V7.5.11 New Features

V7.5.11 Features9Excluding non-discountable items from couponsCounterPoint supports several different types of validated coupons (including Amount,Percent, Fixed price, and User-entered coupons), which customers can redeem for specificqualifying items or a minimum sale amount.In this version, you can configure any type of coupon to exclude non-discountable items(i.e., items for which the Discntble? field is set to N). This feature allows you to preventnon-discountable items from qualifying for coupon-related discounts.Use the Non-discountable items ? field in Point of Sale / Coupons to configure coupons toInclude or Exclude non-discountable items.With the Exclude setting, when the coupon’s value is calculated in regular Ticket Entry,only discountable items (i.e., items for which the Discntble? field is set to Y) will beconsidered as qualifying items, or contribute toward the minimum sale amount. Further,coupon-related discounts will only be applied to discountable items.NOTE:Coupons are not currently supported in Touchscreen Ticket Entry.Including sale items in group discount quantitiesRefer to Including sale items in group discount quantities on page 11.

V7.5.11 Features10Touchscreen Ticket Entry (Windows)Recharge gift certificatesPreviously, CounterPoint allowed you to add value to—or recharge—open gift certificatesin regular Ticket Entry. In this version, you can now recharge open gift certificates inTouchscreen Ticket Entry.To configure CounterPoint to recharge open gift certificates, you must first define a Giftcertificate item in Inventory / Items, and then assign it to the Gift certificate recharge item #field in Setup / Point of Sale / Control.When you sell the specified item in Touchscreen Ticket Entry, the Recharge gift certificatedialog appears, allowing you to enter or look up a Gift certificate # and specify the Amountto add to the gift certificate.NOTE: If the gift certificate you specify is expired and you are authorized to tenderexpired gift certificates, a message appears to confirm that you want to rechargethe expired gift certificate.When you complete the ticket, the gift certificate’s Current balance will be updated toinclude the recharge amount.

V7.5.11 Features11Remain in sale mode optionWhen you define a Return line button in Setup / Point of Sale / Touchscreen configuration, youcan select the Remain in return mode check box to configure Touchscreen Ticket Entry toremain in return mode when a user enters a return line.In this version, when you define a Sale line button, you can use the new Remain in salemode check box to configure Touchscreen Ticket Entry to remain in sale mode. This featuremakes it easier for a user to enter multiple sale lines, without requiring the user to touch aSale line button for each new line.When a user touches a Sale line button with this setting in Touchscreen Ticket Entry, thecurrent line and all subsequent lines will be sale lines, unless the user switches to adifferent mode (e.g., by touching a Return line button).NOTE: If a Run page of buttons includes a Sale line button with this setting, all linesrecorded by the run page will be sale lines, and Touchscreen Ticket Entry will remainin sale mode when the Run page is completed.InventoryIncluding sale items in group discount quantitiesCounterPoint allows you to set up quantity-based Group discount price codes, which youcan use to encourage customers to purchase additional items to qualify for a discount.For example, you can define a price code that allows customers to purchase 6 or moreitems in a particular category to receive a 10% discount on each item.Some merchants count sale-priced items toward the quantity or sale amount that isrequired to qualify for a group discount, even though those items are ineligible for thediscount. For example, a liquor retailer might allow customers to purchase 6 or morebottles of wine—regardless of whether they are on sale—and receive a 10% discount oneach bottle that isn’t already on sale.In this version, you can configure Group discount price codes to consider sale-priced items(as well as items for which a user enters a price override) to determine whether a sale iseligible for the group discount, without actually discounting those items.

V7.5.11 Features12When you define a Group discount price code in Setup / Inventory / Price codes, after youspecify the Group Discount Type, select Include price exceptions to configure the price code toconsider sale-priced items.If you are updating from a previousversion, any existing Group discountprice codes will be configured toExclude price exceptions by default,which means they will functionexactly as they did before the update.To modify this setting for an existingprice code, select the Price code typefield from the Field number to change ?prompt.NOTE: This setting only affects Group discount price codes that apply to tickets.Regardless of this setting, Group discount price codes that apply to orders will notconsider sale-priced items.Transfer all inventory from a locationThe TRANSFER ADVICE report (Inventory / Transfers / Transfer Out / Transfer Advice) now allowsyou to easily transfer all inventory out of a location. This feature allows you, for example,to close down a location by transferring out all inventory, or to discontinue stocking a lineof goods by transferring out all items in a particular category or from a particular vendor.To transfer all inventory from one location to another, enter or look up a single Fromlocation and a single To location; specify the Item range, Vendor #, and other filtering criteriafor the report; and then select All from the Calc method field.Selecting the All option indicates thatthe specified To location has unlimiteddemand. In other words, that locationis eligible to receive any amount ofinventory, regardless of its currenton-hand quantities.With this setting, when you generate the TRANSFER ADVICE report, CounterPointautomatically creates the necessary transfer documents to transfer all inventory at theFrom location to the To location.

V7.5.11 Features13Transfer reporting using average costPreviously, until a transfer document was reconciled and posted, the cost reported foreach item on the transfer was the Last cost value from the item record. In this version, youcan configure CounterPoint to report the Average cost value for each item on anincomplete transfer document, instead of the Last cost.To do this, select Average cost from the new Cost method field on the Transfers screen inSetup / Inventory / Control, and then select Cost value from the Display method field.With these settings, the Average cost for each item on an incomplete transfer appears onthe TRANSFER OUT EDIT LIST (Inventory / Transfers / Transfer out / Edit list) and on the OPENTRANSFERS report (Inventory / Transfers / Open transfers).In addition, the Display method setting determines whether CounterPoint displays the Retailvalue (i.e., Price-1) or Cost value (i.e., Average cost or Last cost) for each item when youenter, view, or edit a transfer.NOTE: These settings do not affect accounting distributions when you post transfers,which are always recorded based on your accounting method.

V7.5.11 Features14CustomersGenerate CSV customer list dataYou can now use Customers / Utilities / Generate CSV customer list to create a customermailing list file, which you can merge with letters, labels, faxes, or email messages. Thisfeature simplifies the creation and distribution of targeted marketing materials to yourexisting customers.You can define a variety of criteria—including customer number, customer category, ZIPCode, products purchased, store number, ticket date range, and minimum sale amount—to specify which customers are included in the mailing list file.The CSV file format determines thecontent of the customer list file:y Brief includes basic mailinginformation for each customer (i.e.,customer name, shipping address,and contact information).y Full adds more than 150 fields,including profile values, loyaltypoint balances, ticket history, creditinformation, and other values thatare useful for advanced mergefunctions.Press Enter at the Field number to change ? prompt to generate the Maillist.csv file in the\EXPORT subdirectory of your company directory. This file includes the customer recordsthat meet the selection criteria you specified.EcommerceExporting ecommerce unit/cell mapping values to CSV dataYou can use Setup / Ecommerce / Unit mapping and Setup / Ecommerce / Cell tag mapping tomap the brief units, colors, sizes, and color/size tags you are using in CounterPoint V7 tolonger descriptions (up to 15 characters) for use with CPOnline. For example, you couldmap the unit DOZ to Dozen, or the color C.RED to Crimson red.CounterPoint SQL allows you to define longer units, grid tags, and grid dimensions, justlike CPOnline. In previous versions, CounterPoint V7’s Create CSV data utility (File Utilities /Special / System / Create CSV data) only exported brief CounterPoint V7 units, colors, sizes,and color/size tags to CounterPoint SQL.

V7.5.11 Features15In this version, you can choose to export the ecommerce unit and cell mapping valuesyou have defined—instead of the shorter V7 values—when you use the Create CSV datautility to export Inventory, Purchasing, or History data to comma separated value (.CSV) filesfor import into CounterPoint SQL. This feature allows you to use the longer CPOnline unitand cell-related values throughout CounterPoint SQL.To export ecommerce unit/cell mapping values from V7 to CounterPoint SQL, select FileUtilities / Special / System / Create CSV data, select Yes from the Inventory, Purchasing, or Historyfields, and then press F2 from the Field number to change ? prompt to Use Unit/Cell ecommercemappings.When this feature is enabled, themessage Using Unit/Cell ecommercemappings appears on the Create CSVdata screen.Refer to Upgrading Data into CounterPoint SQL in the CounterPoint SQL PDF Library formore information about importing CounterPoint V7 data into CounterPoint SQL.Unlimited ecommerce categories (Windows)CounterPoint allows you to define ecommerce categories to organize the Ecommerceitems that are available in your CPOnline store. In previous versions, however, you couldconfigure each Ecommerce item to appear in up to 14 ecommerce categories.In this version, you can assign an unlimited number of ecommerce categories to eachEcommerce item in Inventory / Items, and then publish those category assignments to yourCPOnline store using Ecommerce / Publish. This feature allows you to present each item inyour CPOnline store in any number of categories, making it easier for your onlinecustomers to shop by category.This feature is particularly useful for CPOnline merchants who sell auto parts, cameralenses, computer peripherals, or other accessories that are compatible with a widevariety of manufacturers. For example, for an auto parts store, you might define anecommerce category for each make and model of car, and then assign each auto part toall of the cars (i.e., ecommerce categories) with which it is compatible.This feature is also well-suited for merchants who sell school uniforms, as it allows eachitem in a uniform to be assigned to any number of schools. Online customers could thenshop in the Sunnydale School – Elementary – Boys category and see only uniform itemssuitable for that school, grade level, and gender.This feature is planned for a V7.5.11 Service Pack.

V7.5.11 Features16Credit CardsVeriFone Everest and Omni 7000 PIN padsCounterPoint now supports the VeriFone Everest and Omni 7000 series PIN pads fordebit card processing in regular Ticket Entry and Touchscreen Ticket Entry.To use the Everest and Omni 7000 series PIN pads, you must download and installVeriFone’s Multi-Pay application, which you can obtain from the Support area of theCounterPoint website (www.counterpointpos.com/support).NOTE: You must be a registered CSS subscriber to download files from the Support areaof the CounterPoint website.Refer to Credit Cards in the CounterPoint Electronic Documentation for more informationabout installing the Multi-Pay application and configuring your PIN pad.CISP-Validated Payment ApplicationIn January 2006, Visa certified CounterPoint V7 to be compliant with their CardholderInformation Security Program (CISP) and Payment Application Best Practices (PABP)standards. CounterPoint is now listed on Visa’s Web site (www.visa.com/cisp) as a CISPValidated Payment Application, which allows merchants to user CounterPoint as thebasis for a fully CISP-compliant system.CounterPoint includes documentation to guide merchants in setting up fully CISPcompliant systems, including advice for adhering to CISP requirements that are notrelated to CounterPoint. Refer to CISP Compliance in the CounterPoint ElectronicDocumentation for more information about setting up a fully CISP-compliant system.Refer to www.counterpointpos.com/cisp for additional information about CISPcompliance.NOTE: CPGateway (Synchronics) also appears on Visa’s List of Compliant ServiceProviders as a CISP-compliant Merchant Payment Processing service.This feature was delivered in a V7.5.10 Service Pack.First Data South (NaBANCO)First Data South (First Data’s NaBANCO platform) has been certified as a CounterPointPreferred Processor.Preferred Processor certification guarantees compliance with rapidly changing credit cardstandards, access to the most favorable processing rates, and support for credit card anddebit card processing over CPGateway (www.cpgateway.com) and dial-up connections.The First Data South platform also supports check authorization through Certegy andTeleCheck; industry classifications (i.e., Retail, MOTO, and Ecommerce) addressverification (AVS/AAV) and card identification (CVV2/CVC2/CID) services; Level IIPurchase cards; and stored value cards (SVCs) offered by First Data and Stored ValueSystems.NOTE: EBT food stamps are not supported through First Data South.The First Data South platform is particularly well-suited for processing transactions in theCaribbean and Latin America.

V7.5.11 Features17Refer to Credit Cards in the CounterPoint Electronic Documentation for more informationabout configuring CounterPoint to process through First Data South.This feature is planned for a V7.5.11 Service Pack.AVS pre-authorizationIn this version, if you are processing with First Data North or Vital via CPGateway(www.cpgateway.com), you can pre-authorize credit card transactions in order to validateaddress verification (AVS) information before authorizing each charge.With pre-authorization enabled, CounterPoint sends a zero-dollar transaction to theprocessor to verify that the provided address matches the cardholder’s AVS information.If the pre-authorization is successful, CounterPoint attempts to obtain an authorization forthe actual charge amount.This feature allows a user to cancel or correct a transaction with unsuitable AVSinformation without affecting the cardholder’s balance.For example, if a cardholder provides the wrong address for a 100 transaction and theuser receives an AVS mismatch message from the processor, the user can enter thecorrect address and re-authorize the transaction. Without pre-authorization, 200 inauthorizations would be committed to the card (although only 100 would be settled).However, by pre-authorizing the transaction, the user corrects the error before the actualauthorization occurs and the 100 charge is only authorized once.To enable pre-authorization, select Setup / Point of Sale / Stores / Draft capture, modify theUse AVS and CVV2/CVC2 ? field to display the AVS and CVV2/CVC2 window, and then selectMatches only or Matches and unavailable from the Pre-authorization field.The Matches only setting only allowspre-authorized transactions for whichthe provided address matches thecardholder’s AVS information, whilethe Matches and unavailable settingalso allows users to proceed withtransactions for which the AVSservice is unavailable.NOTE: If you are using card identification services (CVV2/CVC2 or CID), CounterPointalso verifies the provided card ID during the pre-authorization of a transaction.

V7.5.11 Features18Card identification (CVV2/CVC2/CID) for Retail merchantsIn previous versions, if you processed credit cards under the Retail industry type, youcould not enable card identification services (CVV2/CVC2/CID) for manually-entered (i.e.,non-swiped) transactions. You could only enable address verification (AVS/AAV).Now, you can choose to collect address verification and card identification information formanually-entered transactions, whether you are configured in CounterPoint as a Retail,MOTO, or Ecommerce merchant. This feature allows Retail merchants to collect completeinformation for mail-order/telephone-order (MOTO) transactions, which can help thosetransactions qualify for the best rate.You will need to contact your bank or processor with specific questions regardingtransaction qualification. If you are processing under the CounterPoint Merchant Program(CMP) with PNC Merchant Services and you have questions about how your transactionsare qualifying, contact your PNC Relationship Manager at 800-742-5030.If you are a multi-channel (i.e., three-tier) merchant and you would like to enable cardidentification services, select Retail from the Industry type field, and then select the Use AVSand CVV2/CVC2 field from the Field number to change ? prompt.Select Yes from the appropriate fieldsto enable CVV2/CVC2/CID for eachtype of credit card you accept.

designed using the NiceLabel Pro label designer (sold separately). This release includes NiceLabel Engine 4.0, which supports the new features that are available in the latest version of NiceLabel Pro. NOTE: Version 4.0 of the NiceLabel Engine is fully compatible with labels created in previous