
How to Enter a Write-off on a Customer’s Account
Any business that allows customers to charge to an A/R account runs the risk of not being able to collect that amount. As a result, a write-off may be necessary.
Any business that allows customers to charge to an A/R account runs the risk of not being able to collect that amount. As a result, a write-off may be necessary.
Learn about the three types of PIN cards and how your business can utilize them to help deter fraud and save money.
Did you know that you can customize your Counterpoint login screen to showcase your logo or other images that help promote your business?
You can use this feature to display your company logo, ads for your goods, or ads for upcoming promotions and promote your business.
A Quick Transfer is a one step process to move inventory from one inventory location to another.
Gift Cards and Store Credits represent a liability to your business. Depending on the laws that govern your state, you may be able to close these Gift Cards and Store Credits at some point, which limits the liability.
The load lookup process used with the Cipher handheld data collectors allows you to load a list of items and barcodes from Counterpoint to validate barcode scans against. If the item number or barcode is not in the lookup file, the cipher will beep alerting the user that it does not recognize the barcode as being on file. Those items that are not on file can either be put aside to deal with later or taken to the count manager for remediation.
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.
The ability to filter data is an important part of Counterpoint’s functionality. Filtering data allows you target or limit what information you see. You can filter when running reports, using lookups, or using table view to make edits to multiple records.