage based on the sales amount or
the profit amount.
The
commissions to be paid are reported in detail or summary on
the Commissions Due report.
Sales Analysis by Group
Sales Analysis by Group is a powerful reporting and
analysis tool that lets you define and present dozens of
different analyses of historical ticket sales--with optional
pie charts.
Choose from
more than 120 different groupings, including item number,
item category, customer ZIP code, customer category,
customer profile fields, user, store, vendor, hour of the
day, week, and many more. For gridded items, you can group
sales for colors and sizes within each category and
subcategory.
For example, you
can group reported information by item category to analyze
the sales activity at the category level.
Each group
can display up to three reporting periods. You can print all
members of a group or just, for example, the top 10 members.
Store-level
groupings summarize a store's activity including ticket
lines, sale amounts, and profitability. Reports may be run
for one or more days, for one or more stores, and for a
multitude of other criteria.
You can even
view theoretical sales--as if all goods had been sold at the
retail price.
Use Filters
to limit the report to particular tickets (stores,
customers, stations, etc.) and/or particular line items
(items, categories, vendors, etc.). You can also use Filters
to limit the group members (e.g., "only item categories A,
B, and C"). Groups with no history can optionally be
included so you can show, for example, all your sales reps
whether or not they had sales activity during the period.
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