configuring counterpoint sql - CounterPoint SQL Retail and

configuring counterpoint sql - CounterPoint SQL Retail and
CONFIGURING COUNTERPOINT SQL
Agenda
Table of Contents
For Your Information
Overview of class format, training materials, and the training facility.
General Information
Section 1. Installing CounterPoint SQL
Covers the procedure for installing the components needed to run CounterPoint,
creating a new database, and additional installation information.
Section 2.
Setting Up System Data
Covers the process of configuring CounterPoint, including registration, security,
workgroups, batches, taxes, accounting interface, and more.
Section 3.
Setting Up Inventory Data
Covers setting up locations, inventory control, categories, sub-categories,
barcodes, and more.
Section 4.
Setting Up Customer Data
Covers customer setup and control.
Section 5.
Setting Up Purchasing Data
Covers setting up purchasing control and vendors.
Section 6.
Setting Up Point of Sale Data
Covers Point of Sale setup, for both regular ticket entry and Touchscreen, setting
up stores and devices, use of form groups, configuring electronic draft capture
for credit cards, and more.
Section 7.
Customizing Dictionaries
Covers making changes in the Data Dictionary and Text Dictionary.
Section 8.
Database Utilities
Covers exporting and importing database tables, backing up and restoring a
database, and more.
Appendix 1: Account Numbers Worksheet
Appendix 2: Constructing Column Constraints
Appendix 3: Using Picture Masks
Appendix 4: Customer Display Layouts
Appendix 5: Avoiding Multi-Site Replication Errors
Copyright 1995 – 2009 by Radiant Systems, Inc.
PROPRIETARY RIGHTS NOTICE: All rights reserved. No part of this material may be
reproduced or transmitted in any form or by any means, electronic, mechanical, or otherwise,
without permission in writing from Radiant Systems, Inc.
SYNCHRONICS and the Synchronics designs are registered trademarks of Radiant Systems,
Inc., Memphis, TN.
Other products mentioned are trademarks of their respective manufacturers.
REV: 071709
SECTION 1: INSTALLING COUNTERPOINT SQL
Components Used to Run CounterPoint SQL...............................................1
Hardware/Software Requirements ................................................................2
Installation Sequence ....................................................................................3
Installing CounterPoint SQL ..........................................................................5
Install SSE or MSSQL Server software ....................................................................... 5
Microsoft SQL Server 2005 Express Setup................................................................. 6
Microsoft SQL Server 2005 Backward compatibility.................................................... 7
Microsoft SQL Server Management Studio Express ................................................... 9
Upgrading MSDE to SSE .......................................................................................... 12
Install CounterPoint SQL Server Files....................................................................... 13
Set the top-level CounterPoint folder to be shared.................................................... 18
Workstation Setup ..................................................................................................... 19
Additional Workstation Components ......................................................................... 21
Version Controls ..........................................................................................22
Installing Starter Data or Demo Data ..........................................................23
Installing Service Packs...............................................................................24
Updating to a New Release.........................................................................25
Sequence for Creating a New Company Database ....................................26
Creating a New Company Database...........................................................27
Additional Installation Information ...............................................................33
Folders and File Locations ..........................................................................38
Viewing Environment Settings.....................................................................41
Viewing Resources and Locks ....................................................................44
Components Used to Run CounterPoint SQL
SQL Database
Manager
MSSQL Server 2005 (not included)
SQL Server Express 2005 (included on CounterPoint SQL DVD)
Handles access to SQL database
Install on SQL server; separate installation from CounterPoint
Install SSE 2005 on workstation, if workstation also has local
database
Microsoft Data
Access Components
(MDAC 2.8)
Client for MSSQL / SSE 2005
Passes requests for data from CounterPoint to SQL Database
Manager
Automatically installed on workstations when CounterPoint is
installed
CounterPoint SQL
“program”
CounterPoint.exe
Installs on each CounterPoint workstation
Data Dictionary
Definition of CounterPoint tables, columns, and indexes
Installed on server when CounterPoint is installed
User-modifiable
Text Dictionary
Definition of group box, button, and tab labels, and message text
Installed on server when CounterPoint is installed
User-modifiable
Database
Two server files that contain a company’s data
*.mdf = data
*.ldf = transaction log
Specific to and managed by SQL Database Server
Crystal Reports
Used to create all provided standard reports, and forms
Runtime (Version 10) provided with CounterPoint
Purchase Crystal Reports 9 or 10 Professional or Advanced to
modify standard reports or to build your own reports
NiceLabel
Used to create or modify labels
Print Engine provided with CounterPoint
Purchase NiceLabel Pro 5 or later to modify pre-defined label
formats or to create your own
Perfect Keyboard
A “keyboard macro” program used to program keystrokes for
specialized applications
Install from Additional Components area of DVD
Export Accounting
Interfaces
Install the SQL Server 2000 Data Transformation Services
(DTS) runtime
Install from Additional Components area of DVD
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Hardware/Software Requirements
Operating
Systems
Windows Server 2003 with SP1 (recommended)
Windows XP Pro with SP2
Citrix Metaframe and Microsoft Windows Terminal Services
(NOTE: CounterPoint SQL is not compatible with Terminal Services
running on Windows Small Business Server 2003)
Browser
Internet Explorer 6.0 or higher
Hardware
300 MB disk space (programs and DemoGolf database)
Server: 2 GHz Pentium 4, 2 GB RAM, and DVD drive
Workstation: 1.3 Celeron M or 1.6 Pentium M, 1 GB RAM
(Optional) Windows Touchscreen monitors (serial or USB)
Software
Server and Clients
Microsoft Data Access Components (MDAC) – supplied with
CounterPoint
Server
SQL Server Express 2005 (included on CounterPoint SQL DVD)
or
MSSQL Server 2005 (purchased separately)
SQL Server Express 2005*
MSSQL 2005*
Included with CounterPoint
Purchased separately
(Standard or Enterprise)
Up to 5 concurrent users
6+ concurrent users
(32,000 max)
Up to 4 GB database
4 GB+ databases
Graphical interface with SQL Server Management
Studio Express (SSMSE - included)
Graphical interface
Non-Multi-Site Hub system
Multi-Site Hub system
Permits control of database located on local
system only (server or workstation)
Permits control of databases located
anywhere (on same server, other
servers, or local workstations)
* Requires Windows Installer 3.1 and .NET Framework 2.0 – included
NOTE: Dashboard requires .NET Framework 3.0 – included
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Installation Sequence
Standalone and Server Environments
On the server
Step
1.
Log in as the system administrator*
2.
Install MSSQL Server software or SSE
Comments
SSE is provided with CounterPoint and is
installed from the CounterPoint SQL DVD
MSSQL is purchased and installed separately
3.
Install CounterPoint SQL Server Files
Selecting to install CounterPoint SQL
automatically runs Setup.exe to install server files
Optionally select to install Demo data
(DemoGolf database) and/or Starter data
Demo data is a complete database for a golf pro
shop
Starter data is pre-defined data that can be used
for a new company to minimize setup time
At the end, select "Run workstation setup" if
this is a standalone system or you want to run
CounterPoint on the server
Selecting this automatically runs
WorkstationSetup.exe
4.
On a multi-user system, set the top-level
CounterPoint folder to be shared
Set as read/write with no share password
5.
Download and install CounterPoint Service
Pack (CPSQLSP)
Download from Support area of Radiant’s Retail
website (www.counterpointpos.com).
6.
Set up credit card processing to process
credit card authorizations over the Internet or
using dial-up service
Refer to Credit Cards electronic documentation
for instructions on setting up CPGateway and/or
CPDialup
* You must have Administrator rights to your server and each of your workstations to install
CounterPoint SQL.
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On each workstation
Step
Comments
NOTE: The default Administrator User name and
Password for Radiant POS terminals are
administrator and gorads.
a) Log in as the system administrator*
b) Browse to the top-level CounterPoint
folder on server and run
WorkstationSetup.exe
Select to install Program Files
Optionally, install Utilities
Provides ability to run SQL Script Utility and Table
Editor at this workstation
c) Install Adobe Acrobat reader if not
already present on workstation
From the CounterPoint SQL DVD, select
Additional Components and then select Adobe
Reader 7.0
d) Install Perfect Keyboard if you want to
use this “keyboard macro” program on
workstation
From the CounterPoint SQL DVD, select
Additional Components and then select Perfect
Keyboard
e) Install SQL Server 2000 Data
Transformation Services (DTS) runtime if
you want to use the Upgrade Data utility
or an export accounting interface
If you have installed SSE or MSSQL 2005, select
Additional Components from the CounterPoint
SQL DVD, and then select SQL Server 2000 Data
Transformation Services
f) Optionally, install SSE software
Install SSE only if you want to use a local database
on this workstation
g) Install CounterPoint Service Pack
(CPSQLSP)
After SP is installed on server, next user who starts
CounterPoint at a workstation will be asked to autoinstall service pack.
Administrative rights are NOT required to install a
service pack on a workstation.
* You must have Administrator rights to install CounterPoint SQL for the first time on a
workstation.
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Installing CounterPoint SQL
Install SSE or MSSQL Server software
A database engine must be installed before CounterPoint SQL can be installed or used.
You can use SQL Server Express 2005 (SSE) or MSSQL 2005. SSE is supplied with
CounterPoint.
a) Exit all Windows programs.
b) Insert the CounterPoint DVD.
The launch menu should
automatically appear.
If the launch menu does not
automatically appear, select
Start/Run and execute
D:\Launch.exe (where D is
the letter of your DVD drive).
c) Click CounterPoint SQL
Enterprise from the
CounterPoint SQL Installation
menu.
d) Click SSE 2005 from the menu.
e) After reading the Welcome screen,
click Next.
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f) The Components to be Installed
dialog appears. Select the SQL
Server 2005 Express Database
Engine. Optionally, install SQL
Server 2005 Backward Compatibility
and SQL Server Management Studio
Express.
Click
g) Click
installation.
to proceed to the Start Installation dialog.
to start the
Microsoft SQL Server 2005 Express Setup
Installing Prerequisites
The installer verifies whether your
server has: Windows Installer 3.1
and .NET Framework 2.0.
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Setup Progress
First, the SSE database engine is
installed.
A progress indicator keeps you
apprised of the installation status
of the selected components.
Microsoft SQL Server 2005 Backward compatibility
h) Microsoft SQL Server 2005
Backward compatibility Setup
dialog displays.
Click
to display the
License Agreement dialog.
Select to accept the terms and
click
.
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i) Complete the Registration Information.
j) Click the Data Transformation Services
2000 runtime feature, and then select the
This feature will be installed on local hard
drive option.
( The
(The remaining features are not necessary,
so select This feature will not be available
option.)
Click
.
Click Install, to begin the installation.
k) The Data Transformation Services (DTS)
2000 runtime allows you to use export
accounting interfaces and the Upgrade Data
utility in CounterPoint.
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l) When the installation is complete,
click Finish.
Microsoft SQL Server Management Studio Express
m) The Microsoft SQL Server Management
Studio Express Setup dialog displays.
Click
to display the
License Agreement dialog.
Select to accept the terms and
click
.
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n) Complete the Registration Information.
o) Click Management Studio Express
feature, and then select the This
feature will be installed on local
hard drive option.
Click
.
Click Install, to begin the installation.
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p) The Microsoft SQL Server Management
Studio Express feature allows you to use
a graphic interface for managing your
database.
q) When the installation is complete,
click Finish.
r) The Installation Complete dialog
appears when all components have been
installed.
Click Finish.
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s) You are returned to the CounterPoint SQL Installation menu when the SSE installation is
completed.
Upgrading MSDE to SSE
If you currently have MSDE installed, you can upgrade to SSE. In addition to following the
steps just outlined for installing SSE, you will need to establish a strong password. The default
strong password is CounterPoint8.
Strong Passwords
- At least 6 characters
Contains 3 of the following:
- Uppercase letters
- Lowercase letters
- Numbers
- Non-alphanumeric characters
The installer does not verify that the
password you enter is “strong”.
If your password in NOT “strong”,
the installer will use
Windows authentication.
After upgrading to SSE and 8.3.5 or later version
of CounterPoint, be sure to run the
MSSQL2005 Conversion.sql script against
your database.
To start your server, select Start/Programs/Microsoft SQL Server/Configuration Tools/SQL
Server Configuration Manager/SQL Server 2005 Services and right-click the SQL Server
service, and then select Start.
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Installing CounterPoint SQL
Install CounterPoint SQL Server Files
a) If necessary, insert the CounterPoint SQL DVD. The launch menu should automatically
appear.
If the launch menu does not
automatically appear, select
Start/Run and execute
D:\Launch.exe (where D is
the letter of your DVD drive).
Click Install from the
CounterPoint SQL menu.
b) Click CounterPoint SQL from
the Enterprise Install menu.
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c) The installation wizard first
checks to see if the Microsoft
Data Access Components
(MDAC) can be found.
If the MDAC cannot be found,
you will be prompted to install it.
Click OK to install the missing
MDAC components.
The MDAC installation takes
several minutes and does not
display any status as it runs.
d) After the MDAC components have
been installed, you must reboot
your system before continuing the
installation of CounterPoint SQL.
To continue the installation, once
your system has rebooted, repeat
steps a and b.
After reading the Welcome screen,
click
.
e) The Software License
Agreement displays.
After reading the CounterPoint
SQL Software License
Agreement, click Agree and
then click Next to continue the
installation.
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f) The Select Components dialog
appears.
Specify the CounterPoint components
to install on the server.
You must install the Server Files.
Optionally, select Demo Data and/or
Starter Data and/or Dashboard Demo
Data to install these databases.
Click
after selecting the components to install.
g) The Select Top-Level Directory
dialog appears.
Specify the directory where
CounterPoint system resource files
will be stored.
For the first installation of CounterPoint
on a computer, the default folder is
CounterPoint.
If CounterPoint has been installed on
this computer before, the default folder
is the one used last time.
Click
after selecting the top-level directory.
h) If you selected to install Demo Data or
Starter Data, you are asked for the name
of your SQL server and the path to your
SQL server database files.
NOTE: The SQL database manager
must be running for the demo or starter
data to be installed.
Click
to display the SQL
User Information dialog.
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i) The Windows Authentication check
box is selected by default. This means
that the installer will create your
database with the user ID you used to
log in to your computer.
If not using Windows Authentication,
you can select to use the SQL User ID
and SQL Password. If you accepted
default settings when installing SSE
or MSSQL, the user ID is sa and the
password is CounterPoint8.
If you selected to install the demo
data, you are asked for the database
name and company name that you
want to use.
Click
names.
to use the default
If you selected to install the starter
data, you are asked for the database
name and company name that you
want to use for the new company
database.
Click
after entering the
names you want to use.
NOTE: Use only letters and numbers in the Database Name. Do not use spaces, periods or
other punctuation marks, or special characters.
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j) The Start Installation dialog appears.
Click
to begin installing
CounterPoint SQL.
As each of the CounterPoint
components are installed, the
progress indicators show the
percentage of completion.
After all server files are installed,
the Installation Complete dialog
appears.
Select Run workstation setup if
you are installing CounterPoint
on a standalone system, or if you
want to use the server as a
workstation to run CounterPoint.
Click
to exit the server setup program. This completes installation of the server files.
On a multi-user system, before a workstation can run CounterPoint SQL, you will also need to
1) set the top-level CounterPoint directory on the server as "Shared" and 2) run Workstation
Setup at each workstation.
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Installing CounterPoint SQL
Set the top-level CounterPoint folder to be shared
At the server, use My Computer and navigate to the top-level CounterPoint SQL directory.
If you used the defaults when installing the CounterPoint Server Files, it will be
C:\CounterPoint.
Right-click the folder and
choose Sharing and
Security…
When the CounterPoint Properties dialog appears, switch to
the Sharing tab and select Share this folder.
Enter a Share Name (the default is CounterPoint). Select
Maximum allowed, and click
.
Under Group or user names,
select POS_USERS, and then select Full Control
in the Allow column.
Click OK.
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Installing CounterPoint SQL
Workstation Setup
Perform these steps at each workstation.
a) Login as the system administrator.
b) Use Network Neighborhood to browse to the top-level CounterPoint directory on the
server. Double-click the file WorkstationSetup.exe.
c) After reading the Welcome
screen, click
.
d) The Select Components
dialog appears. Specify the
CounterPoint components to install
on the workstation.
You must install the Program Files
on every workstation.
Select to install Utilities only if the
workstation is used by the system
administrator (these utilities allow
unrestricted access to the database).
Select to install Dashboard if the
workstation is used with the Dashboard
data.
e) The Select Install Directory
dialog appears.
Specify the local folder on the
workstation where you want to
install the CounterPoint programs.
The default folder is
C:\Program Files\CounterPoint.
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f) The Select Start Menu Program
Group dialog appears.
Specify the Start Menu Program
group to which the CounterPoint
icons will be added.
For the first installation of
CounterPoint on a computer,
the default group is
CounterPoint SQL.
If CounterPoint has been installed
on this computer before, the default
group is the one you used last time.
Click
after selecting the group.
g) Click
to begin
installation of CounterPoint on
the workstation.
Indicators show the progress
of installation as it copies the
workstation files.
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h) When the Installation Complete
dialog appears, select whether you
want a shortcut for CounterPoint
to be automatically created on the
desktop of this workstation.
Click
to exit the
workstation setup program.
Additional Workstation Components
Adobe Acrobat Reader
If a message displays that Adobe Acrobat is not installed on the workstation, you can install it by
selecting Additional Components from the CounterPoint SQL DVD, and then selecting Adobe
Reader 7.0 from the Install menu. You will need Adobe Acrobat to read the PDF Library for
CounterPoint SQL.
Perfect Keyboard
If you want to use the “keyboard macro” program, you can install it by selecting Additional
Components from the CounterPoint SQL DVD, and then selecting Perfect Keyboard from the
Install menu.
SQL Server 2005 Backward Compatibility
If you want to use the Upgrade Data utility or an export accounting interface and are using SSE
or MSSQL 2005, you will need the DTS 2000 Runtime. You can install it by selecting
Additional Components from the CounterPoint SQL DVD, and then selecting SQL Server
2005 Backward Compatibility from the Install menu.
SQL Server Management Studio Express
If you want to use the graphic interface for managing your database, you can install it by
selecting Additional Components from the CounterPoint SQL DVD, and then selecting SQL
Server Management Studio Express from the Install menu.
This completes the installation on a workstation.
NOTE: To set up a WAN (Wide Area Network) refer to the Installation Guide.
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Version Controls
Program versions must match between workstations and server
Control File
CounterPoint.ini
On Server
On Workstation
Build date
Software version number
Build date
Software version number
[Server]
Top-level CounterPoint folder name
on server
Shared Directory database value must match workstation's control file
setting
In database (on server), value of:
must match:
DB_CTL.SHARED_DIR
CounterPoint.ini setting on workstation
for 'top-level CounterPoint folder on server'
Build date
Software version number
[Server]
Top-level CounterPoint
folder name on server
If the value does not match, you will see this error message.
Resetting the shared directory value in database
Enter and execute this command for the involved database in the SQL
Script Utility:
UPDATE DB_CTL SET SHARED_DIR = NULL
This clears the directory value so that the next time the database is used
in CounterPoint, the new top-level CounterPoint directory name will be
written to the DB_CTL table.
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Installing Starter Data or Demo Data
Demo Data
During installation of the Server Files, you also have the opportunity to install the
DemoGolf demo database. This database is fully defined (golf pro shop and snack bar)
and allows you to see how CounterPoint works without setting up any additional
information.
To use CounterPoint with the DemoGolf database, login with User ID MGR and
Workgroup 1.
Starter Data
After you have installed CounterPoint SQL, you can set up a new company “from
scratch” by performing the steps provided in the next section “Sequence for Creating a
New Company Database”.
For new companies, rather than set up a new company "from scratch", CounterPoint SQL
includes a complete set of pre-defined Starter Data to minimize your setup time. The
Starter Data can be installed when the Server Files are installed. After Starter Data is
installed, refer to “Modifying Starter Data” in CounterPoint SQL PDF Library for
information on what data is provided and the modifications you should make to suit the
needs of your company.
To use CounterPoint with your new company after installing the Starter Data, login with
User ID MGR and Workgroup 1.
Technical Notes
The database files for the demo data are DemoGolf.mdf and DemoGolf.ldf.
The physical database files of the Starter Data are Starter.mdf and Starter.ldf.
During installation, the appropriate set of files is copied to the Program Files\Microsoft
SQL Server\MSSQL\DATA directory using the directory and database name you specify.
The Companies file (Companies.ini) in the top-level CounterPoint directory is also
updated with a connection string, and the database is attached to the SQL server so it can
be used.
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Installing Service Packs
Service Packs
•
Cumulative updates to CounterPoint SQL programs and utilities
•
Download CPSQLSP.EXE from Radiant’s Retail Web site:
www.counterpointpos.com/support/software.html (You must be a current
CSS subscriber to access the support area of the website)
•
Execute CPSQLSP.EXE to install
•
Includes a reported problems log
•
Install only on server – a workstation will be updated automatically the next
time CounterPoint is started on the workstation
•
To subscribe to receive automatic email notification of new Service Packs use
the submission form at
www.counterpointpos.com/support/software_email.html
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Updating to a New Release
Updating Databases After Installing a New Release
Refer to the Update Guide for complete steps needed for the update process.
•
Pre-installation steps
•
Installation steps
•
Post-installation steps
•
Updating customizations
Permissions for CounterPoint SQL
Server
Workstation
New Install
System Administrator
System Administrator
New Release
System Administrator
System Administrator
Or execute RunAsSPCAdmin @ Server
Service Pack
System Administrator
Any CounterPoint user
RunAsSPCAdmin.exe – allows any user to update a workstation
Browse to the top-level CounterPoint directory on your server and double-click
RunAsSPCAdmin.exe.
In the Path\Application.exe field, enter the UNC
path to the top-level directory on your server,
followed by InstallWorkstation.exe.
If your CounterPoint server and workstations are
not part of a network domain, select the Local
option and enter localhost in the corresponding field.
If your CounterPoint server and workstations are in
a network domain, select the Domain option and enter
the name of your domain in the corresponding field.
Enter the administrators’ Username and Password.
In the Current Encryptfile field, enter the UNC path
to the top-level directory on your server, followed by
WorkstationUpdate.spc.
Select the Optional settings check box, and then enter /M=”./workstationsetup.var” in the
Program options field. Leave the remaining default settings and click the Save Cryptfile
button, and then OK to close the dialog, and then close the window.
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Sequence for Creating a New Company Database
To set up a new company database for use with CounterPoint SQL, perform these five steps after
the database engine (MSSQL or SSE) and CounterPoint SQL are both installed.
In a MS / Offline environment, perform all of these steps only at First Site Server.
1
Start the database engine
Start SSE or MSSQL Service Manager at the server or workstation where the
new database will reside.
2
Create a new SQL database
At the server or workstation, use SSMSE to create a new SQL database. If run at
the server, the database can be shared by all workstations. If run at a workstation,
the database is local for that workstation.
On a multi-user system, you may want to create a separate database user for
each user who will access the database.
3
Set the connection string for CounterPoint SQL to the database
At one workstation, run the CounterPoint SQL Script Utility or the System
Configuration Utility to set the connection string between CounterPoint SQL and
the SQL database server.
4
Create the tables, columns, and index structure for the database
At any workstation or the server, start the CounterPoint SQL Script Utility and
execute the mssql.sql script that establishes the CounterPoint tables, columns,
and index structures for the empty database.
5
Import pre-defined forms, reports, and label jobs into company’s
database
At any workstation or the server, start the CounterPoint SQL Script Utility and
execute the msPredefinedData.sql script.
Or run System / Utilities / Pre-defined Data after starting CounterPoint SQL.
Repeat steps 2 – 5 for each additional company.
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Creating a New Company Database
1. Start the database engine.
To start the SQL server service, select Start/Programs/Microsoft SQL
Server/Configuration Tools/SQL Server Configuration Manager/SQL Server 2005
Services and right-click the SQL Server service, and then select Start.
When the SQL database engine is active, its icon displays
(with a green arrow).
2. Create a new SQL database.
At the server, use SSMSE to create a new SQL database. Click the Start button, and then
select Programs / Microsoft SQL Server 2005 / SQL Server Management Studio Express.
On the Connect to Server dialog, select
SQL Server Authentication from the
Authentication field, enter sa in the
User name field, and then enter your
Password for the sa user (CounterPoint8).
Click
.
NOTE: You can change the default SSE SQL Password in SSMSE by expanding the
Security / Logins folder in the Object Explorer, double-clicking the sa login, and then
entering a new password in the Password and Confirm password fields.
In the Object Explorer, right-click the
Databases folder, and then select the
New database option to display the
New Database window.
Enter the Database name you want to use
for your CounterPoint database. For example,
if your company is named CounterPoint
Training, Inc., you might use Training as
your database name.
Click OK to create a new CounterPoint company database.
When the database is created, select Exit from the File menu to close SSMSE.
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3. Set the connection string for CounterPoint SQL to the database.
To access data in a database, CounterPoint points to a database using a “connection
string”. This connection string is referenced through an “alias”.
CounterPoint uses the name you assign to the alias and the associated company name to
refer to the database.
Select Start/Programs/CounterPoint SQL/SQL Script Utility
or Start/Programs/CounterPoint SQL/System Configuration Utility.
For the SQL Script Utility
Select File/Companies Editor or click the Companies Editor icon
Alias-Company column to display the Company Names window.
beside the
For the System Configuration Utility
Click the Companies button to display the Company Names window.
From the Company Names Window, click
to add a new company.
Enter the database name in the Alias field and the company name in the Company field.
The Alias you select must be unique. The Company name will display in the Select a
Company dialog when CounterPoint is started.
Click the blank Connection String column twice so that the ellipsis button displays.
Then click the ellipsis button to open the Data Link Properties form.
Installing CounterPoint SQL
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07/17/09
Select Microsoft OLE DB Provider for SQL Server
on the Provider tab.
Click Next.
The Connection tab now appears. Enter information on this tab as follows:
1. Select or enter a server name:
Enter the server name (without \\).
You will not be able to save the new
company settings unless you enter a
server name.
2. Enter information to log on to the server:
Select “Use Windows NT Integrated security”
if using Windows Authentication.
If not using Windows Authentication select
“Use a specific user name and password”.
For SSE, the default “User name” is sa and
the “Password” is CounterPoint8
(case sensitive).
3. Select the database on the server:
Select the database to associate with
this alias. Although it is possible to have
more than one alias refer to the same
database, it is not recommended.
Click
to verify the connection and then click OK.
Click OK to close the Data Link Properties form.
Installing CounterPoint SQL
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07/17/09
The Company Names form displays with your new alias.
Click Save on the Company Names form to save the new company settings. These
settings are saved in a text file (Companies.ini) in the top-level CounterPoint directory.
Click OK to exit Company Names.
4.
Create the tables, columns, and index structures for the database.
At the server or workstation, start the SQL Script Utility and execute the mssql.sql script
that creates the tables, columns, and index structures for the database.
Select Start/Programs/CounterPoint SQL/SQL Script Utility
Select File/Open and open the file CounterPoint\Scripts\MSSQL.SQL. The script
displays in the Script tab.
In the Alias-Company drop-down box, select the company name that you created when
setting the connection string in the previous step (e.g., CampGolfTraining).
Click
or select Script/Execute to run this script for the selected database.
When the Login Information box displays, enter your SQL Login ID and password
(e.g. “sa” and “CounterPoint8” for SSE, or leave both fields blank if using Windows NT
Integrated security.)
Installing CounterPoint SQL
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07/17/09
Click OK when prompted to confirm creation of the new database.
When the script finishes successfully, an information message displays the total number
of statements that were executed.
5.
Import pre-defined forms, reports, and label jobs into your company’s
database.
Select File/Open and open file CounterPoint\Scripts\msPredefinedData.sql. Execute
this script for the same database.
Or run System / Utilities / Pre-defined Data after you start CounterPoint and select the
company.
Exit the SQL Script Utility when completed.
This completes creating a new company database. You will now be able to select this database
by its company name whenever you start CounterPoint SQL.
Installing CounterPoint SQL
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07/17/09
Installing CounterPoint SQL
Creating a New Company Database
- - - - - contained in Companies.ini in CounterPoint directory - - - - SSE/MSSQL
Select a Company
Create physical
database files. This will
attach the database to
the server.
Select a company when
starting CounterPoint SQL
SQL Script Utility
Companies Editor
Establish alias, company
name, and connection string.
Connection string ‘points to’
database name.
1-32
Attached to server as
“CampGolfTraining”
(the Alias)
“Camptown Golf
Training”
(Company Name)
CampGolfTraining.mdf
CampGolfTraining.ldf
Alias
CampGolfTraining
Company Name
Camptown Golf Training
Connection string
…catalog=CampGolfTraining
5/02/07
Additional Installation Information
Creating Separate Database Logins for Each User
On a multi-user system, rather than all users logging in to the database using “sa”, you
will probably want to create a separate database login for each user.
When using SSE, follow these directions to create a SQL database user with read/write
capabilities:
Select Start/ Programs / Microsoft SQL Server 2005 / SQL Server Management Studio
Express
On the Connect to Server dialog, select
SQL Server Authentication from the
Authentication field, enter sa in the
User name field, and then enter your
Password for the sa user (CounterPoint8).
Click
.
In the Object Explorer window,
Right-click Security and select New, then Login
On the Login – New dialog, General page enter:
Login name
Select SQL Server Authentication
Enter password
Confirm password
Enable Enforce password policy
Enforce password expiration
Select the Default database (set to db
used most frequently)
Select the Default language
Installing CounterPoint SQL
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7/17/2009
On the Login – New dialog, Server Roles page
Enable sysadmin
On the Login – New dialog, User Mapping page
Enable which databases the user is
being mapped to and the
role membership for each database
Click
.
To change the default SSE SQL password
You can change the default SSE SQL Password in SSMSE by expanding the Security /
Logins folder in the Object Explorer, double-clicking the sa login, and then entering a
new password in the Password and Confirm password fields.
Installing CounterPoint SQL
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7/17/2009
When using MSSQL, follow these directions to create a new SQL database user:
a)
Start Enterprise Manager by selecting Start/Program /Microsoft SQL Server/
Enterprise Manager.
b)
Select the appropriate MSSQL server from the list in the left pane of the
Enterprise Manager window.
If your server doesn’t appear in this list, select Action/New SQL Server Group
from the Enterprise Manager menu, and follow the instructions to register your
server with Enterprise Manager.
+ next to the server name. Then expand
c)
Expand the server by clicking
Security and select Logins.
d)
Select Action/New Login from the Enterprise Manager menu.
General tab
-
For Name, enter the login name you want to use.
-
Select SQL Server authentication and enter a password for this
login.
-
Select the correct default Database.
Database Access tab
-
Check the box in the Permit column for the correct database.
-
Check both db_datareader and db_datawriter for Database Roles.
-
To make customizations to the structure of the database (the
“schema”), the SQL database user also needs db_owner role.
Click OK to save the new login.
Installing CounterPoint SQL
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7/17/2009
Additional Installation Information
Logging in from a command line
Log in to CounterPoint using a command prompt, desktop shortcut, or batch file by specifying a
company Alias and a valid UserID, Password, and Workgroup (if applicable) in the command
line.
Use this function to create shortcuts for different companies, users, and workgroups.
This parameter
Allows you to
/Alias
Specify a company database to log in to when
you start CounterPoint (Camptown).
Specify the user to log in as (MGR)
User must be valid for the specified company.
Specify the password for the specified user.
/UserID
/Password
/Workgroup
/Open
/Modal
Specify a workgroup to log in as a member of,
if you are using workgroups (1).
Specify the form ID of the form to open when
CounterPoint starts (TfrmCustomers).
Quit CounterPoint automatically when you
close the form specified in the /Open
parameter.
This command will start CounterPoint, log into the company database Camptown as user MGR
as a member of workgroup 1.
CounterPoint /Alias “Camptown” /UserID “MGR” /Workgroup “1”
This command will start CounterPoint, log into the company database Camptown as user POS1
with the password of 123puppy as a member of the workgroup Main, open Ticket Entry and
upon closing Ticket Entry CounterPoint will automatically quit.
CounterPoint /Alias “Camptown” /UserID “POS1” /Password “123puppy” /Workgroup
“Main” /Open “TfrmTicketsEnter” /Modal
Installing CounterPoint SQL
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7/17/2009
CounterPoint SQL Folders
Installing CounterPoint SQL
Database Folders
Server Folders
Program Files
Workstation Folders
Program Files
CounterPoint
MS SQL Server
CounterPoint
MSSQL
Dashboard
BINN
Data
Bin
LOG
Install
<Company>
TopLevelCache
Training
pdf
Help
1-37
System
Acrobat
Help
CPDialup
Training
Scripts
Workstation
Files
Tutorials
<Company>
CustomHelp
Accounting
Actions
CustomForms
Devices
Dictionary
HTML
Images
Labels
PSForms
08/26/08
CPOnline
Customer
Images
Custom
Forms
Devices
Reports
SMP
Parameters
CustomHelp
Actions
Quick
Reports
Dictionary
Export
HTML
Images
Import
Item
Images
Labels
Upgrade
Zooms
Saved Reports
PSForms
Quick
Reports
Reports
Statements
Zooms
Folders and File Locations
Server Folders
Folder
Contents / Comments
CounterPoint
(top-level directory)
Install.log
Unwise.exe
Locks/Resources
Companies.ini
Registration.ini
WorkstationSetup.exe
UpdatePracticeCompany.exe
RunAsSPCAdmin.exe
(Uninstall program)
(User count tracking files)
(Aliases and connection strings)
(CounterPoint registration file)
(Workstation setup program)
(Practice company utility)
(Release auto-update setup program)
System
Accounting Packages (.dts) for pre-defined export accounting systems
Actions External actions for toolbar buttons
CustomForms Pre-defined .xml files used if Simplified Add-on-the-fly is enabled for
Items or Customers
CustomHelp Template for user-defined online help files
Devices .xml, .icg, and .hex setup files for Radiant bundles and Certified
devices
Dictionary Columns/ColumnDesc and Tables/TableDesc
(System Dictionary files: Columns, Tables, Filters, Indexes, Lookups,
Toolbars, Messages, Zooms)
HTML HTML layouts for ticket entry tabs and totals
Images .bmp files for buttons and touchscreen
Labels Pre-defined label files and label queries
PSForms (Standard forms in .xml and .rpt formats) Such as:
Receipt1
SalesDraft1
SalesDraft2
PickingTicket1
Order1
PayInOut1
Invoice1
Layaway1
Receipt1TM-T88
Quick Reports Pre-defined quick reports
Reports CounterPoint ‘standard’ reports in Crystal format (*.rpt)
SMP Terminal ID’s when using CMP for draft capture
Upgrade Packages (.dts) for upgrading data into CounterPoint
Zooms Pre-defined zooms (.xml format) for customers, items, locations,
stores, users, vendors, purchase orders, A/R documents, store credits,
gift certificates, serial numbers
Adobe Acrobat reader
Acrobat
CPDialup
Programs used to set up dial-up electronic draft capture
Installing CounterPoint SQL
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07/17/09
Folders and File Locations
Folder
Contents / Comments
Scripts
Help
msPredefinedData.sql (forms, reports, and label jobs)
UpdateFrom*.sql
(update database to new version)
CounterPoint help documentation
<Company Alias>
Locks/Resources
(Company resource lock files)
Actions User-defined external actions for toolbars
CPOnline Online store capabilities
CustomerImages User-loaded customer images
CustomForms User-defined .xml files used in Data Dict. layout forms
CustomHelp User-defined online help files
Devices User-saved .xml files of device configuration
Dictionary Customized Dictionary files: Columns, Tables, Filters,
Indexes, Lookups, Toolbars, Messages, Zooms
Export Files exported using System/Utilities/Database Export
HTML User-defined html layouts for ticket entry tabs and totals
Images User-loaded touchscreen images
Import Files imported using System/Utilities/Database Import
ItemImages User-loaded item images
Labels User-defined labels
Parameters User-defined parameters
PSForms User-customized Point of Sale forms
QuickReports User-generated Quick Reports
Reports User-customized reports in Crystal .rpt format
SavedReports User-defined saved reports
Statements A/R Customer statements, if “Save copies to disk” enabled
Zooms User-customized zooms
Training
CounterPoint Training documents
Tutorials
CounterPoint Tutorials
Workstation Files
Files used when setting up a workstation
MSSQL
Binn
MSSQL server setup programs
Data
DemoGolf.mdf & DemoGolf.ldf
Install
Install files
Log
MSSQL error logs
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07/17/09
Folders and File Locations
Workstation Folders
Contents / Comments
Folder
Program Files
Install.log
Unwise.exe (Uninstall program)
(SQL executable program)
Bin CounterPoint.exe
GOPOSSetup.exe (generic OPOS setup program)
BWGAcces.exe
(BusinessWorks Gold interface)
SQLScriptUtility.exe (SQL script utility)
TableEditor.exe
If Utilities
DictionaryUpdate.exe
are installed:
DBSYS.exe
CompareDB.exe
CRView.exe
<Company> VerifyMenuCode.txt (Results of verifying menu code)
Verify
(Results of verifying database)
DBCompare
(Results of comparing database)
CounterPoint
Dashboard Files used to operate Dashboard
(Table of contents)
Help CounterPoint.cnt
CounterPoint.hlp
(CounterPoint help file)
frm*.hh
(Help index for each form)
pdf CounterPoint SQL documentation (Acrobat format)
TopLevelCache Up-to-date copies of system-defined data dictionary files
Training PDF version of all CounterPoint SQL training manuals
PeerDirect
Created only if PeerDirect has been installed on system
OPOS
OPOS common control objects
EuroPlus
NiceEngine NiceLabel Print Engine (Label Printing program)
Installing CounterPoint SQL
1-40
07/17/09
Viewing Environment Settings
Select System / Views / Environment Settings
•
Use to view current codes and versions in effect on a workstation
•
Click
to create an external file containing environmental
setting details
Identification tab
Contains information about
CounterPoint SQL and the
company where it is installed
User tab
Contains information about
the user who is logged into
CounterPoint on this
workstation.
Installing CounterPoint SQL
1-41
07/17/09
Viewing Environment Settings
Database tab
Contains information about the
database that the user is logged
into on this workstation.
Database Size tab
Contains information about the
size of the database that the user
is logged into on this workstation.
System tab
Contain information about the
computer system that is in use.
Installing CounterPoint SQL
1-42
07/17/09
Viewing Environment Settings
Versions tab
Contains information about the
version of components used to
run CounterPoint, including the
server software, Internet Explorer,
Microsoft Database Access
Components, DBISAM, and the
Crystal runtime.
Crystal tab
Contains information about the
version and location of each
Crystal runtime and viewer file
being used on this workstation.
Certifications tab
Contains information about
CounterPoint SQL certifications.
Installing CounterPoint SQL
1-43
07/17/09
Viewing Resources and Locks
Select System / Views / Resources and Locks
•
•
Use to view CounterPoint resources currently in use
Use to view the locks (i.e., batches, drawers, stations, etc.)
System tab
View information
about the users
who are logged
in to CounterPoint
on the system
Company tab
View company-specific
information about
the users logged in
to CounterPoint
Installing CounterPoint SQL
1-44
07/17/09
SECTION 2: SETTING UP SYSTEM DATA
Sequence of System Setup ...........................................................................1
Additional System Setup ...............................................................................2
Registering CounterPoint SQL ......................................................................3
CounterPoint SQL Base System ...................................................................4
CounterPoint SQL Options ............................................................................5
Company Configuration Overview.................................................................6
Setting Up Calendars ..................................................................................10
Setting Up the Company Record.................................................................12
Setting Up Account Numbers ......................................................................13
Profit Center Methods..................................................................................14
Using Quick Setup .......................................................................................23
Overview of Security....................................................................................26
Setting Up System Security Codes .............................................................28
Costs in CounterPoint SQL Transactions ...................................................29
Using Batches..............................................................................................35
Setting Up Batches ......................................................................................36
Using the Work Center ................................................................................37
Setting Up Workgroups ...............................................................................38
Setting Up Users..........................................................................................40
Setting Up User Preferences.......................................................................45
Setting up Workstations...............................................................................48
Defining Sales Taxes...................................................................................49
Setting Up Tax Categories ..........................................................................50
Setting Up Tax Authorities...........................................................................51
Exercise 1: Setting Up Tax Authorities ...................................................................... 55
Setting Up Tax Codes .................................................................................60
Exercise 2: Setting Up Tax Codes............................................................................. 61
Assigning Tax Codes...................................................................................62
Setting Up Bank Account Codes .................................................................63
Setting Up Currency Codes ........................................................................ 64
Exercise 3: Setting Up Currency Codes.....................................................................65
Setting Up Gift Certificate Codes................................................................ 66
Setting Up Stored Value Card Codes ......................................................... 67
Setting Up Pay Codes................................................................................. 68
Credit Card Defaults ................................................................................... 74
Setting Up Ship-via Codes.......................................................................... 75
Setting Up Commission Codes ................................................................... 76
Setting Up Menu Codes.............................................................................. 77
Setting Up Menu Codes – Menu Editor ...................................................... 78
Verifying a Menu Code ............................................................................... 81
Customizing Filters ..................................................................................... 82
Exercise 4: Customizing Filters..................................................................................86
Customizing Lookups.................................................................................. 91
Exercise 5: Modifying a Quick Report ........................................................................95
Setting Up Label Jobs............................................................................... 103
Pre-defined Label Jobs ............................................................................. 105
Pre-defined Label Files ............................................................................. 106
Setting Up Message Groups..................................................................... 107
Setting Up the Accounting Interface ......................................................... 108
Importing Account Numbers ..................................................................... 117
Importing and Exporting Vendors ............................................................. 118
Sequence of System Setup
Sequence for setting up a new company’s System data
After creating the database for a new company, you can start CounterPoint SQL and
begin to set up data for that company. System data must be defined prior to setting up
data for other parts of the software (such as Inventory or Point of Sale). Use these
menu selections to set up the minimum required System data.
1
Setup / System / Registration
You will need to register CounterPoint SQL when
initially setting up your company.
2
Setup / System / Calendars
Define at least one calendar for the current year.
3
Setup / System / Accounts
Set up the account numbers to which financial
entries (“distributions”) will be recorded as you post
transactions in CounterPoint SQL. You will need to
determine your chart of accounts prior to setting up
the account numbers here.
If you are using a "direct" interface accounting
application, you can instead import your account
numbers from the chart of accounts in your G/L
system.
Setup / System / Company
Set up the Company record.
Setup / System / Quick Setup
Define basic company-related information including
labels for miscellaneous charges and profile values.
5
Setup / System / Security
Codes
Define at least one security code that can be
assigned to users.
6
Setup / System / Workgroups
Define at least one workgroup that can be assigned
to users.
7
Setup / System / Users
Define at least one user.*
4
* Before you can select to make a user a Point of Sale user, you must first define
some Point of Sale data:
Setup / Point of Sale / Control
Set up the Point of Sale Control record.
Setup / Point of Sale /
Security Codes
Define at least one Point of Sale security code that
can be assigned to Point of Sale users.
Setting Up System Data
2-1
07/17/09
Additional System Setup
Additional set up is needed to use or perform these functions for a company:
8
Setup / System / Batches
Create user-defined batch ID’s, and
maintain all defined batches.
9
Setup / System / User Preferences
Define the specific settings for a user.
10
Setup / System / Configuration /
Workstation Preferences
Define the settings for a specific computer.
11
Setup / Inventory / Tax Categories
Define tax categories, which are assigned
to items.
12
Setup / System / Tax Authorities
Define authorities to which taxes are paid.
13
Setup / System / Tax Codes
Group tax authorities for purposes of
assigning to Store and Customer records.
14
Setup / System / Bank Account Codes
Define bank accounts for deposits.
15
Setup / System / Currency Codes
Define each currency accepted for tender.
16
Setup / System / Gift Certificate Codes
If you plan to sell gift certificates, define at
least one gift certificate code to use when
selling a gift certificate.
17
Setup / System / Stored Value Card
Codes
If you plan on processing stored value
cards, define at least one stored value
card code to use when processing SVC’s.
18
Setup / System / Pay Codes
Define each pay code accepted for tender.
19
Setup / System / Ship-via Codes
Define shipping methods.
20
Setup / System / Commission Codes
Define commission rates.
21
Setup / System / Menu Codes
Define restricted or customized menus.
22
Setup / System / Label Jobs
Create new label jobs or modify predefined label jobs.
23
Setup / System / Message Groups
Create groups to use for messages.
24
Setup / System / Accounting Interface
Specify settings for interfacing
CounterPoint data to accounting package.
25
System / Accounting / Utilities / Import
Accounts
For Direct accounting interfaces, import
accounts into CounterPoint.
26
System / Accounting / Utilities / Import
Vendors
For Direct accounting interfaces, import
vendor information into CounterPoint.
27
System / Accounting / Utilities / Export
Vendors
For Direct accounting interfaces, export
vendor information into accounting
package.
Setting Up System Data
2-2
07/17/09
Registering CounterPoint SQL
Select Setup / System / Registration
•
Blank registration or “Demo” code type restrictions:
Maximum user count of 5
100 items
50 customers
“For Demonstration Purposes Only” on reports
Maximum of 10 pages for all reports
Simulated EDC
To register, enter:
Name
User count (by machine for Windows, by login for Citrix)
Serial number
Select options to register: unchecked
= not registered
checked
grey check
= registered
= disabled
Registration data is stored in Registration.ini, located in top-level CounterPoint
directory on the server. A version-specific registration file is required to use
CounterPoint.
Setting Up System Data
2-3
07/17/09
CounterPoint SQL Base System
Module
Functionality
Point of Sale
Sales, returns, validated returns, orders, backorders, special orders,
layaways, holds, quotes, store credits, gift certificates, multi-currency
support, EBT support, stored value cards, tracking numbers, cash drop,
cash loans, and CMP credit card processing (First Data North through
PNC Merchant Services or Lynk)
Inventory
Items, 3-dimensional gridded items, tag-along kits, miscellaneous kits,
barcodes, 3 price levels, margin-driven pricing, special, promotional, and
contract pricing, mix-and-match pricing, average cost by location,
adjustments, physical count, transfers, transfer advice, and labels with
barcodes
Alternate units supported in all transactions that move inventory
Customers
Cash customers and multiple ship-to addresses
Loyalty programs and merge customer utility
Purchasing
Vendors, vendor item costs, purchasing advice report – Maximum,
Replenishment, or Days of Supply, purchase orders (including allocated
POs), receivings, adjustments, and RTVs
Sales History
Complete transaction history (including reprinting of journals), ticket
history, management history, and sales analysis reports
Dashboard interface for viewing Sales History data
Purge utility for ticket history and credit card settlement history
Ecommerce
Integration with CPOnline for publishing item catalog and accepting
orders from CPOnline website
Timecards
Track employee time worked
System
Messaging, manage gift certificates and store credits
Interface distributions to G/L, voucher receivings to A/P
Database utilities - verify data, database import and export functions,
ticket performance test, update pre-defined data, and migrate data
WAN operation is supported through the use of Workgroups and Clientspecific registry keys
Setup
Configuration and setup functions for all modules
Change field names on forms, add picture masks, constraints, and
change text of messages
Reports
Our pre-defined reports are provided in Crystal Reports (V10) format,
and we supply the Crystal runtime to print them
Customizable with Crystal Reports (purchased separately)
Save report parameters (public or private)
Quick Reports in lookup forms allow simple changes without requiring
Crystal Reports
Setting Up System Data
2-4
07/17/09
CounterPoint SQL Options
Option
Additional Functionality
Enterprise
Allows users to access full functionality of CounterPoint SQL
Advanced Orders
Allows users to complete order entry processing functions for
a single order or group of orders (available in an upcoming
release)
Advanced Pricing
6-level pricing
Location-specific pricing
Pricing location
Price by cell (single-cell line items)
Custom stored procedures for price rules
Credit Cards
Electronic draft capture/settlement using First Data North
(non-PNC Bank), First Data South, TSYS (VisaNet), Lynk, or
Paymentech
Data Interchange
Import and Export utilities for data migration
Gift Registry
Allows users to create / manage gift registries for customers
Hub
Primary server for Multi-Site operations
Kits/Bills of Material
Define the components needed to produce a sellable item
Multi-Site
Multi-store operations on separate servers with periodic
synchronization
Offline Ticket Entry
Allows users to continue ringing up sales and taking orders in
offline mode when workstations cannot connect to the
database server
Offline V2
Install, configure, and maintain an offline ticket entry system
Receivables
A/R charge customers, process cash receipts, reverse a cash
receipt transaction, finance charges, aging report, print
statements, customer adjustments, and pay-on-account
transactions in Point of Sale
Serial Numbers
Serialized items (sometimes or always), serial cost (only
always serialized items, historical transaction detail for each
serial number
Setting Up System Data
2-5
07/17/09
Company Configuration Overview
A Company will consist of a Location (Stocking Site) and Store (Selling Site).
The Store will be assigned a Workstation (Register) and associated with a Location.
All backend functionality is associated with the Location, while front end functionality is
associated with the Store.
A Company can have 1 Location and 1 Store or any number of each.
Inventory is tracked by its Stocking unit, but can be processed in up to 5 Alternate units.
Cost represents the amount you paid to stock the item and is tracked by average cost per
location.
Price-1 represents the amount a customer pays to purchase the item from you and is set by you
for each Location where the item is stocked.
Without Advanced Pricing Option – Normal Tracked Item (Prc-1, Prc-2, & Prc-3)
Example: Item GLOVE received at L1 @ a cost of 4.50.
You define a Prc-1 of 9.99.
L1
Workstation
S1
Example: Item GLOVE received at L1 @ 4.50, L2 @ 4.75, and L3 @ 4.99.
(Different cost due to purchasing freight fees allocated into cost.)
You define a Prc-1 of 9.99 for All (*) Locations.
L1
L2
L3
S1
S2
S3
Example: Item GLOVE received at L-DC1 @ 4.50 and then transferred to L-RW1 @
4.75 and L-RW2 @ 4.99. The item is then transferred to L1 @ 4.85, L2 @
4.95, L3 @ 5.25 and L4 @ 5.50.
(Different cost due to transfer freight fees allocated into cost.)
You define a Prc-1 of 9.99 for All (*) Locations.
L-DC1
L-RW1
L-RW2
L1
L2
L3
L4
S1
S2
S3
S4
Setting Up System Data
2-6
07/17/09
Company Configuration Overview
Without Advanced Pricing Option – Gridded Tracked Item
Example: Item SHIRT received at L1 @ a cost of 14.50
for S, M, & L and 14.75 for XL.
Item’s cost is average of all cells per location.
You define a Prc-1 of 29.99 for All (*) cells.
L1
S1
Example: Item SHIRT received at L1 @ 14.50 (S, M, & L) and 14.75 (XL), L2 @ 14.75
(S, M, & L) and 15.00 (XL), and L3 @ 15.00 (S, M, & L) and 15.25 (XL).
Item’s cost is average of all cells per location.
(Different cost due to purchasing freight fees allocated into cost.)
You define a Prc-1 of 29.99 for All (*) cells and All (*) Locations.
L1
L2
L3
S1
S2
S3
Example: Item SHIRT received at L-DC1 @ 14.50 (S, M, & L) and 14.75 (XL) and then
transferred to L-RW1 @ 14.75 (S, M, & L) and 15.00 (XL), and L-RW2 @
14.95 (S, M, & L) and 15.20 (XL). The item is then transferred to L1 @
14.95 (S, M, & L) and 15.20 (XL), L2 @ 15.15 (S, M, & L) and 15.30 (XL),
L3 @ 15.55 (S, M, & L) and 15.75 (XL) and L4 @ 15.75 (S, M, & L) and
16.00 (XL).
Item’s cost is average of all cells per location.
(Different cost due to transfer freight fees allocated into cost.)
You define a Prc-1 of 29.99 for All (*) cells and All (*) Locations.
L-DC1
L-RW1
L-RW2
L1
L2
L3
L4
S1
S2
S3
S4
Setting Up System Data
2-7
07/17/09
Company Configuration Overview
With Advanced Pricing Option – Normal Tracked Item (Gain Prc-4, Prc-5, and Prc-6)
Example: Item GLOVE received at L1 @ a cost of 4.50.
You define a Prc-1 of 9.99.
L1
S1
Example: Item GLOVE received at L1 @ 4.50, L2 @ 4.75, and L3 @ 4.99.
(Different cost due to purchasing freight fees allocated into cost.)
You define a Prc-1 of 9.99 for All (*) Locations
or define prices per location.
L1
L2
L3
S1
S2
S3
Example: Item GLOVE received at L-DC1 @ 4.50 and then transferred to L-RW1 @
4.75 and L-RW2 @ 4.99. The item is then transferred to L1 @ 4.85, L2 @
4.95, L3 @ 5.25 and L4 @ 5.50.
(Different cost due to transfer freight fees allocated into cost.)
You define a Prc-1 of 9.99 for All (*) Locations
or define prices per location.
L-DC1
L-RW1
L-RW2
L1
L2
L3
L4
S1
S2
S3
S4
Setting Up System Data
2-8
07/17/09
Company Configuration Overview
With Advanced Pricing Option – Gridded Tracked Item
Example: Item SHIRT received at L1 @ a cost of 14.50
for S, M, & L and 14.75 for XL.
Item’s cost is average of all cells per location.
You define a Prc-1 of 29.99 for All (*) cells
or define cell-specific prices.
L1
S1
Example: Item SHIRT received at L1 @ 14.50 (S, M, & L) and 14.75 (XL), L2 @ 14.75
(S, M, & L) and 15.00 (XL), and L3 @ 15.00 (S, M, & L) and 15.25 (XL).
Item’s cost is average of all cells per location.
(Different cost due to purchasing freight fees allocated into cost.)
You define a Prc-1 of 29.99 for All (*) cells and All (*) Locations.
or define cell-specific prices per location.
L1
L2
L3
S1
S2
S3
Example: Item SHIRT received at L-DC1 @ 14.50 (S, M, & L) and 14.75 (XL) and then
transferred to L-RW1 @ 14.75 (S, M, & L) and 15.00 (XL), and L-RW2 @
14.95 (S, M, & L) and 15.20 (XL). The item is then transferred to L1 @
14.95 (S, M, & L) and 15.20 (XL), L2 @ 15.15 (S, M, & L) and 15.30 (XL),
L3 @ 15.55 (S, M, & L) and 15.75 (XL) and L4 @ 15.75 (S, M, & L) and
16.00 (XL).
Item’s cost is average of all cells per location.
(Different cost due to transfer freight fees allocated into cost.)
You define a Prc-1 of 29.99 for All (*) cells and All (*) Locations.
or define cell-specific prices per location.
L-DC1
L-RW1
L-RW2
L1
L2
L3
L4
S1
S2
S3
S4
Setting Up System Data
2-9
07/17/09
Setting Up Calendars
Select Setup / System / Calendars
•
Use to define for each year:
− valid date range for transactions
− seasons (Defaults to a 3 month period, but can be changed)
− months
− weeks
Click
to set default dates for Seasons, Months, and Weeks
Specify the ending date for first
week and whether to use Dates or
Week Numbers as the week names.
Setting Up System Data
2-10
07/17/09
Setting Up Calendars
Months tab
Weeks tab
Setting Up System Data
2-11
07/17/09
Setting Up the Company Record
Select Setup / System / Company
Payment Application Best
Practices requires:
− Use of complex passwords
− Minimum of 7 characters
− Maximum 90 days valid period
− PCI recommends 6 login
attempts
− Minimum of 4 passwords
before re-use
Name
Name change here results in company name change in
Companies.ini (connection string) and vice-versa
Century offset years
How many years ago does 100-year century “window”
start, relative to Current calendar year?
Calendar currently in effect
Current calendar
Hide company from
unregistered workstations
Use passwords
Use Windows authentication
Domain path
Require complex passwords
Min password length
Days password is valid
Number of failed login
attempts allowed
Number of unique
passwords before re-use
Main acct start pos
Main acct length
Profit center start pos
Profit center length
Setting Up System Data
Can company be accessed from an unregistered
workstation?
Indicate whether to use passwords
Indicate whether to support Windows authentication
(Supports biometric ID, if fingerprint reader enabled)
(CISP compliance is NOT checked)
Indicate the path to use for password authentication
against a Windows domain
Do passwords require both letters and numbers?
Minimum length of a new password
If 0, passwords can be any length
Password must be changed after this many days
If 0, passwords do not expire
Number of attempts allowed to login
Number of passwords that must have been used before a
password can be re-used
Starting position of the main account characters in an
account number and number of characters in length
If using profit centers, starting position of the profit center
characters in an account number and number of
characters in length
2-12
07/17/09
Setting Up Account Numbers
Select Setup / System / Accounts
•
20 characters, numeric or alphanumeric
•
Position and size of main account and profit center defined in Company table
•
Can be imported from G/L accounting software, after accounting interface has
been defined (direct interface packages)
•
Full account numbers entered in other functions, even if only profit center
portion is used
Account
Enter the characters to represent the account
Description
Enter the description of the account
Valid posting account
Indicate whether account distributions can be made to this
account
Valid main account
Indicate whether the Main account portion of the account
number is a valid Main account
Valid profit center
Indicate whether the Profit Center portion of the account number
is a valid Profit Center
G/L account
If interfacing account information to a third-party software,
account number to link to in accounting package instead of
Default account
Default
Based on accounting interface definition, account number in
accounting package that this CounterPoint account number will
link to
Setting Up System Data
2-13
07/17/09
Profit Center Methods
•
Profits for a company can be tracked at various levels.
The “Profit Center Method”
that is selected impacts which
account number’s valid profit
center portion is used to
replace the profit center
portion of the specified
account number.
If Profit center Account number
method is
specified must be
What profit center is used
Location
Valid main account
Profit center portion of the account
number will be replaced with location’s
profit center
Store
Valid main account
Profit center portion of the account
number will be replaced with store’s
profit center
Document
Valid main account
Profit center portion of the account
number will be replaced with
document’s profit center
Category
Valid main account
Profit center portion of the account
number will be replaced with those from
item category’s profit center
Sub-category
Valid main account
Profit center portion of the account
number will be replaced with those from
sub-category’s profit center
None
Valid posting account
Both main and profit center segments
are derived from the same account
number
Setting Up System Data
2-14
07/17/09
Setting Up the Company Record
Address tab
Enter the company’s
address.
Contacts tab
Enter the information
for the contact
individuals for the
company.
Setting Up System Data
2-15
07/17/09
Setting Up the Company Record
Distributions tab
Indicate whether to
retain detailed
distributions for
each transaction
type
Reference tab
Select the reference
text to include with
distributions for
each transaction
type
Setting Up System Data
2-16
07/17/09
Setting Up the Company Record
Gift certificates tab
•
Enable the sale and redemption of gift certificates
Use gift certificates
Enable the use of gift certificates for the company
Valid at other stores
Enable the use of gift certificates at other stores
Minimum redemption percent What percentage of the original gift certificate value must
be redeemed the first time the certificate is used?
For example, if minimum is 80%, customer must redeem
at least $80 of a $100 certificate the first time it is used
and the remaining $20 would have to be redeemed in full
the next time the certificate is used
Closed gift certificate journal
Print distributions
When gift certificates are closed, using System / Gift
Certificates / Close Gift Certificates, should journal be
displayed, printed, or skipped?
Should distributions be printed on the journal?
Expiration
Always valid
Months valid
Use end of month
Are gift certificates always valid (no expiration), or how
many months after issuance will they expire and will it be
at the end of the last month?
Additional setup:
Gift certificate codes (Setup / System / Gift Certificate Codes)
Gift certificate pay code (Setup / System / Pay Codes and
Setup / Point of Sale / Stores)
Setting Up System Data
2-17
07/17/09
Setting Up the Company Record
Store credits tab
•
Enable the issuance and redemption of store credits
Use store credits
Enable use of store credits for this company
Valid at other stores
Enable use of store credits at other stores
Closed store credit journal
When store credits are closed, using System / Store
Credits / Close Store Credits, should journal be
displayed, printed, or skipped?
Should distributions be printed on the journal?
Print distributions
Store credit liability
Store credit redemption
Store credit forfeit
G/L account for distributions of store credits that are
newly issued, redeemed, and forfeited
Account entered must be a valid posting account if
Profit center method is “None”
If Profit center method is “Issuing store” or “Redeeming
store” the account must be a valid main account
Expiration
Always valid
Months valid
Use end of month
Are store credits always valid (no expiration), or how
many months after issuance will they expire and will it be
at the end of the last month?
Additional setup:
Store Credit pay code (Setup / System / Pay Codes and
Setup / Point of Sale / Stores)
Setting Up System Data
2-18
07/17/09
Setting Up the Company Record
Stored Value Cards tab
•
Enable the use of stored value cards
Use stored value cards
Indicate whether to use stored value cards
SVC processor
Select the processor to use: First Data, Stored Value
Systems, Paymentech, or GIftLynk
CPGateway is required
Minimum activation amount
Indicate the minimum amount required to activate card
Minimum recharge amount
Indicate the minimum amount required to increase card
balance
Maximum refund amount
Indicate the maximum amount that can be refunded
Maximum cash back amount
Indicate the maximum amount that can be given back as
cash
Require PIN for manual entry
Indicate whether to require a PIN for manual entry
(available if using Stored Value Systems or Paymentech)
Setting Up System Data
2-19
07/17/09
Setting Up the Company Record
Gift Registry tab
•
Enable the use of gift registries
Use gift registries
Indicate whether to use gift registry functionality.
Valid at other stores
Can a registry at one store be accessed from other stores?
Months valid
For how many months will the gift registry be available?
Setting Up System Data
2-20
07/17/09
Setting Up the Company Record
Other tab
Timecards
Use timecards
Indicate whether to use timecards
Allow clock-in if already
clocked-in
If a user is ‘clocked-in’, can they ‘clock-in’ again? If so, after
how many minutes?
Treat as ‘clocked-out’
after
If a user did not ‘clock-out’, how long before CounterPoint
‘clocks them out’?
Allow clock-out without
clock-in
Will user be allowed to ‘clock-out’ with out ‘clocking-in’?
Default to current user
Should CounterPoint default to the current user in the
Timecard function?
Performance
Max rows in lookups
When performing a lookup on a table, how many records
("rows") should be displayed?
Fewer records results in faster lookups
Max rows in table view
When using table view, how many records should be
displayed?
Use fast open
Indicate whether to load one record at a time for maintenance
functions.
If enabled, the function opens faster, but access via
Next/Previous VCR buttons is slightly slower
If enabled, the x of y record button will not function on toolbars
Setting Up System Data
2-21
07/17/09
Setting Up the Company Record
Other tab
Creates batches with ID
of DEFAULT for every
module and transaction
type that doesn’t already
have a ‘Default’ batch
New user setup
Copy user batches
Copy user drawers
Copy user preferences
When adding a new user and using the Copy-from
function, indicate whether to copy:
- user batches
- user drawers
- user preferences
Show User Batches form
Show User Drawers form
Show User Preferences form
After saving a new user, indicate which forms should
automatically appear:
- User Batches
- User Drawers
- User Preferences
Messages
Refresh messages every
Purge messages every
Setting Up System Data
How often should messages be refreshed?
How often should messages be purged?
2-22
07/17/09
Using Quick Setup
Select Setup / System / Quick Setup
•
Use to quickly configure various company settings
•
Select profile fields, item attributes, and miscellaneous charges to use
•
Specify display labels for each
Company tab
Enter the company name
and address.
Indicate whether to use
passwords.
Enter the current calendar year.
Enter a single tax percent to use.
Indicate whether to use gift
certificates and store credits.
Select the default label printer.
Setting Up System Data
2-23
07/17/09
Using Quick Setup
Defining Profile fields, Item Attributes, and Miscellaneous charges
•
Indicate whether to use the associated profile value, item attribute, or
miscellaneous charge for Items, Customers, Purchasing, and Point of Sale
•
Enter the display label for each
•
Click
•
Define the account for miscellaneous charges
Setting Up System Data
to define valid responses for code profiles and attributes
2-24
07/17/09
Using Quick Setup
Configuring Credit Cards processing
Enter your merchant number.
Select the processor to use.
Select the industry type.
Enter the authorization and
settlement terminal IDs.
Indicate whether to use
CPGateway.
If using CPGateway, enter your
CPGateway merchant #.
Select your operating mode.
If using CPGateway, indicate
whether to directly authorize
American Express payments.
If using AmEx direct, enter your American Express “Service Establishment”
number.
Indicate whether to use debit cards and / or checks.
, to allow
Click
CounterPoint to construct a Terminal ID
based on information provided by the
processor.
Click
to configure information for the processor.
Select check service.
Enter your tax ID number.
Setting Up System Data
2-25
07/17/09
Overview of Security
Levels of Security
Level 1
Windows/network login and password
CounterPoint programs and users need the ability to Read/Write/Create/
Delete files in the top-level CounterPoint directory on the server.
Level 2
Database Server login and password
Security for MSSQL can be handled using different database user IDs and
passwords, or through Windows integrated security. The first time you
start CounterPoint on a workstation and specify a company, you are asked
for the database user ID and password. When you start CounterPoint in
the future on that same workstation, it automatically uses the same user
ID and password, and the Database Login dialog does not appear. Each
user can have a different database user ID and password.
Level 3
Within CounterPoint SQL:
CounterPoint user login
Each user must have a user ID that they use to log in to
CounterPoint. You can also disable the Login for a user, preventing
them from running CounterPoint SQL.
Passwords
Passwords can be required and can have a minimum length and
expiration date. Users can be forced to change their password after
logging in. A maximum number of password entry attempts can be
established before user’s login is disabled. A minimum number of
unique passwords can be set, before a user can reuse a prior
password.
Windows authentication
Each user can use their Windows authentication or biometric ID to
log in to CounterPoint. A fingerprint reader must be enabled for the
biometric ID.
Setting Up System Data
2-26
07/17/09
Registered Workstations
CP Services checks to verify which workstations are registered.
Based on the Company settings, you are allowed to access only
registered workstations, or both registered and unregistered
workstations.
User’s System Security code
Each user is assigned a system security code, and the same
security code can be assigned to multiple users. The system
security code contains the system-level authorizations for a user,
such as whether protected changes or cost entry is permitted.
The system security code also dictates, through its menu code, the
CounterPoint menu selections that are available for a user.
User’s active workgroup
Each user is assigned a “primary” workgroup. If permitted, when
logging in to CounterPoint, a user can change his workgroup for
that session. The workgroup controls what “this location” and “this
store” is used for that session, and whether other locations or
stores can be used during the same session.
Point of Sale security code
Each Point of Sale user is assigned a Point of Sale security code.
The Point of Sale security code contains the authorizations for a
user to access certain PS menu selections and to perform sensitive
functions when entering Point of Sale documents.
Batch security
If a user has a user batch defined for a specific type of transaction,
that is the only batch they can use, and access to other batches is
not permitted.
Setting Up System Data
2-27
07/17/09
Setting Up System Security Codes
Select Setup / System / Security Codes
•
Use to define system authorizations for a user or group of users
•
Assign one security code to each user
Use to select / clear all check
boxes on this tab
Menu code
ID of custom menu (if used) for users assigned this system
security code
Allow cost entry
User can view and enter cost for any non-PS activity.
If not selected, default cost for activity is automatically used
View costs
If user cannot enter costs, can they view them in lookups,
filters, and quick reports?
Costs do not print on standard reports and journals if user is
not authorized to view costs
Allow other locations
Can this user enter non-PS transactions for locations other
than “This location” specified in their workgroup?
Allow other stores
Can user enter sales for stores other than “This store ID”
specified in their workgroup?
Allow management
console
Can this user access the Management Console for managing
a Multi-Site environment?
Setting Up System Data
2-28
07/17/09
Costs in CounterPoint SQL Transactions
Transaction Type
User is authorized
to enter costs
User is not authorized
to enter costs
Receivings
Quick Receivings
• Default = cost entered on PO • Automatically uses vendor item
cost or location last cost
• Default = vendor item cost or
location last cost
User cannot enter PO misc chgs
User can enter different cost or (uses default of .00)
use accounting cost*
User can enter PO misc chgs
•
Inventory /
Adjustments
• Default = location avg. cost
Physical Count
For all users (authorization to enter costs is ignored), automatically
uses frozen cost or accounting cost*, based on Setup / Inventory /
Control setting
Sales/Returns
For all users (authorization to enter costs is ignored):
Inventory items: Uses accounting cost*
Misc. items:
Uses entered cost for “Prompt for cost” items
(anyone can enter),
or
Uses “Cost of goods sold %” to calculate as
percent of selling price
User can enter different cost or
use accounting cost*
• Automatically uses accounting
cost*
accounting cost = location average cost at time of posting
Setting Up System Data
2-29
07/17/09
Setting Up System Security Codes
Authorizations tab
Allow protected changes
Can user access protected change fields?
Other users’ preferences
Ability to access other users in Setup / System / User
Preferences
Allow message suppression
Can user suppress messages that have a Do not
show again checkbox?
Re-enable message display by selecting Show
suppressed messages in Setup / System / User
Preferences
A/R document maintenance
Can user run Maintain A/R Documents under
Customers / Utilities?
Gift certificate maintenance
Can user run Maintain Gift Certificates under
System / Gift Certificates?
Store credit maintenance
Can user run Maintain Store Credits under System /
Store Credits?
Maintain public report parameters
Maintain private report parameters
Maintain import/export parameters
Create report parameters available for all users?
Create report parameters available only for the user
who created it?
Create report parameters for importing/exporting?
Allow margin-driven pricing during
receivings
During receiving, can this user set the price for
an item based on specified margin parameters?
Setting Up System Data
2-30
07/17/09
Setting Up System Security Codes
Authorizations tab cont.
Customizations
Customize data dictionary
Can user make changes to the data dictionary?
Customize filter dictionary
Can user save customized filters?
Customize lookup dictionary
Can user save customized lookups?
Customize text dictionary
Can user make changes to the text dictionary?
Customize zoom dictionary
Can user save customized zooms?
Save customized data grids
Can user save column changes made in functions with line
item entry grids?
Customize toolbars
Can user customize toolbars?
Setting Up System Data
2-31
07/17/09
Setting Up System Security Codes
Authorizations tab cont.
Credit cards
Manually authorize credit cards
Can user "force" authorization by manually entering
authorization code?
Skip AVS checking
Override AVS mismatch
Override AVS unavailable
Skip CVV/CID checking
Override CVV/CID mismatch
Override CVV/CID unavailable
Can this user skip address verification or CVV /CID
checking for a credit card transaction? If enabled for store,
can user override an address or CVV/CID discrepancy, or
bypass address verification or CVV/CID when the service
is unavailable?
Note: Enable "Allow address entry" for AVS in Setup /
Point of Sale / Stores if any user is allowed to skip
checking or override discrepancies
View credit card numbers
Can user view an encrypted credit card number?
Setting Up System Data
2-32
07/17/09
Setting Up System Security Codes
Transaction Dates tab
Previous trx # months
Allow trx for last calendar
User can enter transactions for this many previous months
If previous month(s) fall in prior year, must also be allowed
to enter transactions for last year
Future trx # months
Allow trx for next calendar
User can enter transactions for this many future months
If future month(s) are in next year, must also be allowed to
enter transactions for next year
Earliest valid date
Latest valid date
Based on the above settings, range of valid transaction
dates
If a user tries to save a transaction outside of
their allowed date range, the following error
message will appear.
If a user tries to post a transaction outside of their allowed date range, the following
error message will display on the Edit List.
Setting Up System Data
2-33
07/17/09
Setting Up System Security Codes
Timecards tab
Clock-in/Clock-out
Users settings for clock-in/clock-out: Allowed,
Required, or Not allowed
Show timecard warnings
Indicate whether to display warnings for timecards
Prompt for clock-in at login
Indicate whether to prompt the user to clock-in when
logging in to CounterPoint
Prompt for clock-out at logout
Indicate whether to prompt the user to clock-out when
logging out of CounterPoint
Setting Up System Data
2-34
07/17/09
Using Batches
•
•
•
•
•
To group non-document transactions for entry and posting
Batch ID and Transaction type retained in history with posted transactions
Allows multiple users to enter transactions simultaneously in same or
different batches
Allows multiple users to post different batches simultaneously
(batch locked during posting)
Batch ID must be defined prior to entry of these transaction types:
Inventory
Customers
•
Inventory adjustments
Quick transfers
Transfer in
Transfer out
Quick assembly
Customer adjustments
Cash receipts
Loyalty Point Adjustments
Finance charges
Purchasing Purchase requests
Receivings
Quick receivings
Returns to Vendor
Purchasing Adjustments
Select System / Work Center to view unposted batches
When transaction entry function is started:
•
Automatically uses “User ID” batch if found
or
Automatically uses “Workgroup ID” batch if found and user ID batch not found
or
Automatically uses “DEFAULT” batch ID if found and user ID batch or
workgroup ID batch not found
or
Automatically uses “User-defined batch ID” if it is the only one defined for
transaction type
•
If no ‘Automatic’ batch is assigned
Requests selection of batch ID from lookup dialog
Select different batch using File/Change batch (or Ctrl+G)
•
Displays current batch ID on title bar
•
For each batch ID, displays how many transactions in batch (“Count”) and sum of
dollars or quantities
Setting Up System Data
2-35
07/17/09
Setting Up Batches
Select Setup / System / Batches
•
Use to maintain individual batch IDs
Batch
Alphanumeric characters for batch ID
Batch type
Type of transactions allowed in batch
Description
Batch description
Multiple use
After all transactions in batch are posted, delete batch ID (single use)
or allow batch ID to be re-used
Created by
User who created the batch
Created on
Date batch was created
Note: Use
in Setup/System/Users to create “User ID” batches
for every module and transaction type.
Use
in Setup/System/Workgroups to create “Workgroup ID”
batches for every module and transaction type.
Use
in Setup/System/Company to create "DEFAULT"
batches for every module and transaction type.
Setting Up System Data
2-36
07/17/09
Using the Work Center
Select System / Work Center
•
•
•
•
•
View unposted batches: select Workgroup, Batch and Type
Create new transactions
Edit existing transactions
Cannot edit another users transaction, if not authorized for the batch
Post existing transactions
Setting Up System Data
2-37
07/17/09
Setting Up Workgroups
Select Setup / System / Workgroups
•
Use to define groups of users who share the same location or store
(WAN and Multi-Site configurations)
Create “Workgroup ID”
batch for each
transaction type
When logged in with this workgroup:
This location
What’s the default location for non-POS activities?
User’s system security code controls whether other locations
can be entered for non-POS transactions
This store ID
What’s the default store?
User’s system security code controls whether sales for other
stores can be entered
PS user defaults to
What’s the default User ID when logging in to ticket entry?
Location group
What’s the default location group for non-POS activities?
This site ID
Restrict site ID
Domain path
With the Multi-Site Option: what is the specific site for this
workgroup, is this workgroup restricted to this site, and domain
to which this workgroup is assigned (must be using Windows
authentication)
Template item number
Template customer #
Item or customer whose values display as defaults when
defining a new item or customer
Item lookup shows
When using an item lookup on a transactional form, which set
of data should be displayed?
Check vendors’ item
numbers
Are vendor item numbers used to specify an item?
Use Gel Menu Buttons
Are gel menu buttons used?
Setting Up System Data
2-38
07/17/09
Setting Up Workgroups
Numbers tab
•
Identify next auto-assign value to use for each type of document or activity
when entered by a user logged in to this workgroup
•
Use different series for each workgroup to ensure duplicate values don’t
occur
If checked, uses the Purchase
Request # as the PO #.
If not checked, Next PO number
is required.
Next xxxxx number
Next auto-assigned number when adding new record
If next number is blank, user will be required to manually key in
number when adding new record.
Always auto-assign
If Always auto-assign, must use system-assigned number and
user-entered number is not allowed
Next event number
Cannot be left blank
Next barcode
Next barcode number when automatically assigning barcodes to
an item
Setting Up System Data
2-39
07/17/09
Setting Up Users
Select Setup / System / Users
•
•
Define each CounterPoint SQL user
Use the “Copy from user” function to quickly add a new user
Access
Setup / System / User
Preferences
Create “User ID” batch
for each transaction type
General
Employee #
Department
User-defined number to associate with this employee
The department associated with this employee
Workgroup
Allow other workgroups
Default workgroup; sets default location and store for user
Can user change to a different workgroup when logging in?
Sales rep
Is this a sales rep? Define at least one sales rep
Commission code
Code that defines commission structure for sales rep
Valid buyer
Can user be entered as a buyer in Purchase Request/Enter?
Setting Up System Data
2-40
07/17/09
Setting Up Users
If passwords are being
used, set password
System security
Security code
Controls system authorizations for user
Login disabled
Prevents user from logging in next time
Require password change
Requires user to enter new password at next login
Last pwd change
Date user last changed password
System activity
System-maintained information about this user:
Last login
Last workgroup
Last workstation
Setting Up System Data
−
−
−
Last time this user logged in
Last workgroup used by this user
Last workstation used by this user
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07/17/09
Setting Up Users
Access Setup / Point of
Sale / User Drawers
Point of sale
Point of Sale user
Can user access Point of Sale/Tickets and Point of
Sale/Drawers menu selections?
Point of Sale manager
Is user a manager?
Manager can perform security overrides for other users, if
manager is authorized for same function
Security code
Security code that controls authorizations while in Ticket Entry
or Touchscreen. (Required for Point of Sale user)
Last store used
Last station used
Last drawer used
Last store, station, and drawer used by user in Ticket Entry
Used as defaults next time when logging into Ticket Entry, if
store is set to use them
Last login
Last workgroup
Last workstation
Last date and time user logged in to Ticket Entry
Last workgroup user used in Ticket Entry
Last workstation user used in Ticket Entry
Setting Up System Data
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Setting Up Users
Message
Message manager
Can user manage the message center?
Send instant message
Can user send an instant message?
Setting Up System Data
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07/17/09
Setting Up Users
Contacts tab
•
Enter the user’s address and information for contact individuals.
Setting Up System Data
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07/17/09
Setting Up User Preferences
Select Setup / System / User Preferences
•
Settings for user when running CounterPoint on any computer
Home action
Open home action at startup
“Base” menu selection, accessible by clicking
on menu taskbar
Automatically start Home action when logging in?
Main menu style
Style of CounterPoint main menu: Explorer, Tree,
Standard, or Buttons
Button Style
If using Buttons menu style, configure size and
appearance of buttons for this user
Windows settings change color scheme for buttons
Setting Up System Data
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07/17/09
Setting Up User Preferences
User Interface tab
Show forms on taskbar
Show open CounterPoint selections on Windows taskbar?
Allow multiple form
instances
Permit a single menu selection to be open more than once
on same computer
Implied decimal points
In Ticket Entry, assume two decimal positions for money
fields: prices, misc charges, tax overrides, etc.
Show suppressed
messages
Show messages that this user previously selected to
suppress (Do not show again check box)?
Enable customizations
Enable use of all custom dictionaries (data, text, lookups,
filters, and zooms), reports, forms, etc.
Turn off to use only system dictionaries
Use simplified filters
Initially display all filters in simplified format
Maintenance forms
Document forms
Remember last view
Initial setting - Record view or Table view - for Maintenance
and Document forms
Default font
Default touchscreen font
Set font for column names on forms
Set font for column names in Touchscreen
Print button produces
When you click
, print active record (screenshot), or
print active record as a list report
Negative number color
Required color
Display color for column background for numbers that are
negative or display color for label for required columns
Scheme
Toolbar scheme: Default, Simple, or V7
Setting Up System Data
When user returns to same form, remember last view used
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Setting Up User Preferences
Message tab
New message font
What font should be used for messages?
Reply / Forward font
What font should be used for replies or forwarded
messages?
Instant message sound
file
What audio file should be used to indicate an instant
message has been received?
New message sound file
What audio file should be used to indicate a new message
has been received?
Reading pane visible
Should the message reading pane be visible?
Setting Up System Data
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Setting up Workstations
Select Setup / System / Workstations
•
Settings on a specific computer when running CounterPoint
When using this workstation:
Site server
Machine name
Description
Default workgroup
Allow other workgroups
Which server is this workstation associated with?
Which machine is this workstation associated with?
Description for this workstation.
Which workgroup is assigned to this workstation?
Allow different workgroup to be specified when logging in
to CounterPoint on this computer?
Workstation Preferences
Touchscreen mode
Skip user login dialog
Provide button for pop-up keyboard / keypad, and larger
buttons throughout CounterPoint including lookups?
Should the user log in dialog display when starting
CounterPoint?
POS Settings
Default station
Allow other stations
Which POS station is assigned as the default?
Allow a different station to be specified in ticket entry?
Default drawer
Allow other drawers
Which drawer is assigned as the default?
Allow a different drawer to be specified in ticket entry?
Advanced options
Enable ticket entry event
logging
Enable POS device logging
Setting Up System Data
Enable logging for each keystroke in Ticket Entry?
Enable logging for POS devices?
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Defining Sales Taxes
Tax code
assign to each store;
optionally assign to customers and shipping addresses
Tax authority 1 (state)
Rule 1
Rule 2
Rule 3
Tax authority 2 (county)
Rule 1
Rule 2
Tax authority 3 (city)
Rule 1
Rule 2
Rule 3
Tax authority 4, etc.
Each rule defines:
− Tax percentage (up to 3)
− Whether to use penny tax table
− Account number for G/L
− If tax holiday is in effect, and dates of holiday
− Is tax itself taxable by a different authority?
− Which ticket items are affected ("tax categories")
− Minimum unit taxable amount
− Maximum unit taxable amount
− Per unit tax amount
− Whether to tax gift certificates
− Whether to tax stored value cards
− Whether to tax miscellaneous charges (e.g., "freight")
Setting Up System Data
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Setting Up Tax Categories
Select Setup / Inventory / Tax Categories
•
Use to define categories to assign to items that have special sales tax
requirements
Setting Up System Data
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Setting Up Tax Authorities
Select Setup / System / Tax Authorities
•
Tax authorities or jurisdictions to which taxes are paid
•
Different authority for each tax that must be tracked separately
•
Will be used to enter list of tax authorities for each customer tax code
Main tab
Enter the address
for the authority.
Contacts tab
Enter the information
for the individual you
contact at this authority.
Setting Up System Data
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Setting Up Tax Authorities
Rules tab
Main tab
Rule
Description
Name and description of this rule for the authority
Multiple rules are processed in the order they appear
Tax account
Profit center method
Account number to update for taxes collected by this rule, and
method to determine profit center: None, Document, or Store
Rounding method
Method to use when rounding tax amount to two decimals:
None, Down, Up, or Normal
Use tax holiday
Begin date / End date
Exclude this rule when calculating tax during the specified dates
Tax is taxable
No =
Setting Up System Data
Tax for this rule is not subject to tax, and this rule does
not charge tax on any other tax
Yes = tax for this rule is assessed tax by other rules in this tax
code that are set to Charge tax on other rules, but this
rule does not charge tax on taxes from other rules
Charge tax on other rules = tax for this rule is not taxed by
a different rule, but this rule charges tax on taxes for
other rules with "Tax is taxable" set to Yes
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Setting Up Tax Authorities
Rules tab
Applies to tab
Rule applies to
Tax categories
Does this rule apply to:
- all line items on the ticket
- only items with the specified tax categories (up to 6)
- all items except those with the specified tax categories
- no items (if rule is only for gift certificates, stored value cards,
or misc charges)
Tax amt below min
Assess tax for this rule only if item's unit price (per stocking unit)
exceeds this amount
Indicate whether the amount below the minimum is taxed
Max unit taxable amt
Unlimited
Stop assessing tax for this rule when item's unit price reaches
this amount, or "unlimited" if no maximum
Stop charging tax
To stop assessing tax for subsequent rules within this tax
authority (rules for other authorities within the tax code are used)
Min unit taxable amt
Tax gift certificates
Indicate whether to assess tax on sold gift certificates
Tax stored value cards
Indicate whether to assess tax on activated stored value cards
Tax misc charge 1-5
Indicate whether to assess tax on miscellaneous charges
Setting Up System Data
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Setting Up Tax Authorities
Rules tab
Tax tab
Tax percent 1-3
On taxable amount over
Up to three tax rates to assess for this rule, and minimum
amount to which the tax rate applies
Per-unit tax
To assess a fixed dollar amount as the tax for each unit
purchased (e.g., tax for each gallon of gas or for each pack of
cigarettes)
Use penny tax table
To control the amount of tax to collect for the penny portion of
an item's price
Click
to define the
penny tax table
Setting Up System Data
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Exercise 1: Setting Up Tax Authorities
Try it Yourself!
SCENARIO:
You are opening a new store in Indiana and need to add Indiana as a tax authority for
your store. Indiana charges a flat 6% tax on purchases over .08 cents.
Department of Revenue
Contact: Taxpayer Services
100 N Senate Ave.
Phone: 317-233-4015
Indianapolis, IN 46204
URL: www.in.gov
This exercise demonstrates how to:
• Add a new tax authority
• Create a tax rule
Here are the steps that you will need to complete:
1. Select Setup / System / Tax Authorities
2. Enter Indiana at “Tax authority” and Indiana Department of Revenue at “Name”
3. Enter the address for the Indiana Department of Revenue
Setting Up System Data
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4. On the Contacts tab, enter the contact, phone, and URL information
5. On the Rules tab-Main tab, enter INTAX at “Rule” and Indiana State Sales Tax at
“Description”.
Select Store at “Profit center method” and the Sales tax payable for “Account”.
Indiana rounds up half pennies, so select Normal for the “Rounding method”.
Setting Up System Data
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6. On the Rules tab-Applies to tab, select for this rule to be applied to All lines, with no
Minimum or Maximum unit taxable amount. Subsequent tax rules will apply. The tax is
not charged on gift certificates, stored value cards, or miscellaneous charges.
7. On the Rules tab-Tax tab, enter 6 at “Tax percent 1” and .08 at “On taxable amount
over”.
8. Save the new tax authority.
--------------------------------------------END OF EXERCISE---------------------------------------------
Setting Up System Data
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Setting Up Tax Authorities
Tax Calculation Example #1
For a single tax authority, the following rules are defined in the order shown:
Rule LUX
Applies only to tax category LUXURY
Stop charging tax = No
Tax is taxable
= Yes
Tax rate
= 10%
Rule
FOOD
Applies only to tax category FOOD
Stop charging tax = Yes (subsequent rules do not assess tax)
Tax is taxable
= No
Tax rate
= 6%
Rule
TAX
Applies to All lines
Stop charging tax = No (doesn't matter - last rule for the authority)
Tax is taxable
= Charge tax on other rules
Tax rate
= 7%
The following items are sold on a ticket:
Diamond
Hot dog
Computer
Price: $1000
Price: $5
Price: $500
Tax category: LUXURY
Tax category: FOOD
(no tax category)
Calculating the tax:
Rule
LUX
FOOD
TAX
Taxable amount
Tax amount
$1000 10%
=
$100.00
$5
6%
=
$ 0.30
($1500 + $100)* 7% =
$112.00
---------Total
$212.30
* $1500 = Prices for Diamond + Computer
$ 100 = Taxable Tax on LUXURY category
Setting Up System Data
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Setting Up Tax Authorities
Tax Calculation Example #2
Tennessee State
"SINGLEMAX" rule
Setting Up System Data
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Setting Up Tax Codes
Select Setup / System / Tax Codes
•
Use to list all tax authorities for which taxes will be collected for a single sale
•
Assign a tax code to each store and, optionally, to any customer
and/or customer shipping address
Note: The order in which tax authorities are listed does not affect how taxes
are calculated.
Setting Up System Data
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Exercise 2: Setting Up Tax Codes
Try it Yourself!
SCENARIO:
You need to build the Tax Code for Indiana for your new store.
This exercise demonstrates how to:
• Define a new Tax Code
• Assign Tax Authorities to that tax code
Here are the steps that you will need to complete:
1. Select Setup / System / Tax Codes
2. Enter Indiana at “Tax Code”, and Indiana Sales Tax at “Description”
3. At “Tax authority” look up and select INDIANA
4. Save the INDIANA tax code
--------------------------------------------END OF EXERCISE--------------------------------------------Setting Up System Data
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Assigning Tax Codes
Select Setup / Point of Sale / Stores
Indicate which tax code takes
Precedence when calculating
sales tax: the Store’s or the
Customer’s.
You are required to assign a
default tax code to each store.
•
If you select Store:
The store's tax code is
always used.
•
If you select Customer:
1st
- the tax code assigned to the
Ship-to address for the
customer is used.
2nd
- if no tax code is assigned to
the shipping address, or a
shipping address is not
specified for the sale, the
Customer's tax code is used.
3rd
- if no tax code is assigned to
the customer, the Store's tax
code is used.
Setting Up System Data
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Setting Up Bank Account Codes
Select Setup / System / Bank Account Codes
•
Define different bank accounts used for deposits of tender received
•
Assign one bank account code to each pay code
•
(Future) Pay code receipts will print on deposit slip for corresponding bank
account
Setting Up System Data
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Setting Up Currency Codes
Select Setup / System / Currency Codes
•
Use to define each currency you will accept
•
Use to maintain the exchange rate for the currency
Currency code
Name for this currency
Description
Description for this currency
Exchange rate
Enter the current exchange rate
Gain/loss account
Account number to update when processing this currency, and
method to determine profit center: None or Store
Currency unit
Units in which this currency is tendered
Unit type
Select the unit type: Bills, Coins, Rolls, or Stacks
Value
Enter the associated value for the unit (i.e., a roll of quarters
has a value of $10.00)
Use this button to use default standard units
Setting Up System Data
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Exercise 3: Setting Up Currency Codes
Try it Yourself!
SCENARIO:
You are adding the Mexican Peso as a currency you will process at your store.
This exercise demonstrates how to:
• Define a foreign currency
• Enter the exchange rate
• Create the units for the currency
Here are the steps that you will need to complete:
1. Select Setup / System / Currency Codes
2. Enter MXN at “Currency code” and Mexican Peso at “Description”
3. Enter the current exchange rate: 11.09 pesos = 1 HOME (dollar)
Use a profit center method of Store for this currency code.
Look up and select the Gain/Loss currency exchange account
4. At “Currency unit” enter each type of peso currency you accept as tender, their unit type,
and value: 5, 10, 20, and 50 cents and 1, 2, 5, 10, 20, and 50 pesos (all are coins).
5. Save the new currency code
--------------------------------------------END OF EXERCISE---------------------------------------------
Setting Up System Data
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Setting Up Gift Certificate Codes
Select Setup / System / Gift Certificate Codes
•
Use to define the gift certificate “items” that can be sold
•
Define one code for each denomination ($10, $25, $50, etc.),
or one code that permits changes to the amount
Gift certificate code
Description
Identify and describe the gift certificate code
Selling description
Description displayed in ticket entry
Amount
Can change
Default dollar value of gift certificate and whether amount can
be changed at time of sale
Use reader
Use card reader to read gift certificate number when gift
certificate is sold (gift cards with magnetic stripes)
Create as a store credit
Creates gift certificate as a store credit so that redemption as
store credit is possible
Use in environments where gift cards are used for both gift
certificates and store credits
Change due on a partially redeemed gift certificate must be
issued as a store credit
Gift certificate liability
redemption
forfeit
Profit center method
Account
When not creating gift certificate as a store credit, specify the
account number for G/L distributions for the sale, redemption,
and forfeiture of gift certificate funds
Setting Up System Data
Select the profit center method: None, Issuing store, or
Redeeming store
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Setting Up Stored Value Card Codes
Select Setup / System / Stored Value Card Codes
•
Use to define the codes for stored value card processing
SVC code
Description
Identify and describe the stored value card code
Selling description
Description displayed in ticket entry
SVC type
Amount
Can change
Type of activity allowed for this code: Activate, Recharge,
Cash back, Balance inquiry
Default dollar value of stored value card and whether amount
can be changed at time of sale
SVC liability
SVC cash back
Profit center method
Account
Specify the account number for G/L distributions for the sale
and cash back transactions for stored value card funds
Setting Up System Data
Select the profit center method: None or Store
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Setting Up Pay Codes
Select Setup / System / Pay Codes
•
Use to define forms of payment accepted from customers for purchases, and
during entry of cash receipts for receivables
Pay code
Description
Identify and describe the pay code
Pay code type
Type of tender: Cash, Check, Credit card, Debit card, Gift certificate,
Store credit, EBT food stamps, or Loyalty points
Also A/R Charge if Receivables Option is registered
Button label
Label for pay code button in Point of Sale / Tickets / Ticket Entry
(“&” before a character denotes it as accelerator character)
Image file
Name of image file to display on pay code button
Must be .bmp file located in [top-level CounterPoint] / Images directory
Setting Up System Data
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Setting Up Pay Codes
Main tab
Account
Profit center method
G/L account for distributions of this pay code
Where is profit center obtained?
If Profit center method is “None” the account must be a valid
posting account; if “Store” - must be a valid main account
Entry not allowed for:
- A/R charge (uses customer A/R account),
- Gift certificate (uses Gift certificate redemption account
defined in Gift Certificate Code), or
- Store credit (uses Store credit redemption account
defined in Setup / System / Company)
Currency code
Assign to a pay code to accept foreign currency for pay code
Bank acct code
Bank account into which receipts for this tender are deposited
Valid for A/R
Pay code valid for payments on Receivables
Use reader
Use card or check reader with this pay code
Valid for all pay code types except Cash or A/R charge
EDC transactions
For checks and credit card types,
Online = attempt electronic authorization at ticket completion
Force = require user to manually enter authorization number
Do not process = no authorization performed
Prompt for:
Activate amount
Count/reconcile amount
Setting Up System Data
Does pay code appear on the Drawer Activate form (Cash
type only)
Does pay code appear on the Drawer Count and Drawer
Reconcile forms
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Setting up Pay Codes
Tender tab
Minimum tender
Minimum amount that will be accepted as tender for pay code
If pay code is used multiple times on single ticket, sum of those
amounts must be at least the minimum specified here
Maximum tender
Maximum amount that will be accepted as tender, or unlimited
Maximum change
When giving change using this tender (even if pay code is
used multiple times on a ticket), maximum amount that can be
given, or unlimited if no maximum change
Maximum refund
When giving a refund using this tender, maximum amount that
can be given, or unlimited if no maximum refund
Set to 0 to disallow refunds in this pay code
Maximum overtender
Maximum amount above the ticket balance that can be
accepted of this pay code
Default amount
Default tender amount: exact amount due on ticket, pay ticket
balance, or no default
Use signature capture
for tender / refund
Use signature capture device for this pay code when tendering
/ refunding (signature capture device must also be defined)
Open drawer
Open physical cash drawer when accepting this pay code
Allow for orders
Allow for layaways
Will this pay code be accepted for order / layaway deposits and
payments
Default document
amount
Default document final
payment
Select the default amount for document payment with this pay
code: None, Exact Doc Amt Due, Exact Doc Min Amt Due, Pay
Doc Amt Due, Pay Doc Min, or Entered amount
Indicate whether to default the final payment to this pay code
Setting Up System Data
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07/17/09
Setting Up Pay Codes
Tender tab (cont.)
Prompts
Validate-1 – 3
Required
Prompts to request additional information when accepting this
pay code
Indicate whether a response is required (credit card and check
types automatically request card # or driver license info)
Drawer Over/Short
Amounts
Create distributions
Account
Setting Up System Data
Indicate whether to update over/short distributions and the
account to update, and the Profit center method to use: None or
Store
(Supported only for Cash, Check, Credit card, and Debit card
pay codes)
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Setting Up Pay Codes
Checks tab
•
For “Check” pay code types only
MICR not in use
Transit number
Account number
Check number
Driver’s license
Driver’s license state
Birth date
Whether to request entry of this information when a
check is tendered, if not using a MICR reader:
Do not prompt
Yes, required
Yes, not required
MICR in use
Driver’s license
Driver’s license state
Birth date
Setting Up System Data
Whether to request entry of this additional information
when using a MICR reader to scan check (which
supplies account number, check number, and bank
number):
Do not prompt
Yes, required
Yes, not required
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Setting Up Pay Codes
Credit Card tab
•
Only for credit card types
•
Restricts card numbers at sale time
•
If no prefix defined, allows any card type to be accepted at sale time and
determines type by card number
•
Always requests card number, expiration date, and cardholder name at sale
Click a button to set prefixes, test
mod10, and min/max lengths to
defaults for this type of credit card
Click ALL to set prefixes, test
mod10, and min/max lengths to
allow for all credit card types
Credit card prefix 1-10
Prefix characters that denote the type of card
(e.g., ‘4’ represents Visa, ‘5’ represents MasterCard, etc.)
Test mod10
Print receipt on failure
Last digit of card number is used to validate previous digits
Should a receipt print when you are unable to get
authorization for card
Min card # length
Max card # length
Verifies that number of digits entered or swiped for card
number falls between these lengths
Setting Up System Data
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07/17/09
Credit Card Defaults
Card Type
Prefix(es)
Length
Mod10
Validation
American Express
34, 37
15
Y
Carte Blanche
389
14
Y
Diners Club
30, 38
14
Y
Discover
6011, 65
16
Y
JCB
3
2131, 1800
16
15
Y
Y
MasterCard
5, 36
16
Y
Visa
4
13, 16, 19
Y
ALL*
3, 4, 5, 1800,
2131, 6011
Min = 13
Max = 19
Y
* Note that this would allow a credit card number to start with “3” that is
13 digits long, as long as it passes the Mod10 validation, even though
no valid credit card type begins with 3 and has 13 digits
Setting Up System Data
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Setting Up Ship-via Codes
Select Setup / System / Ship-via Codes
•
Use to define shipping methods to assign to customers, customer ship-to
addresses, and vendors
Ship-via code
Description
Identify and describe the ship-via code
Valid for vendor
Indicate whether the ship-via code can be set as the default for a
vendor, or used as the shipping method for a purchase request
Valid for customer
Indicate whether the ship-via code can be set as the default for a
customer, or a customer’s shipping address, and can it be used
on a ticket for a customer
Setting Up System Data
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Setting Up Commission Codes
Select Setup / System / Commission Codes
•
Use to define commission rate for sales reps
•
Assign code to sales rep in Setup / System / Users
Commission code
Description
Identify and describe the commission code
Commission method
Select the method for determining commission:
Margin or Price
Commission percent
Enter the percent commission to calculate
Calculate on gift certificates
Indicate whether commission is given for gift
certificate sales
Calculate on stored value cards
Indicate whether commission is given for stored
value cards
Calculate on misc charge 1 - 5
Indicate whether commission is given on each
miscellaneous charge that is enabled
Setting Up System Data
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Setting Up Menu Codes
Select Setup / System / Menu Codes
•
Use to restrict CounterPoint menu selections or add external menu selections
•
Assign menu code to one or more system security codes
Click
to define or
modify menu
selections
Click
to
compare a menu code
to the standard menu
Current custom menu
Standard default menu
From this dialog, you can:
• Drag and drop selections from default menu to custom menu
• Drag selections on custom menu to new positions
• Right-click on custom menu to access popup menu
• Configure menu selections by using Menu Editor
Setting Up System Data
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Setting Up Menu Codes – Menu Editor
Menu with images
Menu without images
Reset current menu selection back to default state
Remove (delete) the current menu selection
Add new menu item or new folder
Setting Up System Data
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07/17/09
Setting Up Menu Codes – Menu Editor
Settings
ID
Internal identifier for menu selection
User-entered for new menu selections. No duplicates permitted
Action type
Automatically displays either “Windows” or “External”
Form caption
Text that appears on menu selection’s title bar
Menu caption
Text that appears as menu selection name
Button caption
Text that appears for menu selection on button menu
If blank, uses Menu caption text instead
Image
Image name to display on Explorer and Tree style menus
If blank, uses default image (folder or screen)
Button Image
Image name to display on Button style menu for this menu selection
Command type
When adding a custom menu item: type of form to display
Command
Arguments
Command line and parameters for External menu selections
Table name to access or Crystal report to display for Custom menu
items
Form Instancing
Allow single or multiple instances of menu selection
Presentation
Modal or non-modal use
Modal = cannot access another menu selection while this menu
selection is open
Allow edit
delete
insert
offline
Allow menu selection to be edited, deleted, inserted, or to function
while running offline
Report parameters
Assign a default report parameter set to a custom menu item
Setting Up System Data
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Setting Up Menu Codes – Menu Editor
Command Types
When adding a new menu item, select the appropriate Command Type:
Command Type
Command / Arguments
Custom maintenance form
Show a maintenance form for the table specified in
Command.
Use Allow edit, Allow insert, Allow delete
checkboxes to limit the type of maintenance
permitted.
Custom add-on-the-fly form
Show an add-on-the-fly form for the table specified
in Command.
Use Allow edit, Allow insert, Allow delete
checkboxes to limit the type of maintenance
permitted.
Users without the menu selection will be prevented
from adding records on-the-fly to the table.
Custom view form
Show an inquiry form for the table specified in
Command.
Custom report
Show a report parameter form for the report
specified in Command.
Custom program
Show a “front-end” form for user’s own program,
identified in the configuration file specified in
Command. Optionally provide arguments to pass to
program in Arguments.
Configuration file can also direct filtering, order-by,
and parameters to request from user.
External program
Execute the external program specified in
Command. Optionally provide arguments in
Arguments.
Setting Up System Data
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07/17/09
Verifying a Menu Code
•
Use to compare the current menu to the standard menu and indicate:
− Menu items in the current menu code that are not in the standard menu
− Menu items in the standard menu that are not in the current menu code
Or right-click user-defined
menu in Menu Editor and
select Verify menu
Setting Up System Data
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Customizing Filters
•
Use to add or remove fields from a filter
Right-click filter form
or click
Select Customize
Click <Click here to add
condition> to add a new
filter condition.
Inactive (grey)
conditions are
ignored
Select a field, an
operator, and a value
(or leave the value
blank).
Then right-click and select
Simplify.
The new field now appears
on the simplified filter form.
Only checked lines display
in the simplified filter.
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Customizing Filters
You want to see customers who belong to the Business category, are from the Main store, and
have a balance more than 1000. If you build the filter as shown below, there will be no
matching records. Apparently you have no Business customers from the Main store whose
balance is greater than 1000.
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Customizing Filters
Impact of And / Or
If we change the filter to look for Business customers who are from Main or have a balance
greater than 1000 we get the following results. The valid records include the Business customer
from Main regardless of their balance, and all other customers regardless of their category
whose balance is greater than 1000.
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Customizing Filters
Using Indented Conditions
If what we are really interested in are Business customers who are from the store Main or
Business customers who have a balance greater than 1000 we must indent the last two
conditions.
Indent causes condition to
be enclosed in parentheses
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Exercise 4: Customizing Filters
Try it Yourself!
This exercise illustrates the impact of using indented filter conditions.
1.
Select Inventory / Items
2.
Click
to view the items that are already defined.
You will see items across several categories, sub-categories, and a range of prices.
You will define a filter to display items that are in the GOLF category that belong
to the sub-category of ACCES regardless of their price, or other GOLF items as
long as they have a price-1 less than 50 dollars regardless of their sub-category.
3.
Click
to open the Item Filter dialog.
Click
and select Customize, or you could right-mouse click to access
the Customize selection from the dialog.
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4.
Click “Item number” and select Item category from the list.
The operator changed to is (exactly).
Click “<?>” and enter GOLF or use the Lookup
to select the category “GOLF”.
The Item Filter should now look like this:
5.
Set the next condition so that the Sub-category for the items is exactly the value
ACCES.
6.
Set the third condition so that Price-1 for the items is less than the value 50.
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At the end of the second condition, click the word and and change it to or.
The Item Filter should now look like this:
7.
Click
(or right-click the form) and select View/Edit Filter Text.
The corresponding SQL statement for the filter displays:
Note that other than at the start and end of the statement, there are no other
parentheses in this statement.
Click OK to close the View/Edit Filter Text dialog.
8.
Click
(or right-click the form) and select Preview results… An item
lookup dialog appears, showing the filtered items.
While you do see items in the GOLF category with a sub-category of ACCES,
other items in other categories with price-1 of less than $50 are also showing. You
want to see only GOLF items.
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Right-click the Item LookUp titlebar and select Table Information.
Of the 77 items on file, 55 of them
met the filter criteria.
Click Close to close the Table info dialog.
Click OK to close the Item Lookup.
9.
Now you will correct the Item Filter so it produces the desired results and shows
only items in the GOLF category and that are either in the ACCES sub-category
or sell for less than 50 dollars.
Right-click the second condition and select Indent. (You can also use Ctrl- → to
indent a condition.)
Do the same for the third condition.
The Item Filter should now look like this:
Right-click the form and select View/Edit Filter Text.
You can see that the conditions for the sub-category and price-1 are now grouped
together with parentheses. The indents are responsible for this grouping.
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Click OK to close the View/Edit Filter Text dialog.
Right-click the form and select Preview results…
This time all items are in the GOLF category and are either in the ACCES
sub-category or have Price 1 less than $50.00.
Right-click the Item Lookup titlebar and
select Table Information.
This time, only 34 of the records meet the
filter criteria.
Close the Table info dialog.
Click OK to close the Item Lookup. Click OK again to close the Item Filter.
10.
Notice that the filter icon on the toolbar is now active. While in Table View, look
at the items that match the filter.
You should only see items in the GOLF category. You should see items from any
sub-category, as long as their price is less than $50.00, and you should see items
from the ACCES sub-category regardless of what the price is.
11.
When completed, clear the filter and return to Record View.
--------------------------------------------END OF EXERCISE---------------------------------------------
Setting Up System Data
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Customizing Lookups
Changing columns on the lookup form
Click and drag column
heading to change
width or reposition
column
Right-click column
or column heading
(e.g., “Description”)
or
Double-click dividers
Hide column
Don’t display column for this lookup
Sort ascending
Sort descending
Display column data in ascending order
Lock / Unlock column
Prevent horizontal scrolling of locked columns
Unlock this column and any columns to the right
Fit columns
Change width of all columns to fit current width of
lookup form
Set default column widths
Change width of each column to fit width of each
column’s heading
Export data
Generate a comma-delimited text file of data
displayed in lookup
Column designer
Select columns to display, order in which to display
them, and the layout and appearance of each
column
Setting Up System Data
Display column data in descending order
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Customizing Lookups
Other LookUp Options
Click
Show all
To display all records when fewer than the maximum number are
displayed
Save
Save current lookup definition as “Default”, becomes default starting
lookup for that table
Any user whose system security code permits customizing of Lookup
Dictionary can save lookups
Save As
Save current lookup definition under a new name
Delete
Delete a saved lookup definition
Reload lookup
Reload original lookup and discard changes entered in this editing
session
Column designer
Select columns to display, order in which to display them, and the
layout and appearance of each column
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Customizing Lookups
Column Designer
Show/Hide Columns tab
What columns will display in the lookup and
in what order will they appear?
Hidden columns
Visible columns
Hide selected column(s)
Show selected column(s)
Hide all columns
Show all columns
Change order of columns displayed: Drag and drop in either list box
or use
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Customizing Lookups
Column Designer
Column Options tab
What name will be used for a column, and how will
the name and data appear?
Appearance
of column
heading
Appearance
of data for
this column
Discard changes
entered in this edit
session
Grid Options tab
How will the column grid appear on the lookup form?
Stack column heading if
longer than column width
Display records from bottom
to top of grid, rather than
from top to bottom
Setting Up System Data
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Exercise 5: Modifying a Quick Report
Try it Yourself !
This exercise illustrates how to use the Column Designer to develop a special lookup.
It also shows how to save the resulting Quick Report, how to add a menu selection to the
CounterPoint menu that runs the Quick Report, and how to customize a filter for the
report.
1.
Select Inventory / Items
2.
Click the lookup icon
on the toolbar.
Right-click anywhere in the column headings to display the column control menu.
Select Column designer from the column control menu.
You can also left-click
here to access the
Column Designer.
3.
In the Column Designer, add Sub-category, Attribute 1, and Primary vendor
to the visible columns. Move Sub-category up so that it falls after Item category.
Click
Setting Up System Data
when finished.
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4.
When you return to the Item lookup, click
to see the Quick Report.
All of the columns are present, but because of alignment, some columns are hard
to read. (The Sub-category heading and Attribute 1 column’s data is being
truncated. The Price-1 data would be easier to read if it was centered.)
Close the Quick Report preview.
Move the columns around so that they appear in this order: Item number,
Description, Price-1, Item category, Sub-category, Attribute 1, and Primary
vendor. Extend the Sub-category heading by clicking and dragging it to the right.
Do the same for the Attribute 1 field.
The Item LookUp should now look similar to this:
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5.
When completed resizing and placing the columns in the desired order, open the
Column Designer again, and move to the Column Options tab.
Select the Price-1 field and change the Align column value for the data to Center.
Click OK to save your changes and close the Column Designer.
When the lookup form redisplays, click
and select Save As….
(Save As is available only if your security code allows you to customize the
lookup dictionary.)
Save the modified lookup using the
name Train 1.
The lookup form should now look similar to this:
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6.
Click
looks.
7.
Click
to view the Quick Report. Notice how much better the report
to save the Quick report.
Change the filename from
Item Quick Report to
Items for a Vendor and
click
.
Answer Yes to generate the data to save.
Exit the Items function.
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8.
To add a menu selection that will run this new report, select Setup / System /
Menu Codes.
Add a new menu code
named TRAIN 1 with
the description of
Training Menu Code.
Click
9.
to edit the menu selections for this code.
To add the new menu selection to the Inventory / Reports menu, expand the
Inventory folder under the Custom Menu folder. Then select the Reports folder.
Click
and select Menu item.
Enter Items for a Vendor as the
name of the new menu selection.
10.
The Menu code and Menu Editor now look similar to this:
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07/17/09
Under Settings, change the Command type to Custom report. At Report,
browse and select Items for a Vendor.rpt (it should be in the Reports folder for
your company).
When finished, the Menu Editor should look similar to this.
Close the Menu Editor form saving the changes, then click
menu code.
11.
to save the new
To assign the new menu code to a security code, select Setup / System /
Security Codes.
Display the MGR security
code and assign the TRAIN 1
menu code to it.
Save the changes to the
security code and exit. If you
are logged in to CounterPoint
as a user with the MGR
security code , the changes
will be in effect immediately.
12.
Select Inventory / Reports / Items for a Vendor from the menu. (If you do not
see it on your menu, you will need to log in to CounterPoint as MGR or Z.)
Select the order in which the report will print, and filter the items that you want to
include in the report.
The "Order by" choices reflect the indexes in the Item table. Since there is no
default filter defined yet for this new menu selection, it instead displays the first
filter it can find for the involved table.
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To build a default filter for
this selection, right-click
anywhere on the form and
select Customize.
Clear the checkboxes for the
Item type and Price-1
filters, to de-activate them.
You could instead rightclick on each filter and
select to delete it.
When done, right-click anywhere and select Simplify to see the new simplified filter.
Right-click anywhere and
select Save as default filter.
Now, any time you select to print this report, the default filter will display.
Select a primary
vendor range of
Taylormade to
Taylormade.
Then click
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Note: If you change the name of the Form caption for this menu selection in
Setup / System / Menu Codes, you will need to run the new menu
selection, load the Items for a Vendor filter, and resave it as the default
filter. Default filters are named the same as the title bar of the form for
which they are the default.
--------------------------------------------END OF EXERCISE---------------------------------------------
Setting Up System Data
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Setting Up Label Jobs
Select Setup / System / Label Jobs
•
•
Use to modify pre-defined label jobs or define new label jobs
Customizations must be enabled for user to use Label Editor or Query Editor,
or to print using a customized label job
Preview
alignment label
Valid for
item labels
receiving tags
transfer tags
user-defined labels
quick assembly tags
Indicate the type of labels or tags for which the label job can be
used
Select "user-defined labels" for all non-item types of labels
(customers, vendors, users, stores, tax authorities, etc.)
Label filename
Label file that specifies the placement and formatting of the fields
Pre-defined label files are provided
Click
to modify the label file. Requires NiceLabel Pro
Query filename
Query that directs the columns to select from each table for this
label job
Pre-defined queries are provided
Click
to modify the query
Default printer
Optional default printer to which the labels will be printed
Initially displays printer specified in associated label file
Default label quantity
Optional default number of labels to print for each record
Label quantity column
Database column that contains the number of labels to print for a
record
Order by columns
Columns to use for sorting the labels
Calculate item prices
To print prices other than "base" price levels for items
Use filter
Show filter when label job is used to print labels?
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Setting Up Label Jobs
Messages tab
Indicate any messages to
display before and after
printing the labels, and the
text for buttons to print or
not print the labels.
History tab
Automatically updated and
displays date/time label job
was last printed, who
printed the labels, and
how many labels were
printed.
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Pre-defined Label Jobs
Label Job
Description
Default Label file
Use System / Labels to print labels using these label jobs.
ADRS-CSALE
Address: Customer Sales History
ADRS-CUST
Address: Customers
ADRS-LOC
Address: Locations
ADRS-SHIP
Address: Customer Ship-to
ADRS-STORE
Address: Stores
ADRS-TAUTH
Address: Tax Authorities
ADRS-USER
Address: Users
ADRS-VEND
Address: Vendors
FOLD-CUST
FileFolder: Customers
FOLD-LOC
FileFolder: Locations
FOLD-SHIP
FileFolder: Customer Ship-to
FOLD-STORE
FileFolder: Stores
FOLD-TAUTH
FileFolder: Tax Authorities
FOLD-USER
FileFolder: Users
FOLD-VEND
FileFolder: Vendors
Address-Avery-5261-2Up-20PerPage.lbl
FileFolder-Avery-5366-2Up-30PerPage.lbl
Use various Inventory menu selections (Inventory / Items, Inventory / Item Labels,
Inventory / Prices / Item Prices, etc.) to print item labels using the ITEM-INV label job.
ITEM-INV
Item-Avery-5260-3Up-30PerPage.lbl
Item: Inventory Qty
Use these label jobs to print item labels when posting POs, Quick Assembly, Receivings,
and Transfers. Also use them to print item labels after posting, using Items / Labels from
Tags.
ITEM-PURCH
Item: Purchase Orders
ITEM-QASMB
Item: Quick Assembly
ITEM-QRECV
Item: Quick Receivings
ITEM-QTRAN
Item: Quick Transfers
ITEM-RECV
Item: Receivings
ITEM-TRANI
Item: Transfer-In
ITEM-TRANO
Item: Transfer-Out
Setting Up System Data
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Pre-defined Label Files
User-Defined Labels (for label jobs printed from System / Labels)
Label Type
File name
Printer Type
Address labels
Address-Avery-4145-1Up-Continuous.lbl
Pin-feed printer
Address labels
Address-Avery-5260-3Up-30PerPage.lbl
Laser printer
Address labels
Address-Avery-5261-2Up-20PerPage.lbl
Laser printer
Blank labels
Blank-Avery-4145-1Up-Continuous.lbl
Pin-feed printer
Blank labels
Blank-Avery-5260-3Up-30PerPage.lbl
Laser printer
Blank labels
Blank-Avery-5261-2Up-20PerPage.lbl
Laser printer
Blank labels
Blank-Avery-5366-2Up-30PerPage.lbl
Laser printer
File Folder labels
FileFolder-Avery-5366-2Up-30PerPage.lbl
Laser printer
Item Labels (for immediate item label jobs and label jobs printed from tags
before or after posting)
Label Type
File name
Printer Type
Barcode Type
Item labels
Item-Avery-4145-1Up-Continuous.lbl
Pin-feed printer
Code 39
Item labels
Item-Avery-5260-3Up-30PerPage.lbl
Laser printer
Code 39
Item labels
Item-Avery-5261-2Up-20PerPage.lbl
Laser printer
Code 39
Item labels
Item-Blaster-Butterfly-2.00x0.50.lbl
Barcode Blaster
Interleave 2 of 5
Item labels
Item-Blaster-Label-2.40x1.00.lbl
Barcode Blaster
Code 39
Item labels
Item-Blaster-Split-2.40x1.00.lbl
Barcode Blaster
Interleave 2 of 5
Item labels
Item-Blaster-Tag-2.40x1.00.lbl
Barcode Blaster
Code 39
Item labels
Item-Datamax-Butterfly-2.00x0.50.lbl
Datamax
Item labels
Item-Datamax-Label-2.00x1.00.lbl
Datamax
Item labels
Item-Datamax-Label-2.40x1.00.lbl
Datamax
Item labels
Item-Datamax-Split-2.00x1.00.lbl
Datamax
Item labels
Item-Datamax-Split-2.40x1.00.lbl
Datamax
Item labels
Item-Datamax-Tag-2.00x1.00.lbl
Datamax
Item labels
Item-Datamax-Tag-2.40x1.00.lbl
Datamax
Item labels
Item-Eltron-Butterfly-2.00x0.50.lbl
Eltron TLP-2242
Interleave 2 of 5
Item labels
Item-Eltron-Label-2.40x1.00.lbl
Eltron TLP-2242
Code 39
Item labels
Item-Eltron-Split-2.40x1.00.lbl
Eltron TLP-2242
Interleave 2 of 5
Item labels
Item-Eltron-Tag-2.40x1.00.lbl
Eltron TLP-2242
Code 39
Setting Up System Data
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Setting Up Message Groups
Select Setup / System / Message Groups
•
Use to create groups for messages
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Setting Up the Accounting Interface
Direct Interfaces
Developer
Product Name
Compatible Versions
Sage
BusinessWorks Gold
5.0, 6.0, 7.0, 8.0, 2009
MAS 90 and MAS 200
3.x, 4.x
Small Business Financials
8.0, 9.0, 10.0
Microsoft Dynamics GP
7.5, 8.0, 9.0, 10.0
QuickBooks
QuickBooks Canada
QuickBooks US and
Canada
2003 - 2007
2005 – 2007
2008-2009
Microsoft Business
Solutions
Intuit
Export Interfaces
Developer
Product Name
Compatible Versions
Computer Associates
International
ACCPAC for Windows
5.1 – 5.4
Intuit
QuickBooks
2000 - 2005
Microsoft Business
Solutions
Solomon IV
Microsoft Dynamics SL
5.0, 5.1
6.5
Best Software
MIP Fund Accounting
Peachtree
5
2005 – 2008
2009
Blackbaud
The Financial Edge
Passport
Business Solutions
11
Direct Export
*
Use
Use
*
Use
Use
Use
Use
Setup / System / Accounting Interface to define the interface
System / Accounting / Utilities / Import Accounts to build account
numbers in CounterPoint
Setup / System / Accounts to build account numbers in CounterPoint
System / Accounting / Utilities / Import Vendors and Export Vendors
to synchronize vendor information
System / Accounting / Interface Distributions to interface distributions
System / Accounting / Voucher Receivings to interface A/P vouchers
* For an Export interface, transfer your account or vendor information into the
AI_ACCT or AI_VEND table before running the corresponding Import function.
Setting Up System Data
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Setting Up the Accounting Interface
Select Setup / System / Accounting Interface
•
Use to specify settings for interfacing CounterPoint data to accounting
software
Export Interface
General Ledger tab
Integrate with G/L
Indicate whether to integrate with your General Ledger
Data file path
This field is currently not used
Correction account
Enter or lookup the account to which correction distributions will
be posted. A correction distribution is created when a batch of
transferred G/L distributions is out-of-balance.
Batch number
Enter a number to use for the next batch of transferred
distributions
Batch method
Specify how to handle the batch number: Auto-increment or
Reuse
Command type
Use DTS to output the data from the interface tables, use an
External program, or select None if you will use database
triggers to process data from the interface tables
Output file path
and name
For DTS and External command types, name of the file (and
path) to be produced by DTS or the external program
Action when file
exists
What action should be taken if the export file already exists?
Path to DTSRun
DTS package name
For DTS command type, path where dtsrun.exe is located and
the name of the DTS package that exports data from the
interface tables
Command to run
Command arguments
For External command type, name of the program that exports
the data from the interface tables and any arguments that need
to be passed to that program
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Setting Up the Accounting Interface
Export Interface
Accounts Payable tab
Allow multiple users
to voucher invoices at
the same time
Integrate with A/P
Indicate whether to integrate with Accounts Payable
Data file path
This field is currently not used
Batch number
Enter a number to use for the next batch of transferred
distributions
Template vendor
Enter or lookup a vendor to serve as a template
Invoice variance account
Enter or lookup the account to which invoice variance
distributions will be posted
Use voucher number
Next voucher number
Indicate whether to use a voucher number sequence
assigned by CounterPoint rather than your accounting
software package. Currently only available for Great Plains
and Small Business Financials.
Command type
Use DTS to output the data from the interface tables, use
an External program, or select None if you will use
database triggers to process data from the interface tables
Output file path and name
For DTS and External command types, name of the file
(and path) to be produced by DTS or the external program
Action when file exists
What action should be taken if export file already exists?
Path to DTSRun
DTS package name
For DTS command type, path where dtsrun.exe is located
and the name of the DTS package that exports the data
from the interface tables
Command to run
Command arguments
For External command type, name of the program that
exports the data from the interface tables and any
arguments that need to be passed to that program
A/P account number
Specify the account to which this export interface will
voucher receivings
NOTE: Used for QuickBooks, Peachtree, and MIP
Setting Up System Data
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Setting Up the Accounting Interface
How the Export interface works
SY_DIST
PO_RECVR_HIST
Distributions in CounterPoint
Receivings history in CounterPoint
System / Accounting /
Interface Distributions
System / Accounting /
Voucher Receivings
AI_DIST
AI_VCHR, AI_VCHR_DIST
Filtered distributions in CounterPoint
Filtered receivings in CounterPoint
DTS
DTS
Output export file
Output export file
Import export file into G/L
Import export file into A/P
Accounting Software
Default G/L export file name
Default A/P export file name
ACCPAC
GLBATCH.CSV
APBATCH.CSV
QuickBooks
GL-DIST.IIF
AP-DIST.IIF
Solomon
SYNGL.TXT
SYNAP.TXT
Dynamics SL
SYNGL.TXT
SYNAP.TXT
MIP
MIP-GL.TXT
MIP-AP.TXT
Peachtree
GENERAL.CSV
PURCHASE.CSV
Financial Edge
FinancialEdge-GL.CSV
FinancialEdge-AP.CSV
Setting Up System Data
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Setting Up the Accounting Interface
Defining an Direct interface
• Select your direct accounting package at Accounting system (this is a
protected change field)
Company name
Company name used in accounting software
System data path
(Not used)
For all Microsoft Business Solution products:
Database or
ODBC name
ODBC Data Source Name (“DSN”) for company’s data.
Must be different than system DSN used in accounting
software.
User ID
Password
If using Windows authentication to log in to Microsoft SQL
Server (i.e., your Windows network user ID and password),
leave these fields blank. Otherwise, enter the user ID and
password that you use to log in to the SQL server.
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Setting Up the Accounting Interface
General Ledger
What can be interfaced
Using this menu selection
Accounting distributions
System / Accounting / Interface Distributions
Account numbers (Direct only)
System / Accounting / Utilities / Import accounts
Used only for
Export interfaces
Data file path
(Not used)
Correction account
Correction account for out-of-balance distributions.
Also used for BusinessWorks if a single batch contains more
th
than 99 entries. The correction account will be the 99 entry to
ensure the batch is in balance, and a new batch is created for
the other entries, along with an entry to the correction account
that offsets the correcting entry in the previous batch.
For all Microsoft Business Solution products:
Batch number
Batch number to assign to G/L batch in accounting.
Batch method
Re-use or increment batch number entered in prior field
each time distributions are interfaced.
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Setting Up the Accounting Interface
Accounts Payable
What can be interfaced
Using this menu selection
Receivings
System / Accounting / Voucher Receivings
Vendor name and address
(Direct only)
System / Accounting / Utilities / Import Vendors
System / Accounting / Utilities / Export Vendors
Used only for
Export interfaces
Data file path
(Not used)
Template vendor
Vendor whose values will be copied for fields not supplied
by CounterPoint when exporting new vendors to
accounting. Vendor must exist in both CounterPoint and
accounting.
Invoice variance account
Account to use for difference in invoice amount vs cost of
inventory + miscellaneous charges when generating
default distributions for an Accounts Payable voucher.
For all Microsoft Business Solution products:
Batch number
Setting Up System Data
Batch number to assign to A/P batch created in
accounting.
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Setting Up the Accounting Interface
Account number mapping
Click
•
Use to specify how CounterPoint account numbers and G/L account numbers
link to each other
•
Define after accounting package is installed
•
Skip for Export interface, if CounterPoint and G/L account numbers are
identical
BusinessWorks
Account numbers in BusinessWorks have two segments: an 7-digit Account and a
3-digit Department, separated by a “.”. For example, a 4-digit account and 2-digit
department of 1234.12 is actually stored in BusinessWorks as 0001234.120.
For use when interfacing
distributions from CounterPoint
to BusinessWorks, indicate what
part(s) of the CounterPoint
account number to use for each
segment in BusinessWorks.
For use when importing
account numbers from
BusinessWorks to
CounterPoint, indicate what
part of each BusinessWorks
segment to use to create the
CounterPoint account
numbers.
Setting Up System Data
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07/17/09
Setting Up the Accounting Interface
Microsoft Business Solutions ("MBS")
Account numbers in MBS products have three segments. The mapping rules must be
defined to match the MBS company's account number format. The string of digits in
each segment corresponds to the segment number. For example, if the account
structure is 3-4-2, the account number will be 111-2222-33.
When not using profit centers, define as "Literal value".
If using profit centers, define as "From account", with
starting position and length of profit center characters.
Setting Up System Data
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Importing Account Numbers
Select System / Accounting / Utilities / Import Accounts
•
Use to build new account numbers and/or update existing account numbers in
CounterPoint, from account numbers in the accounting software
•
Available only for Direct accounting interfaces
Update method
Indicate if only new accounts should be added to CounterPoint, if only
existing account number information should be updated, or if both
types of account numbers should be updated
New accounts
If Add or Both was selected for "Update method", select if the new
accounts should be marked a valid main accounts and/or valid profit
center accounts
Account
Specify the range of account numbers to be added and/or updated in
CounterPoint
Setting Up System Data
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Importing and Exporting Vendors
Select System / Accounting / Utilities / Import Vendors
•
Use to add or update vendors in CounterPoint from vendors defined in
the accounting software
•
Available only for Direct accounting interfaces
Indicate if only new vendors
should be added, if only
existing vendors should be
updated, or if both types of
vendors should be updated.
Specify the range of vendors
to be added and/or updated.
Select System / Accounting / Utilities / Export Vendors
•
Use to add or update vendors in the accounting software from vendors
defined in CounterPoint
•
Available only for Direct accounting interfaces
Indicate if only new vendors
should be added to the
accounting system, if only
existing vendors should be
updated, or if both types of
vendors should be updated.
Identify the 'template' vendor
from whom non-CounterPoint
values will be copied, and the
range of vendors to add/update.
Setting Up System Data
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SECTION 3: SETTING UP INVENTORY DATA
Sequence of Inventory Setup ........................................................................1
Setting Up Locations .....................................................................................2
Setting Up Inventory Control .........................................................................3
Setting Up Account Codes ..........................................................................12
Setting Up Location Groups ........................................................................14
Setting Up Item Attributes............................................................................15
Exercise 1: Setting Up Item Attributes....................................................................... 16
Setting Up Item Profile Codes .....................................................................18
Setting Up Item Categories .........................................................................19
Setting Up Item Sub-Categories..................................................................20
Setting Up Item Prompt Codes....................................................................21
Setting Up Serial Prompt Codes .................................................................22
Exercise 2: Using Serial Prompts .............................................................................. 23
Setting Up Barcode Types...........................................................................25
Setting Up Label Codes...............................................................................26
Setting Up Tare Weight Codes....................................................................27
Setting Up Units...........................................................................................28
Setting Up Adjustment Reason Codes........................................................29
Alternatives for Setting Up Items.................................................................30
Sequence of Inventory Setup
Sequence for setting up a new company’s Inventory data
You can set up Inventory data for a new company after the System data is set up.
Set up Inventory data by running the menu selection in this order (all selections in
steps 1 – 14 are under Setup / Inventory):
1
Locations
Define the name of at least the primary stocking location for your
company. Also define the name of any location that you specified
when setting up workgroups (using Setup/System/Workgroups).
2
Inventory Control
Set up the Inventory Control record.
3
Account Codes
Define at least one account code that can be assigned to items.
Locations, Inventory Control, and Account Codes are required setup for Inventory.
The following setup selections are optional, but if you intend to use them, they should be
defined before you set up your items.
4
Location Groups
Identify groups of locations that can be used for purchasing, if you
wish to purchase for more than a single location at once.
5
Item Attributes
Define the item attribute values that will be valid for each item
attribute. Each item can be assigned up to six attributes.
6
Profile Codes
If you enabled any Item Code profiles when setting up the Inventory
Control record, define the profile codes that will be valid for each.
7
Item Categories
Set up the category names that you want to use for grouping your
items. Each item can be assigned one category.
8
Sub-Categories
Set up sub-category names that you want to use as a sub-grouping for
your items. Each item can be assigned one sub-category.
9
Prompt Codes
Set up any Prompt Codes to define special information to request
(e.g., birthdate) when specific items are sold. Each item can be
assigned up to three prompt codes.
10
Serial Prompt
Codes
Set up any Serial Prompt Codes to define additional information to
request when working with serial numbers. Each serialized item can
be assigned up to three serial prompt codes.
11
Barcode Types
Set up as many barcode types as you will need to define multiple
barcodes for each item.
12
Label Codes
Set up any label codes that you want to assign to items. Each item can
be assigned one label code.
13
Tare Weight
Codes
Set up a tare weight code for the group of containers used to hold
items that are weighed.
14
Units
Identify stocking and alternate units to assign to items
15
Adjustment
Reason Codes
Set up the reasons why inventory may be adjusted.
Setting Up Inventory Data
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Setting Up Locations
Select Setup / Inventory / Locations
•
•
•
Use to define each stocking or ship-from location
−
Primary stocking location
−
Any location assigned to workgroups (“This location”)
Use to define each pricing or price-from location
Establish Dynamic Min/Max parameters
Address tab
Contacts tab
Other tab
Entered account must be marked as a
"Valid profit center"
Setting Up Inventory Data
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Setting Up Inventory Control
Select Setup / Inventory / Control
Main tab
Costing
Cost method
Defaults to Average cost, used throughout company
Separate costs tracked for each location
Miscellaneous items use Cost of sales %
Serial costing
Use 'actual' cost of Always serialized items
Available only when using Serial Numbers Option
B/S Inventory
pft ctr method
Where is profit center obtained when updating distributions to
B/S inventory accounts for items?
None = use full B/S inv acct in item’s account code
without profit center substitutions
Location = substitute location’s profit center
Category = substitute item category’s profit center
Sub-category = substitute item sub-category profit center
Physical count
posting uses
When posting physical count transactions that generate
adjustments to inventory, use cost and price that were frozen
when count transaction was created or use item’s current cost
and price?
Setting Up Inventory Data
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Setting Up Inventory Control
Main tab cont.
Barcodes
Item barcode type
Barcode type to associate with barcode specified at "Barcode"
in Inventory / Items (Protected change field)
Other barcodes for item, entered either using
in
Inventory / Items or Inventory / Barcodes, use the barcode
type identified when barcode is entered
Alt-1 unit barcode type
Alt-2 unit barcode type
Alt-3 unit barcode type
Alt-4 unit barcode type
Alt-5 unit barcode type
Barcode type to associate with defined alternate units
Generate cell barcodes
(add-on-the-fly)
Are cell barcodes created when adding on-the-fly?
Default barcode prefix
Default value for "Cell barcode prefix" field on the Generate
Barcodes form
Select Auto-assign to assign sequential barcodes to gridded
items, using "Next barcode number" for current workgroup
Setting Up Inventory Data
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Setting Up Inventory Control
Item Setup tab
Inventory
Show inventory
setup options
After defining a new item, allow user to select the locations for which to
add inventory records, or instead automatically create the inventory
records for the locations identified at "Create inventory for"
Create inventory for
If showing inventory setup options, choice here is default for "Create
inventory for" field on Create Item form
If not showing inventory setup options, choice here determines the
location(s) for which inventory records are automatically created when the
user saves a new item
Show inventory
If showing inventory setup options, choice here is used as default for
"Show inventory" checkbox on Create Item form
If not showing inventory setup options, choice here determines whether
Inventory form appears after inventory records are created when user
saves a new item
Add-on-the-fly
Simplified item addon-the-fly
Enable the use of the Simplified add-on-the-fly form
Show grid setup
options
After defining a new gridded item, allow user to select whether to copy grid
definition and model stock from another item, whether to generate cell
barcodes, and whether to display Grid Definition form
Show grid definition
Allow user to enter a new item’s grid definition
If showing grid setup options, choice here is used as default for “Show grid
definition” checkbox on Create Item form
If not showing grid setup options, you should choose to enable “Show grid
definition”
A grid definition must be created for each gridded item, and userinteraction is required to either copy the definition from a different item or to
define the grid
Setting Up Inventory Data
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Setting Up Inventory Control
Item Setup tab
New item setup using ‘Copy from
Item number’
Copy item notes
Show item notes form
Indicate whether to copy item notes
Determine whether to display the Item notes form
Copy substitute items
Indicate whether to copy substitute items
Copy inventory
Show inventory form
Indicate whether to copy inventory records
Determine whether to display the Inventory form
Copy item prices
Show price form
Indicate whether to copy item prices
Determine whether to display the Item Prices form
Copy vendor item
Show vendor item form
Indicate whether to copy vendor item records
Determine whether to display the Vendor Item form
Copy ecommerce item category
Show ecommerce item category form
Indicate whether to copy ecommerce category
Determine whether to display the Ecommerce
category form
Copy bills of materials
Show bills of materials form
Indicate whether to copy bills of materials information
Determine whether to display the Bills of Materials
form
Copy sales kits
Show sales kits form
Indicate whether to copy sales kit information
Determine whether to display the Sales kits form
Setting Up Inventory Data
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Setting Up Inventory Control
Pricing tab
Price levels
Number of price levels to use, up to 3 (up to 6 with Advanced
Pricing Option)
Price rounding method
Normal, Down, or Up
If unit price
computes to:
Use location prices
Use cell prices
Use location-cell prices
Rounding Results
1.231
Up
1.24
Down
1.23
Normal
1.23
1.235
1.24
1.23
1.24
1.239
1.24
1.23
1.24
Allows different prices at each location for same items
Allows different prices for each cell of a gridded item
Allows different prices for each cell of a gridded item at each
location
(Requires Advanced Pricing Option)
Margin indicator
Actual margin less than
minimum margin
Actual margin between
minimum and target
margin
Actual margin meets or
exceeds target margin
Setting Up Inventory Data
Select the color to indicate the obtained margin level
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Setting Up Inventory Control
Item Profile tab
•
Use to specify how many (up to five) of each type of item profile to enable
for items
•
Use to specify how many (up to six) attributes to enable for items
Code profile
= value entered for item must be predefined Profile Code
Date profile
= value entered for item must be in date format
Alpha profile
= value entered for item can be any alphanumeric characters
Numeric profile = value entered for item must be numeric
Attributes
= value entered for item must be predefined choice
NOTE: Use Setup/System/Configuration/Data Dictionary or Quick Setup to change
the display labels for associated NAM_ITEM_PROF_… column codes (e.g., to
display “Fabric” instead of “Use code profile 1”) and for associated
ATTR_COD_… column codes.
Setting Up Inventory Data
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Setting Up Inventory Control
Print Options tab
•
Use to specify whether and how inventory transaction worksheets and
journals print at the time the associated transactions are posted
Same five
choices for each
Copies of every posting journal are also available from history
Print distributions
Show breakdown of account numbers and amounts updated by
corresponding transaction posting
Prints as final page of posting journal
Setting Up Inventory Data
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Setting Up Inventory Control
Transfers tab
Transfer clearing pft ctr
method
Source of profit center when updating distributions to
transfer clearing account(s) for items: None, Location,
Category, or Sub-category
Prompt for line information
Prompt users for additional information each time they
add lines to a Transfer Out document
Use Transfer Out misc chg
Use Transfer In misc chg
Profit center method
Account
Enter miscellaneous charges (e.g., freight) at time
transfer is created? At time transfer is received?
Source of profit center when updating distributions to
transfer accounts: None, Location, Category, or Subcategory
Any miscellaneous charges entered while processing a
transfer will be allocated into inventory cost and the
accounts you specify here will be credited during posting
Can add lines on Transfer Ins Allow users to add lines to Transfer In documents
Quick Transfers
Use misc chg
Profit center method
Account
Allow miscellaneous charges to be entered at time
Quick Transfer is entered
Amount will be allocated to cost of item at receiving
location
Source of profit center when updating miscellaneous
charge distributions to account entered here
None = use full account without profit center substitution
Location = substitute location’s profit center
Category = substitute item’s category profit center
Sub-category = substitute item’s sub-category profit
center
Setting Up Inventory Data
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Setting Up Inventory Control
Labels tab
Default label job for:
Identify the default label job when printing labels for each
Item of these activities
Transfer out
Transfer in
Quick transfer
Quick assembly
Tag creation method for:
Transfer out
Transfer in
Quick transfer
Quick assembly
Indicate whether to generate tags for label printing for
each type of activity, and if labels can be printed from the
tags at the time the transaction is posted
Prompt user to print and Print automatically generate tags,
and permit printing of labels from the tags at the time the
transaction is posted
To print labels from tags after posting, use Inventory /
Labels from Tags
Setting Up Inventory Data
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Setting Up Account Codes
Select Setup / Inventory / Account Codes
•
Use to define set of account numbers to use for distributions when
transactions are posted for items
•
Each item is assigned one account code
Assets / Liabilities tab
For each type of account, the account number to use and
the method for determining the profit center:
None
= use entire account number specified
without replacing profit center characters
Location = replace profit center characters with those
from location’s profit center
Profit center method Category = replace profit center characters with those
from item category’s profit center
Account
Sub-category = replace profit center characters with those
from sub-category’s profit center
B/S Inventory profit center method is set in Setup /
B/S inventory
Receivings accrual
Transfer clearing
RTV accrual
Inventory / Control
Transfer clearing profit center method is set in Setup /
Inventory / Control
Setting Up Inventory Data
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Setting Up Account Codes
Sales/COGS tab
Sales
Cost-of-goods sold
Customer returns
Cost-of-goods returned
For each type of account, the account number to use and
the method for determining the profit center: None,
Document, Location, Store, Category, or Sub-category
Other COGS tab
Adjustments
Distributions for adjustments to inventory
Cost correction
Used to record the difference between B/S Inventory value and
value of merchandise (QOH x Avg cost)
Physical count
Distributions for adjustments made through physical count
Use adjustment account if not tracking separately
Misc item expense
Used for non-inventory and service items, rather than B/S
inventory account
RTV adjustments
Distributions for adjustments made through RTVs
Setting Up Inventory Data
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Setting Up Location Groups
Select Setup / Inventory / Location Groups
•
Use to define groups of stocking locations for purposes of purchasing
for multiple locations at the same time
Setting Up Inventory Data
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Setting Up Item Attributes
Select Setup / Inventory / Attributes
•
Use as additional ways to group items, besides Categories and
Sub-Categories
Attribute
Description
Name and description of an attribute as it will appear in a lookup list
Item attribute 1- 6
Specify the attributes for which the defined value (“GRAPHITE”
above) can be selected for an item
The attribute value can be assigned to more than one item attribute
‘slot’
Note: To display your own label instead of “Item attribute” for each of the check boxes
on this form (and anywhere else that phrase appears), use Setup / System /
Configuration / Data Dictionary or Quick Setup to change the display label for
the associated ATTR_COD_… column code.
For example, in the Camptown Golf Training database, you might change the
Display label to Right/Left for the ATTR_COD_1 column code, and to Shaft for
the ATTR_COD_2 column code.
Setting Up Inventory Data
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Exercise 1: Setting Up Item Attributes
Try it Yourself!
This exercise illustrates how to modify the display label for the ATTR_COD_1 and
ATTR_COD_2 column codes so that your words appear for these attributes instead of
“Item attribute 1” or “Item attribute 2” in other forms. It also shows defining an item
attribute value that is valid only for the first attribute.
1.
Select Setup / System / Configuration / Data Dictionary
2.
If necessary, click on the System Data Dictionary
titlebar and switch to viewing [Column Codes].
Select ATTR_COD_1 from the list of column
codes. This is the column code used for the display label
Setup / Inventory / Item Attributes.
Click
3.
in
.
The Data Dictionary form comes to the front, where you can enter your changes.
Enter the Display label of right/left. Enter the same value for the Report label.
Enter a Long label of right or left handed.
Click
code.
Setting Up Inventory Data
to save the changes you made for the first attribute column
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07/17/09
4.
Switch back to the System Data Dictionary, and select ATTR_COD_2 from the
list of column codes.
Click
5.
.
On the Data Dictionary form, enter shaft for the Display label and Report label.
Enter shaft material for the Long label.
Click
to save the additional changes you've made.
When completed, exit from the Data Dictionary.
6.
Select Setup / Inventory / Attributes.
Click the VCR buttons to display the existing attributes.
Notice that Right/left displays instead of Item attribute 1 and Shaft displays
instead of Item attribute 2.
Exit the Item Attributes function.
7.
Select Inventory / Items.
Display an existing item and click the Description tab. Notice that Right/left
displays instead of Item attribute 1 and Shaft displays instead of Item attribute 2.
Exit the Items function.
------------------------------------------END OF EXERCISE----------------------------------------------Setting Up Inventory Data
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Setting Up Item Profile Codes
Select Setup / Inventory / Profile Codes
•
Use to define valid values for Item Profile Codes that were “turned on” in
Setup / Inventory / Control or Setup / System / Quick Setup
Note: To display your own label instead of “Code profile”, use Setup / System /
Configuration / Data Dictionary or Quick Setup to modify the Display label for
the corresponding NAME_ITEM_PROF_COD column code.
Setting Up Inventory Data
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Setting Up Item Categories
Select Setup / Inventory / Categories
•
Use to group items for pricing, reporting, and profit margin purposes
•
Assign one category to each item
Category
Enter a name for the category
Description
Enter a description for the category
Profit center
When constructing the account number for distributions, what
is the profit center to use for this category? (Entered account
must be marked as a “Valid profit center”)
Used only if "Profit center method" in account code assigned
to any item in this category indicates Category
Minimum margin
Minimum profit margin deemed acceptable for the category
Target margin
Desired margin for the category
Setting Up Inventory Data
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Setting Up Item Sub-Categories
Select Setup / Inventory / Sub-Categories
•
Use to further group items for pricing and reporting purposes
•
Click
to assign the sub-category to all categories, or use *
Sub-category
Enter a name for the sub-category
Category
Category for which this sub-category is valid, * if valid for all categories
Description
Enter a description for the sub-category
Profit center
When constructing the account number for distributions, what is the
profit center to use for this sub-category? (Entered account must be
marked as a “Valid profit center”)
Used only if "Profit center method" in account code assigned to any
item in this sub-category indicates Sub-category
Minimum margin
Minimum profit margin deemed acceptable for the sub-category
Target margin
Desired margin for the sub-category
Setting Up Inventory Data
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Setting Up Item Prompt Codes
Select Setup / Inventory / Prompt Codes
•
Use to define the additional information to ask for an item when it is sold
•
Assign up to three Item Prompt Codes to each item
•
Prompt Code and entered value are retained in ticket
Examples:
Serial number
Lot number
Brief instructions
Monogram
Date of birth
License number
Certificate number
Test constraint and error message
Prompt code
Enter a name for the prompt code
Description
Enter a description for the prompt code
Text to display
Prompt to display in ticket entry to request the information
Data type
Number of decimals
Entry characters must be this type: alphanumeric, date, or numeric
If numeric, number of decimals allowed
Entry required
Must an entry be made for this prompt, or can it be skipped?
Once per document
If multiple items on a single ticket use the same item prompt, do
not request the information more than once
Qty sold must be 1
To force a quantity of 1 when prompt reply is specific to a single
piece of an item (serial number, carat weight, film claim number)
Constraint
Entered value must pass constraint specified here
See Appendix 2 “Constructing Column Constraints” for more info
Error message
Error message to display if constraint is violated
Setting Up Inventory Data
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Setting Up Serial Prompt Codes
Select Setup / Inventory / Serial Prompt Codes
•
Use to define any additional information to ask for the serial numbers of
an item when entering certain types of transactions
•
Assign up to three Serial Prompt Codes to each serialized item
•
Each prompt displays once for each serial number in the selected
transaction(s)
•
Test constraint and error message
Prompt code
Enter a name for the prompt code
Description
Enter a description for the prompt code
Text to display
Prompt to request the serial number information in ticket entry
Data type
Number of decimals
Entry characters must be this type: alphanumeric, date, or numeric
If numeric, number of decimals allowed
Entry required
Indicate whether entry will be required, or can it be skipped?
Select the serial prompt 'slots' for items to which this serial prompt
Valid for
Serial Prompt 1 - 3 can be assigned
Used for
Selecting more than one means the prompt can be assigned to
one 'slot' for one item and a different 'slot' for another item
Indicate whether this serial prompt will be displayed for
Adjustments, Receivings, RTV’s, Transfers, Sales, Returns
Constraint
Entered value must pass constraint specified here
Error message
Error message to display if constraint is violated
Setting Up Inventory Data
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Exercise 2: Using Serial Prompts
Try it Yourself!
In this exercise, you will add a new serial prompt to request the New or Used condition of
a serialized item when selling the item.
1.
Select Setup / Inventory / Serial Prompt Codes.
Define and save the N/U serial prompt code illustrated on the previous page.
When defining the constraint:
- Enclose each "V=" test in parenthesis, not brackets.
- Enclose the testing value in single quotes/apostrophes, not double quotes.
2.
Select Inventory / Items. Display item BALL-RET-PRO.
Notice that this
item is always
serialized.
Setting Up Inventory Data
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3.
Switch to the Serialized tab. The three Serial prompt code columns are protected
change fields, so you will need to first click
on the toolbar to make the
fields accessible.
Do a lookup at "Serial prompt code 1". Your new code displays in the lookup,
because you indicated that it was a valid code for the first serial prompt code.
Select it to assign it to this item.
Do a lookup at "Serial prompt code 2". Nothing displays in this list since there are
no serial prompt codes defined to be used for Serial prompt code 2.
Click
to save the changes to this item.
------------------------------------------END OF EXERCISE----------------------------------------------Setting Up Inventory Data
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Setting Up Barcode Types
Select Setup / Inventory / Barcode Types
•
Use for grouping barcode "meanings" across items; permits barcode
printing for specific Barcode types
•
Each barcode assigned to an item must have a different Barcode type
Examples:
Barcode Types
1)
Item default barcode
UPC barcode
User-defined barcode
ITEM
UPC
USER
2)
Allow 4 barcodes per item
BARCODE1
BARCODE2
BARCODE3
BARCODE4
3)
Barcodes are vendor-specific
WILSON
ACME
NIKE
4)
Barcodes are by product-type
NEW
USED
DAMAGED
Setting Up Inventory Data
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Setting Up Label Codes
Select Setup / Inventory / Label Codes
•
Use for grouping items by the type of label printed for them
•
Permits label printing for items that use the same kind of label by
filtering on label code
Setting Up Inventory Data
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Setting Up Tare Weight Codes
Select Setup / Inventory / Tare Weight Codes
•
Use to define container names and weight of each
•
Assign to weighed items to have container weight deducted from item
total weight at time of sale
"&" denotes next
character as accelerator
key on button
Select this check box
if you want to enter
the weight of the
container
Assign a tare weight
code to any item that
is sold by weight in a
container, to exclude
the container weight
when calculating the
price.
Setting Up Inventory Data
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Setting Up Units
Select Setup / Inventory / Units
•
Use to define stocking and alternate units to assign to your items
•
Each unit must include a label and description
•
Optionally, enter a conversion setting. Conversion used as default if unit is
selected as an alternate unit for an item
Setting Up Inventory Data
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Setting Up Adjustment Reason Codes
Select Setup / Inventory / Adjustment Reason Codes
•
•
Use to explain why inventory levels are being adjusted
Account listed in the Adjustment reason code takes precedence over
the account in the item’s Account code for distributions
Setting Up Inventory Data
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Alternatives for Setting Up Items
Alternatives for adding items
A)
Use Inventory / Items to set up an item record for each item, along with
inventory records for each location where you want quantity tracked.
one item at a time
copy from any other item
default values from data dictionary or "template" item for
workgroup
inventory records can be automatic (if "Show inventory
setup options" is disabled in Inventory Control)
B)
Use Inventory / Quick Items, a simple single-form version of Inventory /
Items.
C)
Add each item "on the fly".
This can be done from the "Item Number" field in any function other than
Inventory / Items (such as ticket entry or purchase request entry) by:
-
entering the item number you want to assign and clicking
the "not on file" message displays, or
-
doing an item lookup and clicking
D)
when
from the lookup.
same as A)
uses simplified add-on-the-fly form
Use System / Utilities / Database Import to import the item information from
a text file. Records must be in delimited format (sequence of fields
doesn't matter)
multiple items in a single import
allows verification of data prior to import
default values for non-imported fields come from data dictionary
or "template" item for workgroup
optional logging of import errors
Setting Up Inventory Data
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SECTION 4: SETTING UP CUSTOMER DATA
Sequence of Customers Setup .....................................................................1
Setting Up Customer Control ........................................................................2
Setting Up Customer Categories...................................................................7
Setting Up Customer Finance Charge Codes...............................................8
Setting Up Customer Profile Codes ..............................................................9
Setting Up Shipping Zones..........................................................................10
Setting Up Statement Codes .......................................................................11
Setting Up Terms Codes .............................................................................12
Setting Up Loyalty Programs.......................................................................13
Exercise 1: Adding Loyalty Program Rules ............................................................... 15
Alternatives for Setting Up Customers ........................................................17
Sequence of Customers Setup
Sequence for setting up a new company’s Customers data
You can set up Customer data for a company any time after the System data has
been set up.
Set up Customer data for a new company by running these menu commands (all
selections in steps 1 – 8 are under Setup / Customers):
Control
1
Set up the Customer Control record.
After the Customer Control table is defined, the following data can be set up in any sequence
prior to defining your customers.
2
Categories
Set up the customer category names that you want to use for
grouping your customers. Each customer can be assigned one
category.
3
Finance Charge
Codes*
Set up finance charge codes for Receivables customers.
4
Profile Codes
If you selected to use any Customer code profiles when setting up
the Customer Control record, define the profile codes that will be
valid for each code profile.
5
Shipping Zones
Set up a Shipping Zone code for each shipping zone to which you
ship merchandise. Each customer and each customer ship-to
address can be assigned a Shipping Zone code.
6
Statement Codes*
Set up billing/statement cycles for Receivables customers.
7
Terms Codes*
Set up discount and payment terms for Receivables customers.
8
Loyalty Programs
Set up loyalty program details for customers.
9
Customers /
Customers
Set up the template customer(s) and then use Setup / System /
Workgroups to identify the template customer for each workgroup.
Set up a customer record for each customer for whom you want
to track sales history separately. Alternatives include adding
customers “on the fly” or importing them from a text file using
System / Utilities / Database Import.
10
Customers /
Ship To
Addresses
Define shipping addresses for each customer.
Only if Receivables Option is registered
Setting Up Customer Data
4-1
07/17/09
Setting Up Customer Control
Select Setup / Customers / Control
•
Columns enabled only if Receivables Option is registered
•
Use to specify aging periods and defaults when aging is performed
Aging tab
Age by
Document date or Due date
Aging periods
Number of aging periods you plan to use (Maximum = 5)
Aging Period 1 - 5
For each defined aging period
Max age for period1
Number of days that represent this aging period
For the last defined aging period, no day entry required
Dunning msg 1
Dunning msg 2
Optional messages to print on statement
Setting Up Customer Data
4-2
07/17/09
Setting Up Customer Control
A/R Processing tab
•
Columns enabled only if Receivables Option is registered
Cash Receipts
Maximum write-off
Unlimited
Writeoff account
Maximum dollar amount that can be written off at once, or
Unlimited, and default distribution account
(Enter 0, if no write-offs are allowed)
Source of profit center when updating writeoff
distributions to account entered here: None or Store
Statements
Last begin date
Last end date
Save copies to disk
Statement period beginning and ending date from last
time statements were printed
Save a copy of statements to a disk file
Account management
Note ID
Setting Up Customer Data
Note ID to automatically display note when viewing a
customer in Customers / Account Management
4-3
07/17/09
Setting Up Customer Control
Print Options tab
•
Use to specify whether and how customer transactions journals print at the
time the transaction is posted
Cash receipts journal
Options for printing or viewing the Cash Receipts Journal
at posting-time
Print distributions
Indicate whether to print distributions produced
Customer
adjustments journal
Print distributions
Options for printing or viewing the Customer Adjustments
Journal at posting-time
Finance charges journal
Options for printing or viewing the Finance charges
Journal at posting-time
Print distributions
Indicate whether to print distributions produced
Setting Up Customer Data
Indicate whether to print distributions produced
4-4
07/17/09
Setting Up Customer Control
Profiles tab
•
Use to specify the number of each profile type (up to five) to request for
customers
Code profile
= value entered for customer must be a defined Customer
Profile Code
Date profile
= value entered for customer must be in date format
Alpha profile
= value entered for customer can be any alphanumeric
characters
Numeric profile
= value entered for customer must be numeric
NOTE: Use Setup/System/Configuration/Data Dictionary or Quick Setup to change
the display labels for associated NAM_CUST_PROF_… column codes.
Setting Up Customer Data
4-5
07/17/09
Setting Up Customer Control
Other tab
Orders affect available credit
Layaways affect available credit
Indicate whether to reduce the amount of available
credit for each customer by the total dollar amount of
the customer’s orders / layaways
Simplified customer
add-on-the-fly
Enable use of a simplified form for adding new
customers "on the fly"
Also used for editing existing customers "on the fly"
from lookups
Loyalty Programs
Use loyalty programs
Indicate whether to use loyalty programs for your
company
Loyalty points adjustments
journal
Options for printing or viewing the Loyalty points
adjustments Journal at posting-time
Setting Up Customer Data
4-6
07/17/09
Setting Up Customer Categories
Select Setup / Customers / Categories
•
Use to group customers for reporting or pricing purposes
•
Assign one category to each customer
•
Decide whether to require a PO number for this category of customers
Setting Up Customer Data
4-7
07/17/09
Setting Up Customer Finance Charge Codes
Select Setup / Customers / Finance Charge Codes
•
Use to determine finance charges
•
Assign one finance charge code to each A/R type customer
Finance charge code
Description
Name and description for this finance charge code
Age documents by
Method by which to age documents: Due date or
document date
Min age to be considered
past due
Min past due total for fin
charge
Number of days before amount is past due
Calculate fin charge on fin
charge
Can assessed finance charges have additional finance
charges assessed against them
Level 1 percent
Level 1 cutoff
What percent will be assessed
Indicate whether there is a cutoff for this finance charge
percent
Level 2 percent
What percent will be assessed
Minimum finance charge
What is the smallest finance charge that can be assessed
Finance charge account
Account number to update for finance charges collected
and method to determine profit center: None or Store
Setting Up Customer Data
Minimum past due amount that can be assessed a finance
charge
4-8
07/17/09
Setting Up Customer Profile Codes
Select Setup / Customers / Profile Codes
•
Use to define valid values for Customer Code Profiles that were “turned on”
in Setup / Customers / Control or Setup / System / Quick Setup
Note: To display your own label instead of “Code profile”, use Setup / System /
Configuration / Data Dictionary or Quick Setup to change the display label for
the associated NAM_CUST_PROF_COD column code.
Setting Up Customer Data
4-9
07/17/09
Setting Up Shipping Zones
Select Setup / Customers / Shipping Zones
•
Use to define shipping zones for customer addresses
•
Assign one Shipping Zone to each customer and to each ship-to address
Setting Up Customer Data
4-10
07/17/09
Setting Up Statement Codes
Select Setup / Customers / Statement Codes
•
Use to define statement printing “groups” to allow statement printing for a
group of customers
•
Assign one statement code to each A/R charge customer (Receivables)
Setting Up Customer Data
4-11
07/17/09
Setting Up Terms Codes
Select Setup / Customers / Terms Codes
•
Use to define payment terms that you extend to customers
•
Assign terms code to each A/R charge type customer (Receivables only)
"Regular" terms
"Proximo" terms
Last day of a month on which invoice
terms apply to the following month
Cutoff day
End of month = invoice date June 30 or earlier
5% discount if paid by July 10th
due on July 25th
Cutoff day
25
Setting Up Customer Data
=
4-12
invoice date July 25
July 26
discount
if paid by
Aug 10th
Sept 10th
due on
Aug 25th
Sept 25th
07/17/09
Setting Up Loyalty Programs
Select Setup / Customers / Loyalty Programs
•
Use to define incentive programs for your customers
•
Assign one loyalty program to a customer
Setting Up Customer Data
4-13
07/17/09
Setting Up Loyalty Programs
Earning Rules
Determine the rules
for earning points
Redemption Rules
Determine the rules
for redeeming points
Setting Up Customer Data
4-14
07/17/09
Exercise 1: Adding Loyalty Program Rules
Try it Yourself!
You are going to expand the earning and redemption rules for the Golf Loyalty Program.
Customers who belong to the Golf Loyalty Program can now earn 1 point per stocking unit for
any item from the Snacks sub-category. Points they earn can be used for future Food category
purchases.
Defining the Earning Rule
1. Select the Golf Loyalty Program and click
.
Define the rule as described above. When completed the form should look similar to this.
2. Click
Rules form.
Setting Up Customer Data
to save the new line. Save the new rule and then close the Earning
4-15
07/17/09
Defining the Redemption Rule
3. With the Golf Loyalty Program selected, click
.
Define the rule as described above. When completed the form should look similar to this.
4. Click
to save the new line. Save the new rule and then close the
Redemption Rules form.
--------------------------------------------------End of Exercise ----------------------------------------------Setting Up Customer Data
4-16
07/17/09
Alternatives for Setting Up Customers
Alternatives for adding customers
A)
Use Customers / Customers to set up a customer record for each customer
for whom you want to track sales history separately.
one customer at a time
copy from any other customer
default values from data dictionary or "template" customer for
workgroup
B)
Use Customers / Quick Customers, a simple single-form version of
Customers / Customers.
C)
Add each customer "on the fly".
This can be done from the "Customer #" field in any function other than
Customers / Customers (such as ticket entry, cash receipt entry) by:
-
entering the customer number you want to assign and clicking
when the "not on file" message displays, or
-
doing a customer lookup and clicking
D)
from the lookup.
same as A)
uses simplified add-on-the-fly form
Use System / Utilities / Database Import to import the customer information
from a text file. Records must be in delimited format (sequence of fields
doesn't matter)
multiple customers in a single import
allows verification of data prior to import
default values for non-imported fields come from data dictionary
or "template" customer for workgroup
optional logging of import errors
Setting Up Customer Data
4-17
07/17/09
Setting Up Customer Data
4-18
07/17/09
SECTION 5: SETTING UP PURCHASING DATA
Sequence of Purchasing Setup.....................................................................1
Setting Up Purchasing Control ......................................................................2
Setting Up Vendor Categories.......................................................................9
Setting Up Vendor Profile Codes ................................................................10
Setting Up Vendor Terms Codes ................................................................11
Alternatives for Setting Up Vendors ............................................................12
Sequence of Purchasing Setup
Sequence for setting up a new company’s Purchasing data
You can set up Purchasing data for a company any time after the System data has
been set up.
Use Setup / Purchasing for the first four selections.
1
Purchasing Control
Set up the Purchasing Control record.
2
Vendor Categories
Set up the vendor category names that you want to use for
grouping your vendors. Each vendor can be assigned one
category.
3
Vendor Profile Codes
If you selected to use any Vendor code profiles when setting
up the Purchasing Control record, define the profile codes
that will be valid for each code profile.
4
Vendor Terms Codes
Set up the various payment terms that you receive from your
vendors. Each vendor can be assigned one terms code.
Each of these menu options is explained in more detail on the following pages.
Use Purchasing / Vendors to define your vendors, and Purchasing / Vendor
Items to define the details of how you purchase an item from a vendor.
5
Vendors
Set up a vendor record for each vendor from whom you
purchase merchandise or services.
Alternatives include adding vendors “on the fly”, importing
them from your G/L accounting software (direct interface), or
importing them from a text file using
System/Utilities/Database Import.
6
Vendor Items
Set up vendor item records to identify information about how
each item is purchased from a specific vendor.
Alternatives include importing them from a text file using
System/Utilities/Database Import, or allowing CounterPoint to
automatically create the records when Purchase Requests or
Receivings are posted.
These menu options are explained in the CounterPoint SQL Fundamentals manual.
Setting Up Purchasing Data
5-1
07/17/09
Setting Up Purchasing Control
Select Setup / Purchasing / Control
POs tab
Purchase Orders
Suggested qty rounding
In addition to ensuring the vendor's minimum order quantity
is met, should suggested purchase quantity also be rounded
so that it always matches the vendor's unit?
Default item description
What item description to use as default for purchase
requests: Description, Long Description, Short description,
Vendor-item
Use consolidated lines for
Which lines types should consolidate: None, All item types,
Non-gridded items only, Gridded items only, or User
selectable
Increment PO number on
reissue
Indicate whether to add a -R01, -R02 to POs when they are
reissued
Discontinued item warning
Indicate whether to display message about item’s
discontinued status when placing item on a Purchase Order
Receivings
Set copied lines to
When copying items to a receiving, set all lines to
“Selected” or “Unselected” for receiving
Only “Selected” lines will be posted
Transfer creation method
When allocated merged receivings are posted, indicate
whether to generate Transfer Outs or Quick Transfers
Discontinued item warning
Indicate whether to display message about item’s
discontinued status when receiving item
Setting Up Purchasing Data
5-2
07/17/09
Setting Up Purchasing Control
Prompt for line information
Automatically ask user to enter optional data on purchase
requests (e.g., different shipping address)
Update vendor-item cost
Automatically update cost in vendor-item record: Never,
When PO is posted, When receiving is posted, or Both
when PO and receiving are posted
Create vendor-item records
Automatically create a new vendor-item record: Never,
When PO is posted, When receiving is posted, or Both
when PO and receiving are posted
Item auto-display note
Vendor auto-display note
PO auto-display note
Note ID to automatically display when entering a purchase
request for items, vendors, and PO
Setting Up Purchasing Data
5-3
07/17/09
Setting Up Purchasing Control
RTVs tab
Default item description
Determine which description to use as the default:
Description, Long description, Short description, or Vendor
item
Prompt for line information
Automatically ask user to enter optional data on RTVs
Setting Up Purchasing Data
5-4
07/17/09
Setting Up Purchasing Control
Misc charges tab
•
Define up to 5 miscellaneous charges for receivings
Click a button to configure
that misc charge
Use misc charge 1 - 5
After selecting the Misc charge 1 – 5 button, indicate whether to
use the corresponding miscellaneous charge
Include in cost
Indicate whether to include the miscellaneous charge in the cost
of the items being received ("landed cost")
Allocate by
If including charge in cost, allocate cost to received items based
on: Cost, Cube, Quantity, or Weight
Profit center method
Account
If not including charge in cost, account number to update for
charge when interfaced for invoicing to Accounts Payable
software and method of assigning profit center: None or Location
Setting Up Purchasing Data
5-5
07/17/09
Setting Up Purchasing Control
Profile tab
•
Use to specify the number of each profile type (up to five) to request for
vendors
Code profile
= value entered for vendor must be a defined Vendor Profile
Code
Date profile
= value entered for vendor must be in date format
Alpha profile
= value entered for vendor can be any alphanumeric
characters
Numeric profile
= value entered for vendor must be numeric
Note: Use Setup / System / Configuration / Data Dictionary or Quick Setup to
change display labels for associated NAM_VEND_PROF column codes.
Setting Up Purchasing Data
5-6
07/17/09
Setting Up Purchasing Control
Labels tab
•
Use to specify the default label jobs and tags methods
Default label job for
- purchase request
- receiving
- quick receiving
Identify the default label job when printing labels for
each of these activities
Purchase order tags method
Receiving tags method
Quick receivings tags method
Indicate whether to generate tags for label printing
for each type of activity, and if labels can be printed
from the tags at the time the transaction is posted
Prompt user to print and Print automatically generate
tags, and permit printing of labels from the tags at the
time the transaction is posted
To print labels from tags after posting, use Inventory /
Labels from Tags
Setting Up Purchasing Data
5-7
07/17/09
Setting Up Purchasing Control
Print Options tab
Purchase request journal
PO forms
Receivings journal
Receiver forms
RTVs journal
RTV forms
Purchase adjustment journal
Quick receivings journal
When transactions are posted determine the options for
viewing or printing posting journal and forms: Prompt
user to preview, Preview automatically, Prompt user to
print, Print to default printer, Skip
(Same choices available for all)
Print distributions
Indicate whether to print accounting distributions on
journal
Setting Up Purchasing Data
5-8
07/17/09
Setting Up Vendor Categories
Select Setup / Purchasing / Categories
•
Use to group vendor for reporting purposes
•
Assign a category to each vendor
Setting Up Purchasing Data
5-9
07/17/09
Setting Up Vendor Profile Codes
Select Setup / Purchasing / Profile Codes
•
Use to define valid values for Vendor Code Profiles that were “turned on” in
Setup / Purchasing / Control or Setup / System / Quick Setup
Note: To display your own label instead of “Code profile”, use Setup / System /
Configuration / Data Dictionary or Quick Setup to modify the Display label for
the corresponding NAM_VEND_PROF_COD column code.
Setting Up Purchasing Data
5-10
07/17/09
Setting Up Vendor Terms Codes
Select Setup / Purchasing / Terms Codes
•
Use to define the different payment terms provided to you by your vendors
•
Assign one terms code to each vendor
•
Prints on purchase order form
Proximo Terms Code
Terms Code
Terms code
Description
Identify the terms the vendor offers
Enter the description of those terms
Proximo due date and
Due day
Due days
Indicate whether a specific day of the month is the due date, and
if so, what is that date?
Proximo disc date and
Discount day
Discount days
Indicate whether a proximo discount date is used, and if so, what
is that date?
Cutoff day
End of month
For a Proximo terms code, enter the last date transactions will
be applied to the current month, or use the end of the month
Discount percent
What discount percent is offered, if payment is received before
the discount date
Discount account
Indicate which account discount distributions are made to
Disc misc charge 1- 5
If vendor offers early payment discount terms, can the discount
also be taken on miscellaneous charges?
Setting Up Purchasing Data
If not using Proximo dates, how many days until payment is due
If not using a Proximo discount date, how many days is the
discount offered
5-11
07/17/09
Alternatives for Setting Up Vendors
Alternatives for adding vendors
A)
Use Purchasing / Vendors to set up a vendor record for each vendor, along
with vendor item records for each item that you purchase from a vendor.
B)
one vendor at a time
copy from any other vendor
default values from data dictionary
vendor unit/cost and minimum order quantities can be pre-defined
and used in next PO
Add each vendor "on the fly".
This can be done from the "Vendor number" field in any function other than
Purchasing / Vendors (such as purchase request entry, quick receivings) by:
-
entering the vendor number you want to assign and clicking
when the "not on file" message displays, or
-
doing an vendor lookup and clicking
C)
from the lookup.
same as A)
Import vendor information from a text file.
Use System / Utilities / Database Import to import the vendor information.
Records in the text file must be in delimited format (sequence of fields
doesn't matter)
multiple vendors in a single import
allows verification of data prior to import
default values for non-imported fields come from data dictionary
optional logging of import errors
Setting Up Purchasing Data
5-12
07/17/09
SECTION 6: SETTING UP POINT OF SALE DATA
Sequence of Point of Sale Setup ..................................................................1
Setting Up Point of Sale Security Codes.......................................................2
Setting Up Point of Sale Control..................................................................11
Setting Up Point of Sale Stores ...................................................................14
Credit Card Capabilities...............................................................................29
CPGateway: Internet Authorizations ...........................................................31
CPGateway Status ......................................................................................32
CPDialup: Modem Authorizations ...............................................................33
Setting Up Credit Cards...............................................................................34
Setting Up Reason Codes ...........................................................................43
Setting Up Ticket Profile Codes ..................................................................44
Planning the Touchscreen Configuration ....................................................45
Setting Up Touchscreen Codes ..................................................................46
Touchscreen Button Actions........................................................................50
Exercise 1: Setting Up a RunPage Button................................................................. 63
Setting Up Devices ......................................................................................68
Setting Up Devices - Loading a Device Group............................................69
Setting Up Devices - Crystal Receipt Printer ..............................................70
Setting Up Devices - OPOS Receipt Printer ...............................................71
Setting Up Devices - Cash Drawer..............................................................72
Setting Up Devices - Line Display ...............................................................73
Setting Up Devices - Customer Display ......................................................75
Setting Up Devices - MSR...........................................................................76
Setting Up Devices - Pin Pad ......................................................................77
Setting Up Devices - Payment Display........................................................78
Setting Up Devices - Signature Capture .....................................................80
Setting Up Devices – Ingenico Form Display..............................................81
Setting Up Devices - MICR..........................................................................82
Setting Up Devices - Scale ......................................................................... 83
Setting Up Devices – Moneris SPED.......................................................... 84
Point of Sale Forms .................................................................................... 85
Flexibility of Form Groups ........................................................................... 86
Setting Up Point of Sale Form Groups ....................................................... 87
Exercise 2: Modifying Receipts ..................................................................................96
Setting Up Stations ................................................................................... 100
Setting Up Drawers ................................................................................... 104
Drawer Session Cycle............................................................................... 105
Setting Up User Drawers .......................................................................... 106
Setting Up Gift Registry Occasions .......................................................... 107
Setting Up Discount Codes....................................................................... 108
Sequence of Point of Sale Setup
Sequence for setting up a new company’s Point of Sale data
You can set up Point of Sale data for a company any time after the System data has
been set up.
Set up Point of Sale data for a new company by running the menu selections in this
order (all selections are under Setup / Point of Sale.
1
Security Codes
Define at least one Point of Sale security code, and assign it to
Point of Sale users (using Setup / System / Users).
2
Control
Set up the Point of Sale Control record.
3
Stores
Define each of your selling locations for which you want sales
history tracked.
The stocking locations defined in Setup / Inventory / Locations
are your “warehouses”, where the software tracks quantity on
hand. They are defined separately in CounterPoint, even
though the stocking and selling location may actually be the
same physical place.
4
Reason Codes
If you selected to use reason codes for any override activity,
define the reason codes that will be valid for each.
5
Profile Codes
If you selected to use any Code profiles when setting up the
Store record, define the ticket profile codes that will be valid for
each code profile.
6
Touchscreen Codes
If you want to use Touchscreen ticket entry, define the
touchscreen button layouts that will be used.
7
Devices
On each workstation, after OPOS software drivers are
installed/built, use this function to select each device that will
be used on that workstation during ticket entry.
8
Form Groups
Define form ID’s for each form printed in ticket entry, and
identify whether you will use the OPOS or Crystal version of
the form. New OPOS or Crystal* forms can be created and
existing forms can be modified. (*Crystal Reports required)
9
Stations
Define each of the selling points (registers) within a store.
Stations are associated with stores.
10
Drawers
Define the drawers where sales and tender will be tracked prior
to posting. Drawers are associated with stores.
11
User Drawers
Define which drawers each user can access for ticket entry,
and the activities they can perform with each drawer.
12
Gift Registry
Occasions
Define the various occasions for which you will create a gift
registry.
13
Discount Codes
If you select to provide a ticket discount, define the discount
codes that will be valid for each.
Setting Up Point of Sale Data
6-1
07/17/09
Setting Up Point of Sale Security Codes
Select Setup / Point of Sale / Security Codes
•
Use to define Point of Sale authorizations for user or group of users
•
Assign one Point of Sale security code to each Point of Sale user
(Using Setup / System / Users)
Tickets tab
Ticket Authorizations
Allows user to
Void current docs
Void completed docs
Void document during entry
Void document after it is completed (but before it is
posted)
Unlock others' stations
Unlock a station locked by a different user
Override cust. 'No tickets' flag
Sell to a customer with a "no tickets" credit hold
Perform 'No-sale'
Do a "no sale" (open cash drawer)
Override max return
Enter a return that exceeds store's max return
amount
Override required print
Bypass required ticket printing
Reprint
Reprint a document
Change sales rep
Change tax code
Change the sales rep on a ticket
Change the tax code on a ticket
Setting Up Point of Sale Data
6-2
07/17/09
Setting Up Point of Sale Security Codes
Tickets tab (cont.)
Ticket Authorizations
Allows user to
Change ship-from location
Change a Store’s ship-from location in Ticket Entry from
the one defined in Setup / Point of Sale / Stores
Change price-from location
Change a Store’s price-from location in Ticket Entry from
the one defined in Setup / Point of Sale / Stores
Change profit center
Change the profit center value in Ticket Entry
Use holds
Delete holds
Use quotes
Delete quotes
Use pay-ins
Use pay-outs
Use pay-on accounts
Complete the corresponding action while in Ticket Entry
Setting Up Point of Sale Data
6-3
07/17/09
Setting Up Point of Sale Security Codes
Tickets tab (cont.)
Ticket Authorizations
Allows user to
Clock in/out
Create a timecard record
Enter purchase order #
Enter bill to
Enter customer
Enter misc. charge
Enter notes
Enter package tracking #
Enter ship-to address
Enter the indicated information on a ticket
Hold and recall
Perform the Hold and Recall function
Edit ticket profile
Change the profile information for a ticket
Allow ticket discount
Override max disc
Enter a discount for a ticket
Exceed the maximum discount amount
Setting Up Point of Sale Data
6-4
07/17/09
Setting Up Point of Sale Security Codes
Line Items tab
Line Item Authorizations
Allows user to
Edit lines
Override prices
Sell below minimum price
Edit information entered for a line on the current ticket
Change the calculated price for an item
Sell below minimum price level or minimum profit
percent for store
Override qty restrictions
Override insufficient quantity when store is configured
to disallow quantity overrides
Change line tax category
Change line taxable status
Change tax category of item
Change whether item is taxable on a ticket
Allow sale lines
Allow return lines
Enter an item for sale on a ticket
Enter an item as a return on a ticket
Edit item prompt
Change the prompt values entered for an item
Move lines up/down
Move a line up or down in the display area
Re-price all lines
Re-price all lines on the document
Allow validated returns
Process and verify a return against a posted ticket
Setting Up Point of Sale Data
6-5
07/17/09
Setting Up Point of Sale Security Codes
Total/Tender tab
Total / Tender Authorizations Allows user to
Override credit limit
Sell to a customer who uses A/R charge to pay for some
or all of their purchase, and customer is over their credit
limit
Change tax
Change the default calculated tax for a ticket or order
Allow no signature
Skip entry of a signature for a pay code defined to use
signature capture
Bypass drawer alarm
Bypass the drawer alarm and complete the ticket, even
though the cash drawer is still open
(When using a drawer with open/close sensing)
Reissue change
Reissue change in a different combination of pay codes
Redeem loyalty points
Select ‘Loyalty points’ for ticket payment
Clear payments
Remove any entered payment lines from the document
Use customer’s on file credit
card number
Use the customer’s on file credit card information as
payment
Setting Up Point of Sale Data
6-6
07/17/09
Setting Up Point of Sale Security Codes
Orders tab
Orders Authorizations
Allows user to
Override customer
'No orders' flag
Override "Allow orders = N" setting for a customer
Allow order lines
Allow backorder lines
Allow special order lines
Enter a new order
Enter a new backorder
Enter a new special order
Edit orders
Enter order deposits
Allow order deposit refund
Edit an existing order
Enter order deposits
Refund an order deposit
Pick orders
Release orders
Copy-release orders
Cancel orders
Reinstate orders
View order history
Print orders
Print picking tickets and set "picked" status
Release line items from orders to tickets
Leave order on file, but release ready lines
Cancel orders
Reinstate a cancelled order
View order history
Print the order
Setting Up Point of Sale Data
6-7
07/17/09
Setting Up Point of Sale Security Codes
Layaways tab
Layaways Authorizations
Allows user to
Override customer ‘No layaways’ flag
Override “Allow layaways = N” setting for a
customer
Allow layaway lines
Enter a layaway on a ticket
Edit layaways
Pick layaways
Edit existing layaway tickets
Print a picking ticket for a layaway
Enter layaway deposits
Allow layaway deposit refund
Enter a deposit on a layaway
Refund a layaway deposit
Release layaways
Copy-release layaways
Cancel layaways
Reinstate layaways
Release layaway lines
Leave layaway on file, but release ready lines
Cancel existing layaways
Reinstate a cancelled layaway
View layaway history
View layaway history
Print layaways
Print the layaway
Setting Up Point of Sale Data
6-8
07/17/09
Setting Up Point of Sale Security Codes
Touchscreen tab
Touchscreen Authorizations
Allows user to
Custom action
Perform a custom action
Customer from lookup
Select a customer from a lookup
Run external program
Run an external program
Item from lookup
Select an item from a lookup
Execute run page
Execute a run page action
Setting Up Point of Sale Data
6-9
07/17/09
Setting Up Point of Sale Security Codes
Stored Value Cards tab
Stored Value Cards Authorizations
Allows user to
Allow SVC activate
Activate a Stored Value Card
Allow SVC recharge
Recharge a Stored Value Card
Allow SVC balance inquiry
Check the balance for a Stored Value Cared
Allow SVC cash back
Give cash as change for a Stored Value Card
Override minimum SVC activation
Override the Minimum SVC activation setting
Override minimum SVC recharge
Override the Minimum SVC recharge setting
Override maximum SVC refund
Override the Maximum SVC refund setting
Override maximum SVC cash back
Override the Maximum SVC cash back setting
Setting Up Point of Sale Data
6-10
07/17/09
Setting Up Point of Sale Control
Select Setup / Point of Sale / Control
•
Use to define up to 5 miscellaneous charges that might be used by any store
Misc Charges tab
Use misc charge 1 - 5
After selecting the Misc Charge 1 – 5 button, indicate whether
to use the corresponding miscellaneous charge
Profit center method
Account
For each miscellaneous charge, specify the account number
for G/L distributions and select the source of the profit center:
None or Store
Note:
Use Setup / System / Configuration / Data Dictionary or Quick Setup to
change the display labels for the corresponding NAM_PS_MISC_CHG column
code.
Setting Up Point of Sale Data
6-11
07/17/09
Setting Up Point of Sale Control
Profiles tab
•
Note:
Use to specify how many (up to five) of each type of ticket profile to enable for
tickets at any store
Code profile
= value entered for ticket must be a defined ticket Profile Code
Date profile
= value entered for ticket must be in date format
Alpha profile
= value entered for ticket can be any alphanumeric characters
Numeric profile
= value entered for ticket must be numeric
Use Setup / System / Configuration / Data Dictionary or Quick Setup to
change display labels for the corresponding NAM_TKT_PROF_ column codes.
Setting Up Point of Sale Data
6-12
07/17/09
Setting Up Point of Sale Control
Other tab
•
Specify default handling of journals at ticket posting time
•
Name of note ID for automatic display of customer and item note at time of
sale
Print options
Drawer summary journal
Ticket journal
Closed order journal
Closed layaway journal
Settlement journal
Z-Tape
Batch release review
When tickets are posted, indicate which action should
be taken for each journal:
- Prompt user to preview
- Preview automatically
- Prompt user to print
- Print to default printer
- Skip
Print distributions
Should distributions be printed on the journal?
Auto-display notes
Customer auto-display note
Item auto-display note
Setting Up Point of Sale Data
Note ID that causes a note to automatically display after
selecting a customer or item in Ticket Entry
6-13
07/17/09
Setting Up Point of Sale Stores
Select Setup / Point of Sale / Stores
Main tab
Locations
Default ship-from location
Allow document entry
Prompt for document entry
Allow line entry
Prompt for line entry
Default price-from location
Allow document entry
Prompt for document entry
Allow line entry
Prompt for line entry
Location where quantities associated with this store will
be updated during entry and posting of sales tickets
Indicate whether to allow, or prompt, a user to enter a
different ship-from location for the document
Indicate whether to allow, or prompt, a user to enter a
different ship-from location for each line
When using location-specific prices, the location whose
prices should be used as defaults
Indicate whether to allow, or prompt, a user to enter a
different price-from location for the document
Indicate whether to allow, or prompt, a user to enter a
different price-from location for each line
Profit center
Profit center
Allow document entry
Prompt for document entry
Allow line entry
Prompt for line entry
Setting Up Point of Sale Data
Account number whose profit center represents this
store (Entered account must be marked as a “valid
profit center”)
Indicate whether to allow, or prompt, a user to enter a
different profit center for the document
Indicate whether to allow, or prompt, a user to enter a
different profit center for each line
6-14
07/17/09
Setting Up Point of Sale Stores
Main tab cont.
Other
Default customer #
Customer used as the default in ticket entry (required for
Touchscreen ticket entry)
Use tax code from
Always use Store's tax code to calculate sales taxes at
this store, or use Customer's tax code (uses Store's if
customer's is blank)
Store tax code
Tax code for calculating taxes at this store
Prompt for name/address
If customer record is set to prompt for name and address
by store, allow name and address change for tickets
entered at this store?
Maximum return amount
Unlimited returns
Maximum amount of returns that can be entered on a
single ticket at this store, or unlimited amount
Setting Up Point of Sale Data
6-15
07/17/09
Setting Up Point of Sale Stores
Contacts tab
Enter the store’s address and the information for the individuals you contact
at this store.
Setting Up Point of Sale Data
6-16
07/17/09
Setting Up Point of Sale Stores
Tickets–1 tab
Use Reasons for
Returns
Price overrides
Void completed ticket
Tax overrides
Enable request of reason codes for which activities?
Drawer Activity
Allow auto-count
Close after count
Allow auto-count on all pay codes when posting drawers?
Automatically close the Count drawer form?
Allow auto-activate
Close after activate
Allow drawers to be activated when logging in to ticket entry?
Automatically close the Activate drawer form?
Close after cash drop
Close after cash loan
Automatically close the Cash Drop form?
Automatically close the Cash Loan form?
Allow auto-reconcile
Close after reconcile
Allow counted drawer to be posted without reconciling?
Automatically close the Reconcile drawer form?
Allow reactivation
Can an active, counted, or reconciled drawer be re-activated?
Line Items
Line tax display
What to indicate on-screen for item tax status: All, Nontaxed, Taxed, Changed, or None.
Default line desc
Which item description should display: Description (30),
Long Description (50), or Short Description (20)
Quantity override method
Select the method for overriding insufficient quantities
Insufficient qty line type
Default line type for insufficient quantities?
Show gift certificates as lines
Include a line on the ticket for each sold gift certificate?
Default grid entry mode
For gridded items, allow single or multi-cell entry
Use item total qty for pricing
Base price on total quantity sold of item across all lines on
ticket?
Setting Up Point of Sale Data
6-17
07/17/09
Setting Up Point of Sale Stores
Tickets–1 tab
Minimum Prices
Minimum price level
When users enter prices in ticket entry, what's the lowest
price level value that's allowed?
Minimum profit method
Base minimum profit percent by store, or by store and item
category within?
Minimum profit percent
If "Store”, enter the minimum profit percent that's allowed.
Also specify the cost to use for computing the profit.
"Minimum price level" and "Minimum profit percent" work
together: the entered price must exceed both minimums
Base profit on
Random Weight Barcodes
Type
Always use qty 1
Barcodes that include both the item number and the total
price of an item that is sold by weight. CounterPoint will
calculate quantity (typically weight)
Use Standard (extended prices up to 99.99) or Extended
(extended prices up to 999.99)
Use quantity of 1, instead of calculating quantity
PO Number
Allow PO number entry
Indicate whether a user can enter a PO number
Prompt for PO number
Indicate whether CounterPoint should prompt for a PO
number
Validated Returns
Default return reason
Indicate a return reason to be used by default
Discounts
Max. discount amt.
Max. discount pct.
Setting Up Point of Sale Data
Enter the maximum amount / percent discount allowed
6-18
07/17/09
Setting Up Point of Sale Stores
Tickets-2 tab
Login
Login for each ticket
Station defaults to
Allow station change
Require clerks to log in to Ticket Entry for each ticket
Default for Station when logging in to ticket entry, and whether
users can change the station number for entering tickets
Drawer defaults to
Allow drawer change
Default for Drawer when logging in to ticket entry, and whether
users can change the drawer number for entering tickets
Can be defaulted to same value as the station
Sales Rep
Sales rep defaults to
Allow sales rep change
Default for Sales rep on a ticket: Customer’s sales rep, User
logged into ticket entry, or no default sales rep
Print and Reprint
Require ticket print
Disable ticket reprint
Require a receipt or invoice to be printed for each ticket?
Prevent reprinting of an already printed receipt or invoice?
Allow reissuing change
Allow authorized user to reissue change in different pay codes
Open Drawer Alarm
Use open drawer alarm
Sense if the cash drawer is open and implement an alarm
(Drawer must have ability to sense open/closed state)
Alarm delay
Alarm sound file
Alarm repeat time
Indicate the time delay before the alarm sounds, sound of the
alarm (must be .wav file), and time lapse (in seconds) before
alarm is repeated
Messages
Suppress ticket completion
confirmation dialog
Suppress EDC authorization
code information dialog
Setting Up Point of Sale Data
Suppress the dialog that appears after ticket
completion/EDC authorization?
6-19
07/17/09
Setting Up Point of Sale Stores
Tickets-3 tab
Pay-in
Default pay-in account
Select account for pay-ins and profit center method: None
or Store
Allow change
Indicate whether the Default pay-in account can be
changed
Pay-out
Default pay-out account
Select account for pay-outs and profit center method:
None or Store
Allow change
Indicate whether the Default pay-out account can be
changed
Setting Up Point of Sale Data
6-20
07/17/09
Setting Up Point of Sale Stores
Tickets-3 tab (cont.)
Holds and Quotes
Access other stores’ holds
Allow this store to access holds from another store
Access other stores’ quotes
Allow this store to access quotes from another store
Days quote is valid
Enter how many days an issued quote is valid
Hold and recall
Automatic for line changes
Indicate whether to automatically ‘Hold and Recall’ the
ticket or order for line changes
Automatic before payment
entry
Indicate whether to automatically ‘Hold and Recall’ the
ticket or order before entering payment information
Reprice after recall
Indicate whether to reprice lines after a hold and recall
Allow add on the fly for...
“Item not on file”
Item LookUp
Allow a user at this store to add an item during Ticket
Entry, from either the “Item not on file” message or from
the item lookup
“Customer not on file”
Customer LookUp
Allow a user at this store to add a customer during Ticket
Entry, from either the “Customer not on file” message or
from the customer lookup
Setting Up Point of Sale Data
6-21
07/17/09
Setting Up Point of Sale Stores
•
Select the “Use orders” check box to enable order processing for the selected
store
Orders tab
Orders
If “Use orders” is enabled
Access other stores’ orders
Allow users to edit orders entered at a different store?
Check for open orders
Notify user of open orders for customer
Provides access to order processing
Prompt for ship-to address on Automatically request shipping information for every
new order?
orders
Show unshipped lines on
tickets
Show lines that have not been shipped on the ticket?
Warn when releasing
unpicked orders
Display warning if releasing an order and order’s last
activity is not “Picked”
Warn when editing picked
orders
Display warning if editing an order and order’s last
activity is “Picked”
Use order # as release ticket # Indicate whether you want to use the order number as
the ticket number when releasing an order
Allow hold/quote for release
tickets
Allow users to create a Hold/Quote for a release
ticket?
Reprice when edited
When editing an order, should the price for the line be
repriced?
Setting Up Point of Sale Data
6-22
07/17/09
Setting Up Point of Sale Stores
Orders tab cont.
Deposits
If “Use orders” is enabled
Orders
Backorders
Special orders
Enter the Minimum amount and Minimum percent deposit
required for initial deposit on new orders
Line items
Quantity override method
Select the method for overriding insufficient quantities for
an order: Prompt, default yes; Prompt, default no; Silently
override; Disallow
Insufficient quantity line
type
When overriding insufficient quantities on an order, what is
the default line type: None, Backorder, Special order
Order release state
Backorder release state
Special order release state
When releasing lines from an order, backorder, or special
order, what is the initial state of all lines, “Selected” or
“Unselected”
Default grid entry mode
For gridded items, allow single or multi-cell entry
Accounts
Deposits received
Deposits forfeited
Profit center method
Account
Setting Up Point of Sale Data
For deposits received and deposits forfeited, specify the
account number for G/L distributions and select the profit
center method for those distributions: None, Document,
Store
6-23
07/17/09
Setting Up Point of Sale Stores
•
Select the “Use layaways” check box to enable layaway processing for the
selected store
Layaways tab
Layaways
If “Use layaways” is enabled
Access other stores’
layaways
Allow users to edit layaways entered at a different store?
Check for open layaways Notify user of open layaways for customer
Provides access to layaway processing
Prompt for ship-to
address on layaways
Automatically request shipping information for every new
layaway?
Show unshipped lines
on tickets
Show lines that have not been shipped on the ticket?
Warn when releasing
unpicked layaways
Display warning if releasing a layaway and layaway’s last
activity is not “Picked”
Warn when editing
picked layaways
Display warning if editing a layaway and layaway’s last activity
is “Picked”
Use layaway # as release
ticket #
Indicate whether you want to use the layaway number as the
ticket number when releasing a layaway
Allow hold/quote for
release tickets
Allow users to create a Hold/Quote for a release ticket?
Reprice when edited
When editing a layaway, should the price for the line be
repriced?
Setting Up Point of Sale Data
6-24
07/17/09
Setting Up Point of Sale Stores
Layaways tab cont.
Deposits
If “Use layaways” is enabled
Layaways
Enter the Minimum amount and Minimum percent deposit
required for initial deposits on new layaways
Line items
Quantity override
method
What is the method to override insufficient quantities for a
layaway: Prompt, default yes, Prompt, default no, Silently
override, Disallow
Layaway release state
When releasing lines from a layaway, what is the initial state of
all lines, “Selected” or “Unselected”
Default grid entry mode
For gridded items, allow single or multi-cell entry
Accounts
Deposits received
Deposits forfeited
Setting Up Point of Sale Data
For deposits received and deposits forfeited, specify the
account number for G/L distributions and select the profit center
method for those distributions: None, Document, Store
6-25
07/17/09
Setting Up Point of Sale Stores
•
Specify the line types that are available for use in your store
Lines tab
The first two line types
will be used as the
defaults for the store in
Regular Ticket Entry
Line types and precedence
Unused line types
Available line types
Which of the available line types will not be used by this
store?
In which order will the available line types be listed under
the “MORE” button in Regular Ticket Entry?
Click
to set the
colors for each line type
Show discontinued item
warnings for
Sales lines
Return lines
Layaway lines
Order lines
Backorder lines
Special order lines
Setting Up Point of Sale Data
Select this check box to display a warning message when a
user adds an item that has been designated as
‘Discontinued’
6-26
07/17/09
Setting Up Point of Sale Stores
Numbers tab
Ticket numbers from
Next ticket number
Assign ticket numbers by Station or Store
If assigned by store, what's the next number to assign
to each ticket entered at this store?
If left blank, users must manually enter each ticket
number
Hold numbers from
Next hold ID
Assign hold numbers from Station or Store
Quote numbers from
Next quote number
Assign quote numbers from Station or Store
Order numbers from
Next order number
Assign order numbers from Station or Store
Layaway numbers from
Next layaway number
Assign layaway numbers from Station or Store
Setting Up Point of Sale Data
If by store, the next hold ID to assign at this store
If by store, the next quote number to assign at this store
If by store, the next order number to assign at this store
If by store, the next layaway number to assign at this
store
6-27
07/17/09
Setting Up Point of Sale Stores
Misc Charges tab
Use misc chg 1-5
Of the miscellaneous charges defined in Setup / Point of Sale /
Control, which will you use in this store?
Type
Method of calculating default charge: percentage of sale or
fixed dollar amount
Serves as default only; can be overridden for ticket
Default misc charge
Default misc charge %
Setting Up Point of Sale Data
Enter the default dollar amount or percentage
6-28
07/17/09
Credit Card Capabilities
•
Credit card authorization and settlement, check guarantee
•
Processor: First Data North (FDMS), Lynk, First Data South, TYSYS
(VisaNet), or Paymentech
•
Credit Card Option required for Vital, First Data North administered by nonPNC bank, First Data South, or Paymentech (included with Express)
•
Check guarantee with TeleCheck and Certegy (Equifax)
•
Check processing through RBSLynk
•
Debit card processing
•
Retail, Mail-order/Telephone order (MOTO), or Ecommerce processing
•
Level II Purchase cards for Visa/MasterCard
•
Direct authorizations for AmEx through CPGateway, CAPN compliance
•
Address Verification Service (AVS) for Visa/MasterCard/Discover/AmEx
•
Optional Card Verification Value/Code (CVV2/CVC2/CID) for
Visa/MasterCard/AmEx when card is not present
•
Communication service via CPGateway or CPDialup
•
Credit Card numbers are “masked” on all pre-defined reports and forms
•
Credit Card numbers are “encrypted” in history tables
Industry Type
Features
Retail
Best rates for card swipe (“card present”) transactions
AVS (Address Verification Service)
Debit card processing (use for returns only as credit card)
Transactions presumed to be “card not present” (no card swipe)
AVS (Address Verification Service)
Optional CVV2/CVC2
No debit card processing
Transactions presumed to be from Web site or other secure
electronic source
Point of Sale orders imported from CPOnline are handled as
secure, fully-qualified ecommerce transactions
AVS (Address Verification Service)
Optional CVV2/CVC2
Mail-order / Telephone-order
(MOTO)
Ecommerce
Setting Up Point of Sale Data
6-29
07/17/09
Credit Card Capabilities
Credit Card Certification
CISP (Cardholder Information Security Program) – a program started by Visa to
secure cardholder information wherever it resides.
PABP (Payment Application Best Practices) – a program started by Visa to
assist software developers create secure payment applications.
PCI SSC (Payment Card Industry Security Standards Council) – a group founded
by Visa, AmEx, MasterCard, Discover, and JCB to promote adoption of the PCI
Data Security Standard.
PCI DSS (Payment Card Industry Data Security Standard) – a comprehensive
set of requirements created by the PCI Council to enhance payment account
data security.
Address Verification Service (AVS)
•
•
•
•
•
•
Send cardholder address and zip code to processor when card is not swiped
to reduce risk of fraud
Done for manually entered Visa, MasterCard, or Discover transactions
through any preferred processor
American Express Automatic Address Verification (AAV) and card
identification (CID) services for AmEx transactions directly authorized through
CPGateway
Mismatches are recorded in the database and reported on the Pre-Settlement
List and Settlement Journal
Mismatch has no impact on approval or transaction cost from processor for
Visa, MasterCard, or Discover
American Express rejects transactions with incorrect card identification
information
Card Verification Value (CVV2/CVC2/CID) Available if using AVS
•
Sends a three or four digit number found on the back of the credit card to
processor when card is not swiped to reduce risk of fraud
Setting Up Point of Sale Data
6-30
07/17/09
CPGateway: Internet Authorizations
Credit card, debit card, and check authorizations via the Internet,
rather than dial-up
Fast authorization times (typically 2 seconds)
Uses existing Internet connection
One Internet connection can service all CounterPoint workstations
Automatic "failover" to dial-up (CPDialup)
Fee is monthly, and is based on number of transactions and whether
using CMP or non-CMP
www.CPGateway.com for info and sign-up
CounterPoint
workstation
(with credit card /
check transaction)
Connects to CPGateway through
the Internet, via TCP/IP protocol
CPGateway
servers
(SYN)
Constant
connection
Processor
Requirements:
•
Constant connection to the Internet (via dial-up, DSL, cable, T1, any service
providing TCP/IP connection)
•
Connectivity to the Internet via an Internet Service Provider (ISP)
Setting Up Point of Sale Data
6-31
07/17/09
CPGateway Status
Select Point of Sale / Credit Cards / CPGateway Status
•
Use to switch CPGateway access between CPGateway servers
•
Use to temporarily disable your CPGateway connection and enable dial-up
credit card processing
Start your Web browser and load the
CPGateway Service Status page
Store
Enter or lookup a store to view the current status of the
CPGateway connection
Status
Displays current status; use Disable and Enable button to
change status
CPGateway servers
Lists the CPGateway server you are currently using, followed by
your backup server
Click
to toggle your connection
CPDialup servers
Lists your preferred dial-up server, followed by your backup dialup server
Click
to toggle your dial-up connection
Setting Up Point of Sale Data
6-32
07/17/09
CPDialup: Modem Authorizations
Credit card, debit card, and check authorizations via dial-up modem
communication over phone lines
CPDialup installed on your server and is shared by all workstations
Use instead of CPGateway or as failover for CPGateway
Services multiple client requests and processor connections
No fees or sign-up charge from Radiant Systems
CounterPoint
workstation
(with credit card /
check transaction)
Constant connection
CPDialup
Servers
(yours)
Connects to
CPDialup using
phone lines,
via a modem
Processor
Requirements:
•
Installation on server running Windows XP Professional or Windows Server
2003 or later
•
One or more modems connected to the dial-up server
(refer to Modem support list)
Setting Up Point of Sale Data
6-33
07/17/09
Setting Up Credit Cards
Follow these steps to prepare, configure, and test your CounterPoint SQL system for both
CPGateway and CPDialup authorizations.
Details for each step are provided in Online Help.
Setting Up Point of Sale Data
6-34
07/17/09
Setting Up Point of Sale Stores
Credit Cards tab (Step 10)
• Requires Credit Card Option if processor is TYSYS (VisaNet), First Data
North (FDMS North) with non-PNC bank, First Data South, or Paymentech
Displays if a valid CMP
merchant # is entered
Construct
Terminal ID
based on
information
from the
processor
Merchant number
Enter the merchant information supplied to you by the processor
Processor
Format
First Data
North
BBBMMMMMMMMM Your 12-digit FDMS merchant number
(sometimes provided as a 3-digit BBB bank code and a 9digit MMMMMMMMM Merchant ID)
Vital
BBBBBBMMMMMMMMMMMM, where BBBBBB is your 6-digit
BIN# and MMMMMMMMMMMM is your 12-digit Merchant ID
Processor
Select FDMS North, FDMS South, TSYS, Paymentech or Lynk
Industry type
Select Retail, Mail-order/Telephone-order, or Ecommerce
Authorization terminal ID
Settlement terminal ID
IDs to use for authorizing transactions and settling transactions. Info
provided by processor
See "Credit Cards and CounterPoint SQL" electronic document on
how to derive terminal IDs for each processor
Primary dialup server
Alternate dialup server
Name or IP addresses of primary and secondary dial-up servers
(Secondary is optional)
Use CPGateway
CPGateway merchant #
Enable CPGateway as primary authorization and settlement
method
Enter the merchant # provided when you signed up for CPGateway
Operating mode
Live, test, or simulated transactions
Use AmEx direct
AmEx SE number
Indicate whether to directly authorize AmEx through CPGateway
Enter your “Service Establishment” number
Use EBT
EBT FCS id
Indicate whether to use Electronic Benefits Transactions
Only available to Retail merchants and only when the selected
processor supports EBT
Use stored value cards
Indicate whether to use stored value cards, requires CPGateway
Setting Up Point of Sale Data
6-35
07/17/09
Setting Up Point of Sale Stores
Credit Cards tab (cont.)
Click
to configure
information for the processor
Address Verification
Use Visa/MC AVS
Use AmEx AAV
Use Discover AVS
Require override for
address/zip mismatch
Require override when
unavailable
Allow address entry
Pre-authorization
Default address
Enable address verification for each credit card type
Require an override when the AVS address and zip code don’t match
Require an override when AVS is unavailable
The processor obtains the AVS response from a third party (e.g., Visa
or MasterCard)
The message AVS unavailable is displayed when the AVS link at the
processor is down
Allow user to enter an AVS address at point of sale
Allow data to be validated prior to authorization
Use Bill-to or Ship-to address as default value
None also available if Allow address entry is enabled
CVV2 / CVC2 / CID
Use Visa/MC CVV2/CVC2
Use AmEx CID
Use Discover CID
Require override for mismatch
Require override when
unavailable
Enable card value verification for MOTO or Ecommerce
industry, in addition to AVS
Require an override when the CVV2/CVC2 entered doesn't
match the processor's CVV2/CVC2 for the card
Require an override when CVV2/CVC2 is unavailable
The processor obtains the CVV2/CVC2 response from a third
party (e.g., Visa or MasterCard)
The message CVV2/CVC2 unavailable is displayed when
the CVV2/CVC2 link at the processor is down
Require PO numbers for purchase
cards
Retain full card numbers in history
Setting Up Point of Sale Data
Require entry of a PO number if purchase card used
Indicate whether to retain full card detail in history
6-36
07/17/09
Setting Up Point of Sale Stores
Configuring the Processor (Step 11)
•
For the selected processor enter the requested information.
First Data North
Lynk
First Data South
Paymentech
Setting Up Point of Sale Data
6-37
07/17/09
Setting Up Point of Sale Stores
Configuring the Processor (Step 11)
TYSYS
Merchant name
Your merchant name, up to 25 characters
Merchant city
Your merchant city, up to 13 characters
Merchant state
Your 2-character state
Merchant city (zip)
Up to 9-digit zip code
Merchant phone number
For MOTO or Ecommerce, phone number to print on credit
card statements
Merchant location #
Your 5-digit location number
Merchant category code
4-digit merchant category code (SIC)
Store number
4-digit store number
Terminal number
4-digit terminal number
Terminal ID "V" number
7-digit "V" number prefaced with 7, for a total of 8 digits
Currency/Country code
3-digit currency/country code (blank = 840 for US$)
Time zone differential
3-digit time zone code
Agent bank number
Agent chain number
Setting Up Point of Sale Data
Time zone
Code
EST (Eastern)
705
CST (Central)
706
MST (Mountain)
707
PST (Pacific)
708
6-digit agent bank number
6-digit agent chain number
6-38
07/17/09
Setting Up Point of Sale Stores
Configuring the Processor (TYSYS continued)
Checks
Check service
For check verification, select your check service: Certegy East (east of
Mississippi), Certegy West (west of Mississippi), or Telecheck
Receiving
institution ID
This is the institution from which check verification requests will be
routed from Vital
Leave blank, unless bank or processor specifically instructs to enter it
Check service
If blank, uses these defaults:
Receiving institution ID
TeleCheck
861400
Certegy East
894400
Certegy West
894300
Debit
Reimbursement
attribute
1-character reimbursement attribute
Z is default value for Standard Interlink Merchant
Sharing group
Identify the sharing group for debit network (up to 30 characters)
Merchant ABA #
9-digit merchant ABA number
Merchant
settlement agent #
4-character merchant settlement agent number (e.g., V027)
May be labeled "FIID" on bank documents
Setting Up Point of Sale Data
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Setting Up Point of Sale Stores
Profile tab
•
What type of profiles and how many of each do you want to use for this store
•
Use to track things like “source of lead” to gauge effectiveness of advertising
Prompt for profile
fields
−
−
−
−
Should enabled profiles be requested automatically for every
ticket, or should they be skipped and entered only as needed (via
Additional Functions button
on the ticket entry toolbar)?
Use Code profile 1 through 5 for pre-defined responses
Use Alpha profile 1 through 5 for text responses
Use Date profile 1 through 5 for date responses
Use Numeric profile 1 through 5 for numeric responses
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Setting Up Point of Sale Stores
Receipts tab
•
Use to customize Point of Sale receipts
Prints after store
name / address
and before
receipt data
Indicate whether to print Long
description and what minimum
discount % to print
Prints after
receipt data
Detail type
• Select additional line detail to include
−
−
−
−
−
−
−
−
−
−
−
−
−
−
−
−
No additional detail
Show Reg Price
Reg Price and $ Disc
Reg Price and % Disc
Show Retail
Retail and $ Disc
Retail and % Disc
Show Calc Price
Calc Price and $ Disc
Calc Price and % Disc
Show Price-1
Price-1 and $ Disc
Price-1 and % Disc
User-defined 1
User-defined 2
User-defined 3
Total discount type
• Select to show total discount on ticket
−
−
−
−
−
None
Total Reg Price $ Disc
Total Retail $ Disc
Total Calc Price $ Disc
Total Price-1 $ Disc
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Setting Up Point of Sale Stores
Pay Codes
•
Use to define each of the pay codes that will be accepted as tender at this
store
•
Pay codes must be previously defined using Setup / System / Pay Codes
Click
Click
to add a new
pay code for this store.
Select the new pay code
from the lookup window.
Click
to remove the
highlighted pay code so
that it is no longer valid
for this store.
Click
or
to change the order in
which pay codes are listed.
For a check or credit card pay code type, click
if you need to enter an
authorization ID for this pay code that differs from the authorization ID already
specified for the store.
Note: The first 15 pay codes listed automatically appear as payment buttons in
Ticket Entry if image files or button labels were specified for them in
Setup / System / Pay Codes.
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Setting Up Reason Codes
Select Setup / Point of Sale / Reason Codes
•
Use to define the valid reasons that can be specified for any of the events
for which reasons are required (selected in Setup / Point of Sale / Stores)
•
Select activities (e.g., “Tax override”) for which this reason code can be used
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Setting Up Ticket Profile Codes
Select Setup / Point of Sale / Profile Codes
•
Use to define valid values for Code Profiles that were “turned on” in
Point of Sale / Control or Setup / System / Quick Setup
Note: Use Setup / System / Configuration / Data Dictionary or Quick Setup to
change display labels for the corresponding NAM_TKT_PROF_COD column
codes.
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Planning the Touchscreen Configuration
Design Factor
Design Strategy
Using scanner for item
entry
Streamlined Design! Fastest user interface!
One button page with an entry field for item number.
It is not necessary to set up a button for every item.
All actions can be configured on one page to expedite
transactions.
Using keyboard
Add hot keys to captions on buttons to expedite
button selection from keyboard.
For entry fields, select those requiring the fewest
keystrokes.
Using touchscreen monitor
Size buttons to accommodate the largest of fingers
and to reduce button selection errors.
Using touchscreen monitor
as standalone input device
(no scanner or keyboard)
Design a button for each item sold, each pay code
accepted and each action performed at station.
Minimize the amount of data entry required, using
fewest possible entry fields,
The floating keyboards and keypads are nifty, but
slow to entering data.
Using mouse as standalone input device
Ticket entry speed is critical Ticket entry speed is critical and no scanner available
Small number of products
sold with no scanner
Minimize the amount of data entry required, using
fewest possible entry fields,
The floating keyboards and keypads are nifty, but
slow to entering data.
Reduce size of buttons to the smallest usable size, to
minimize the distance for mouse moves.
Use scanner for item entry and use one button page
Design buttons for input device(s).
Maximize the number of buttons per page (by
reducing button size) and keep number of pages to a
minimum.
Order (and group) item buttons in a way that is
familiar or logical to users.
Putting more buttons on one page allows fewer
pages, but button recognition is the challenge on
pages with many small buttons.
Other questions to ask:
− Is user right or left handed – locate buttons accordingly
− What is the screen resolution – design for lowest used resolution
− What are the commonly used functions – assign to fixed buttons
− What terms will the user be familiar with – assists users in finding buttons
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Setting Up Touchscreen Codes
Select Setup / Point of Sale / Touchscreen Codes
•
Use to define touchscreen buttons for use with Point of Sale / Tickets /
Touchscreen
•
Assign touchscreen code to each station that will use Touchscreen
Click
to define or modify
touchscreen buttons.
As you define the buttons for a
touchscreen code, the results
display here when you click
This is where you define
the touchscreen buttons
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Setting Up Touchscreen Codes
Layout of the Configuration Editing Window
Entry control area
Top panel buttons
(always displayed)
A “Page” of buttons
(buttons not yet defined)
“Fixed” buttons
(always displayed)
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Setting Up Touchscreen Codes
General tab
•
Use to control the number of
buttons, their shape and size
Lock height/width
Round corners
Hide empty buttons
Gel buttons
Text position
Indicate whether to scale buttons to the same pixel h/w
Indicate whether to round the corners of buttons
Indicate whether to Hide empty buttons
Indicate whether to use gel buttons
Select where to position text: Left, Right, Top, or Bottom
Rows and Columns
Fixed rows
Item rows
Columns
Top
Number of fixed button rows
Number of rows per page
Number of columns per page and for fixed buttons
Number of top panel buttons
Spacing
Horizontal
Vertical
Border
Space in pixels between button rows
Space in pixels between button columns
Width of border in pixels around button panel
Fonts
Buttons with images
Buttons without images
Item number
Setting Up Point of Sale Data
Fonts used to display button captions / Item number
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Setting Up Touchscreen Codes
Buttons tab
•
Click
to rename a page of buttons
•
Click
to copy a page of buttons
•
Click
to define a new page of buttons
•
Click
to delete a page of buttons
For each page of buttons,
define how each button
looks and what action
occurs when it is pressed
Page
Default
Allow item entry
The list of all defined pages of buttons
If selected, this is the page of buttons that displays initially in ticket
entry
Indicate whether to allow item number lookup
Action
Determines action that occurs when button is selected during ticket
entry
Image
Name of “picture” file (top-level / CompanyName / Images)
Caption
Button label
Hint
Flyover help
ShortCut
Keyboard shortcut
Color
Background color of button
Font
Font for button caption
Page Action
After performing action, what page should display?
Go to page
If Page Action is “Go to specified page”, what page?
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Touchscreen Button Actions
This Button Action
Does this when button is selected
None
Button has no action (default setting)
Add backorder line
Enter a backorder line on the ticket
Add layaway line
Enter a layaway line on the ticket
Add order line
Enter an order line on the ticket
Add special order line
Enter a special order line on the ticket
Button page
Move to another page of touchscreen buttons
Cancel document changes
Cancel changes to the document
Cancel line
Cancel the additional of the current line
Cash drop
Remove cash from drawer
Cash loan
Add cash to drawer
Change line taxable status
Change line item from taxable to non-taxable, or vice-versa
Clear all discounts
Clear all entered discounts
Clear document discount
Clear entered document discounts
Clear line discount
Clear entered line discounts
Clear payments
Clear all pay codes and amounts entered on this ticket
Clock in out
Allow the user to clock in / clock out
Complete
Save the paid ticket, print it, and begin a new ticket
Custom action
Executes a custom action defined in company's Actions.xml
Customer from lookup
Select customer from a customized lookup
Customer zoom
Display information for the current customer
Discount Code
Enter the code for the discount
Edit gift certificate sold
Display lookup of gift certificates to allow user to select an
existing gift certificate for the current ticket or add a new
one
Enter bill to
Change bill-to name and address info for the ticket
Enter customer
Change the customer on the ticket
Enter description
Enter or edit item descriptions, if allowed for item
Enter document discount
Enter a discount for the current document
Enter document location
Allows user to change the default location
Enter document number
Enter your own ticket or order number
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Touchscreen Button Actions
This Button Action
Does this when button is selected
Enter document profit
center
Allows user to change the document profit center
Enter item prompts
Display Item Prompts for items with prompts assigned
Enter line location
Allows user to change the location for a line
Enter line profit center
Allows user to change line profit center
Enter line tax category
Change line item's tax category for this document
Enter misc charge
If enabled, enter miscellaneous charge (amount or percent)
Enter notes
Enter a note
Enter package tracking
numbers
Allows user to enter package tracking numbers
Enter PO number
Allows user to enter a PO number
Enter sales rep
Change the sales rep on the ticket
Enter ship to
Enter or select shipping address for the ticket
Enter tax code
Change ticket's tax code
Exit
Exit ticket entry
External
Run executables, documents, web pages, other
applications
First line item
Move to first line of ticket
Gift registry
Access existing gift registries
Go back
Go back to previously used button pages
Help
Display online help
Hold
Place ticket on hold
Hold and recall
Place ticket on hold, and immediately recall the ticket
Hold recall
Take a ticket off hold
Home
Return to Home page (defined with Set Home Page button)
Item
Add the item to the sales ticket
Item details
Displays and allows editing of line item details, such as
color/size/pattern information for gridded items
Item from lookup
Select item from a customized lookup
Item zoom
Display information for the current item
Keyboard
Display floating keyboard for entry
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Touchscreen Button Actions
This Button Action
Does this when button is selected
Keypad
Display floating keypad for numeric entry
Last line item
Move to last line of ticket
Lock station
Lock the station, requiring user login for access
Mail center
Access the mail center
Move cursor down
Move down in line item list
Move cursor up
Move up in line item list
Move line down
Move down one line
Move line up
Move up one line
No action
Do nothing (default setting)
No sale
Open physical cash drawer without a sale
No tax
Set tax amount to zero and require entry of tax exempt
number
Pay code
Accept tender using this as the pay code
Pay in
Add money to the cash drawer
Pay on account
Record payments for A/R customers
Pay out
Remove money from the cash drawer
Pay with customer card on
file
Uses credit card type, number, expiration date, and
cardholder name entered in customer’s record
Price override
Change the price of the current ticket line
Price override percent
Discount price of current ticket line by a percentage
Process layaways
Work with an existing layaway
Process orders
Work with an existing order
Quantity
Change the quantity of the current ticket line
Quote
Convert ticket into a Quote
Quote recall
Convert Quote into a ticket
Repeat last line
Copy the last line entered to another new line
Reprice all lines
Update all lines with current pricing
Reprint ticket
Reprint receipt for ticket
Return line
Treat current line as returned merchandise
Run page
Execute all buttons on a specified page
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Touchscreen Button Actions
This Button Action
Does this when button is selected
Sale line
Treat current line as sold merchandise
Select all lines
Mark all lines as “Selected”
Select line
Mark the active line as “Selected”
Sell gift certificate
Sell a single gift certificate using the gift certificate code
specified
Sell stored value card
Sell a stored value card
Set home page
Specify which page to use when starting a new ticket
Ship full
Indicate to ship entered quantity for selected line
Ship zero
Indicate to not ship any quantity of the selected line
Show payments
Toggles between the display of order lines and payment
lines
Stored value card from
lookup
Select a stored value card from a lookup
Tax override
Override calculated sales tax
Ticket profile codes
Enter profile codes for ticket
Toggle find mode
Toggles between adding a line and finding a line on a ticket
Unselect all lines
Mark all lines as “Unselected”
Unselect line
Mark the active line as “Unselected”
Validated Returns
Process a validated return
View price details
View details for item pricing
Void completed ticket
Void completed, unposted ticket
Void current ticket
Void the current ticket
Void line
Delete last line entered on ticket or current line
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Setting Up Touchscreen Codes
Example Button Definitions
External button action
Command = External program
Arguments = Values to pass to program
Quantity button action
Default qty = optional
Pause at quantity = allow entry of qty
when adding item
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Setting Up Touchscreen Codes
Example Button Definitions
Run Page button action
Run page =
Execute each button on this page
Displays the “Run
page” button page
Sell Gift Certificate button action
GC code =
"sell" this gift certificate code
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Setting Up Touchscreen Codes
Layout tab
•
Use to define where on the touchscreen form each group of buttons displays
Save and Load
Touchscreen
configurations to or
from XML text files
Button panel position
Display page buttons on left or right side
Fixed buttons position
Display fixed buttons above or below pages of buttons
Top panel position
Display top panel buttons on left or right side
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Setting Up Touchscreen Codes
Totals tab
•
Use to customize display of Totals Panel
Clear changes made to
Totals Panel in this
editing session
Copy all Totals Panel
settings from a different
configuration
Reset Value display and
Label display parameters
to defaults
Select from one of 6 pre-defined styles (Shown on next page)
Style
Value to display
Value Value to display for selected Totals field
Value display parameters
Font Display selected value with this font and color
Background color
Frame highlight color
Frame shadow color
Label display parameters
Font Display selected field name with this font and color
Background color
Frame highlight color
Frame shadow color
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Setting Up Touchscreen Codes
Totals tab (cont.)
Predefined Styles
Default
Regular - Standard
Regular - Simple
Regular - Detailed
3-Column-Split
Extended-Bar
HTML
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Setting Up Touchscreen Codes
Options tab
•
Use to specify whether to pause during entry of item, to allow a quantity to be
entered, or if the quantity should automatically default to 1
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Setting Up Touchscreen Codes
Creating a Page of Buttons
Before you define individual buttons, you should define the “pages” of buttons for each
grouping of buttons you will need.
On the Buttons tab, click
Name each page so that when you see the name, you will know what types of buttons
you intend to put on that page (e.g., “Sale Items”).
Select Default to make a page of buttons the initial display when Point of Sale /
Touchscreen is selected.
Select Allow item entry to enable the "Item Number" control whenever this page of
buttons is displayed.
A page of blank buttons now appears in the Configuration Editing Window.
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Setting Up Touchscreen Codes
Configuring a button
Click the button you want to define, and enter its definition in the Button Editor.
When completed, click
to view the results of defining this button.
In this example, when someone clicks the button named Glove in Touchscreen
ticket entry, it will add the Glove item to a ticket.
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Setting Up Touchscreen Codes
You can now define a button that will display the Sale Items page.
Return to the Main Menu page, this is where you will locate the button to access the
Sale Items page.
To see a specific page of buttons while editing a touchscreen configuration, select the
page from the dropdown list at the top of the Buttons tab.
Click the button you want to define, and enter its definition in the Button Editor.
Click
when done to see the results.
NOTE: when creating or editing a touchscreen configuration, clicking the Sale Items
button does not result in the display of the Sale Items page of buttons. Instead, it
simply displays the definition of the Sale Items button.
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Exercise 1: Setting Up a RunPage Button
Try it Yourself!
This exercise illustrates how to create a page of buttons containing several items that will all be
sold ‘automatically’ when another button (with a RunPage action) is selected.
In this example, you will build a "MealDeal" button that, when selected, automatically sells a
Big Burger, a Pretzel, a Coke, with a $1 discount.
1.
Select Setup / Point of Sale / Touchscreen Codes
Display the COMBO touchscreen code and click
2.
to edit this code.
Maximize the Configuration Editing window to ensure you see all buttons, and
click
.
The Button Editor displays with the
definition of this button.
3.
Select the SnackBar page to display.
the buttons defined for that page.
We want the MealDeal button to
appear on this page.
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4.
You will define the page that contains the items to be sold automatically when the
"MealDeal" button is selected. Since this will become the "Button" page for the
"MealDeal", it must be defined before you define the button.
Click
.
Enter MealDeal as the name of the
new page (it can be any name).
A set of blank buttons appears in the
Touchscreen Ticket Entry (Editing) –
COMBO window.
Click the first blank button and define it as shown here. Click
.
Image and Caption are for ID
purposes only, since they
don't display during the
RunPage operation
Setting Up Point of Sale Data
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Click the next blank button, and define it to sell the Pretzel.
Repeat the process to define a button to sell Coke.
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Repeat the process to define a button to sell Discount-1.
Since Discount-1 is the last item in the MealDeal you want to be sure it has a Page Action
that returns it to the SnackBar page when finished.
5.
Lastly, display the SnackBar page. Click the blank button in the last row. Define
this “Run page” button to automatically sell the items on the MealDeal page.
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Click
and then click
to save the touchscreen code itself.
Close the Touchscreen Codes form.
6.
Select Point of Sale / Tickets / Touchscreen from the menu.
Login to Station 1 and Drawer 1.
Click
to display the SnackBar page. Then click
to select
the run page. Each item on the MealDeal runpage is automatically sold. The
ticket should look like this:
Additional items can be added to the ticket, or you can delete any of the items
added by the MealDeal button.
Exit from Touchscreen ticket entry, selecting to void the current ticket. (Simply
closing the form is the easiest way.)
---------------------------------------------END OF EXERCISE-------------------------------------------Setting Up Point of Sale Data
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Setting Up Devices
Select Setup / Point of Sale / Devices
Use this function to identify and configure the devices you will be using
OPOS and GOPOS configuration consolidated
All device parameters are retained in the workstation’s registry
Supported
Devices
Click
to save workstation’s device configuration
Click
to import device registry settings from a .xml file
Click
to start the Windows add-printer wizard
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Setting Up Devices - Loading a Device Group
Click
to import device registry settings from a .xml file
If you are using one of the Radiant POS terminals or Bundles, browse to Top-level /
System / Devices subdirectory for the device group file.
The settings for the selected device group display on the Devices form. Modify these
settings as needed. (Refer to the Online Help for additional information about setting up
your Radiant terminal.)
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Setting Up Devices - Crystal Receipt Printer
Determine which Windows printer and Crystal printer type you will be using when
printing Crystal-format receipts on the workstation
Does not have to be the same as the workstation’s default Windows printer
Configuring the Printer
Click
the device
to configure
Click
to browse and
select a different printer
Click
to select a
printer from the Network
Testing the Printer
Click
to test
the configured device
Use if test copy shows lines
printed on top of each other
Print 100 lines of text
Percentage of cut
Specify image name, then click Set bitmap and Print bitmap
Click in sequence,
then click Print (or
Print & Journal, etc.)
Setting Up Point of Sale Data
Click in sequence,
then click Exit
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Setting Up Devices - OPOS Receipt Printer
Determine which OPOS printer you will be using when printing XML-format receipts
on the workstation
Configuring the Printer
Click
to configure the device
Only active if selected “Device”
is a GenericPOS device
Select an Express Certified
device
Then click
and
indicate which port the device
is connected to
Testing the Printer
Click
function
on the main Devices form or
from within the Configure
Force CR/LF
Enable if multiple ticket lines print on a single line (clear if extra
skipped lines print)
Stream printing
Send information to the printer in one large job, instead of one line at
a time
Device connection
Determine connection method for device: Open/Close, Keep
connected, or Keep claimed
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Setting Up Devices - Cash Drawer
Configuring the Cash Drawer
Allows for a GOPOS cash drawer to output to a Windows printer
NOTE: Compulsory cash drawers require users to close the cash drawer before starting
a new ticket. It requires an OPOS-compatible printer and cash drawer. The cash
drawer must support open-closed sensing, and you must use the manufacturer's
OPOS drivers.
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Setting Up Devices - Line Display
Configuring the Line Display
Do not clear display
Allows display to remain visible
Device connection
Determine the connection method for the device: Open/Close,
Keep connected, Keep claimed
Offset by 1
Add 1 to starting positions for all rows and columns. Use if mfr's
OPOS drivers that do not adhere to the OPOS standard
Force uppercase
Force text to display in uppercase (Verifone)
Threaded operation
Allow other tasks to proceed as an event occurs vs wait until event
completes before proceeding (disable for IBM and Verifone)
Row
Column
Row and Column position where text should start
Width
Number of characters allowed for text; changes dynamically as
text is entered or resized
Delay
Number of milliseconds to wait between characters (0=no delay)
Attribute
Normal or blinking text
Justification
Align text to left, right, or centered
Value type
What kind of value can display? Text is literal text, Field is the
value of a data field, Label is the data dictionary display label for a
data field, and Macro is a list of canned text macros, such as date
and time.
For Value types of Field and Label, what field should be used
For Macro Value types, which macro should be used
Field
Macro
Text For Text Value types, text to be displayed
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Setting Up Devices - Line Display
Configure text to display for each event
Event
When does it occur?
Wait
When the Ticket Entry Login Dialog is dismissed
Ready
Whenever a new ticket is started
Line
When saving a line
Total
When the payment dialog is displayed in Regular Ticket Entry and
when a button page with payment buttons is displayed in Touchscreen
Tender
When saving a payment
Auth
When attempting to authorize certain payments
Signature
Prior to capturing signature on signature capture device
Signature OK
After successful capture from signature capture device
Change
When the ticket has been completed and before the completion dialog is
displayed
Not Ready
As ticket entry is shutting down
Testing the Line Display
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Setting Up Devices - Customer Display
Configuring the Customer Display
•
Use to display text, images, animations, video, manufacturer’s
advertisements, or other media to your customers (See Appendix 4 for a list
of available pre-defined customer display layouts and panel description)
Select a different layout
configuration
Available panels
for use in the layout
Add a new panel to the Customer Display Setup list of available panels
Edit an existing panel
Delete a panel from the list
Drag and drop the
panels into new positions
using the split bar, or
resize a panel using
the move handles.
Split bar
Move
handles
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Setting Up Devices - MSR
Configuring the Magnetic Stripe Reader
“None” = OPOS device
For OPOS only, one track
from which to read data
Ask operator to enter last 4 digits of card
number after successfully reading card
For keyboard wedge only, data that
precedes and denotes start of credit
card data, and data that follows and
denotes end of credit card data
Testing the MSR
Advanced Test
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Setting Up Devices - Pin Pad
Configuring the Pin Pad
The text to show on
the display area of
the PIN pad is
configured in
“Payment Display”.
Testing the Pin Pad
Leave "Merchant ID" and
"Terminal ID" blank (not used
by either supported PIN pad)
Click in sequence, swipe
debit card and enter amount,
then click Begin EFT Trans
and Enable PIN Entry
Setting Up Point of Sale Data
6-77
Click End EFT Trans,
click these buttons in
sequence, then click Exit
07/17/09
Setting Up Devices - Payment Display
Configuring the Payment Display
Configure text to display for each event
Event
When does it occur?
Wait
When the Ticket Entry Login Dialog is dismissed
Swipe Card
When the user should be prompted to swipe their card
Debit Pin Entry
When the user is instructed to enter their pin number
Tender
When saving a payment
Auth
When attempting to authorize certain payments
Payment
Approved
When an authorization attempt has been approved
Payment
Declined
When an authorization attempt has been declined
Signature
Prior to capturing signature on signature capture device
Signature OK
After successful capture from signature capture device
Idle
On ticket entry startup
Not Ready
As ticket entry is shutting down
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Setting Up Devices - Payment Display
Testing the Payment Display
Click in sequence, then
click Wait Text ( or
Swipe Card, etc.)
to see if text displays
Setting Up Point of Sale Data
6-79
Click in sequence,
then click Exit
07/17/09
Setting Up Devices - Signature Capture
Configuring the Signature Capture
Testing the Signature Capture
Click in sequence, then
click Begin Capture
and sign the device.
Setting Up Point of Sale Data
If the test works, click End
Capture. Then click Disable,
Release, Close in sequence,
and then click Exit.
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Setting Up Devices – Ingenico Form Display
•
•
Use to display defined forms during Ticket Entry and capture customer input
from the Ingenico form display device into ticket profile fields
Supports scrolling receipts
Configuring the Forms Display
Setting Up Point of Sale Data
6-81
07/17/09
Setting Up Devices - MICR
Configuring the Magnetic Ink Character Recognition
Testing the MICR
Advanced test
Setting Up Point of Sale Data
6-82
07/17/09
Setting Up Devices - Scale
Configuring the Scale
Operating mode
Select the mode in which to operate: Asynchronous or
Synchronous
Minimum weight
Readings from scale below this value are not considered a weight
and software will continue to wait for the ‘real’ weight
Enter small value such as .1 pounds
All weights returned as 3-decimal value
Poll interval (ms)
Determine the interval in which to obtain readings from the scale
Display field 1, 2, 3
If scale has display capability, select the field to display and
number of characters
Up to three fields can be shown, with a single space separating
each
Length
Reset on error
Close and open device after each attempt to get weight (required
by some OPOS drivers)
Suppress OPOS
time out error 112
Suppress the “time out” error message
Additional setup:
Use Inventory / Items (“Other” tab) to select the Weighed checkbox
for any item that will need to be weighed. Ensure the Qty decimals
setting for these items allows for fractional weights, if necessary.
Setting Up Point of Sale Data
6-83
07/17/09
Setting Up Devices – Moneris SPED
Configuring the Moneris SPED
Used to process Canadian Debit, also supports Visa, MasterCard, and AmEx.
•
Customer Receipt Printing
Certain receipt properties must be made available to both OPOS and Crystal receipts. Printed customer
receipts should be produced for all payment transaction types except voids.
All submitted Canadian debit transactions including declined transactions must print a customer receipt.
The following requirements apply to all printed customer receipts:
• The customer receipt must be printed in the language of the cardholder.
•
For refunds, the word "Refund" ("Remise D’Achat" in French) MUST appear after the dollar
amount.
•
Amount must be printed.
•
Merchant number (store id) must not be printed.
•
Merchant name and address must be printed.
•
Transaction type must be printed, e.g. Purchase, Refund, etc.
•
Masked card number must be printed. This must be the MaskedCardNo property returned
by the receipt object. The application may never have the full card number, so it cannot
mask the card number itself. Also, the processor may have different masking requirements
for different card types, so it becomes the responsibility of the External EDC Processor to
return a correctly masked card number.
•
Card expiration date must not be printed.
•
Debit receipts must include the account type selected by the cardholder, e.g. Chequing,
Savings. If the account type is Unknown, it should not be printed.
•
Card type must be printed, e.g. Visa, MasterCard, etc.
•
Transaction date and time must be printed.
•
Authorization code must be printed.
•
Receipt message must be printed.
•
Processor reference number must be printed.
•
Credit receipts must include a signature line and cardholder agreement text.
•
Two copies of credit receipts must be printed.
•
Entry method indicator must be printed, e.g. "S" or "Swiped", "M" or "Manual" (Moneris
does not provide translations for the words, but they do use the letters on their French
examples).
Setting Up Point of Sale Data
6-84
07/17/09
Point of Sale Forms
Crystal Forms vs OPOS Forms vs Other Forms
Other
OPOS
Crystal
File must be in the
PSForms directory
Yes
Yes
File extension
.xml
.rpt
OPOS only
Windows only
Any other extension4
(but not executables5)
Windows only
No
Yes
No
No1
Yes
No
No2
Yes
No
Yes
Yes
Yes
Yes
Yes
No
Yes
Yes
No
Yes
Yes
Yes
Yes3
No
Types of printers supported
Select printer during setup
(in Form Groups)
Select printer at print time
(from Ticket Entry)
Print to a remote (network)
printer
Use filters to control IF
the form prints
Print data from the
CounterPoint document
Use filters to control WHAT
the form prints
Show messages before/after
printing form
Cut paper after printing
Additional software required
to use/print forms
Additional software required
to customize forms
Font control, barcode
printing, graphics, etc.
Create a new form file
from within CounterPoint
Open existing form file for
editing from within
CounterPoint
None
None
None
Crystal Reports
Yes
(XML commands)
Yes
Yes
(Form editor)
(Word, PDF, Excel, ...)
Yes
No
Associated application
must be on system
Associated application
must be on system
Yes
If application supports
Yes
No (must create file
outside of CounterPoint)
Yes (with Crystal
Yes (if associated
Reports on system) application is on system)
1) OPOS forms always print to the (single) OPOS printer on the local workstation.
2) It appears that OPOS has no concept of a network printer, so remote printing of an OPOS form isn't possible.
3) Cutting paper is supported only on OPOS printers -- and requires the printer support it as well.
4) To print an "Other" document, Windows must know how to print it. You can check this by seeing if "Print" is
listed in the pop-up menu seen when right-clicking the file in Windows Explorer. If it is not listed, then
Windows does not know how to print the file -- and CounterPoint will not print it either.
5) Executable files should not be used. It appears that attempting to print such a file does nothing at all.
Setting Up Point of Sale Data
6-85
07/17/09
Flexibility of Form Groups
•
Multiple forms can be grouped together, and printed only under certain userdefined conditions
•
Can automatically print at ticket completion
•
Can use a single button to print one or more forms
•
Let the clerk choose which form(s) to print from multiple buttons
•
Print all forms to a single printer, or print different forms to different printers
•
Define which printer the forms will print to, or let the clerk select the printer in
ticket entry
•
Require certain forms to be printed and/or limit reprints
•
Automatically display messages, such as "Would you like to print the
Installation Instructions?"
Setting Up Point of Sale Data
6-86
07/17/09
Setting Up Point of Sale Form Groups
Select Setup / Point of Sale / Form Groups
•
Use to:
− identify any document available for printing in Ticket Entry
− specify whether each document is OPOS or Crystal Reports format
− select the printer used to print each document
− identify special conditions under which a document will print
•
Use Setup / Point of Sale / Stations to assign form groups to stations
Group tab
Applies to
Conditions under which all forms in this form group applies
Customizable filter of all columns in PS ticket header table
Document type
Ticket type
Identify the type of document and, optionally, whether it applies to
only (order) deposit tickets or all others types (non-deposit) for the
document
Auto print
Automatically print group at ticket completion
Enforce print/reprint
restrictions
For form group to adhere to store’s “Require print” and “Disallow
reprint” settings in Setup / Point of Sale / Stores
Button image
Button label
Shortcut key
Image file and/or label to display on button for printing forms
Keyboard shortcut to use to print form group
Setting Up Point of Sale Data
6-87
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Setting Up Point of Sale Form Groups
Forms tab
• Identify each form in the group, and conditions under which each will print
Previously defined
forms in this group
Move forms up or down
to control print sequence
"Active" form being
added or edited
Form details
Form filename
Filename of form: .xml for OPOS, .rpt for Crystal. .doc for Word, .pdf for
Acrobat. Locate customized forms in company’s PSForms folder
Use Form Editor to modify files. Other then .xml file, workstation must
have associated application installed to edit
Customized forms must already exist to edit with Form Editor
Comment
Information about form (doesn’t print or display in ticket entry)
Cut paper
Indicate whether to cut paper (.xml forms only)
Admission ticket
Indicate whether form is an admission ticket (the form will be printed the
quantity sold number of times)
Additional rules
based on
Area of ticket on which to condition printing of this form: None, Ticket
header, Ticket lines, Payment lines, Gift certificates, Ticket tax data,
Ticket line – cell data, Ticket line – serial data
Printer method
For .xml forms, select whether to preview the form, or to print
automatically on the workstation’s OPOS printer
For other forms, select whether to preview the form, or to print
automatically on workstation’s default Windows printer
For .rpt forms, use default Windows printer, select a printer at print-time,
or identify a specific printer at “Printer”
Printer
Setting Up Point of Sale Data
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07/17/09
Setting Up Point of Sale Form Groups
Forms tab (cont.)
Messages
Message before printing Message to display to clerk before printing form
“Yes” button
“No” button
“Cancel” button
Message after printing
Text for buttons when this form is ready to print
“Yes” button will print form and is required if a message exists
“No” button skips printing of form, but allows remaining forms in
group to print
“Cancel” button skips printing this and remaining forms in group
Buttons without text will not appear in ticket entry
Optional message to display to clerk after printing this form
Messages display even if auto-printing
Setting Up Point of Sale Data
6-89
07/17/09
Setting Up Point of Sale Form Groups
Forms tab (cont.)
Applies to
Conditions under which this specific form will print
Customizable filter of all columns in table associated with “Additional rules based on”
entry (on Form details sub-tab)
Setting Up Point of Sale Data
6-90
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Setting Up Point of Sale Form Groups
Pre-defined Form Groups
Form Filenames in Group
Form Group
Description
Crystal
OPOS
(for OPOS only stations)
GIFTRCPT
Prints for gift receipts
GiftReceipt1.rpt
GiftReceipt1.xml
HOLD
Prints for hold tickets only
40 column receipt
Receipt1.rpt
Receipt1.xml
LAYAWAY
Prints for layaways
Receipt1.rpt
Receipt1.xml
ORDER
Prints for orders
Receipt1.rpt
Receipt1.xml
PAYINOUT
Prints for pay-ins and pay-outs
SalesDraft1.rpt
PayInOut1.rpt
SalesDraft1.xml
PayInOut1.xml
PAYONACCT
Prints for payments taken for A/R
accounts in Ticket Entry
SalesDraft1.rpt
PayOnAcct1.rpt
SalesDraft1.xml
PayOnAcct1.xml
PICK
Prints for existing orders when the
picking ticket button is selected
80 column picking ticket, or 40
column form if Station is set to
OPOS only
PickingTicket1.rpt
PickingTicket1.xml
QUOTE
40 column receipt
Receipt1.rpt
Receipt1.xml
TICKET
Prints for standard tickets (nondeposit) (sales draft prints only if
credit card is used)
40 column receipt and sales draft
SalesDraft1.rpt
Receipt1.rpt
SalesDraft1.xml
Receipt1.xml
VOID
Prints for voids
Receipt1.rpt
Receipt1.xml
VOID-PIO
Prints for pay-in/out voids
PayInOut1.rpt
PayInOut1.xml
VOID-POA
Prints for pay-on-account voids
PayOnAcct1.rpt
PayOnAcct1.xml
•
•
•
Replace SalesDraft1 with SalesDraft2 when using a signature capture device,
if you want to print captured signatures.
To use an 80-column invoice rather than a 40-column receipt, replace
“Receipt1.rpt” with “Invoice1.rpt” in form group.
If using the TM-T88 printers, replace forms with the TM-T88 version.
Setting Up Point of Sale Data
6-91
07/17/09
Setting Up Point of Sale Form Groups
Using the Form Editor (OPOS format)
Click
Displays “Custom” if previously edited
The first time you edit a Standard form, you
are asked if you want to create a new
custom form.
Answer Yes to make changes. The custom
form will be saved in the PSForms directory
for your company.
Setting Up Point of Sale Data
6-92
07/17/09
Each OPOS form consists of 8 “bands”, where you can position and edit fields:
Red Outlined Box = Field
Black Outlined Box = Text
Green Outlined Box = Images
Green triangle = 'print on top' field
Red triangle = conditioned field
Header
Items
Item totals
Gift cert
SVCs
Totals
Payments
Footer
Setting Up Point of Sale Data
6-93
07/17/09
Changing a column on the form
From the
Design tab,
click the column
to be changed.
Use the
toolbar buttons to
change alignment
of the column
within its width.
To print a different
column in this
position, select
the new column.
To insert a database column in front of the current column, click
Insert / Field and select the new field.
To insert text in front of the current column, click
enter the text.
on the toolbar or use
or use Insert / Text on the toolbar and
To insert a new blank row or column that extends across or down the entire form, click a
band name (e.g.,“Header”) and select Insert / Columns or Insert / Rows from the toolbar.
To insert an image click
or select Insert / Image from the toolbar and browse and select
the image. The image will automatically be stored in the Company’s image folder. Only the
filename will show.
Click the Preview tab to
see an example of how the
form looks (images and
fields are not shown).
Click
to save the layout as an XML file in the Export folder for your
company and to close the editor.
Click
to save the form group ID.
Setting Up Point of Sale Data
6-94
07/17/09
Changing the Properties of a Band on the form
Click an unassigned block in
the band. Then click
or
select Edit / Band Properties.
You can change the number of
rows in the band.
Changing the Properties of a Column on the form
Double-click the column.
You can also click the column
and then click
or
select Edit / Label Properties.
Print if empty
Print column heading even if no value in field?
Print on top
If two or more fields overlap, which field prints?
Displays with green triangle on Design tab
Display format
For Numeric and Date/Time fields, the Delphi specifier that
sets the display format of the field
Width
Width of this field
Alignment
Align the field to the left, to the right, or centered within the
field width
Print only if…
Field
Operator
Value
To condition printing of field. Displays with red triangle on
Design tab
Select the field on which the condition is based,
identify the operation (e.g., equal, more than, less than, etc.)
and value to which conditioned field is compared
Setting Up Point of Sale Data
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07/17/09
Exercise 2: Modifying Receipts
Try it Yourself!
This exercise illustrates how to modify the standard OPOS receipt format so that it prints the
customer name for all customers other than the default CASH customer.
1.
Select Setup / Point of Sale / Form Groups and display the form group TICKET.
Switch to the Forms
tab, and select the
second form in the
group.
“Receipt1.rpt”
displays as the form
filename.
“Receipt1.rpt” is a Crystal form, you could edit it with Crystal Reports software after you
click
. However, we want to edit the .xml or OPOS receipt form.
Click the lookup button (
“Receipt1.xml”.
) next to “Receipt1.rpt” and select the form named
Click
to edit
this format of the receipt.
Answer Yes if asked if
you want to create a new
custom form.
Setting Up Point of Sale Data
6-96
07/17/09
2.
In the Header area, click the dotted line that precedes the Item area. Select Insert / Row
from the toolbar.
A blank line now
appears above the
dotted line.
3.
Click the first block on the new blank line and then click
to insert a text field in
this position. Type Customer: as the text replacing “New Label”.
4.
Click two blocks to the right of the new Customer: label, and then click
toolbar to add a new field.
on the
Select the field
Header.BILL_NAM
from the list.
Setting Up Point of Sale Data
6-97
07/17/09
Stretch the new field to the edge of the form.
5.
Next, condition the printing of both the Customer: text field and the
Header.BILL_NAM field so that they do not print when the sale is for a customer
whose customer number is CASH (the default “walk-in” customer for our store).
Double-click
Header.BILL_NAM to
display the field properties.
Set the conditions so that this
field prints only if the field
Header.CUST_NO is
not equal to CASH
Edit the properties of the text field Customer: in the same way, using the same
values that were used to condition Header.BILL_NAM.
6.
Click
on the toolbar to save the modified receipt layout to a new .XML file with the
same name (Receipt1.xml) in the PSForms directory for your company. Since the layout is
not stored in the database, you can copy it to other systems for use.
Setting Up Point of Sale Data
6-98
07/17/09
7.
After saving the layout as an .XML file, click
for use with this form ID and closes the Form Editor.
. This saves the receipt layout
The form now displays ** Custom **.
Click
on the toolbar to save the changes to the form group.
---------------------------------------------END OF EXERCISE-------------------------------------------Setting Up Point of Sale Data
6-99
07/17/09
Setting Up Stations
Select Setup / Point of Sale / Stations
Main tab
Default line type
Sale, Return, Order, Backorder, Special order, or Layaway
Begin tickets at
Start each new ticket at: Customer #, Lines, or Payment
For Lines or Payment, customer is automatically set to
default, if station uses the default customer
Begin lines at
Start line item entry at Item number or Quantity
Use default cust
Automatically start each ticket using the default customer
Default entry mode
Normal or Fast (no entry of description, cost, or quantity - but
can still enter price)
Primary dialup server
Alternate dialup server
Overrides dial-up server specified for Store
Automatic station lock
Minutes until lock
Indicate whether to automatically lock this station
Automatically lock station after how many minutes of
inactivity
Setting Up Point of Sale Data
6-100
07/17/09
Setting Up Stations
Main tab
Default tender pay code
Pay code to display as default when accepting tender
Default change pay code
Pay code to display as default when giving change due
Use tender pay code for
change
Indicate whether to use the tendered pay code as the pay
code for change due
Default refund pay code
Pay code to display as default when giving a refund
Touchscreen code
Touchscreen Code for this station
Show customer images
Show item images
Should Customer and Item images automatically display?
(Place images in the company’s CustomerImages and
ItemImages folders)
Use consolidated lines
Indicate whether to merge identical line items in Ticket Entry
Signature capture after
print
Request signature after printing receipt, instead of before
Show point redemption
message
Indicate when a customer can redeem points for some or all
of the purchase amount
Setting Up Point of Sale Data
6-101
07/17/09
Setting Up Stations
Numbers tab
Next ticket number
Next hold ID
Next quote number
Next order number
Next layaway number
If you selected in Setup / Point of Sale / Stores to
have ticket numbers, hold ID’s, quote numbers, order
numbers, or layaway numbers assigned from stations,
enter the number to automatically assign to each type
of document entered on this station
Always auto-assign
Select this check box to always assign the next number
Setting Up Point of Sale Data
6-102
07/17/09
Setting Up Stations
Form Groups tab
•
Use to specify form group to use for printing each type of document
•
Form group specified must already be defined in Setup / Point of Sale /
Form Groups
Use all form groups
If selected, this station will be able to use all form groups
that are already defined
If not selected, identify form group to use for this station at
Form group
Form type
Use only OPOS or Crystal forms associated with form
group for this station, or station has the ability to use both
types of forms
Form group
Single form group to use at this station, when not using all
form groups
Setting Up Point of Sale Data
6-103
07/17/09
Setting Up Drawers
Select Setup / Point of Sale / Drawers
•
Drawer is permanently associated with a store, not a station
•
Same drawer number can be used at different stores
Store
The store the drawer is associated with
Drawer
Enter the name for the drawer
Description
Enter the description for the drawer
Setting Up Point of Sale Data
6-104
07/17/09
Drawer Session Cycle
Current drawer session
status
Active
Drawers / Activate
Inactive
Enter opening amounts for
“Cash” type pay codes
* User must be authorized to activate the
specified drawer
Tickets / Ticket Entry
or
Tickets / Touchscreen
Inactive (if auto-activate is OK for store and
user is authorized to activate drawer)
or
Active
or
Counted (if reactivation if OK for the store and
user is authorized to activate drawer)
Enter tickets, orders, etc.
New drawer
status
Active
* User must be authorized to use the
specified drawer
Active
Drawers / Cash Drop
Active
Remove money from a drawer
* User must be authorized to cash drop
from the specified drawer
Drawers / Cash Loan
Active
Add money to a drawer
* User must be authorized to cash loan to
the specified drawer
Drawers / Count
Active
Enter amount for each pay code
for drawer ("blind" count)
* User must be authorized to count the
specified drawer
Active
Counted
Drawers / Reconcile
Active (if auto-count is OK for store and user
is authorized to count drawer)
Verify count amounts and correct
or
discrepancies
Counted
or
Reconciled
Reconciled
* User must be authorized to reconcile the
specified drawer
Tickets / Post
Final update to data for tickets
that are being posted
Active (if auto-count and auto-reconcile are
OK for store and user is authorized to count,
and reconcile drawer)
or
Counted (if auto-reconcile is OK for store and
user is authorized to reconcile drawer)
or
Reconciled
Inactive
* User must be authorized to post the
specified drawer
Setting Up Point of Sale Data
6-105
07/17/09
Setting Up User Drawers
Select Setup / Point of Sale / User Drawers
or click
•
in Setup / System / Users
What drawers can each user access and what type of activity can they
perform for this drawer
User
ID of user for whom drawer will be valid
Store
Store number with which drawer(s) are associated, or * for all stores
Drawer
Drawer number to assign to user, or * for all drawers at that store
(or at all stores if * was entered for Store)
Allow
Activate
Use
Count
Reconcile
Post
Cash loan
Cash drop
Void of cash
loans/drops
User can run Activate drawer to specify opening cash amounts
User can enter tickets into this drawer
User can run Count drawer to enter closing amounts
User can run Reconcile drawer to verify or provide closing amounts
User can run Post tickets to post tickets in the drawer
User can add cash to the drawer
User can remove cash from the drawer
User can run Void cash loans/drops from the drawer
NOTE: If a user is set up to use “*” drawers, as drawers are added at Setup / Point of
Sale / Drawers they will immediately have access to the new drawers.
Setting Up Point of Sale Data
6-106
07/17/09
Setting Up Gift Registry Occasions
Select Setup / Point of Sale / Gift Registry Occasions
•
For what occasions will you create a gift registry
Setting Up Point of Sale Data
6-107
07/17/09
Setting Up Discount Codes
Select Setup / Point of Sale / Discount Codes
•
Define the valid discount codes for tickets / line items
Discount code
ID of discount code
Description
Description for the discount code
Discount type
Select the type of discount: Amount, Prompted amount,
Percent, Prompted percent
Amount
Amount / percent for the discount
Apply to
What does the discount apply to: Ticket or Line Item
Min. qualifying amt.
Minimum amount for Ticket / Line item to qualify for the
discount
Setting Up Point of Sale Data
6-108
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SECTION 7: CUSTOMIZING DICTIONARIES
Overview of Customizing Dictionaries...........................................................1
Using the Data Dictionary Editor ...................................................................2
Customizing the Data Dictionary ...................................................................7
Exercise 1: Making a Field Required......................................................................... 10
Exercise 2: Changing a Column Code Display Label ................................................ 14
Exercise 3: Using a Picture Mask.............................................................................. 19
Exercise 4: Creating an Index ................................................................................... 22
Finding all Tables that Contain a Column ...................................................25
Printing the Column Description Report ......................................................26
Using the Text Dictionary Editor..................................................................32
Overview of Customizing Dictionaries
Select Setup / System / Configuration / Data Dictionary
or Setup / System / Configuration / Text Dictionary
•
Use to make changes in definitions of:
− CounterPoint Tables, Columns, and Indexes
− Name of group box, tab, or button labels
− Messages
Data Dictionary
Text Dictionary
Text Dictionary
•
Use to add new logical tables or columns (after adding to database using
SQL statements)
•
Changes stored in Data Dictionary and Text Dictionary located in:
\ CounterPoint (top-level)\ Company-Name \ Dictionary
Columns.*
Tables.*
Indexes.*
Messages.*
Data Dictionary files
Text Dictionary file
•
To enter change, user's System security code must provide authorization to
customize data dictionary or text dictionary
•
Changes will apply to all users in this company throughout CounterPoint
•
Changes preserved if CounterPoint is re-installed
•
Enable or disable use of changes for a single user via Setup / System /
User Preferences (“Enable customizations”)
Customizing Dictionaries
7-1
07/17/09
Using the Data Dictionary Editor
Source of Menu names and Field names
These names
Are determined by:
Main menu selections & form names
Menu code ("Menu caption" , and
“Form caption”)
or
Default menu, if security code has
no menu code assigned
Columns on forms
Data dictionary ("Display label")
Columns in LookUp, Filter, and Zoom dialogs
Data dictionary (“Long label”)
Columns on reports
Data dictionary ("Report label")
Group Boxes, Tabs, & Buttons
Text dictionary
Message text
Text dictionary
Customizing Dictionaries
7-2
07/17/09
Using the Data Dictionary Editor
Select Setup / System / Configuration / Data Dictionary
•
Use to make changes to the system settings for a table, column, or index
Click
to change the system settings for a table
or
to change the system settings for a column
or
to change the system settings for an index
Select the table, column, or index to change here
Once you have made changes, click the
changes and update the cached data dictionary.
Customizing Dictionaries
7-3
Make your changes here
button. This will save your
07/17/09
Using the Data Dictionary Editor
You will need to determine the system name for a table, column/field, or index before it
can be changed in the Data Dictionary.
To reveal the Control Menu for a form:
•
Right-click form title bar
•
Click the CounterPoint logo in upper left corner
•
Press Alt+spacebar
Labels as FieldNames/
ControlNames
Shows data dictionary column name (begins with *) or control
name (no *), and main table name on title bar
Use to obtain column name to edit in Data Dictionary or control
name to edit in Text Dictionary
Labels as ControlNames
Changes all text labels on form to name of associated control
Used internally to develop help text for controls
Show default labels
Shows default display labels for columns
FormClass: (name)
Name of form to use when changing component labels in the
Text Dictionary, and to assist with reporting software flaws
Print form
Prints screenshot of active form
Default size
Returns form to its default size
Last Maintenance
Information
For the currently-displayed record, shows the user ID who last
changed the record and the date
Table Information
Shows table name, total number of records, and a count of
filtered records if filter is active (flyover text reveals SQL filter)
Customize toolbars
Customize toolbar schemes for this form
(Report name)
For report forms, shows name of .rpt file (* = customized)
Customizing Dictionaries
7-4
07/17/09
Using the Data Dictionary Editor
Determining System Data Dictionary Table, Field, and Index Names
Identifying the table name
Right-click the title bar of the form
you want to change and select
“Labels as FieldNames/ControlNames”.
The form now displays the System Data
Dictionary labels.
The table name is shown on the title bar.
In this example, AR_CUST is the system
name for the Customers table.
Identifying the column name
With the System Data Dictionary labels
displayed, the system name is shown
preceding the field.
In this example, *cust_no is the system
name for the Customer # field.
Note: Column properties can be changed for a single table or, if associated with a
Column Code, can be changed globally.
Customizing Dictionaries
7-5
07/17/09
Using the Data Dictionary Editor
Identifying the index name
Indexes / Order by choices are created in the Data Dictionary.
To find the name for an index, select the “Table” then click the Index tab of the System
Data Dictionary form.
The “Display label” field contains the label for the index.
If the Display label field is blank, the index will use the name of the first index column.
In this example, the Customers table’s first index has a label of “Balance method”.
Customizing Dictionaries
7-6
07/17/09
Customizing the Data Dictionary
Editing Table Properties
Select the table to edit in the
System Data Dictionary.
The columns and indexes in
that table display below.
Click
to
enable editing of the table.
Make changes to table information on the Data Dictionary form.
Description = name for flyover
help and messages referring to
this table
Virtual = is this a virtual table?
Use virtual table = look in
virtual table selected here for
column information before this
physical table.
If enabled for company, retrieve
one record at a time from server?
Data Verify ignores
History tables
Click
to see the
virtual table entry.
Use this area to enter your
own description of the table
or to describe your changes.
Custom add-on-the-fly
Add-on-the-fly form = use
customized add-on-the-fly
form for this table.
Custom maint form
Custom view form
Custom add-on-the-fly form
Standard form
After clicking either
you came from.
Customizing Dictionaries
.xml files that contains custom field positioning for use in
custom maintenance functions, view functions, add-on-thefly operations, or standard CounterPoint forms
Click
to make changes to the form
or
, click
7-7
to return to where
07/17/09
Customizing the Data Dictionary
Editing Column Properties for a Single Table
•
Use to control labels, entries, and defaults for a column
After choosing a table in the System Data Dictionary, select the column to edit from the list of
columns in that table and click
.
Main tab
Settings
Column code
Select to associate this column with an existing column code
Domain
Type of characters valid in value
Capitalization
Case of entered value: default, upper, lower, or normal
Key
Is this a component of the primary key for the table? (Do not modify)
Required
Value must be entered for this column when setting up a new record
Keyword
Enable keyword lookups for this column
Display label
Name that displays for this column on forms
Long label
Name that displays in Lookup, Filter, and Zoom dialogs
Report label
Name used in Quick Reports and for column heading in Crystal reports
Default value
Initial value for column when adding a new record
(Y for Boolean domain =checkbox selected)
Mapping
values
Allowable values for column and description for each value
Customizing Dictionaries
7-8
07/17/09
Customizing the Data Dictionary
Editing Column Properties for a Single Table
Main tab
Settings
Sticky default
Should user-entered value for this column be used as default value for rest
of entry session?
Default is set by adding a new record and saving it
Read-only
Allow no entry for this column (be sure to set a “default value”)
Protected
Protected change authorization required to change value
Non-editable
Can column value be changed after it has been added?
Skip
Skip this column when tabbing (can still access via mouse and/or
accelerator keys)
Intended to help speed data entry
Skip if def
Skip this column when tabbing only if the column has a default value
supplied by data dictionary or sticky default supplied by user
If column has no default value, Skip setting determines if tab skips column
Allow *
“*” can be entered for column, to designate “All”
Visible
Will column be displayed on forms and be available for display in lookups?
Cost
Treat column as a cost (entry and viewing subject to user authorization)
Copy
Is this column value copied when records are copied?
If unchecked, column in the copied record is set to the data dictionary
default value
Note: If a column does not appear in the Columns list, when a single table has been
selected, it has only been assigned a Column Code.
Customizing Dictionaries
7-9
07/17/09
Exercise 1: Making a Field Required
Try it Yourself!
This exercise demonstrates how to determine the table and column name to be changed in the
data dictionary and how to make the change to a single table. You will be making the
Category field required on the Items table.
1.
Select Inventory / Items. The change you will make is to the property of the
“Category” field on this form.
2.
Right-click title bar and select Labels as FieldNames/ControlNames.
Note the table name
and field name.
Exit the menu selection.
3.
Select Setup / System / Configuration / Data Dictionary
4.
Display the IM_ITEM table and locate the column categ_cod.
Click
.
Customizing Dictionaries
7-10
07/17/09
5. On the Data Dictionary form, change the Required setting to Yes.
Select to save this change by clicking
Customizing Dictionaries
.
7-11
07/17/09
Customizing the Data Dictionary
Editing Column Properties for a Column Code
•
Use to control labels, entries, and defaults for a column code
•
Provide ‘template’ values for a column
•
Used when column’s value is blank or null
•
Not associated with any single table
Choose Column Code in the System Data Dictionary, select the column to edit from the list of
columns that have been assigned to a column code and click
.
To see the tables
and columns that
use a column code
Note: If Column code is specified, its value is used as a default if setting is blank for column.
Customizing Dictionaries
7-12
07/17/09
Customizing the Data Dictionary
Display Labels
•
Name for column on forms (first letter always displays upper-case)
What display label appears for a column on a form?
1.
Display label from column in customized Data Dictionary
2.
Display label from column in System Data Dictionary
3.
Display label from column code, if a column code is specified
for column in customized Data Dictionary
4.
Display label from column code in System Data Dictionary
Display label substitution
Enter %[column-code name] within Display label for substitution
For example: LST_RECV_DAT column in VT_IM_INV table
Display label shows
last recv %[DATE]
Column code DATE is
assigned to the column
and its display label is
date.
“Last recv date”
displays on forms.
Customizing Dictionaries
7-13
07/17/09
Exercise 2: Changing a Column Code Display Label
Try it Yourself!
This exercise demonstrates how to make a change to a column code. You will be changing
the display label for the Item No field, to Product No, for all tables that include the column
code.
1.
Select Inventory / Items. The change you will make is to the display label of the
“Item No” field.
2.
Right-click title bar and select Labels as FieldNames/ControlNames.
Note the field name.
3.
Select Setup / System / Configuration / Data Dictionary
4.
With Column Codes selected, locate the column item_no.
Click
.
Customizing Dictionaries
7-14
07/17/09
5. On the Data Dictionary form, change the Display label to Product No.
Select to save this change by clicking
Customizing Dictionaries
.
7-15
07/17/09
Customizing the Data Dictionary
Editing Column Properties
Other tab
Numeric
Settings in this group apply only to numeric columns
Min value
Minimum allowable value
Max value
Maximum allowable value
Decimals
Number of decimal digits to allow during entry
Implied decimal
When entering numbers, assume the number of decimals specified at
"Decimals", so no decimal point entry is required (based on user preference)
Range
Whether negative numbers, positive numbers, and/or zero are valid
Lookup
For custom fields, settings for lookup
Self lookup
Lookup table and column are the same as the physical table/column
Lookup table
What table’s data displays when a lookup is performed at this column
Lookup field
Which field in the lookup table is returned after selecting a record
Lookup filter
Limit valid records in lookup table with filter entered here
Validate lookup
Are not-on-file entries allowed for this column?
Lookup display
Which column’s value should display to the right of the on-file entry?
Customizing Dictionaries
7-16
07/17/09
Customizing the Data Dictionary
Editing Column Properties
Custom tab
Verify that constraint
syntax is valid
Validation
Constraint
User-maintained limits or restrictions for entry in this column
(See Appendix 2: Constructing Column Constraints)
Define only for columns on maintenance forms
Constraint error
Message that appears when entry violates constraint
If blank, uses default constraint error text: “[display label]: Data Dictionary
constraint error: [constraint value]”
Validate on set
If enabled, validates constraint after column is entered, rather than when
record is saved
Picture mask
Used to control format and characters entered for a column (e.g., ######)
# = any digit (0-9)
Non-numeric columns only
? = any letter
(See Appendix 3: Using
Picture Masks)
&
~
@
!
= any letter, convert to uppercase
= any letter, convert to lowercase
= any character (alpha, numeric, special)
= any character, convert alpha to uppercase
{Yes, No} = yes, no, or blank (braces indicate ‘optional’)
nd
rd
#[#][#] = up to 3 digits; 2 and 3 digits optional
Customizing Dictionaries
7-17
07/17/09
Customizing the Data Dictionary
Entering Constraints
•
To impose user-defined limits or restrictions on entry of a column
Examples:
1)
You want to use one of the customer date profiles to track Contract date started.
To prevent users from entering a future date, add this constraint to the corresponding
Profile Data column (PROF_DAT) for the Customers table (AR_CUST):
V<=DATE
2)
Use one of the customer numeric profiles to track Length of contract, where your
contracts must be at least 2 months long and cannot be longer than 12 months.
Add this constraint to the corresponding Numeric Profile column (PROF_NO) for
the Customers table (AR_CUST):
(V>1) and (V<13)
3)
To ensure that users assign “900” as the first three characters of new item numbers,
add this constraint to the Item number column (ITEM_NO) for the Items table
(IM_ITEM):
Copy(V,1,3)=900
Refer to Appendix 2: Constructing Column Constraints for more information on the
syntax and different types of constraints.
Customizing Dictionaries
7-18
07/17/09
Exercise 3: Using a Picture Mask
Try it Yourself!
This exercise demonstrates how to determine the table and column name to be changed in the
data dictionary, how to make the change to a column code, and shows the resulting change to
forms that use the column code. You will be setting it up to require telephone numbers to
carry the format of 123-456-7890.
1.
Select Customers / Customers. The change you will make is to the display label
of the “Phone-1” field on this form.
2.
Right-click title bar and select Labels as FieldNames/ControlNames.
Note the table name
and column name.
Exit the menu selection.
3.
Select Setup / System / Configuration / Data Dictionary
4.
Display the AR_CUST table and locate the column PHONE_1.
Notice that it uses a
Column Code.
To make this format
change global, you
should change the
column code.
Customizing Dictionaries
7-19
07/17/09
5.
Switch to display Column Codes. Click PHONE_1 in the list of column codes.
Notice that Display label is set to phone 1. Whenever a column displays on a form, and
that column uses the PHONE_1 column code, the display label of phone 1 is used.
6.
Click
this column code:
and, on the Custom tab, enter the following Picture mask for
###-###-####
Close the Data Dictionary editor and answer “Yes” to Save current changes?.
7.
Select Customers / Customers and display a customer record.
On the Main tab, at the Phone 1 column, clear any existing entry and enter your
telephone number beginning with the area code. Note that hyphens are automatically
inserted and displayed.
Click
to save the change.
Close this form.
Customizing Dictionaries
7-20
07/17/09
Customizing the Data Dictionary
Adding and Editing Table Indexes
Use to change:
• sequence in which records display with
and
• order in which records appear during lookups (“Order by”)
• adds logical index (create physical index with SQL command)
Add a new index:
If the table has not been
customized previously,
select to customize it
from the System Data
Dictionary.
From the Data Dictionary,
select the table and click
under “Indexes”.
Enter a name for the new
index.
From the Index tab,
double-click columns in
Table columns to add
them to Index columns.
Label used as index name
in lookups. If blank, uses
name of first index column
Add the columns in the
order in which you want
them used in the index, or
move the Index columns to
change their order.
Make default index for table
Specify whether to sort
each index column in
ascending or descending
order.
You can set the new index
to be the default index.
You can also enter a
display label to name the
index.
To save the new index, select a different column name or table, click
form and answer “Yes” to Save current changes?.
Customizing Dictionaries
7-21
or close the
07/17/09
Exercise 4: Creating an Index
Try it Yourself!
This exercise demonstrates how to create an index for the vendor items table. You would like
to view your vendor item records in order by item number and then in order by unit cost.
1. Select Purchasing / Vendor Items.
2. Right-click title bar and select Labels as FieldNames/ControlNames.
Note the table name.
Exit the menu selection.
3. Select Setup / System / Configuration / Data Dictionary
4. Display the PO_VEND_ITEM table and click
Customizing Dictionaries
7-22
.
07/17/09
5. On the Data Dictionary form, select
from the Indexes area.
Enter a name for the new index. Click OK.
6. On the Index tab of the Data Dictionary form, enter a Display label for the new index and
select the columns that will be used to order the records. Since you want the initial sort to
be by Item number it should be the top index column, unit cost should be listed second
since it is the secondary sort value.
7.
Select to save the new index by clicking
Customizing Dictionaries
7-23
.
07/17/09
8.
Select Purchasing / Vendor Items. Use the lookup and select the new index.
9.
Use the column designer to include the Unit cost field after Item number.
10.
The lookup now displays the vendor item records in order by item number and
within each item number in order by unit cost.
Customizing Dictionaries
7-24
07/17/09
Finding all Tables that Contain a Column
If you plan to change the data dictionary for a column in all tables that contain the
column, you will need an easy way to determine which tables are involved.
This query returns all the table names that contain the column ITEM_NO. It can be
run in the SQL Script Utility provided with CounterPoint SQL, in Microsoft's Query
Analyzer, or with an OSQL command.
SELECT sysobjects.name
FROM syscolumns LEFT OUTER JOIN sysobjects ON syscolumns.id =
sysobjects.id
WHERE syscolumns.name = 'ITEM_NO'
ORDER BY sysobjects.name
In this example, 147 tables in
the CampGolfTraining
database contain the field
ITEM_NO.
To further refine the search, you can next print the Column Description Report for
just the tables reported by the above SQL script test. On that report, select to show
the "Column Code" and "Display Label" columns.
Customizing Dictionaries
7-25
07/17/09
Printing the Column Description Report
Select System / Utilities / Column Description Report
•
Description of each column in a table and the Data Dictionary settings
If the list of tables
doesn't display, select
View / Show Table List
from the menu bar.
Select the table(s)
whose columns
will be included in
the report.
Click
when done.
Customizing Dictionaries
7-26
07/17/09
Printing the Column Description Report
Click Report options
button
Move the desired
columns from
Column list to
Selected columns.
Drag Selected
columns to new
positions or use
and
(columns are reported
in order listed).
Customizing Dictionaries
7-27
07/17/09
Printing the Column Description Report
Report tab
Table options
Show description
Show description note
Word wrap description note
Print the “English” name for this table (e.g., “Items”)
Print note for this table (from data dictionary)
If printing notes, wrap lines longer than 80 characters?
Column options
Show column description
Word wrap description
Customizing Dictionaries
Print note for columns (from data dictionary)
If printing notes, wrap lines longer than 80 characters?
7-28
07/17/09
Printing the Column Description Report
Column List Choices
•
Select which column properties you want reported
Allow asterick
Capitalization
Cloneable
Column code
Column size
Constraint error
Custom constraint
Decimal places
Default value
Display label
Domain name
Implied decimal
Is cost
Is key
Is keyword
Is noneditable
Is protected
Is required
Is visible
Long label
Lookup display field
Lookup field
Lookup table
Lookup validated
Mapping values
Max value
Min value
Picture mask
Range negative
Range positive
Range zero
Read only
Report label
Selflookup
Skip
Skip if def
Sticky def
Validate on set
Customizing Dictionaries
7-29
07/17/09
Printing the Column Description Report
Formats tab
•
Choose report format 1 or 2
•
Click
to close Report options dialog
Format 1 – Columnar format
Indicate whether to sort
columns alphabetically
Format 2 – Line-by-line format
Customizing Dictionaries
7-30
07/17/09
Click
or press Ctrl+G to
generate the report
Click
to save the report as a text file (use to copy data
from table in CounterPoint to text file)
Click
to find a word or phrase in the report
Click
to access printing options and print the report
Customizing Dictionaries
7-31
07/17/09
Using the Text Dictionary Editor
Select Setup / System / Configuration / Text Dictionary
•
Use to edit message text, tab labels, group box labels on forms, or other text on
forms that is not linked to a data field
Select message to
customize
(To find the name of
a message, right-click
title bar of actual
message dialog and
select Details.)
Current message text
Click
to customize the
message text.
New message text
Color
Select color in which to display text
Bold
Italic
Strikeout
Underline
Select if message should display with any of these enhancements
Text
New message text
Customizing Dictionaries
7-32
07/17/09
Using the Text Dictionary Editor
•
Use to change the global suppression of messages
Messages can be:
• Suppressed
• Suppressable
• Non-suppressable
To change the suppression setting for a message, click
suppression value for the message.
Suppressed
and then set the new
The message does not display for all users.
Suppressable
Authorized users can
select the “Do not
show again” check
box to suppress the
message.
Non-suppressable
The message
displays for all users.
NOTE: Enable “Show suppressed messages” in User Preferences to make a
suppressed message redisplay for a user who has suppressed it.
Customizing Dictionaries
7-33
07/17/09
Using the Text Dictionary Editor
Changing Tab, Group Box, and Button Labels
Button label
Tab label
Group Box
label
Step 1.
2.
Run the menu selection that displays the current label (e.g., “Main” tab in
Setup / System / Company).
Right-click the title bar to display the Control Menu.
Record the name of the FormClass (TfrmCompany for the Company form).
This will be used when you edit the Text Dictionary.
Customizing Dictionaries
7-34
07/17/09
3.
Select Labels as ControlNames from the Control Menu and the form labels
change.
Record the control name
that displays for the current
label (e.g., tabMain).
This will also be used for
your entry in the Text
Dictionary.
4.
Select Setup / System / Configuration / Text Dictionary and switch to the
Components form.
5.
Click
to create a new entry.
Apply changes
Save changes
These settings do not
work for Components
Text ID
Enter the FormClass name and ControlName of the label that you
want to change, using the format FormClass.ControlName
(e.g., TFRMCOMPANY.TABMAIN)
Text
Enter the new text that you want to use as a label
Customizing Dictionaries
7-35
07/17/09
Click
to save the change.
When you restart Setup / System / Company, the tab label will be ACCT
instead of Main.
You could change the Group Box or Button label using the same method.
Customizing Dictionaries
7-36
07/17/09
SECTION 8: DATABASE UTILITIES
Data Verify .....................................................................................................1
Database Customizations Report..................................................................3
Exporting Database Tables ...........................................................................5
Importing Database Tables ...........................................................................6
Importing Data Using Data Interchange........................................................8
Exporting Data Using Data Interchange........................................................9
Migrating Data .............................................................................................10
Encrypting Credit Card Numbers ................................................................11
Purging Messages .......................................................................................12
Working with Saved Report Parameters .....................................................13
Working with Saved Import/Export Parameters ..........................................14
Testing Ticket Entry Performance ...............................................................15
Using the System Configuration Utility ........................................................17
Backing Up a Database...............................................................................20
Moving a Database......................................................................................23
Shrinking the Database ...............................................................................27
Using the Crystal Reports Viewer ...............................................................28
Using a Practice Company ..........................................................................30
Importing Customer Info into Excel .............................................................31
Data Verify
Select System / Utilities / Data Verify
•
Use to verify integrity of data
Select the
tables to verify
Show results after
verifying this table
Total number of records
in selected tables
Verify only this table
Type of test
(see below)
Start the
verify process
Display which tables in
window above?
Tests to run
Dictionary
Lookups
Dictionary: Verifies required fields, mapping values,
constraints, and other data dictionary rules
Lookups: For non-history tables, verifies that values exist in
associated table (e.g., item category is in Categories table)
Table Results
Displays summary information of last verify for selected table:
table name, number of records, number of errors
Click
Last Verify Table Results
Database Utilities
for details on last verify
Displays summary information of last verify for all involved
tables: number of involved tables, number of records in tables,
number of errors
Click
to see the summary log from verifying all
involved tables
8-1
07/17/09
Data Verify
Contents of the Details file
Overview
Dictionary
test results
Lookup
test results
Summary
Database Utilities
8-2
07/17/09
Database Customizations Report
Select System / Utilities / Database Customizations Report
•
•
Use to identify customization in your database, as well as standard parts
missing from your database
Select which objects to include
Standard database
Use the current version's database (compares to Multi-Site standard
if Multi-Site Option is registered)
Another version
Use a previous version's database
Useful to determine data model changes between versions
Specific database
Use specified database, defining a data source for it
Useful to determine differences between two databases
Database Utilities
8-3
07/17/09
Database Customizations Report
Results display in Windows Internet Explorer
Database Utilities
8-4
07/17/09
Exporting Database Tables
Select System / Utilities / Database Export
•
Use to copy data from table in CounterPoint to text file
Select the table
whose records are
to be exported.
Exports file
The records in the
selected table are
shown here.
Drag columns to change order in which they are exported.
Filename
Name of export file. Defaults to “table_name.csv”
Click
to select location where file will be created
Defaults to Export folder for company
Use SQL Query
or
Select checkbox and click
to enter an SQL query to
select the records and columns to be exported
Export visible columns using a filter to control which records (“rows”)
will be exported
Output Options:
Quote char
Field delimiter
Quote mode
Header line
Database Utilities
Character to delimit strings
Character to separate column values
Put quote character around alphanumeric values: Always or
NonNumeric (as column is defined in data dictionary)
First line is a header, showing column names
8-5
07/17/09
Importing Database Tables
Select System / Utilities / Database Import
•
Use to load data from a text file into a table in CounterPoint
Select the table into
which the records
will be imported.
The records
already in that
table are listed
here.
Filename
Import data from
file specified
Verify data to be imported
Name of import file
Click
to select folder where file is located
Defaults to Import folder for company
Use header line field
format
First record in import file is a header, so don’t import it
Field Definitions
If not using header, click
to select CounterPoint
columns to be filled or updated with import data
If column names in header match CounterPoint column names,
imports data into corresponding CounterPoint column regardless of
import file layout
Place the CounterPoint columns in the order in which the
corresponding fields occur in a record in the import file
Advanced
(Described in detail on the following page)
Import mode
Add new
Update
Update mode
Add new records only*
Update existing records
Replace records*: replace entire record with import record
or Update records: update record only with fields in import record
* Defaults from data dictionary are used for missing values.
For Update/Replace, won’t import record if any required fields are missing
Database Utilities
8-6
07/17/09
Importing Database Tables
Advanced Import Options
Escaped Conversions:
Convert \n to New Line
Convert \r to Carriage Return
Convert \t to Tab
Convert \\ to \
Convert \’ to ‘
Convert \” to “
Convert \? to ?
Convert \0 to Null
When importing data produced by Unix systems or certain
scripting languages (e.g., Perl and Awk), certain values may be
expressed as “escaped characters”
These values typically start with \ (the Unix equivalent of “Esc”)
Should each of the escaped-character sequences shown be
converted into the corresponding value during the import?
Text Input Options
Quote character
Field delimiter
Comment character
Character in import file used to denote text fields
Character in import file used to separate field values
Character in import file used to denotes remarks
Characters following the comment character are not imported
Input Format
Date format
Date separator
Time separator
Decimal separator
Maximum rows
Maximum field length
Format of dates in the import file
Character to format dates (e.g., / or ,)
Character used to format times (e.g., :, ., or ;)
Character used to separate integers from decimals (e.g., . or ,)
Import only this many records (useful for import testing)
Import only this many characters per column. Truncates if longer
Error Handling
Log file
Max errors
Database Utilities
Name and location of import error log (shows line# & field#)
Stop import if this many errors occur
8-7
07/17/09
Importing Data Using Data Interchange
Select Data Interchange / Database Import
•
•
•
Provides an enhanced version of Database Import
Allows you to import data from a .csv file format
Simplifies the process of mapping fields and configuring various import
settings, which can be saved for future use
Database Utilities
8-8
07/17/09
Exporting Data Using Data Interchange
Select Data Interchange / Database Export
•
•
•
Provides an enhanced version of Database Export
Allows you to export data to a .csv file format
Simplifies the process of mapping fields and configuring various export
settings, which can be saved for future use
Database Utilities
8-9
07/17/09
Migrating Data
Select System / Utilities / Data Migration
•
Use this function to upgrade data from CounterPoint V7 or other third-party
software product into CounterPoint SQL
For more information about this process read Data Migration Guide in the Online Help.
Database Utilities
8-10
07/17/09
Encrypting Credit Card Numbers
Select System / Utilities / Encrypt Credit Card Numbers
•
Use this function to encrypt credit card numbers in tables
Click
to find tables that
have unencrypted card numbers
Tables with unencrypted card
Numbers remain selected after the
“Check” process
Click
Database Utilities
to encrypt the credit card numbers
8-11
07/17/09
Purging Messages
Select System / Utilities / Purge Messages
•
Use this function to purge messages from CounterPoint SQL
Database Utilities
8-12
07/17/09
Working with Saved Report Parameters
Select System / Utilities / Saved Report Parameters
•
Use this function to work with (add, edit, delete) all saved parameters for
reports
Limited changes are allowed
•
Click
•
Database Utilities
to generate the report
8-13
07/17/09
Working with Saved Import/Export Parameters
Select System / Utilities / Saved Import/Export Parameters
•
•
Use this function to work with (add, edit, delete) all saved parameters for
these import/export functions
- Database Import
- Database Export
- Inventory Adjustments Import
- Receivings Import
- Transfer out Import
- Transfer in Import
Limited changes are allowed
Database Utilities
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07/17/09
Testing Ticket Entry Performance
Select System / Utilities / Ticket Performance Test
•
•
Use this function to test timing of entering and posting tickets
Track how environment changes, customizations, and different setup options
affect Ticket Entry performance on your system
NOTE: Testing should not be performed on live systems because real tickets are
created and then posted.
Parameters tab
Enter the parameters
for the test.
Specify the
number of
items to add
NOTE: Items you add to the item list must have a Tracking method of Normal.
Click
Database Utilities
to perform the test.
8-15
07/17/09
Testing Ticket Entry Performance
Current Results tab
Displays the results and details of the test.
Last Results tab
Compare the Current Results to the
previous test.
Chart tab
Displays a line graph that
maps the results of all tests
that have been run.
Red line = average line item creation time
Green line = average ticket completion time
Blue line = average ticket posting time
Space Used Chart tab
Displays a line graph that
maps the results all tests
that have been run.
Database Utilities
8-16
07/17/09
Using the System Configuration Utility
Browse to Start / Program Files / CounterPoint / System Configuration
Utility
•
Designed to serve as a launching point for various CounterPoint utilities,
collecting them into a single “dock” window
The System Configuration Utility includes:
The Companies button, which allows you to
access the Company Names utility to define
database connection strings for CounterPoint
companies.
And
The Scheduled Tasks button, allows you to schedule Automated Data Transfer
(ADT) for CPOnline, Data Mart Update, History Conversion, or Purge Messages.
Select the task and enter the
parameters for running the task.
Provide Windows login values to
authorize running the task.
Database Utilities
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07/17/09
Using the System Configuration Utility
Working with Aggregate Tables
CounterPoint uses aggregate tables for
Dashboard, forecast-driven replenishment,
and the POS Exceptions Report.
Before you can use either of these two
features in CounterPoint, you must
schedule the CounterPoint Data Mart
Update task.
Initially, you will want to run the task on a
frequent basis (e.g., every 5 minutes), until
all of your existing data is aggregated.
After data has been updated you will most likely want to edit the task and change the
frequency with which it is run.
Select the task and click
.
Enter the parameters for the task frequency.
To reschedule a task to run once a day, clear
the Repeat check box, and then enter or
select the Start Time.
Database Utilities
8-18
07/17/09
Using the System Configuration Utility
Troubleshooting Data Mark Update
There are many reasons why the data may not be aggregating: listed below are the
most common resolutions.
First determine whether or not the data is aggregating by running the following script:
Select * from USP_AGG_DM_TRX_LOG
If there are not records in the table, data has not been aggregated.
Perform the following steps to correct the issue.
•
Run the msPredefineddata.sql and RefreshView.sql scripts
•
In the Script Utility, in the DataLink Properties, if using SQL Authentication,
make sure to check Allow Saving Passwords.
•
Go to the Scheduled Tasks and make sure the database name does not have
any spaces. If it does, right-click on the task name and select Properties. On
the Run value, enclose the database name in double quotes.
•
Go to the Scheduled Tasks and copy the run command. Run this value from
the command prompt. Make note of any error and send it to CounterPoint
Technical Support.
After completing these steps run the script again to see if data is in the
USP_AGG_DM_TRX_LOG table.
Database Utilities
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07/17/09
Backing Up a Database
Backing up your database provides an important safeguard for protecting your
data from potential loss including: media failure, user error, and loss of server.
A backup copy of your database can also be used when moving your database to a
new system.
If you selected to use the default location when initially creating the database, the
.mdf and .ldf files will be located in Program Files \ Microsoft SQL Server \
MSSQL \ Data on the current system.
If you have customized the Data Dictionary, Text Dictionary, Filters, Lookups,
Zooms, Forms, and/or Reports, also copy the corresponding dictionary, report,
and/or form files to the new system. They will be located in CounterPoint (toplevel)\<Company Name>\Dictionary. (Modified reports and forms will be in
Reports and PSForms, rather than Dictionary.) If you have added images, be
sure to move the image folders as well (CustomerImages, Images, and
ItemImages).
Four alternatives to backing up the database:
A)
Shutdown SQL server and copy database files
B)
Detach the database from SQL server and copy database files
C)
Use SSMSE or MSSQL Enterprise Manager
D)
Other software application
Alternative A:
Step 1 - Stop the server
Step 2 - Browse to the MSSQL/Data folder and copy the .mdf and .ldf files
Step 3 - Restart the server
Database Utilities
8-20
07/17/09
Alternative B: Detaching a database from a running server
SSMSE
Select Start / Programs / Microsoft SQL Server 2005 / SQL Server
Management Studio Express. Enter the requested login information
and click
.
After connecting to the server, right-click the database you want to backup and
select Tasks, then Detach.
Copy both database files.
Alternative C: Create a copy of database on the same server
SSMSE
After connecting to the server, right-click the database you want to backup and
select Tasks, then Backup.
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07/17/09
Complete the General and Options
area of the dialog with the parameters
for the backup, then click OK.
The backup file will be located at
Program Files \ Microsoft SQL
Server \ MSSQL \ Backup, if you
accepted the default path for the
backup file.
Alternative D: Other software application
Use a software application to create your backup copy of the database. Refer to the
application’s documentation for the specific steps involved.
Database Utilities
8-22
07/17/09
Moving a Database
When you upgrade the computer hardware your company uses, you will want to
move the company database to the new system.
If you selected to use the default location when initially creating the database, the
.mdf and .ldf files will be located in Program Files \ Microsoft SQL Server \
MSSQL \ Data on the current system. Copy these two files to the same location
on the new system.
If you have customized the Data Dictionary, Text Dictionary, Reports, or added
customer or item images, also copy the Company folder to the new system.
WARNING: Do not follow these directions if your database is part of a PeerDirect
replication network. Instead, refer to the instructions provided in the CounterPoint
Multi-Site PDF Library for moving a replicating database.
Perform these steps to move a database to a different system:
1.
2.
3.
4.
5.
Detach database from current SQL server.
Copy database files to new system.
Attach database to SQL server on new system.
Set connection string to the database.
Update DB_CTL table for new location.
Steps 1 and 2 can be accomplished through one of the alternatives covered in Backing
up a database. Once you have the copy of the .mdf and .ldf files continue with Step 3.
Step 3 - A database must be "attached" to the SQL server in order for the server
to recognize it and before you can set a connection string to it.
SSMSE
After connecting to the server, right-click Database and select Attach.
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8-23
07/17/09
From the Attach Databases
dialog click
.
Locate the database to attach
and click
.
The details for the attached
database appear in the
Attach Databases dialog.
Click
Database Utilities
.
8-24
07/17/09
The attached database now appears in the Databases list.
Step 4 - On either the server or a workstation on the new system, run the SQL
Script Utility and start the Companies Editor.
If an entry does not already exist for the new database, add a new company.
(Refer to the instructions provided for setting the connection string after creating
a new database, in Section 1 of this manual.) If an entry is already present for the
new database, verify that the server name and database are accurate.
Step 5 - The first time the database was used in CounterPoint on the old system,
the top-level CounterPoint directory name was written to the DB_CTL table in the
database.
If the database is later moved to a different location or drive, the value in the
DB_CTL table is not automatically updated. Instead, it must be changed using an
SQL command. Failure to do this will result in the message "Top-level directory
does not match database" when attempting to access this database.
Use the SQL Script Utility to enter and execute the following command for the involved
database. This clears the directory value so that the next time the database is used in
CounterPoint, the new top-level directory name will be written to the DB_CTL table:
UPDATE DB_CTL SET SHARED_DIR = NULL
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8-25
07/17/09
If restoring the database after creating the backup using Alternative C:
Step 3 - Restore the database to a new (created on the fly) database with new physical
files using SSMSE: Right-click Databases and select Restore database…
Complete the General and Options area of the dialog with the parameters for
the restore process and then click OK.
Step 4 - Add the new database for processing, using the Companies Editor.
Run the SQL Script Utility and use the Companies Editor to enter a new
company alias (for example, DemoGolfCopy), a new company name, and the
connection string information. Use the new database name (DemoGolf_Copy) to
attach to.
Step 5 - Update the DB_CTL table
Database Utilities
8-26
07/17/09
Shrinking the Database
•
Use this function to reduce the size of the database. Purging does not shrink
the database size.
•
Indicate which database to shrink
•
Indicate the Maximum % of free space to allow
Using SSMSE
Select Start / Programs / Microsoft SQL Server / SQL Server Management
Studio Express. After connecting to the server, right-click the database you
want to shrink and select Tasks, then Shrink. When the dialog appears, you can
enter the parameters to use, and select the percentage of free space to allow.
Using MSSQL
Use Enterprise Manager to expand the database listing and right-click the name
of the database that needs to be shrunk.
Select All Tasks from the menu, and choose Shrink database.
When the dialog appears, you can select the percentage of free space to allow.
You can also set a schedule to have the shrinking done at designated
frequencies.
Database Utilities
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07/17/09
Using the Crystal Reports Viewer
Browse to C:\ Program Files \ CounterPoint \ Bin \ CRView.exe
•
Use to view and print CounterPoint SQL reports outside of CounterPoint
•
Can export report contents to several different formats
Select the report to view
For each report viewed on a workstation,
set the default data source.
To set the data source once for all reports,
create CRView.ini with the entry
DefaultDataSource=<Name>.
Put CRView.ini in C:\ Program Files \ CounterPoint \ Bin.
.
Note: To avoid 'raw' column headings (such as shown below) when viewing
standard CounterPoint reports, instead preview the report in CounterPoint,
export it to a Crystal Report file, and then open the exported file using
CRView.exe.
Database Utilities
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07/17/09
Using the Crystal Reports Viewer
Exporting a Report
Supported formats:
- Word (.doc)
- Excel (.xls)
- HTML (.htm)
- XML (.xml)
- Rich Text Format (.rtf)
- Portable Doc Format (.pdf)
- Comma Separated Value (.csv)
- Text (.txt)
- Crystal Reports (.rpt)
Running the Viewer from a Command Line
where ReportFilename is the path
and file name of the report. Enclose
in quotes if filename contains spaces.
CRView.exe "ReportFilename"
Printing to the Default Windows Printer from a Command Line
CRView.exe "ReportFilename" print
Exporting from a Command Line
CRView.exe "ReportFilename" ExportFilename.ext
Database Utilities
8-29
See Supported Formats
and extensions above.
07/17/09
Using a Practice Company
Browse to Start / Program Files / CounterPoint / Update Practice
Company
•
•
Use to create a “practice” database from live company data
Edit the UpdatePracticeCompany.syn file with your database information
[SOURCE]
MDF=<full path and filename of source MDF>
LDF=<full path and filename of source LDF>
DatabaseName=<Your database name here>
Alias=<Your database alias here>
[DESTINATION]
MDF=<full path and filename of destination MDF>
LDF=<full path and filename of destination LDF>
•
Run the Update Practice Company Utility
After creating the practice company, you can log in to that company.
Database Utilities
8-30
07/17/09
Importing Customer Info into Excel
This example illustrates how to import certain columns from the database into Microsoft
Excel. Because only selected columns are imported into Excel, you will need to have
MS Query Wizard installed to perform the exercise.
1.
Open Excel and select Data / Import External Data / New Database Query.
Select <New Data Source>
Enter DemoGolf as the name
of the data source.
Select SQL Server from the
list of drivers.
Click
to
connect to the SQL Server.
Enter your Server name. You can
find the server name by floating the
mouse over the SQL icon in the
system tray. Enter it without “\\”.
Change the Login ID to sa and
enter the password CounterPoint8.
Click
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8-31
07/17/09
Select DemoGolf from
the list of databases.
Click
completed.
when
The connection is then
made to the database.
When the Create New
Data Source window
reappears, click
The Choose Data Source
window reappears, with
DemoGolf already
selected.
Click
Database Utilities
.
8-32
07/17/09
The Query Wizard
appears.
Scroll down and
select the AR_CUST
table. Click
to
show the column
names in this table.
Select to include
CUST_NO, NAM,
and PHONE_1 in
the query.
Click
when completed
selecting columns.
Select CUST_NO and
set a filter so that only
customers whose
customer number is not
CASH are included.
Click
when completed
setting the filter.
Database Utilities
8-33
07/17/09
Leave Sort by blank.
Click
.
Click
Save the query under
the default name or
use a name of your
choice.
Click
Position the cursor
in the top left
corner cell of the
Excel spreadsheet
and click
The customer data from
CounterPoint appears
in the spreadsheet.
Database Utilities
8-34
07/17/09
Appendix 1: Account Numbers Worksheet
When setting up your data in CounterPoint, you are asked to specify account
numbers that will be used for updating distributions when various transactions are
posted. In general, you should define one account number for each of the activities
shown here.
Use Setup / System / Accounts to define the account numbers so that they are on
file when you are asked to specify account numbers in other setup functions. (If you
began by using Starter Data, the account numbers listed below are already defined.)
Petty Cash
1005
Sales – returns
4140
Cash in bank
1010
Finance charges
4150
Credit card deposits
1040
Freight charges
4160
Accounts Receivable
1210
Cost of goods sold /returned
5010
Inventory - merchandise
1410
Purchase discounts
5020
Inventory transfers
1450
Inventory adjustments
5030
Deposits
1810
Inventory transfer variance
5070
Accounts Payable
2000
RTV adjustments
5080
Uninvoiced receivings
2010
Misc. office expense
7110
Accrued RTVs
2020
Supplies
7120
Store Credit Liability
2070
Tender over or short
7400
Cust. deposit liabilities
2080
Bank charges and fees
7410
Gift certificate liabilities
2090
Bad debt expense
8030
Loyalty Program Liability
2100
Depreciation
8210
Sales tax payable
2310
Miscellaneous income
8410
Sales - merchandise
4010
Forfeited dep. GC’s, SC’s
8510
Sales - discounts
4120
Gain/Loss currency exch.
8760
Sales - allowances
4130
Unclassified expense
9900
Appendix 1: Account Numbers
A1-1
07/17/09
Appendix 1: Account Numbers
A1-2
07/17/09
Appendix 1: Starter Data Account Numbers Worksheet
These are the other Setup menu selections in which you will be asked to specify
account numbers that will be used for updating distributions when various kinds of
transactions are posted. Each account also requests a profit center method.
Menu Selection
Requested Account Numbers
Setup / System / Company
Store credit liability
Store credit redemption
Store credit forfeit
Setup / System / Accounting
Interface
Correction*
Invoice variance*
A/P account number
Setup / System / Currency Codes
Gain / loss
Setup / System / Gift Certificate
Codes
Gift certificate liability
Gift certificate redemption
Gift certificate forfeit
Setup / System / Pay Codes
Define for these Pay Code types:
Pay Codes
Cash 1010
Checks 1010
Cash
Checks
Credit card
GC
EBT
Loyalty Points
SVC
SC
Credit card 1040 SVC
GC 2090
SC 2070
Drawer Over / Short Amounts
SVC liability
SVC cash back
Setup / System / Tax Authorities
Tax
Setup / Inventory / Control
Transfer Out misc charge
Transfer In misc charge
Quick transfer misc charge
Setup / Inventory / Account codes
B/S Inventory
Receivings accrual
Transfer clearing
RTV accrual
Sales
Cost-of-goods sold
Customer returns
Cost-of-goods returned
Adjustments
Cost correction
Physical count
Misc item expense
RTV adjustments
“retail”
Each item is assigned one account code
which directs which accounts will be used
for recording activities for the item.
Appendix 1: Account Numbers
2090
2090
8510
EBT
Loyalty Points 2100
Setup / System / Stored Value Card
Codes
Account code ID
2070
2070
8510
A1-3
Local
2310
1410
2010
1450
2020
4010
5010
4140
5010
5030
5010
5030
5010
5080
07/17/09
Menu Selection
Requested Account Numbers
Setup / Customers / Control
Writeoff (bad debt expense)
Setup / Customers / Finance
Charge Codes
Finance charge
Setup / Customers / Terms Codes
Sales discounts given
Setup / Purchasing / Control
Purchasing miscellaneous chgs
Setup / Purchasing / Terms Codes
Purchase discounts taken*
Setup / Point of Sale / Control
Sales – Miscellaneous charges Misc 5 = 4120
Setup / Point of Sale / Stores
Store number ______
Order deposits received
Order deposits forfeited
Default pay-in
Default pay-out
Layaway deposit received
Layaway deposit forfeited
Customers / Customers
Accounts receivable*
(A/R charge customers only)
8030
4120
5020
2080
8510
2080
9900
2080
8510
(record on separate
customer wksht)
* Does not request a Profit Center Method
In addition to the above listed accounts, profit center method is requested in the
following menu selections
Menu Selection
Profit Center Method
Setup / Inventory / Control
B/S Inventory prf ctr method
Setup / Inventory / Control
Transfer clearing pft ctr method
The following menu selections request the entry of an account number to identify the
profit center
Menu Selection
Profit Center
Setup / Inventory / Locations
Setup / Inventory / Categories
Setup / Inventory / Sub-Categories
Setup / Point of Sale / Stores
Appendix 1: Account Numbers
A1-4
07/17/09
Starter Data Defaults
AREA
DEFAULTS
SYSTEM
Accounts
Calendars
Currency Codes
Gift Certificate Codes
Label Jobs
Menu Codes
Pay Codes
Security Codes
Ship-via Codes
Tax Authorities
Tax Codes
Users
See above
Calendars to 2004 – 2020
Home currency – U.S. Dollars
CG10, GC25, GC50, GCUNLMT
Sys Admin, Manager, Supervisor, POS Clerk, Back Office
Default all Pay Code associations to all Stores
AR – Accounts Receivable
AMX Credit – American Express Credit Card
CASH – Cash
CHECK – Check
GC – Gift Certificate
LOYALTY – Loyalty Program
MC CREDIT – MasterCard Credit Card
STORE CRED – Store Credit
VSA CREDIT – Visa Credit Card
Sys Admin, Manager, Supervisor, POS Clerk, Back
Office
C = Customer Pickup, F = Federal Express, M = Mail, O
= Other, T = Truck, and U = UPS
Exempt, Local, and Out of State
Exempt, Local, and Out of State
Sys Admin, Manager, Supervisor, POS Clerk, Back
Office
All users: Button Menu Style
1
User Preferences
Workgroup
INVENTORY
Account Codes “Retail”
Barcode IDs 6-pack, 12 Case, 24 Case, Dozen, Each, Item, Pair, and
UPC
Goods, Services, Other, Misc.
Butterfly, Hangtag, Split, and Standard
1
Over 18 and Over 21
Categories
Label Codes
Locations
Prompt Codes
Tare Weight Code
Units 6-Pack, 12-Case, 24-Case, Dozen, Each, Pair
Appendix 1: Account Numbers
A1-5
07/17/09
CUSTOMERS
Categories
Shipping Zones
Statement Codes
Terms Codes
PURCHASING
Terms Codes
Miscellaneous, Other, Retail, Whole
Zone 1 through 8 for both UPS and FEDEX
EOM (End of Month), Mid-Month (Mid-Month)
N30 (Net 30 Days) and N15 (Net 15)
COD (Cash on Delivery), N30 (Net 30 Days), and N15
(Net 15)
POINT OF SALE
Drawers Drawer 1, 2 ,3, 4, 5
Form Groups Gift Receipts, Hold, Layaway, Order, Pay In/Out, Pay
Security Codes
Stations
Store
Touchscreen Code
User Drawers
Reason Codes
LOYALTY PROGRAM
on Account, Pick, Quote, and Ticket, Void, Void – Pay
In/Out, Void – Pay on Account
Sys Admin, Manager, Supervisor, POS Clerk, Back
Office
Stations 1, 2, 3,4,5
1
Main
Manager = All stores/all drawers, Supervisor = All
stores/all drawers
Returns:
DAMAGE-RTN - Damage - return
NOT LIKE - Did not like
WRNG SIZE – Wrong Size
CHG MIND - Changed Mind
EXCHANGE - Exchanged
Price overrides
MGR-PRIC - Manager Price Over Ride
WRNG PRICE - Wrong Price
DAMAGE-PRC - Damaged - Price
Void completed tickets
WRNG TICKT Wrong Ticket Entry
MGR-TICKET Manager Over Ride - Void Tickt
Tax overrides
WRNG TAX - Incorrect Tax Calculation
Basic Loyalty Program: 1 point per $
-
-
Appendix 1: Account Numbers
Earning value = 1, earn points on sales and over
rides, unlimited points per ticket
Redeeming value = 1, same as cash, redeem points
on merchandise, minimum 1 point per ticket and
allow partial payment
Earning when redeeming = reduce for redemption,
point multiplier = 1, zero if fully paid in points
Loyalty Pay Code associated to Store
A1-6
07/17/09
Basic Loyalty Program: 1 point per $
LOYALTY
PROGRAM
-
-
GIFT CERTIFICATES
Basic Gift Certificate Program
-
STORE CREDITS
Earning value = 1, earn points on sales and over rides,
unlimited points per ticket
Redeeming value = 1, same as cash, redeem points on
merchandise, minimum 1 point per ticket and allow partial
payment
Earning when redeeming = reduce for redemption, point
multiplier = 1, zero if fully paid in points
Loyalty Pay Code associated to Store
Valid at all Stores
Always Valid (never expires)
Amounts of $10, $25, $50 and unlimited
GC Pay Code associated to Store
Basic Store Credit Set Up
-
Valid at all Stores
Always Valid (never expires)
SC Pay Code associated to Store
CUSTOMERS
Customers Cash and Template
ITEMS
Item
Inventory
Barcodes
Item Prices
Item Template
Appendix 1: Account Numbers
A1-7
07/17/09
Appendix 1: Account Numbers
A1-8
07/17/09
APPENDIX 2: CONSTRUCTING COLUMN CONSTRAINTS
A constraint is a rule or condition entered into the Data Dictionary to impose a limit on
the scope or the range of values that a column (field) can have. This document serves
as a primer for understanding Data Dictionary Constraints and how to write these DD
constraints. This is not an exhaustive treatment of all the details of this subject, simply
a primer. Typically, someone using this functionality will be competent enough to fill in
the missing details. The expressions available in the constraint were modeled after
Delphi’s own Object Pascal.
CounterPoint SQL does not ship with any DD constraints – these are for users to enforce
site specific data restrictions not covered in our table events and other data validation
routines.
Constructing Column-Level Data Dictionary Constraints
When defining column-level data dictionary constraints, the constraint must evaluate to
a Boolean result that indicates the acceptance or failure of the validity check for that
column. Constraints that do not evaluate to Boolean result will cause errors when a
record is saved. Intermediate results within a constraint expression may evaluate to
any type. For instance, an expression that compares two strings must contain the two
string expressions, but the comparison operator implies a Boolean result. Avoid basing
a constraint on the contents of a different column.
Expression Types
The expression parser can understand 4 expression result types. Boolean expressions
are the simplest and contain only 1 or 0. The constants True and False can be used to
indicate a Boolean expression. Integer expressions can hold any Integer in the
standard signed 32 bit Integer range (–2147483648 to 2147483647). An example of an
Integer expression is “5 > 10” (which of course evaluates to False). Hexadecimal
representation for integers is allowed if the number is preceded by a ‘$’. Floating point
expressions can hold a standard double precision value in the range of 5.0 x 10^–324 to
1.7 x 10^308 with 15–16 significant digits. String expressions can hold any amount of
alpha-numeric data. String constants must be delimited with SINGLE quotes. Use of
double quotes will generate a syntax error at run-time.
Simpler expression types can be promoted to act as a more complex expression type,
but the reverse is not true. For example, an Integer expression can be used as a string
function parameter, but a floating point number can not be used as an Integer
parameter – this is true even if the a mathematical conversion is possible. In this case,
one would have to manually call the Trunc or Round functions on the Float expression
to obtain an Integer.
Appendix 2: Column Constraints
A2-1
07/17/09
Database Functions
The database functions return values as variants, which can be treated as strings,
floating point numbers, Integers, or Boolean values. Any attempt to treat a variant as an
incompatible type will result in an error when a constraint is evaluated. For example, ‘0’
can be operated on as a Boolean value, an Integer, a floating point number, or a string,
5.3 can only be operated on as a floating point number or a string, and ‘this string’ can
only be operated on as a string type.
function V: Variant
Returns the value of the column as a variant (this is the column where the constraint
was entered in the data dictionary). A constraint requiring the field PRC_1 to be less
than the field REG_PRC may be written in any of the following ways:
V < Col(‘REG_PRC’), if written as a constraint on PRC_1
V > Col(‘PRC_1’), if written as a constraint on REG_PRC
Col(‘PRC_1’) < Col(‘REG_PRC’), anywhere
function Col(ColName: string): Variant
Returns the value of the column ColName as a variant. ColName must be a string type
expression and should be a valid column name in the current table. All of the Radiant
Systems column names are upper case.
CounterPoint stores Boolean columns as characters. As a result, comparisons on
Boolean columns should use the strings ‘Y’ and ‘N’. For example:
“Col(‘USE_AVG_COST’) = ‘Y’” is a valid Boolean expression to check if a row’s
USE_AVG_COST column is set to True.
Date and Time Functions
Date and time functions all return standard Delphi floating point values where the
Integer part represents the total number of days since 12/30/1899 (the start of the
Georgian calendar),and the fractional part represents the fraction of a 24 hour day that
has elapsed since midnight.
function Now: Float
Returns the current date and time as a Float
function Date: Float
Returns the current date as a Float (the time is zero, equivalent to Trunc(Now))
function Time: Float
Returns the current time as a Float (the date is zero, equivalent to Frac(Now))
Arithmetic operations on dates and times are perfectly valid. For example, “Date – 1”
results in yesterday’s date and “Time – (1 / 24)“ subtracts an hour form the current time.
Appendix 2: Column Constraints
A2-2
07/17/09
Integer Ages
In some constraints, you will want to return an integer after comparing a date to the
current system date. For example, to implement “you must be at least 18”, you could
define a constraint of ”V – Now() > 18 * 365”. However, this is not quite correct since it
does not consider leap years.
To obtain an integer that indicates the number of years between the entered date and
the system date, rounded down, use the AgeYears function.
AgeYears(V)>=18
Additional functions that return integers for months and days are:
AgeMonths
AgeDays
Arithmetic Operators
The following tables show the types of operands and results for arithmetic operations.
Binary arithmetic operators
Operator
Operation Operand type
Result type
^
exponent
Integer type Float
Float type
Float
+
addition
Integer type Integer
Float type
Float
subtraction Integer type Integer
Float type
Float
*
multiplication Integer type Integer
Float type
Float
/
division
Integer type Float
Float type
Float
div
Integer division
Integer type Integer
mod
remainder Integer type Integer
Unary arithmetic operators
Operator
Operation Operand types
+
sign identity Integer type Integer
Float type
Float
sign negation Integer type Integer
Float type
Float
Result type
If one or both operands of a +, -, or * operator are of a Float type, the type of the result is
Float. The value of X / Y is always of type Float regardless of the operand types. An
error occurs if Y is zero. The value of I div J is the mathematical quotient of I / J,
rounded in the direction of zero to an Integer value. An error occurs if J is zero. The
mod operator returns the remainder obtained by dividing its two operands, as in I mod J.
The sign of the result of mod is the same as the sign of I, and an error occurs if J is zero.
Appendix 2: Column Constraints
A2-3
07/17/09
Relational Operators
The types of operands and results for relational operations are shown in the following
table:
Operator
=
<>
<
>
<=
>=
Operation
Operand types Result type
equal
compatible Boolean
not equal
compatible Boolean
less than
compatible Boolean
greater than
compatible Boolean
less than or equal to
compatible Boolean
greater than or equal to
compatible Boolean
Comparing numeric types
When the operands =, <>, <, >, >=, or <= are of numeric type, they must be compatible;
however, if one operand is of a Float type, the other can be of Integer type. A numeric
column containing a null is compared as though it contained a zero.
Comparing strings
The relational operators =, <>, <, >>, >=, and <= compare strings according to the
ordering of the extended ASCII character set. Any two string values can be compared.
For example, ‘C’ = ‘C’, but ‘C’ < ‘D’. An empty string is considered less than any other
string.
Logical Operators
Boolean logical operators
The types of operands and results for Boolean operations are shown in the following
table:
Operator
Operation Operand types
Result type
not
negation
Boolean type
Boolean
and
logical and Boolean type
Boolean
or
logical or
Boolean type
Boolean
xor
logical xor Boolean type
Boolean
Appendix 2: Column Constraints
A2-4
07/17/09
Arithmetic Functions
Trunc(X: Float):Integer
The Trunc function truncates X, a Float value, to an Integer value. Trunc returns an
Integer value that is the value of X rounded toward zero.
Round(X: Float): Integer
The Round function rounds X, a Float value, to an Integer value. Round returns an
Integer value that is the value of X rounded to the nearest whole number. If X is exactly
halfway between two whole numbers, the result is the number with the greatest
absolute magnitude.
Abs(X): Float
The Abs function returns the absolute value of an Integer or Float type expression, X.
Frac(X: Float): Float
The Frac function returns the fractional part of the argument X. X is a Float expression.
The result is the fractional part of X; that is: Frac(X) = X - Int(X).
String operators
String types support one operation, +, which results in the concatenation of two strings.
The result of the operation S + T, where S and T are string expressions is the
concatenation of S and T.
String Functions
Upper(S: string): string
The Upper function returns a string containing the same text as S, but with all 7-bit
ASCII characters between 'a' and 'z' converted to uppercase.
Lower(S: string): string
Lower returns a string with the same text as the string passed in S, but with all letters
converted to lowercase. The conversion affects only 7-bit ASCII characters between 'A'
and 'Z'.
Copy(S: string; Index, Count: Integer): string
The Copy function returns a substring of a string expression, S. The result is a string
containing Count characters starting at S[Index]. If Index is larger than the length of S,
Copy returns an empty string. If Count specifies more characters than are available,
then only the characters from S[Index] to the end of S are returned. First character is
numbered 1, not 0.
Appendix 2: Column Constraints
A2-5
07/17/09
Pos(Substr: string; S: string): Integer
Pos searches for a substring, Substr, in a string, S. Substr and S are string expressions.
Pos searches for Substr within S and returns an Integer value that is the index of the
first character of Substr within S. Pos ignores case-insensitive matches. If Substr is not
found, Pos returns zero.
Length(S: string): Integer
The Length function returns the number of characters in the string S.
Conditional Expressions
If(Condition: Boolean, TrueResult, FalseResult): ResultType
Condition is a Boolean expression. When the expression is evaluated, it returns
TrueResult if Condition is true, otherwise, it returns FalseResult. TrueResult and
FalseResult need not be of the same type; the ResultType of the If expression may
change depending on Condition.
Order of Operation (Operator Precedence)
Operators
not
^
*, /, div, mod, and, shl, shr, as
+, -, or, xor
=, <>, <, >, <=, >=
Precedence
first (high)
second
third
fourth
fifth
Categories
unary operators
exponent operator
multiplying operators
adding operators
relational operators
Expressions in parentheses are evaluated first, and then the order of operation further
determines the evaluation. Evaluation occurs from left to right.
Constructing Constraint Errors
%f
%t
%d
%v
Example:
=
=
=
=
field name
table name (e.g., “IM_ITEM”)
description of table (e.g., “Item table”)
field value
%f in table %d cannot contain %v
“Percent in Tax Authorities table cannot contain –1”
Appendix 2: Column Constraints
A2-6
07/17/09
APPENDIX 3: USING PICTURE MASKS
Picture masks force users to enter only the certain characters, digits and special
characters that you allow them to, and only in those specific positions within a field that
you predefine.
To define a picture mask, use the following special characters for the definition of
required characters, digits, repeats, literals, letter case conversion, and optional entries,
along with any other character as a constant:
Character Description
#
Any digit (0-9)
?
Any letter (a-z or A-Z)
&
Any letter (a-z or A-Z, automatically convert to uppercase)
~
Any letter (a-z or A-Z, automatically convert to lowercase)
@
Any character
!
Any character (letters automatically convert to uppercase)
;
Use next character literally, not as a picture mask character
*
Repeat the following character any number of times. For example,
*& means convert any number to characters to uppercase.
To specify a specific number of times, follow the * with a number.
For example, to specify 5 numbers in a row, you would use *5(#).
[abc]
{a,b,c}
Optional sequence of characters abc that do not need to be
entered by the end-user
Grouping operator. Set of a, b, or c. The user must choose either
a, b, or c. For example, {Red,Green,Blue} means the user must
choose either Red, Green, or Blue.
Note: The picture mask must be constructed to avoid situations where one
element completely contains another element in the group. For example, if you
have three valid choices of Auto, Automobile, and Car, do NOT set the picture
mask to {Auto,Automobile,Car}. Instead, set it to {Auto[mobile],Car}.
If you enter any other character in a picture mask, the character is treated as a
constant and during entry in the field, the constant value is automatically filled in.
Appendix 3: Using Picture Masks
A3-1
07/17/09
Simple examples of picture masks:
#####[-####]
Standard USA 5-digit postal code with optional 4-digit suffix.
Alternatively, this picture mask could be specified as *5{#}[-*4#]
#&#&#&
Standard Canadian postal code (e.g., 1A2B3C)
*!
Any number or any character with all letters automatically converts to
uppercase (e.g., 123abc becomes 123ABC)
{Yes,No}
Either "Yes", "No", or blank (since the braces indicate optional entry).
The user should be able to type either "y" or "n" and the respective
value will automatically be entered.
&*?
Letters, with the first letter capitalized
#[#][#]
Numeric of 3 digits or less
{Red,Gr{ay,een},B{l{ack,ue},rown},White,Yellow}
Enter only the colors Red, Gray, Green, Black, Blue, Brown,
White, or Yellow. Automatically completes entry as soon as first
character following "{" is specified.
Appendix 3: Using Picture Masks
A3-2
07/17/09
APPENDIX 4: CUSTOMER DISPLAY LAYOUTS
CounterPoint includes a number of pre-defined customer display layouts that you can
use as a starting point for designing your own customer display.
This section illustrates the pre-defined layouts and lists the standard panels that each
one contains.
Monitor.Basic.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Brief.html
Monitor.Basic+CompanyLogo.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Brief.html
• CustDisp-CompanyLogo.html
Monitor.Basic+DateAndTime.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Brief.html
• CustDisp-DateAndTime.html
Appendix 4: Customer Display Layouts
A4-1
07/17/09
Monitor.Basic+Header+Footer.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Brief.html
• CustDisp-Footer.html
• CustDisp-Header.html
Monitor.Basic+Header+Footer+Animation.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Full.html
• CustDisp-Footer.html
• CustDisp-Header.html
• CustDisp-Animation.html
Monitor.Basic+Header+Footer+HorizontalAd.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Full.html
• CustDisp-Footer.html
• CustDisp-Header.html
• CustDisp-AdSpace-Horizontal.html
Monitor.Basic+Header+Footer+VerticalAd.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Brief.html
• CustDisp-Footer.html
• CustDisp-Header.html
• CustDisp-AdSpace-Vertical.html
Appendix 4: Customer Display Layouts
A4-2
07/17/09
Monitor.Basic+OrderTotals.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Orders&Layaways.html
Monitor.Basic+OrderTotals+CompanyLogo.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Orders&Layaways.html
• CustDisp-CompanyLogo-Wide.html
Monitor.Detailed.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Brief.html
• CustDisp-Footer.html
• CustDisp-Header.html
• CustDisp-DateAndTime.html
• CustDisp-CustomerInfo.html
• CustDisp-ItemInfo.html
Monitor.Detailed+CompanyLogo.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• CustDisp-Totals-Full.html
• CustDisp-CustomerInfo.html
• CustDisp-ItemInfo.html
• CustDisp-CompanyLogo-Wide.html
Appendix 4: Customer Display Layouts
A4-3
07/17/09
Monitor.Detailed+Item&CustImages.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• Item Images
• Customer Images
• CustDisp-Totals-Full.html
• CustDisp-Footer.html
• CustDisp-Header.html
• CustDisp-CustomerInfo.html
• CustDisp-ItemInfo.html
Monitor.Detailed+Item&CustImages+CompanyLogo.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• Item Images
• Customer Images
• CustDisp-Totals-Full.html
• CustDisp-CustomerInfo.html
• CustDisp-ItemInfo.html
• CustDisp-CompanyLogo-Wide.html
Monitor.Radiant1550-5inch-Basic.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• Item Images
• Customer Images
• CustDisp-Totals-Small.html
Monitor.Radiant1550-5inch-Basic+CustomerLogo.CustomerDisplay.xml
Includes the following panels:
• Line Item Grid
• Item Images
• Customer Images
• CustDisp-Adspace-Small.html
• CustDisp-Totals-Small.html
Appendix 4: Customer Display Layouts
A4-4
07/17/09
Standard Panel Descriptions
CounterPoint includes a number of standard customer display panels that allow you to
display a variety of information, images, and other media to your customers. These
panels are designed to make it easy for you to customize your customer display layout.
This section briefly describes each standard customer display panel.
NOTE: If you modify a panel that references image files, animation files,
or other external files, copy the files to the \HTML\Ads subdirectory
of your company directory. Alternatively, you can modify the path
for each file to reference the directory that contains the file.
Line Item Grid
This panel displays each line item you add to a ticket.
By default, this panel includes the Item number, Description, Price, Quantity, and Ext
price columns. Use the Column designer to add or remove columns, or to modify the
font, color, and alignment of the columns in this panel.
To access the Column designer, right-click a column in the Line Item Grid panel, and
then select Column designer from the pop-up menu.
NOTE: This panel is always available for inclusion in the customer display layout and
cannot be removed from the Customer Display form.
Item Images
This panel displays the item image for each item you add to a ticket.
If an item’s image file does not exist in the \ItemImages subdirectory of your company
directory, the Item Image Not Available image appears in this panel for that item.
If multiple images are associated with an item, this panel displays the first image, by
default. The panel updates to display additional images if the user cycles through them.
NOTE: This panel is always available for inclusion in the customer display layout and
cannot be removed from the Customer Display form.
Customer Images
This panel displays the image for the customer you select for a ticket.
If a customer’s image file does not exist in the \CustomerImages subdirectory of your
company directory, the Customer Image Not Available image appears in this panel for
that customer.
If multiple images are associated with a customer, this panel displays the first image, by
default. The panel updates to display additional images if the user cycles through them.
NOTE: This panel is always available for inclusion in the customer display layout and
cannot be removed from the Customer Display form.
Appendix 4: Customer Display Layouts
A4-5
07/17/09
CustDisp-AdSpace-Horizontal.html
This panel displays several horizontal advertising images in sequence.
The .html file references three sample .jpg files. You can modify these file names to
display your own images and you can include additional files to add those images to the
sequence. You can also modify the var interval setting to change the amount of time
each image appears in the panel.
NOTE: All of the images you reference in this .html file should be roughly the same
size, to ensure that they will all fit in the panel.
CustDisp-AdSpace-Vertical.html
This panel displays several vertical advertising images in sequence.
The .html file references three sample .jpg files. You can modify these file names to
display your own images and you can include additional files to add those images to the
sequence. You can also modify the var interval setting to change the amount of time
each image appears in the panel.
NOTE: All of the images you reference in this .html file should be roughly the same
size, to ensure that they will all fit in the panel.
CustDisp-Animation.html
This panel displays a Macromedia Flash animation.
The .html file references a sample .swf file name, which you can replace with the name
of your own animation file.
CustDisp-CompanyLogo.html
This panel displays a company logo or other image.
Replace CompanyLogo1.jpg in the .html file with the file name of your company logo
or another image you want to display.
CustDisp-CompanyLogo-Wide.html
This panel displays a company logo or other image across the entire width of the
customer display window.
Replace CompanyLogo2.jpg in the .html file with the file name of your company logo
or another image you want to display.
CustDisp-CustomerInfo.html
This panel displays information about the current customer. By default, this panel
includes the Customer #, Category, and Sales rep, which are derived from the Ticket
customer info data set.
You can change the database columns and the corresponding data dictionary labels
(DDLabel) entries in the underlying .html file to modify the content of this panel. You
can also add new columns to include additional fields from the Ticket customer info
data set.
Appendix 4: Customer Display Layouts
A4-6
07/17/09
CustDisp-DateAndTime.html
This panel displays the current date and time.
CustDisp-DaysUntilEvent.html
This panel tracks the number of days remaining before a specific event date, allowing
you to display a message such as “33 more shopping days until Christmas.”
You can modify the var date and the var description in the .html file to change the
date of the event being tracked and the name of the event.
CustDisp-Footer.html
This panel displays the URL of your company website or other text.
Replace Visit us online at www.counterpointpos.com in the .html file with your URL
or other text you want to display.
CustDisp-Header.html
This panel displays a welcome message or other text.
Replace Welcome to Camptown Golf! in the .html file with your own welcome
message or other text you want to display.
CustDisp-ItemInfo.html
This panel displays information about each item you add to a ticket. By default, this
panel includes the Item number and Description, which are derived from the Ticket
item info data set.
You can change the database columns and the corresponding data dictionary labels
(DDLabel) entries in the underlying .html file to modify the content of this panel. You
can also add new columns to include additional fields from the Ticket item info data
set.
CustDisp-Totals-Brief.html
This panel displays totals for the current ticket, including the Subtotal, Tax, Total, and
Amount due values. These values are derived from the Ticket header data set.
You can change the database columns and the corresponding data dictionary labels
(DDLabel) entries in the underlying .html file to modify the content of this panel. You
can also add new columns to include additional fields from the Ticket header data set.
CustDisp-Totals-Full.html
This panel displays totals for the current ticket, including the Subtotal, Misc charges,
Tax, Gift certificates, Total, and Amount due values. These values are derived from
the Ticket header data set.
You can change the database columns and the corresponding data dictionary labels
(DDLabel) entries in the underlying .html file to modify the content of this panel. You
can also add new columns to include additional fields from the Ticket header data set.
Appendix 4: Customer Display Layouts
A4-7
07/17/09
CustDisp-Totals-Orders&Layaways.html
This panel displays separate totals for sale, order, and layaway lines on the current
Point of Sale document. The panel includes the Subtotal, Misc charges, Gift
certificates, Tax, Total, Amount due, and Minimum due values for each type of line,
as well as Grand Total values for all lines. These values are derived from the Ticket
header data set.
You can change the database columns and the corresponding data dictionary labels
(DDLabel) entries in the underlying .html file to modify the content of this panel. You
can also add new columns to include additional fields from the Ticket header data set.
This panel also includes an example of an HTML element that executes
JavaScript in response to data change events. This element is a hidden link that
changes the color of the corresponding Tax value when a user performs a tax override.
This link is identified by the eventDataChanged element ID. Whenever ticket data
changes, CounterPoint “clicks” any HTML element it finds with this ID in the active
customer display panels, triggering the related JavaScript.
You can use this example as a template for writing JavaScript that responds to data
change events in your own XHTML panels.
Appendix 4: Customer Display Layouts
A4-8
07/17/09
Appendix 5: Avoiding Replication Errors
You can reduce replication errors by configuring your CounterPoint SQL data
properly, and by observing certain guidelines in your use of the software.
This appendix provides the data configuration settings and "best practices" that
help avoid the errors. A blank Site Chart is also provided to assist with recording
the setup information for each site.
Data Configuration
Menu Selection
Recommended Settings
Setup / System / Company
• For Gift certificates and Store credits, clear the Valid at any
store check box. (If you must allow them to be used at any
store, set up a manual procedure to permit each gift
certificate and store credit to be used only once.)
• Do not use the Set up batches button to create DEFAULT
batches.
Setup / System / Users
• Assign each user to the workgroup for that user's site
• Clear the Allow other workgroups check box.
• For a user who works at different sites, create an additional
user for each site and assign the workgroup for the site.
• Click the Set up batches button to create user-specific
batches. (Or you can choose to use Workgroup batches,
for a single batch per workgroup/site.)
• Assign a security code whose menu code either restricts or
provides access to the menu selections shown below in
Restricted Menu Selections. Access to the restricted
selections should be provided only to specific users at a
single site.
Setup / System / Workgroups
• Define a separate workgroup for each site, with the
appropriate location and store for the site.
• Click the Set up batches button to create workgroupspecific batches (rather than user-specific batches).
• Assign unique series of values to the Next numbers for
each workgroup, and select to Always auto-assign each
number.
• At the First Site, after all remote databases are activated,
set "Site ID" for each workgroup to match the PeerDirect
site name. Also enable "Restrict site ID".
Setup / System / Menu Codes
• Define a menu code that provides access to the menu
selections shown below in Restricted Menu Selections.
• Define additional menu codes that do not provide access
to the restricted menu selections.
Setup / System / Security
Codes
• Assign the menu code that provides access to the
restricted menu selections to a single security code.
• Assign menu codes that do not provide access to restricted
selections to other security codes.
Appendix 5: Multi-Site
A5-1
07/17/09
Menu Selection
Recommended Settings
Setup / Point of Sale / Stores
• If you select to assign document numbers from the store,
assign unique series of values to the Next document
numbers for each store and select to Always auto-assign
each number.
• Clear the Allow access to other stores' orders check box.
Setup / Point of Sale / Stations
• If you selected for a store to assign document numbers
from the station, assign unique series of values to the Next
document numbers for each station and select to Always
auto-assign each number.
• For Offline Ticket Entry, assign unique series of values to
the Next document numbers for each station. Use a prefix
such as "OFF" to ensure that offline numbers and nonoffline numbers do not overlap. Also select to Always autoassign the numbers.
Restricted Menu Selections
Make these menu selections available only at a single site, to avoid data conflicts
during replication.
System / Gift Certificates / Maintain Gift Certificates
System / Store Credits / Maintain Store Credits
Inventory / Prices / Contract Prices
Inventory / Prices / Promotional Prices
Inventory / Prices / Special Prices
Inventory / Prices / Planned Promotions
Customers / Utilities / Maintain A/R Documents
Customers / Utilities / Reapply A/R Documents
Setup / xxxxxx / Control (all Control functions)
Setup / System / Company
Setup / System / Tax Codes
System / Utilities / Database Import
Appendix 5: Multi-Site
A5-2
07/17/09
Best Practices to Avoid Replication Errors
Logging in
When logging in, restrict a user to the workgroup associated with
the site where the login occurs.
This can be done by disallowing other workgroups in workstation
preferences (Setup / System / Configuration / Workstation
Preferences) or by restricting the site ID in each workgroup (Setup /
System / Workgroups).
Posting
If unposted transactions replicate to another site, it is important to
prevent them from being posted at the other sites.
This can be achieved by using user-specific batch IDs and by
clearing the Allow other locations and Allow other stores check
boxes in the security codes assigned to users. An additional
safeguard would be to subscribe each site to only its own location
and store history work set slices.
Deletions
Deleting or purging items, customers, account numbers can cause
replication errors at other sites if the other sites still have open
activity for those records.
You can minimize these errors by deleting or purging only after a
successful replication session, and then replicating again right after
deleting or purging the records.
Renumbering
You can safely renumber items, customers, and vendors using the
CounterPoint SQL renumbering utilities. If your own business
practices allow it, it is also safe to allow multiple sites to use these
utilities – as long as they don't renumber the same item, customer,
or vendor.
Be aware that if you develop your own scripts to change/renumber
a primary key, the change will not be replicated. In order for the
change to be replicated, your script must delete the original record
and insert a new record.
Gift Certificates
Store Credits
If you find it necessary to allow gift certificates and/or store credits
to be redeemed at any store in the replication network, consider
replicating frequently during the day.
CPOnline
All CPOnline operations (publishing and importing) should be
performed only at a single site.
Appendix 5: Multi-Site
A5-3
07/17/09
Blank Site Chart
Print and complete this chart for each site in your PDRE replication network.
PDRE site name:
Altiris machine name:
Location:
Store:
Stations:
Next ticket number:
From:
Station
Store
Next hold ID:
Station
Store
Next quote number:
Station
Store
Next order number:
Station
Store
Next layaway number:
Station
Store
Workgroup:
Next item number:
Next customer #:
Next vendor number:
Next purchase request #:
Next PO number:
Next receiver #:
Next RTV #:
Next transfer #:
Next gift certificate number:
Next store credit number:
Next event number:
Next barcode:
Users:
Batches:
Drawers:
Offline Ticket Entry:
Yes
No
Next ticket number (Offline):
Next hold ID (Offline):
Next quote number (Offline):
Next order number (Offline):
Next layaway number (Offline):
Next store credit number (Offline):
Next gift certificate number (Offline):
Next customer number (Offline):
Appendix 5: Multi-Site
A5-4
07/17/09
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