Embedded Files
Customers
Customers - Accounts Receivable (1 hour)
- Customer tracking features covered include the Customer Control File, Customer Profile Codes, Customer Loyalty, Customer Sale History, and how to setup and use many of the Accounts Receivable features (Accounts Receivable is a paid option).
Using CounterPoint's Customer Loyalty Program (1 hour)
- This covers setting up loyalty programs, assigning and using loyalty points, reports and adjustments, testing points using price test utility
Customer Connect and Smart Alerts
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Email Marketing with NCR Customer Connect
Step 2: Exploring the Dashboard
Step 3: Exploring the Results tab
Step 4: Exploring the Manage tab
Step 5 p1: Adding New Campaigns
Step 5 p2: Editing Email Recipients
Step 5 p3: Choosing & Editing Templates
Step 5 p4: Scheduling & Sending an Email
Point of Sale / Orders
- This covers how to use the Order Management feature. The feature is designed to help you manage multiple orders, including taking them through a fulfillment process for picking tickets, packing slips, and releasing orders.
Setup Point of Sale Touch Screen (1 hours 15 minutes)
- How to use the TouchScreen Editor
Pricing and Discounts
- Overview on Discount codes, Security settings for discount codes, building discount codes, using discount codes, reporting on discount codes.
Updating Pricing Information (1 hour)
- Covers using both Data Interchange and the Price Sheet function to update your selling prices in CounterPoint
- The ever changing world of pricing and special discounts
Inventory and Purchasing
- This covers the ability to process kits, or groups of items. Different kit capabilities you have available to help you run your business more effectively.
- Profile Codes are available for Customers, Items, Purchasing, and Tickets in Point of Sale. Learn how these might be used by you to track additional information.
How to Get the Most Out of Purchasing (1.4 Hours)
- Manage your inventory on a whole new level
User and Security
- Overview on Menu codes, building menu codes, verifying menu codes, assigning menu codes to users.
Track and Report Potential In-store Fraud (1 hour)
- Overview of how to find potential in-store fraud using CounterPoint
Reports and General
Sales History Reports (1 hour)
- Overview of CounterPoint's Sales History Reports
25 Things you didn’t know about CounterPoint (1.5 hours)
- Bet you didn’t know that
- This session is designed to show you how you can utilize the Data Interchange option to get data in or out of Counterpoint.
How to pull information into Excel from CounterPoint
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