"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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Everything You Need
Nearly every aspect of your CounterPoint System--its
appearance, content, and behavior--can be customized.
ready to use right away and gives you all the tools you need
to run your business efficiently, profitably, and securely.
For a truly
tailored fit, CounterPoint can be customized to meet your
unique business needs. You can easily customize LookUps,
Filters, Zooms, menus, toolbars, fonts, color schemes,
Touchscreen Ticket Entry, table views, and grid layouts.
aspect—its appearance, content, and behavior—can be
customized using CounterPoint's built-in tools.
Customize reports, field names, field sizes, warning
messages, and more
- Add new,
user-defined fields to the system
- Add new,
user-defined screens or attach custom programs to the
CounterPoint main menu
- Print a
report that identifies any customized columns, tables,
triggers, stored procedures, etc.
function-level security is provided for each user.
Function-level security determines whether a user is
authorized to view costs, void tickets, enter returns,
override credit limits, enter transactions for previous
years, and much more.
can be password protected. Passwords can be required and can
have a minimum length and an expiration date. Users can be
forced to change their password after logging in. You can
also see who is logged into CounterPoint at any given time,
and, in many cases, which part of the software they're
additional security, you can assign users to limited menus
with fewer selections.
Menus and Toolbars
menu styles (buttons, single panel, dual panel, or dropdown
list) are available to provide access to all system
functions. Each authorized user may determine menu style
preference and customize menu selections.
Multiple toolbar schemes are also available. An
authorized user may select a toolbar scheme or
design a custom toolbar. Toolbars can be the same or
different for each screen.
easy drag-and-drop design interface allows
authorized users to change the appearance and
behavior of toolbars and menus, including:
CounterPoint includes a simplified touchscreen user
interface based on large buttons suitable for touchscreen,
mouse, keyboard, and scanner input. A touchscreen monitor is
keyboard is available in Touchscreen Ticket Entry as
well as from all standard maintenance forms, report
parameter forms, and filter forms. With pop-up
keyboards, users can enter information using
touchscreen workstations that aren't equipped with a
Table View or Record View
each CounterPoint screen, you can choose
which view to use when editing and
maintaining your data. Use the standard
Record View to work with a single item,
customer, etc., at a time. Or switch to
Table View to view and edit multiple records
at a time.
display additional details throughout CounterPoint. Zooms
are available for items, customers, A/R documents, vendors,
stores, users, gift certificates, store credits, locations,
location groups, PO's, receivings history, ticket history,
serial numbers, transfers, and more from virtually anywhere.
For example, while entering a ticket, the
Item Zoom displays information about the
item, quantities available, recent sales,
vendors, monthly history, substitute items,
notes, etc. The Customer Zoom displays the
customer's contact information, current
balance, recent sales, ticket history, etc.
Advanced users can use the Zoom Dictionary to create
new Zooms and to control the appearance, content,
and behavior of existing Zooms.
let you view a list of valid records (e.g., items,
customers, vendors, etc.). LookUps are available from any
field in which information can be "looked up" from a list of
For example, when an item LookUp is
requested, the LookUp window displays the
complete list of items. The items can be
ordered by item number, barcode, category,
vendor, description, etc.
user-friendly keyword searching, CounterPoint
matches a keyword to any field designated as a
keyword search field. Keyword searching finds, for
example, an item based on a partial match of any
keyword field (category, description, vendor, etc.).
LookUps are customizable. From within a LookUp, you
can zoom in on detailed information, or set Filters
to display only the items you want. Authorized users
can even add on-the-fly or make changes to existing
use Filters to customize the information displayed in
LookUps, maintenance screens, and reports. Filters are
automatically saved with LookUps.
Filters allow you to set conditions that limit the
records that display. For example, you could choose
to display only the "items in category GOLF with a
primary vendor of ADAMS."
increase the speed of LookUps and reports. Adding an index
allows you to quickly sort and look up information in an
order you prefer.
example, if you have tens of thousands of items on
file, and you frequently look up items by
sub-category, you may want to define a sub-category
index to speed up the Item LookUp.
CounterPoint includes the Crystal Reports Viewer, so
you can view and print reports outside of CounterPoint, and
export reports to a variety of formats.
forms and reports may be created, and standard forms
and reports may be customized using Crystal Reports
Designer (purchased separately). Custom reports may
be used in place of any standard report, or they may
be added to custom menus and used in addition to the
can create a Quick Report from any LookUp
window to preview, print, or save the
information. Quick Reports can easily be
added to a customized menu and function like
standard reports. You can also export the
information from the Quick Report to another
application, such as Microsoft Excel.
Automatic Workstation Updates
simplify the installation of periodic software
updates, newer software need only be installed on
the server. Each CounterPoint workstation
automatically detects the newer software version and
updates itself as required.
advanced requirements, additional processing can be
performed using SQL triggers. A trigger is a set of
SQL commands that execute automatically when information is
added, updated, or deleted. Triggers are a powerful way to
update your business records when certain conditions are
example, you could define a Warranty Repairs trigger
for billing the manufacturer (not the customer) for
repair work. When a customer brings in an item for
repair, the clerk enters a normal point-of-sale
ticket, and the warranty work is paid for with a
special A/R pay code. The trigger automatically
charges the manufacturer's A/R account. At the end
of the month, a statement of how much money the
manufacturer owes you for the warranty work can be
printed and mailed to the manufacturer.
CounterPoint updates data in batches so that
multiple users can operate independently without interfering
with one another.
example, two people at the same location can
concurrently enter and post inventory adjustments or
cash receipts. Posting one user's batch of data will
not affect the other user's batch.
workgroup is a group of users who share similar
characteristics. Workgroups control the locations, stores,
and features that a user can access, as well as the
automatically-assigned "Next" numbers (e.g., next PO number,
next item number, etc.).
Workgroups are also beneficial for grouping users in
wide area networks and Multi-Site configurations.
Message Center, you can send electronic messages to
other users to inform them about system changes,
daily specials, etc., or you can schedule repeating
reminders. Messages automatically display when a
user logs into CounterPoint.
Utilities are provided to renumber items, customers,
Importing and Exporting Data
CounterPoint includes Database Import and Export
utilities to create and update CounterPoint data (item
numbers, descriptions, prices, etc.). CounterPoint is also
capable of importing and processing transactions (receivings
and adjustments) from text files. Many third-party packages
can create text files suitable for importing into
can be exported using CounterPoint's Database Export
utility or other applications such as Excel, Crystal
Reports, or Microsoft SQL.
CounterPoint SQL includes an Upgrade Data utility
which allows you to import CounterPoint inventory, customer,
and vendor records, as well as inventory history (including
markdowns), open purchase orders, ecommerce information, and
configuration information into CounterPoint SQL.
can also convert data from third-party applications
into the appropriate CSV format, and then use the
Upgrade Data utility to convert that data for use
with CounterPoint SQL.
Dictionary allows you to easily customize the appearance and
behavior of CounterPoint. You can change your information in
one place, and your change is reflected on every screen and
report throughout CounterPoint. For example, you can display
"Client" instead of "Customer Number" or "Department"
instead of "Category."
can also define rules to control screen behaviors,
such as specifying minimum or maximum values for
fields allow you to easily record, track, and view
additional information on existing CounterPoint forms.
Custom fields are automatically available throughout
CounterPoint in Zooms, LookUps, and Filters.
For example, if you wanted to track the name
of the person who referred a particular
customer and the date on which the referral
was made, you could define custom fields for
"Referred by" and "Referral date" and add
them automatically to the standard Customers
screens allow you to create new, user-defined screens within
CounterPoint. Custom screens fully support LookUps and
For example, if you wanted to track
customer-specific item numbers, you could
create a custom screen that includes fields
for the customer number, item number, the
customer's item number, and a description.
Custom screens can be attached seamlessly to the
CounterPoint main menu, to a Touchscreen Ticket
Entry button, or to any toolbar. You can even add a
button to the toolbar on the Customer maintenance
screen that, when clicked, displays the customer's
unique item numbers.
can create a user-friendly front end for your own custom
programs. Custom programs and applications can be created
using any number of development tools and can be run from
the CounterPoint main menu for a consistent interface.
For example, you may create a Visual Basic
application named Batch Price Changes that
changes the Price-1 values for a group of
items up or down by a specific percentage.
a "standard looking" CounterPoint screen, you can
specify the category, subcategory, or vendor to
change, as well as the percentage by which Price-1
should change. CounterPoint then passes these values
to your Visual Basic application which changes the
Price-1 values for the group of items.