COUNTERPOINT RETAIL POS SYSTEM AT A GLANCE
Inventory Management
- Centralized inventory with one SKU and centralized Barcodes
- Multiple Barcodes per items (which will also help in conversion items from your current system to the CounterPoint System, as well as eliminate the internal cost of re-tagging items)
- Mass retail and price changes
- Physical Counts by inventory sheets, or hand held data collectors
- Invoice – electronic packing-slip matching (vouchering) … increases accuracy of item cost analysis
Inventory Sales Enhancement tools for the Retail Industry
- Item notes for sales information at the POS for communication for sales
- Substitute item suggestion
- Selective specialized care triggering defined per item
- Create Kits
- Sale pricing capabilities including
- Mix and match codes
- By Customer group
- Automatic staff purchase prices
- Vendor
- Item
- Item category and user defined profile codes
- Special limited time automatic promotions
Special Order Management
- Selling of non-stocked or sold out items
- A customer sale can generate a PO, then emailed to vendor
- Can be combined with automatic reorder items to save on shipping costs
- Upon receipt of item, receiver can be notified, and either trigger the sale rep or the client directly
- At all stages of the process, the sale rep can monitor the progress at the POS till with ETA date and status information
Integrated PO Module
- Automatic reorder program, initiated
- By Location specific min/max
- Suggested stock based on historic sales, with seasonal variables
- Location specific order models
- Drop ship capabilities
- Multi-currency purchasing factoring
- Exchange rate
- Landed costs
- Duties
Reportable and Searchable Inventory Categories
- Category + Subcategory
- Season Codes
- Theme codes
- Merchandising codes
- Date codes
Reporting (uses Crystal Reports)
Over 2000 reports
- Vendor analysis
- Item analysis
- Using 28 user definable codes (more available if needed)
- Inventory tracking
- Inventory consolidation
- Sales Rep performance, including commissions
- Gross Margin by size reports
- Inventory Value (as at any Historical Date) – by summary or by any item detail you track
- Employee Time clock tracking
- All reports can be customized by the client, or can be commissioned to RMS to modify or create
Customer Management
- Critical profile codes
- Contact tracking information
- Key Demographics, such as age, profession, company
- Searchable by address, phone number, spouse
- Extensive customer notes
- Allows uploads of PDF documents
- Prescriptions
- Measurements
- Automatic notes can be triggered for sales reps when pulling up customer
- Used for fraud and customer service
- Accounts Receivable Module
- Provide complete AR statements (Balance Forward or Open Item)
- Charge Interest on statements
- Aged A/R Reporting (as at any Historical Date) – by Summary or Customer Detail
G/L Integration
- Counterpoint creates journal entries for all activities (posted to user defined accounts)
- Integrations exist to most book keeping packages
- CounterPoint adheres to GAAP rules
Loyalty Program
- User defined loyalty programs that defines
- Points redemption values
- Points earning defined by item or item category
- Special limited time automatic promotions
Point of Sale System
- Full customizable touch screens
- Multiple payment types
- Customer history access
- Layaways, Orders, Backorders
- Gift Registry
- Gift Card Tracking
- Credit Note Tracking
- Credit Card integration
- Canadian Penny rounding
- Marketing profile tracking
Integrated E-Mail Marketing
- Set and Forget campaigns
- Welcome to the store
- Loyalty points statements
- Birthday promotions
- Sales & Promotions
- Triggered based on
- Items
- Vendors
- Inventory Categories
- Location
- Customer profile codes
- Campaign results – can get actual sales amounts for given campaigns so you can identify how effective an email campaign was, who opened the emails, etc.
Text Alerts
- Customer Service
- Operations Management
- Fraud alerts
eCommerce
- CounterPoint POS integration to Magento with CP-Commerce
- Ensures orders are filled accurately
Transfers
- Centrally coordinated by warehouse, or managed by stores
- Can be initiated by a customer sale
- Transferred by transfer sheets, hand-held scanners, USB, or electronic for product verification and shrinkage control
- Simultaneous transfer feature is also available where transfer out and transfer in are instantly updated
Medical
- 3rd Party billing
- Custom items/Customer order tracking
- Price packaging
- Integrated notes
- Insurance reports
- etc.
API
- Allows for future customization as your grow and your needs change