Retail Point of Sale Features

Point of Sale

Ticket Entry provides fully integrated cash register functions on a computer workstation. It also gives you a full complement of management controls and reports to help you operate your business profitably and securely. Ticket Entry works well in a variety of retail, and mail-order environments.

Benefits Point of Sale provides valuable benefits to any business that desires to: Drive revenue growth with integrated gift cards without paying third party processing fees Simplify and accelerate checkout Reduce costly checkout errors and shrinkage Provide clerks with up-to-date inventory quantities by location and customer information Keep track of what's selling and what's not Update customer balances automatically Improve audit controls and accounting efficiency Improve timeliness and accuracy of sales analysis reports Electronically process credit cards, debit cards, EBT, and checks

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Touchscreen or Regular Ticket Entry

CounterPoint also provides a simplified Ticket Entry user interface based on large buttons suitable for touchscreen, mouse, keyboard, and scanner input. A touchscreen monitor is not required.

Touchscreen Ticket Entry is user-configurable, so you control the screen layout, button behavior, button colors, button text, and even the graphics that appear on each button. You can set up one touchscreen layout to be shared by all stations, or create unique layouts for particular stations.

To further customize Touchscreen Ticket Entry, you can create buttons that run custom actions or RunPage actions. Custom action buttons can display forms, run scripts, or print reports. RunPage is a powerful and easy method to perform multiple actions from a single button.

For example, you could simplify the steps a clerk must perform when entering a Point of Sale order by defining a button called New Customer Order. When New Customer Order is pressed, the following actions would be automatically executed: Start Order, Enter Customer, Enter Sales Rep, Enter PO Number, Enter Shipping Information, and Enter Ship Via.

Built-in Gift Cards and Loyalty Programs

CounterPoint provides integrated solutions that provide the ability to implement gift cards and loyalty programs across all sites from a central location. Manage and evaluate these strategic marketing programs quickly and efficiently.

• Includes card sales, redemption, configuration, reporting and has the means for physical card production
• Unlimited card types for special promotions
• Gift card balance printed on customer receipt
• Flexible configuration - for one store or an entire chain

Drawer Readings

An instantaneous summary of store-level or drawer-level activity is available. Drawer readings display the day's sales activity and show the exact amounts of cash, checks, and other tender expected to be found in each cash drawer.

Passwords

Optionally password-protect ticket entry to ensure that access to CounterPoint is restricted to authorized users. Through passwords, you may authorize a user for specific functions such as price overrides or the ability to void a ticket. You may also restrict a user to a specific store or location.

An authorized user can override another user's security settings and allow that user to void a ticket, change the tax on a ticket, reprint a ticket, etc.

Daily Reports

Multiple daily reports (including X-tape and Z-tape) can be generated for each drawer and run at any time. Each report's parameters are user-specified and provide end-of-day balancing, summary sales reporting, and sales and profitability analysis by department, user, and salesperson. Additional analysis is available by tax code, sales rep, store, station, user, and payment type.

Sophisticated exception reporting allows a manager to monitor danger zones without having to pore through voluminous reports. Exception reports are available for critical areas such as tax overrides, voids, merchandise returns, and others. The Price Exceptions report allows you to review price overrides on unposted tickets before you post them.

the Point of Sale Exceptions report, allows you to track the ticket count, average ticket amount, drawer overages and shortages, hours worked, and other daily statistics for each user, as well as the number of Point of Sale exceptions-including price and tax overrides, voided tickets, cash drops and cash loans, manual credit authorizations, and so forth-that each user performed over a specified period.

This report allows you to more easily monitor and manage your users' activity in CounterPoint, helping you to identify patterns that might necessitate additional training or indicate potential security concerns.

End-of-day processing updates inventory, customer history, and financial records. End-of-day reports may be run automatically during the end-of-day process or at any time in the future.

Pricing

Merchandise is priced accurately and automatically, based on list price, quantity breaks, customer discounts, a markup on cost, or a desired margin.

CounterPoint supports Promotional, Contract, and Special prices.

• Promotional prices can be date- and time-activated for limited-time sales.
• Contract prices are valid for certain customers for a group of items during a specific time period.
• Special prices indicate general pricing policies or for particular groups of customers and typically don't have starting or ending dates.

Promotional, Contract, and Special prices can be based on a discount, markup, fixed price, or desired profit margin. Alternatively, you can simply pick the price. Prices can be based on relevant item, customer, or ticket information (e.g., the item's vendor, the customer category, or the time of day). Items can be priced and sold by using the stocking unit or up to five alternate selling units. For example, you may stock golf balls by the EACH, and sell them at one price by the BOX and at another price by the SLEEVE.

Holds and Quotes

A ticket can be placed on indefinite hold, and then later recalled for editing or completion by document number, customer name, or other fields.

Customer quotes can be printed and retained indefinitely, and can be reviewed, edited, and copied prior to completing the sale. Quote lines can be turned in to Order lines. Holds and quotes do not commit inventory

Orders, Backorders, and Special Orders

In ticket entry, you can mix sales, returns, orders, backorders, special orders, and layaways on the same ticket.

An order can be quoted, held, and recalled-just like a sales ticket. Plus, you can edit the order, accept a deposit, release the entire order or just specific lines, print a picking ticket, cancel an order, and reinstate a cancelled order. You can also view an order's history, including the original order, each time it was edited, each partial release, and the completed order.

CounterPoint's order processing works for pure retail as well as for retail-delivery, retail-assembly-delivery, retail-special order, retail-wholesale, wholesale, and wholesale-manufacturing operations.

Layaways

Our layaway processing system allows you to add new layaways, record deposits, view the status and history, and release completed layaways. Layaway processing is similar to order processing.

Store Credits, Gift Cards, and Shopping Cards

Store credits and gift cards can be issued, partially redeemed, reissued, and voided. Rechargeable SVC cards can be accepted as well as built in gift card tracking that doesn't require third party processing fees. Gift Cards and store credits may be redeemed at any store or restricted to the issuing store.

Payment Types

An unlimited number of payment types (e.g., cash, check, A/R charge, debit or credit card) may be defined. Each payment type may be defined to open the cash drawer, allow change to be given, and to require validation (such as a credit card or driver's license number). An unlimited number of payment types can be accepted on a ticket, including multiples of a single payment type (such as two Visa cards).

You can also specify restrictions on each payment type. For example, you can require a $10 minimum on all Visa cards, or set a $5 maximum cash back amount for gift certificates.

End-of-day reports provide reconciliation information for each type of payment. Historical data is retained and reported for each payment type.

Commissions

Optionally calculate sales commissions for each item on the sales ticket based on either the sale amount or the gross profit. Commissions are tracked by ticket and are reported in detail or in summary on the Commissions Due report.

Taxes

Taxes are calculated automatically based on the taxable status of the merchandise and the customer. Tax calculations can be overridden by authorized users on a per-ticket basis, or individual line items can be set to "no-tax." An entire ticket can be non-taxable by entering a tax registration (tax exempt) number. Tax can be a percentage of the sale amount, an amount per piece, or a combination. An item's tax can be different for each location. Tax figures are printed on end-of-day reports and are retained for historical purposes.

Surtaxes (taxes on the tax) and Canadian PST/GST calculation is also supported.

Ticket Numbering

Ticket numbers are normally assigned sequentially by CounterPoint. Alternatively, user-assigned ticket numbers may be entered. Each station can have an independent series of ticket numbers, or all stations can issue tickets from a single series of numbers for the store. Order, layaway, hold, and quote numbers offer similar capabilities.

End-of-Day Processing

The end-of-day process (counting and reconciling drawers, posting tickets, settling credit card transactions, etc.) can be run for any station while other clerks continue to ring up customers. Drawers can be counted by currency unit (e.g., 4 fives, 7 ones, 2 quarters, etc.).

Managers can reconcile drawers during the end-of-day process to verify the closing amounts and correct any mistakes made when the drawer was counted. Drawers can optionally be auto-reconciled.

End-of-day processing updates inventory, customer history, and financial records. End-of-day reports may be run automatically during the end-of-day process or at any time in the future.