Occasionally, you might need to change how a credit was applied to a customer’s account. It might have been applied to Open and left as an open credit on the customer’s account. Or the credit might have been applied to the wrong document. The Reapply A/R Documents Utility allows you to choose how a credit is applied.
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Item Attributes are 6 additional fields that you can use to define information about the item that might not have another field in Counterpoint. You can even define the label of the field and what information can be used in that field. Item Attributes can also be used when filtering items or running reports.
If you need to include additional information on a line-by-line basis in Purchasing and Receiving, you can use Line comments. Each line of a receiver can have up to 3 comments associated with it. These comments are printed on purchasing documents.
Counterpoint supports the use of Profile fields to add/collect additional information on records
Occasionally you might need to investigate your tickets. Often, you have limited information to work with. Maybe you have a repeat customer who feels that they have been double-charged, or maybe you have a customer that is not sure how their balance got so high.
In a warehouse setting, it might be necessary to store the same item in multiple areas of the warehouse. Counterpoint uses Bins on the Inventory record to track where the inventory is stored.
If a ticket was completed in Counterpoint, a record will remain, even if the ticket was voided after completion. Follow these steps to look at void history, either ticket by ticket or by viewing an overview report.
Occasionally, you may need to make the same change to multiple items. You can use Table View to make changes to multiple records quickly.
