i3 POS BLOG

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Year End Procedure

There are specific tasks that need to be completed at the end of the fiscal year. Your fiscal year may or may not match your calendar year. Only complete these tasks at the end of your fiscal year.

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Security Codes

Security codes are the basis for what a user can or cannot do within Counterpoint. They define which menu code is assigned to users and whether they can perform point of sale functions like processing returns.

By default, we program three security code levels for you: Administrator, Manager, and Point of Sale. The administrator level allows the most access to the application, and the point of sale level allows a user the least access to the application.

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Menu Codes

Menu codes define the functions available in the Counterpoint menu. For example, if a user does not have the Items function on their menu, they cannot add an item to the database.

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