System
CounterPoint can help any business run more efficiently, more profitably, and more securely.
Advanced users will benefit from the highly customizable user interface. Nearly every aspect of CounterPoint—its appearance, content, and behavior—can be customized. For example, you can:

• Customize reports, field names, field sizes, fonts, color schemes, menus, toolbars, warning messages, Filters, LookUps, Zooms, and more
• Hide unwanted/unused fields
• Add new, user-defined fields to the system
• Add new, user-defined screens or attach custom programs to the CounterPoint main menu
• Print a report that identifies any customized columns, tables, triggers, stored procedures, etc.

Users and Workgroups
Each user is uniquely identified and tracked in CounterPoint, and each user is assigned to a workgroup. A workgroup is a group of users who share similar characteristics. Workgroups control the locations, stores, and features that a user can access, as well as the automatically-assigned Next numbers (e.g., next PO number, next item number, etc.).
Workgroups are also beneficial for grouping users in wide area networks (WANs) and Multi-Site configurations.

Security
Detailed function-level security is provided for each user. Function-level security determines whether a user is authorized to view costs, void tickets, enter returns, override credit limits, enter transactions for previous years, and much more.

CounterPoint can be password protected. Passwords can be required and can have a minimum length and an expiration date. Users can be forced to change their password after logging in. You can also see who is logged into CounterPoint at any given time, and, in many cases, which part of the software they're using.

For additional security, you can assign users to limited menus with fewer selections.

User security for Microsoft SQL can be handled using individual user identification and password or through Windows integrated security.

Inventory
Sales and returns can be entered on the same ticket. Items can be identified by typing the item number, scanning a barcode, or by searching for keywords that match any portion of the item number, description, vendor number, vendor item number, category, subcategory, or any other field designated as a keyword search field.

Item Zooms display substitute items, open purchase orders, sales history, recent sales, available quantities, and other item-specific information.

Define unlimited pages of notes for each item—item notes allow clerks to more fully inform customers about your products. Automatically display item notes to encourage the clerk to power-sell related items: Would you like some tennis balls with that racquet?

Notes can be automatically displayed based on the individual item, or on the item category or subcategory.

Indexes
Indexes increase the speed of LookUps and reports.

Adding an index allows you to quickly sort and look up information in an order other than the primary key.

For example, if you have tens of thousands of items on file, and you frequently look up items by sub-category, you may want to define a sub-category index to speed up the Item LookUp.

Batches
CounterPoint updates data in batches so that multiple users can operate independently without interfering with one another.

For example, two people at the same location can concurrently enter and post inventory adjustments or cash receipts. Posting one user's batch of data will not affect the other user's batch.

Renumbering
Utilities are provided to renumber items, customers, and vendors.

Importing and Exporting Data
CounterPoint includes Database Import and Database Export utilities to create and update CounterPoint data (item numbers, descriptions, prices, etc.). CounterPoint is also capable of importing and processing transactions (receivings and adjustments) from text files. Many third-party packages can create text files suitable for importing into CounterPoint.

Data can be exported using CounterPoint's Database Export utility or other applications such as Excel, Crystal Reports, or Microsoft SQL.

Crystal Reports
CounterPoint includes the Crystal Reports Viewer, so you can view and print reports outside of CounterPoint, and export reports to a variety of formats.

New forms and reports may be created, and standard forms and reports may be customized using Crystal Reports Designer (purchased separately). Custom reports may be used in place of any standard report, or they may be added to custom menus and used in addition to the standard reports.

Data Dictionary
The Data Dictionary allows you to easily customize the appearance and behavior of CounterPoint. You can change your information in one place, and your change is reflected on every screen and report throughout CounterPoint.

For example, you can display Client instead of Customer Number or Department instead of Category.

You can also define rules to control screen behaviors, such as specifying minimum or maximum values for numeric fields.

Triggers
For advanced requirements, additional processing can be performed using SQL triggers. A trigger is a set of SQL commands that execute automatically when information is added, updated, or deleted. Triggers are a powerful way to update your business records when certain conditions are met.

For example, you could define a Warranty Repairs trigger for billing the manufacturer (not the customer) for repair work. When a customer brings in an item for repair, the clerk enters a normal point-of-sale ticket, and the warranty work is paid for with a special A/R pay code. The trigger automatically charges the manufacturer's A/R account. At the end of the month, a statement of how much money the manufacturer owes you for the warranty work can be printed and mailed to the manufacturer.

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