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| CounterPoint SQL Express by Synchronics |
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System |
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System
CounterPoint is ready to use right away and gives you all the tools you need to run your business efficiently, profitably, and securely.
For a truly tailored fit, CounterPoint can be customized to meet your unique business needs. You can easily customize LookUps, Filters, Zooms, menus, toolbars, fonts, color schemes, Touchscreen Ticket Entry, table views, and grid layouts.
Nearly every aspect-its appearance, content, and behavior-can be customized. Most customizations must be performed by PHI Systems.
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.
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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. |
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Menus and Toolbars |
Multiple menu styles (buttons, single panel, dual panel, or dropdown list) are available to provide access to all system functions. Each authorized user may determine menu style preference and customize menu selections.
Multiple toolbar schemes are also available. An authorized user may select a toolbar scheme or design a custom toolbar. Toolbars can be the same or different for each screen. An easy drag-and-drop design interface allows authorized users to |
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- Toolbar visibility
- Toolbar position
- Button/Menu actions
- Button/Menu images
- Button/Menu text
- Shortcut keys
- External programs
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Touchscreen Interface
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CounterPoint includes a simplified touchscreen user interface based on large buttons suitable for touchscreen, mouse, keyboard, and scanner input. A touchscreen monitor is not required.
A pop-up keyboard is available in Touchscreen Ticket Entry as well as from all standard maintenance forms, report parameter forms, and filter forms. With pop-up keyboards, users can enter information using touchscreen workstations that aren't equipped with a keyboard.
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| You can also display touchscreen-friendly LookUp forms throughout CounterPoint, allowing touchscreen users to easily look up items, customers, vendors, and other types of records. |
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Zooms
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Zooms display additional details throughout CounterPoint. Zooms are available for items, customers, A/R documents, vendors, users, gift certificates, store credits, locations, PO's, receivings history, ticket history, and more from virtually anywhere.
For example, while entering a ticket, the Item Zoom displays information about the item, quantities available, recent sales, vendors, monthly history, substitute items, notes, etc. The Customer Zoom displays the customer's contact information, current balance, recent sales, ticket history, etc. |
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LookUps
LookUps let you view a list of valid records (e.g., items, customers, vendors, etc.). LookUps are available from any field in which information can be "looked up" from a list of valid choices.
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For example, when an item LookUp is requested, the LookUp window displays the complete list of items. The items can be ordered by item number, barcode, category, vendor, description, etc.
With user-friendly keyword searching, CounterPoint matches keywords to any field designated as a keyword search field. Keyword searching finds, for example, an item based on a partial match of any keyword fields (category, description, vendor, etc.).
All LookUps are customizable. From within a LookUp, you can zoom in on detailed information or set Filters to display only the items you want. Authorized users can even "add on-the-fly" or make changes to existing records. |
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Filters |
You can use Filters to customize the information displayed in LookUps, maintenance screens, and reports. Filters are automatically saved with LookUps.
Filters allow you to set conditions that limit the records that display. For example, you could choose to display only the "items in category GOLF with a primary vendor of ADAMS." |
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Indexes
Indexes increase the speed of LookUps and reports. Adding an index allows you to quickly sort and look up information in the order you prefer.
For example, if you have tens of thousands of items on file, and you frequently look up items by subcategory, you may want to define a subcategory index to speed up the Item LookUp. |
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Automatic Workstation Updates
To simplify the installation of periodic software updates, newer software need only be installed on the server. Each CounterPoint workstation automatically detects the newer software version and updates itself as required. |
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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. |
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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. Customizations to the Data Dictionary must be done by PHI Systems (fee based) |
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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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Custom Fields |
Custom fields allow you to easily record, track, and view additional information on existing CounterPoint forms. Custom fields are automatically available throughout CounterPoint in Zooms, LookUps, and Filters.
For example, if you wanted to track the name of the person who referred a particular customer and the date on which the referral was made, you could define custom fields for Referred by and Referral date and add them automatically to the standard Customers screen.
Customizations must be done by PHI Systems (fee based) |
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Custom Screens |
Custom screens allow you to create new, user-defined screens within CounterPoint. Custom screens fully support LookUps and Filters.
For example, if you wanted to track customer-specific item numbers, you could create a custom screen that includes fields for the customer number, item number, the customer's item number, and a description.
Custom screens can be attached seamlessly to the CounterPoint main menu, to a touchscreen ticket entry button, or to any toolbar. You can
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even add a button to the toolbar on the Customer maintenance screen that, when clicked, displays the customer's unique item numbers.
Customizations must be done by PHI Systems (fee based) |
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Custom Programs |
You can create a user-friendly front end for your own custom programs. Custom programs and applications can be run from the Counter-Point main menu for a consistent interface. Custom programs can be created using any number of development tools.
For example, you may create a Visual Basic application named Batch Price Changes that changes the Price-1 values for a group of items up or down by a specific percentage. This custom program would be run from the CounterPoint main menu.
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When you select Batch Price Changes from the CounterPoint main menu, CounterPoint can ask the user to enter the parameters to control which prices are affected. Using a standard looking CounterPoint screen, the user can specify the category, subcategory, or vendor to change, as well as the percentage by which Price-1 should change. CounterPoint will then pass these values to your Visual Basic application to change the Price-1 values for the specified group of items.
Customizations must be done by PHI Systems (fee based) |
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 Printable Features List
Software Demo >> Request More Info >> |
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