CounterPoint V7 is the software solution for serious wholesale and mail-order businesses--just like yours.
When your customer calls, you can immediately view open orders, account information, credit status, shipping instructions, and even detailed sales history. And there's no guesswork on inventory--you know what's in stock and at which warehouse, and whether to ship, substitute, backorder, or special order.
CounterPoint is ideal for businesses with both retail and wholesale divisions because you can manage both operations with one easy-to-use system.
CounterPoint is designed to help businesses maintain optimum inventory levels, control inventory costs, and track merchandise turns. It provides the tools needed to minimize on-hand inventory levels and out-of stock conditions, and maximize valuable management information and profitability. With up-to-the-minute accuracy, you'll always know what's on-hand, committed, on order with vendors, backordered, and in-transit.
As inventory becomes available, backorders can be automatically filled and prioritized by ship date. Picking tickets can be automatically printed.
CounterPoint can track softgoods with built-in apparel grids, and track serialized items with the Serial/Lot Number Tracking Option. The Kits Option adds kit processing and a complete work order subsystem that allows you to initiate the assembly of goods from component inventory.
Complete customer tracking is an integral part of CounterPoint. Each customer may be set up with user-defined profile information, multiple ship-to addresses, and an associated sales rep. Complete customer sales history is available in detail or monthly summary form.
Credit limits ensure that customers do not exceed management's guidelines for open credit. In addition, individual customers may be prevented from making charge sales, payments by check, any kind of sale, or even from placing orders.
The Receivables Option adds charge sales, receivables tracking, cash receipts, finance charges, revolving charge, and statement printing.
Entering orders is fast and easy! And with Turbo Entry you can dramatically speed up order entry by reducing keystrokes. You specify which fields are skipped and which fields are auto-filled with default values.
Orders are priced accurately and automatically based on the rules you establish—by quantity breaks, customer category, customer-specific contracts, limited time promotions, and/or other parameters you set. You can process order deposits and payments, too. You can easily generate customer receipts, picking tickets, shipping labels, packing lists, work orders, and invoices, all of which are user-configurable. You can also process quotes, backorders, special orders, credit memos, RMA's, standing orders, and more.
Sales commissions, if used, are calculated for each item on the order based on either sale amount or gross profit. Commissions may be tracked by order or by line item and may be split across multiple salespeople on one order. Commissions can be paid on sales or on paid invoices only.
A direct link to Purchasing allows you to place vendor orders to meet customer requirements, including drop-shipments direct from vendor to customer.
With pick verify utilities, you can easily make sure that the items picked for the order match the items to be shipped.
Record picked quantities and verify them against the original order within CounterPoint. Picked quantities can be entered using a workstation or a barcode scanner, or the quantities can be imported from a file created by a handheld data terminal. Pick verify requires both the Order Entry Option and the Data Interchange Option.
Detailed history by customer and item can be retained indefinitely, limited only by disk space. A complete history of a customer's sales activity can be printed or viewed, showing items purchased, transaction dates, and prices paid. Similarly, you can review an item's detailed history.
A duplicate invoice can be produced months or years after the actual sale is recorded.
With CounterPoint, you can manually enter or swipe a credit card through a magnetic stripe reader, automatically authorize a credit card sale, verify an address, and electronically settle funds to your bank. Optionally retain card information on file for your customers to simplify telephone ordering. And with the optional CPGateway service, you can authorize credit cards over the Internet in less than 2-seconds!
Full support for AVS (Address Verification Service) and CVV2/CVC2 (Card ID) are ideal for mail-order and ecommerce businesses where the physical card is not present and the risk of fraud can be reduced by confirming address information. Processing through one of CounterPoint's Preferred Processors ensures that you have access to the most favorable processing rates and support for industry classifications (Retail, Mail-order/Telephone-order (MOTO), and Ecommerce), AVS, CVV2/CVC2, Purchase/Corporate cards, and CPGateway.
When you're ready to expand your operation to the Internet, CounterPoint already has Ecommerce capabilities built-in. CounterPoint integrates seamlessly with CPOnline, a web-hosting and ecommerce service designed especially for CounterPoint users.
Regardless of whether your business is B2C (Business to Consumer) or B2B (Business to Business), CPOnline can help you set up shop on the web. And with the Restricted Store Access Premium Feature, you can optionally control which shoppers can access your online store. You can restrict your online store to just your existing customers, or you can require new customers to create a new account before shopping in your online store.
Get advice on what to order, replenish automatically, and easily receive PO's. CounterPoint gives you powerful and efficient tools to control your purchasing, receivings, and returns to vendor.
To help keep your inventory at the right level, CounterPoint will evaluate your stock levels and create purchase orders based on min/max levels, replenishment, or days of supply. PO's may be created based on the item's primary vendor, the vendor with the lowest cost, or a specific vendor. You can also generate PO's to your vendors automatically from your customer orders.
The Basic Accounting Option adds Accounts Payable, General Ledger, and Check Reconciliation to your CounterPoint system. Basic Accounting is designed to meet the entry-level accounting requirements of a small business.
CounterPoint's Order Entry is designed to meet the specific needs of wholesale distributors and mail-order businesses.
The system you install today can grow as your business grows. You can add users, open new warehouse locations, collect orders from remote sites, or even expand into retail store operations.
For information on your CounterPoint solution, talk to your CounterPoint Business Partner, or check out the complete list of Features for more information about the proven leader in business management software--CounterPoint V7.
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