Professional Documents
Culture Documents
Here is some logistical information to help you find your way around the training
facilities:
RESTROOMS Restrooms are located outside the Training Room on the left. The
Women’s restroom is immediately to the left and the Men’s
restroom is further down the hallway.
BADGES All trainees are required to wear a VISITOR badge during their time
in the facility. You will need to scan the badge to obtain access to
the Training Room. Please return the badge to the instructor at the
conclusion of your training.
PHONES A telephone is available in the Training Room. Please turn off your
cell phone while in class.
WIRELESS The GUEST wireless network provides trainees with access to the
ACCESS Internet.
REFRIGERATOR Help yourself to the drinks in the refrigerator in the Training Room.
A filtered water dispenser is also available in the room. You can
also use the refrigerator to store food items that you may have.
LUNCH The instructor will stop class for approximately one hour to allow
participants to enjoy their lunch. There are several restaurants
within walking distance of the Memphis training facility.
OFFICES We are proud of our offices but request that you have an escort to
visit areas outside of the Training Room.
APPOINTMENTS All of our employees schedule their time each day, so you will
generally need an appointment to see them. If you need to speak
with your Sales Rep or a Support Rep, please notify the Training
Coordinator or Training Instructor so that an appointment can be
scheduled.
CONFIGURING NCR COUNTERPOINT
Version 8.5
Table of Contents
Agenda For Your Information
Overview of class format, training materials, and the training facility.
General Information
Section 1. Installing NCR Counterpoint
Covers the procedure for installing the components needed to run Counterpoint,
creating a new database, and additional installation information.
PROPRIETARY RIGHTS NOTICE: All rights reserved. No part of this material may be
reproduced or transmitted in any form or by any means, electronic, mechanical, or
otherwise, without permission in writing from NCR Corporation.
REV: 061316
SECTION 1: INSTALLING NCR COUNTERPOINT
Server
Operating Windows Server 2012 R2 (64-bit)
System Windows Server 2008 (32-bit or 64-bit)
Windows 8.1 (64-bit)
Windows 7 (32-bit or 64-bit)
Citrix Metaframe and Microsoft Windows Terminal Services/Remote
Desktop Services
Workstation
Operating Windows 7 (32- or 64-bit)
System Windows 8.1 (64-bit)
Windows Embedded POSReady 2009 (on POS workstations only)
Other Workstations that will access Online Help or Dashboard will need an
active Internet connection.
SQL Server 2008 Express R2 SQL Server Express 2012 MSSQL 2012 or 2008 R2
Included with Counterpoint Free download from Microsoft Purchase separately
Prerequisites website (Standard, Business/
Workgroup, or Enterprise)
Graphical interface with SQL Graphical interface with SQL Graphical interface
Server Management Studio Server Management Studio
(included with CP Prerequisites Express (available as separate
installation) download)
If you are upgrading from Counterpoint V8.4.6 and you have been using SQL Server
2005, upgrade to SQL Server 2008 R2 or SQL Server 2012 before installing
Counterpoint V8.5.
you will need to fix your database compatibility. Follow these steps:
1. Ensure the database is attached to the database engine for either SQL Server 2008
R2 or SQL Server 2012.
Then change Compatibility level to either SQL Server 2008 (100) or SQL Server 2010 (110).
Upgrade Version
8.3.8 Y Y Y Y Y Y N N N
8.3.9 Y Y Y Y Y Y N N N
* During development of V8.5.2, we will test whether someone can upgrade to it from
V8.4.6.13-.15 or whether they’ll have to first move to V8.4.16.
1. Disable Windows User Access Control Re-enable UAC after you finish installing
Counterpoint and all third-party components.
2. Log in as the system administrator You must have Administrator rights to your server
and each of your workstations to install NCR
Counterpoint.
5. Configure remote connections in SQL Configure your SQL server to allow remote
Server Management Studio connections using both TCP/IP and named pipes.
For SQL 2012, grant the NT AUTHORITY\SYSTEM
login sysadmin rights to your server. For Windows
8.1, your Windows login must also have sysadmin
rights to your server.
6. Install NCR Counterpoint Files Run Setup.exe on the server to install NCR
Counterpoint server files. Workstation files are also
automatically installed on a server.
Optionally, select to install Demo data Demo data is a complete database for a golf pro
(TestGolf database) and/or Starter data shop. Starter data is pre-defined data that can be
or a pre-attached database used for a new company to minimize setup time.
7. If available, download, unzip and install Download from Support area of NCR Counterpoint
Counterpoint Service Pack Partner Portal or User Portal
On each workstation
Step Comments
1. Disable Windows User Access Re-enable UAC after you finish installing
Control Counterpoint and all third-party components.
2. Log in as the system administrator You must have Administrator rights to install NCR
Counterpoint for the first time on a workstation.
NOTE: Default Administrator User name and
Password for All-in-One POS terminals:
XR7 and P1550: user01 and U5Er01?
P1515 and P1560/P1570: user01 and user01
3. Install prerequisites on the Available from the Counterpoint download files
workstation (CPSQLPrerequisites.exe).
4. Install Counterpoint Browse to the installation folder on server and run
Select to install Program Files ClientSetup.exe
Optionally, install:
Includes a number of database- and system-related
Utilities tools, including the SQL Script Utility and the
Dashboard System Configuration utility.
Documentation Installs the necessary components for the
Dashboard, if they are not already installed.
5. Configure workstation connection to Use CLICONFG to configure the workstation to
SQL Server connect to the SQL server using TCP/IP and
named pipes.
6. Install SQL Server 2000 Data If you installed SQL Server 2008 Express R2 from
Transformation Services (DTS) the CPSQL Prerequisites, DTS is already installed.
runtime if you want to use the Data If you installed SQL Server 2008 R2 from a different
Migration utility or an export source, visit Microsoft’s website to download SQL
accounting interface Server 2000 Data Transformation Services.
If you installed SQL Server 2012, DTS is not
available.
7. Install Counterpoint Service Pack, if After SP is installed on server, next user who starts
available Counterpoint at a workstation will be asked to auto-
install service pack.
Administrative rights are NOT required to install a
service pack on a workstation.
To begin the installation process, exit all Windows programs, then install the MSSQL you want
to use. Keep in mind:
When you install SQL Server, choose Mixed Mode as your server’s
Authentication method.
Make sure the SQL Server service is running on your server before deploying
Counterpoint. To start the service, click Start/All Programs/Microsoft SQL
Server/Configuration Tools/SQL Server Configuration Manager. Open the SQL
Server Service. Right-click the service, then select Start
If you intend to install SQL Server 2008 Express R2 on your server, select
Start/Settings/Control Panel, double-click Add or Remove Programs, select
Microsoft SQL Server Native Client, click the Remove button, and then click Yes
from the confirmation dialog.
Additionally, if you have not yet installed a default instance of Microsoft SQL Server, you will be
prompted to install SQL Server 2008 Express R2.
Download the Complete Counterpoint file from the Software Downloads section of the Partner
portal to your server’s local hard drive.
If you selected to install SQL Server 2008 Express R2, SQL Server 2008 Express R2 and SQL
Server Management Studio Express will be installed automatically.
A .log file for each installed SQL Server Express component is generated in the \Program
Files\Microsoft SQLServer\90\Setup Bootstrap\LOG\Files subdirectory of your local drive..
Follow these steps to configure your SQL 2008 or SQL 2012 server to allow remote connections
using both the TCP/IP and named pipes protocols.
1. On your server, click Start and select All Programs/Microsoft SQL Server 2008 R2 (or
2012)/ Configuration Tools/SQL Server Configuration Manager.
a) In the SQL Server Configuration Manager (Local) tree, click SQL Native Client
10.0 Configuration, and then double-click Client Protocols.
b) Right-click the Shared Memory protocol in the Name column and click Disable.
c) Verify that the TCP/IP and Named Pipes protocols are Enabled.
Remote encrypted
communications
Local unencrypted
communications
d) Repeat steps 2 through 4 for the SQL Server Network Configuration branch and, if
present, the SQL Native Client 10.0 Configuration (32-bit) branch.
If you made any changes, right-click SQL Server Services and select Restart.
2. Select All Programs/ Microsoft SQL Server 2008 R2 (or 2012)/SQL Server
Management Studio.
a) Right-click your server name in the Object Explorer and select Facets.
b) Select Surface Area Configuration from the Facets list.
c) Under Facet Properties, set the following facets to True:
AdHocRemoteQueriesEnabled
ClrIntegrationEnabled
OleAutomationEnabled
RemoteDacEnabled
XPCmdShellEnabled
Click OK to save your changes and close the View Facets window.
3. For SQL Server 2012, grant the NT AUTHORITY\SYSTEM login sysadmin rights to your
server.
4. For Windows 8.1, your Windows login must also have sysadmin rights to your server.
Start the SQL service on your server if you plan to install either Demo Data or Starter Data.
Browse your Counterpoint download file. Right-click Setup.exe and select Run as
administrator.
Check the I am updating from a previous version check box to update from an existing
V8.4.6 Counterpoint installation.
Click Next.
NOTE: Log in to the Starter Data company with User ID MGR and Workgroup 1.
The
A pre-attached database is then provisioned. You can expect this step to take about 10 minutes.
When the server installation is completed, the Installation Complete window appears.
When you finish installing NCR Counterpoint, use SQL Server Management Studio 2008 R2 to
change the default SSE SQL Password for the "sa" user.
NOTE: When you install a server, workstation software is automatically installed on that system.
If you are running on a standalone machine, you have everything you need to run Counterpoint.
To install Counterpoint on a separate workstation from the server, you will need to run
ClientSetup.exe (follow the instructions for installing a workstation).
1. After you have installed Counterpoint V8.5 on the server, use the V8.5 System
Configuration Utility to build a connection string to the database.
2. Start the Counterpoint SQL Script Utility and select the Alias-Company that you want
updated.
3. Load the ServicePackUpdateFor8.4.sql script from the V8.5 Scripts folder and
execute it.
4. Load the UpdateFrom8.4.sql script from the V8.5 Scripts folder and execute it.
5. Load the MSPredefinedData.sql script from the V8.5 Scripts folder and execute it.
Before you set up your workstations, you must make sure that the NCR Counterpoint
Services (NCR CP Services) is running on your server.
You can also view details for CP Services by clicking the Service link.
Note: You can only use the Configure Local Services utility to start, stop and access details of
CP Services for the associated version of Counterpoint.
Browse the Counterpoint download files and copy the \CPSQLPrereqs folder to your server.
Right-click CPSQLPrerequisites.exe
and select Run as administrator.
After reading the Welcome dialog, click Next to proceed with the installation.
Workstation Setup
Perform these steps at each workstation. These instructions are for a Non-Offline workstation.
Browse to the Counterpoint installation folder on the server (e.g., C:\Program Files\Radiant
Systems\CounterPoint\CPSQL.1). Right-click ClientSetup.exe and select Run as
administrator.
CP Services must be running on the server and you must be able to talk to the server through
CP Services to proceed with the installation.
Perfect Keyboard
If you want to use the “keyboard macro” program on the workstation, run Setup.exe from the
3rdParty\Perfect Keyboard folder on the Counterpoint download.
NOTE: To set up a WAN (Wide Area Network), refer to the Installation Guide.
64 bit: C:\Windows\System32\cliconfg.exe
32 bit: C:\Windows\SysWOW64\cliconfg.exe
Service Packs
Users can sign up to receive automatic email notification of new Service Packs at
https://userportal.counterpointpos.com/support/software_cpsql.htm
Download CPSP85.EXE.ZIP from the partner web site or the user portal at
www.userportal.counterpointpos.com/support/software_cpsql.html
(must be a current CSS subscriber to access support area of user portal)
Version 8.5
Currently
installed Service Pack
version takes you to SQL Script Name * How script is applied
* ServicePackUpdateFor85.sql may contain data model changes related to critical fixes to the
software (equivalent of WIT scripts in V8.4.6).
UpdateFrom8.5.x.sql is delivered only with minor releases and includes the contents of
previous ServicePackUpdateFor8.5.sql scripts. At that point, ServicePackUpdateFor8.5.sql is
cleared.
[Server] [Server]
TopLevel=C:\Program Files TopLevel=C:\Program Files
(x86)\Radiant Systems\ (x86)\Radiant Systems\
CounterPoint\CPSQL.1\TopLevel CounterPoint\CPSQL.1\TopLevel
If TopLevel path and SHARED_DIR values do not match, you will see this error
message after selecting a company when starting Counterpoint.
Use the SQL Script Utility on the server to enter and execute this command for the
database:
The next time Counterpoint is started using the database, the current path to the server’s
Counterpoint TopLevel directory will be updated to the DB_CTL table.
Used to store CPServices session information needed for zooms, scheduled tasks, and
offline ticket entry packages for each company
SQL user must have Sys Admin permissions to create or update system database
SQL passwords for the CPSystem database does not expire (PCI regulations do not
require password expiration rules to apply to SQL database logins)
Server Folders
CPDialup Programs used to set up dial-up electronic draft capture for CP Gateway
<Company Alias>
Activity
CPOnline Online store capabilities
Export Files exported using System/Utilities/Database Export
Import Files imported using System/Utilities/Database Import
SavedReports User-selected saved reports
Statements A/R Customer statements, if “Save copies to disk” enabled
TicketPerformanceTest Results from the Ticket Performance Test utility
Configuration
Accounting User-packages for custom export accounting systems
Actions User-defined external actions for toolbars
CustomerImages User-loaded customer images
CustomForms User-defined .xml files used in Data Dictionary layout forms
CustomHelp User-defined online help files
Devices User-saved .xml files of device configuration
Provisioning POS and SS folder created as a result of provisioning database
Review the Update Guide prior to installing a new release of NCR Counterpoint (e.g.,
moving from Version 8.4 to Version 8.5).
Browse to the Help/Update_Guide folder in your Counterpoint download file and double-
click Update_Guide.htm.
Pre-update steps Things you need to do before installing the new release
Note: Download updated Registration.ini before installing a new release (e.g., V8.4,
V8.5, V8.6) on a customer’s existing Counterpoint system.
The NCR Counterpoint installation requires that you install some type of database when the
software is installed. It can be demo data, Starter data, or a pre-attached database.
After the software is installed, you can choose to set up a new company database for use with
NCR Counterpoint – apart from the software installation.
To create a new company database “from scratch”, perform these five steps after the database
engine (MSSQL or SSE) and NCR Counterpoint are both installed.
In a Multi-Site environment, perform all of these steps only on the Hub server.
Note: If you are building a database on your system and then moving it to your customer’s
system, the MSSQL versions MUST match.
At the server, use SQL Server Management Studio to create a new SQL database. Click
Start > Programs > Microsoft SQL Server 2008 R2 > SQL Server Management
Studio Express.
Click Connect .
NOTE: You can change the default SQL Password in SQL Server Management Studio
by expanding the Security > Logins folder in the Object Explorer, double-clicking the
sa login, and then entering a new password in the Password and Confirm password
fields.
Counterpoint uses the name you assign as the alias and the associated company name
to refer to the database.
Select Start > Programs > NCR Counterpoint > Utilities > SQL Script Utility
or Start > Programs > NCR Counterpoint > Utilities > System Configuration Utility.
Select File > Companies Editor or click the Companies Editor icon
beside the Alias-Company column to display the Company Names window.
Enter the database name in the Alias field and the company name in the
Company field. Both the Alias and Company Name you select must be unique.
The Company name will appear in the Select a Company window when
Counterpoint is started.
Click the blank Connection String column twice to display the ellipsis button.
Click that button to open the Data Link Properties window.
Click Next.
3. Select the database on the server: Select the database to associate with this
alias.
At the server or workstation, start the SQL Script Utility and execute the mssql.sql script
that creates the Counterpoint tables, columns, and index structures in the database.
Select Start > Programs > NCR Counterpoint > SQL Script Utility
Select File > Open and open the file CPSQL.1 > Scripts > MSSQL.SQL. The script
displays in the Script tab.
Click or select Script/Execute to run this script for the selected database.
When the Login Information box displays, enter your SQL Login ID and password
(e.g. “sa” and “CounterPoint8” for SSE, or leave both fields blank if using Windows NT
Integrated security.)
When the script finishes successfully, an information message displays the total number
of statements that were executed.
5. Import pre-defined forms, reports, label jobs and aggregation tasks into your
company’s database.
Select File > Open and open the file CPSQL.1 > Scripts > msPredefinedData.sql.
Execute this script for the same database.
Or run System > Utilities > Pre-defined Data after you start Counterpoint and select
the company.
This completes creating a new company database. You will now be able to select this database
by its company name whenever you start NCR Counterpoint.
If using RAID5 or
RAID10 drives (see
Server Sizing Guide),
these files should be
located on a different RAID than the operating system and TempDB files.
Autogrowth
These settings determine how much additional size will be added to the database when
it exceeds the initial size. Each time the database has to grow, SQL pauses and queues
your transactions while it expands the file.
An average database starts at about 100 MB. With a regular volume of transactions, the
.mdf file will grow about 2 MB each day. With medium volume, it might grow about 30
MB each day.
The autogrowth setting for the log file (.ldf) needs to also be changed. In addition, the
Initial Size of the log file may need to be modified.
To determine if it's necessary to increase the Initial Size, after the database has been
used for about 15 – 30 days, execute the query dbcc loginfo against the database.
The results show the number of logical files that were built as the log file needed to
grow. Each file with a CreateLSN name (LSN=log sequence number) other than 0 is a
result of growing the log file, and represents a SQL inefficiency. Ideally, there should be
less than 250 logical files.
The sum of the file sizes for all of the log files is a good starting point for the initial size of
the log file. Make note of the sum.
Before changing the Initial Size value, shrink the log file when no one is in Counterpoint
by executing the query dbcc shrinkfile (2,0).
Then return to the Files settings of the Database Properties window, and set the Initial
Size value of the log file to the sum of the log files. The log file will autogrow only if it
needs to exceed the Initial Size value.
In SQL Server Management Studio, right-click the database name and select
Properties.
Then select
Options.
Recovery Model
The Simple recovery model only keeps very basic logs, without transactional data.
To recover to a point in time, change this to a Full recovery model. With a Full recovery
model, Counterpoint writes a log file every time it writes to the database.
Note that the Recovery Model determines only whether the current day's transactions
are recorded in a recoverable file, and acts only as a supplement to the regular backups
done each night.
Compatibility Level
Change the compatibility level to SQL Server 2012 (110) or SQL Server 2008 (100) if
only SQL Server 2012 or SQL Server 2008 R2 is on the system. SQL Server will
manage databases better and run more efficiently at the dedicated compatibility levels.
If you have both SQL Server 2012 and SQL Server 2008 R2 installed on the system,
leave the compatibility level at SQL Server 2008.
Set both of these values to True. They play a part when updating statistics in the
database, which should be part of your SQL maintenance plan for a database.
It's not necessary to change any of the other settings under Automatic.
Page Verify
If using SQL Server 2012 or 2008 R2, change the Page Verify value to CHECKSUM.
The Page Verify value is used if you run dbcc checkdb to check the integrity of all
objects in the database, and has a better chance of catching a problem if it's set to
CHECKSUM for these versions of SQL Server. The integrity check will also identify
errors caused by SQL viruses.
Note: If you used the same SQL user in your Counterpoint connection string, also use
the Counterpoint System Configuration Utility to change the password.
If you set up your own SQL users, you will need to set the following permissions and
authorizations in SQL.
The permissions are automatically set for any SQL user created by Counterpoint V8.5.
You will need to set these permissions manually for SQL users created in older version
of Counterpoint.
In SQL Management Studio, right-click the server name, and select Properties.
Select Permissions and the user login/role for which you want to grant the
permission.
In the Permissions for CPSQL window at the bottom, enable Grant for View
server state.
Select to map each Counterpoint database the user will need to access (including the
Counterpoint CPSystem database), and then enable the db_datareader,
db_datawriter, and db_ddladmin database role memberships for the database.
aliasname is the
Alias for the company
as defined in the
Counterpoint
connection string.
Identification tab
User tab
Database tab
System tab
Versions tab
Crystal tab
Certifications tab
CPServices tab
System tab
View information
about the users
who are logged
in to Counterpoint
on the system
Company tab
View company-specific
information about
the users logged into
Counterpoint
NCR provides applications and services that meet or exceed PA-DSS guidelines.
Assessment ensures that NCR Counterpoint conforms to best practices for handling,
management and storage of user accounts, passwords, encryption, and payment-related
information.
Throughout this manual, you will find PCI Alerts contained in special text boxes.
PCI Alert!
Be sure to review the messages that appear in these text boxes to learn more
about PCI DSS compliance.
Security.log
Located in Counterpoint installation directory
SiteServerInstall.log, ClientInstall.log
Located in Logs\CPLogs sub-directory below Counterpoint installation directory
3. Click Audit Policy, and then double-click Audit object access in the right-hand pane.
4. On the Local Security Setting tab, under Audit these attempts, select the Success
check box and the Failure check box.
5. Click OK to save your changes, and then close the Local Security Settings window.
8. Select the Security tab, click the Advanced button, and then select the Auditing tab.
10. In the Enter the object name to select field, type the name of a user or user group, and
then click OK.
You can browse for names by clicking Advanced, and then clicking Find Now on the
Select User or Group dialog.
11. On the Auditing Entry for Security.log dialog, select the Successful and Failed check
boxes for each action, and then click OK.
Cardholder data must not be stored on any system that is directly connected to the public
Internet.Web servers and database servers must not be on the same server.
Remote Access
Most security-related software and hardware include default user IDs and passwords that are well-known
in the hacker community. Make sure you change these default values.
For example, do not use the sa user ID that is installed with Microsoft SQL Server to access your
Counterpoint database. Instead, create a unique user ID with administrative access to your Counterpoint
database by following the instructions included with your version of SQL Server. Further, change the
default sa password from CounterPoint8 to something that meets the PCI DSS guidelines for strong
passwords.
NCR Counterpoint uses an encryption algorithm with 128-bit encryption strength to protect
cardholder data, including card numbers stored in transactions for authorization and settlement,
card numbers stored in customer records, card numbers retained in ticket history, and expiration
dates.
To ensure PCI DSS compliance, you should also implement security protocols such as secure
sockets layer (SSL) / transport layer security (TLS) and Internet protocol security (IPSEC) to
safeguard sensitive cardholder data during transmission over open, public networks.
If you collect and retain sensitive authentication data (card swipe data, validation values or
codes, PIN or PIN block data) outside of Counterpoint, adhere to these guidelines:
NCR Counterpoint does not allow or facilitate the sending of card numbers or other sensitive
cardholder data via any end-user messaging technology (e.g., e-mail, instant messaging, and
chat) from within the application.
Never send card numbers or any sensitive cardholder data via e-mail, instant messages, or any
other end-user messaging system. The transmission of unencrypted cardholder data via end-
user messaging will result in noncompliance with the PCI DSS.
All NCR Counterpoint software updates are digitally signed. To download software updates,
each end user must sign in to the end-user portal using a unique Counterpoint serial number,
while each retail partner must sign into the partner portal with a unique User ID and password.
Non-console administration
The cardholder’s primary account number (PAN) is temporarily held in memory during a
transaction, so it is possible for an unencrypted PAN to be written to the Windows page file.
To prevent this, complete the following procedures.
A. Disable the System Protection/Restore feature so that copies of the page page are not
retained on workstations.
Windows 7/8/2008
On each Windows 7/2008 workstation, click Start, right-click Computer and select
Properties.
Click System protection in the left-hand pane to display the System Properties window.
On each Windows 7/8/2008 workstation, click Start and type cmd in the search box.
Clearing the page file when the workstation is shut down will purge all temporary data from
the page file, including passwords and any cardholder data that may have been captured.
On each workstation, click Start and type regedit in the search box.
In the Registry Editor window, locate and click the following registry key:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Session Manager\
Memory Management
If this value does not exist, select New > DWORD (32-bit) Value from the Edit menu, enter
ClearPageFileAtShutdown to name the new key value, right-click the new value, and
select Modify.
Enter 1 in the Value data field.
Windows 7/8/2008
On each Windows 7/8/2008 workstation, click Start, right-click Computer and select
Properties.
Click Advanced system settings in the left-hand pane to display the System Properties
window.
Click OK to close the Performance Options window and click OK again to close the
System Properties window.
To prevent capture of PAN data by the operating system, disable Windows error reporting
on your Counterpoint workstations.
Windows 7/8/2008
On each Windows 7/2008 workstation, click Start and click Control Panel.
Click System and Security, click Action Center, and then click Change Action Center
settings in the left-hand pane.
The following table outlines the qualifications and specific validation requirements for each
of Visa’s Merchant Level Classifications. If you qualify for a higher Level, you are
responsible for meeting all listed validation requirements.
2 You process more than 150,000 Visa Completing an annual PCI Self- Merchant
ecommerce transactions annually Assessment Questionnaire Qualified Independent
Quarterly network scan Scan Vendor
1 You process more than 6,000,000 Quarterly network scan Qualified Independent
Visa transactions annually Completing an annual On-site PCI Scan Vendor
or Data Security Assessment Qualified data security
Your systems have been attacked company, or internal
and compromised audit if signed by officer
or of the company
Visa or any other card association
designates you as a Level 1
merchant.
After creating the database for a new company, you can start NCR Counterpoint and
begin to set up data for that company. System data must be defined prior to setting up
data for other parts of the software (such as Inventory or Point of Sale). Use these
menu selections to set up the minimum required System data.
1 Setup > System > This function displays the contents of Registration.ini,
Registration the Counterpoint registration file for a customer. You
must obtain a separate Counterpoint registration for
each customer.
2 Setup > System > Calendars Define at least one calendar for the current year.
3 Setup > System > Accounts Set up the account numbers to which financial entries
(“distributions”) will be recorded as you post
transactions in Counterpoint. You will need to
determine the chart of accounts prior to setting up the
account numbers here. Appendix 1 shows the
different accounts that are needed.
If you are using a "direct" interface accounting
application, you can instead import the account
numbers from the chart of accounts in the G/L system.
Setup > System > Quick Define basic company-related information including
Setup labels for miscellaneous charges and profile values.
5 Setup > System > Security Define at least one security code that can be assigned
Codes to users.
6 Setup > System > Define at least one workgroup that can be assigned to
Workgroups users.
* Before you can select to make a user a Point of Sale user, you must first define
some Point of Sale data:
Setup > Point of Sale > Set up the Point of Sale Control record.
Control
Setup > Point of Sale > Define at least one Point of Sale security code that
Security Codes can be assigned to Point of Sale users.
Module Functionality
Point of Sale Sales, returns, validated returns, orders, backorders, special orders,
layaways, holds, quotes, store credits, gift cards, multi-currency support,
EBT food stamps, stored value cards, tracking numbers, cash drops, cash
loans, and CMP credit card processing (RBS Lynk through Radiant
Payment Services)
Inventory Items, 3-dimensional gridded items, tag-along kits, barcodes, 3 price
levels, margin-driven pricing, special, promotional, and contract pricing,
mix-and-match pricing, price sheet, average cost by location, adjustments,
physical count, transfers, transfer advice, merge items, and labels
Alternate units supported in all transactions that move inventory
Customers Cash customers, multiple ship-to addresses
Loyalty programs and merge customer utility
Purchasing Vendors, vendor item costs, purchasing advice report – Maximum,
Replenishment, or Days of Supply, Forecast-driven replenishment,
purchase orders (including allocated POs), receivings, adjustments, and
Returns to Vendor
Sales History Complete sales transaction history (including reprinting of journals), ticket
history, management history, commissions, and sales analysis reports
Dashboard interface for viewing Sales History data
Purge utility for ticket history and credit card settlement history
Ecommerce Integration with NCR CP Online for publishing item catalog and accepting
orders from merchant’s CP Online website
Timecards Track employee time worked
System Multi-company, multi-user, messaging, gift card and store credit
maintenance
Interface distributions to G/L and voucher receivings to A/P
Database utilities - data verify, data import and export, and data migration
WAN operation is supported through the use of Workgroups and Client-
specific registry keys
Setup Configuration and setup functions for all modules
Change field names on windows, add picture masks, constraints, and
change text of messages
Reports Pre-defined reports in Crystal Reports (V 10) format, and Crystal runtime
to print them
Customizable with Crystal Reports (purchased separately)
Send reports via email
Save report parameters (public or private)
Quick Reports from lookups allow simple changes without requiring
Crystal Reports (portrait or landscape orientation)
Used to:
enforce transaction dates (set in Setup > System > Security Codes)
can use fiscal or calendar year
seasons (defaults to a 3 month period, but can be changed)
months
weeks
Months tab
Weeks tab
Passwords
Use passwords Passwords are required and must meet minimum PCI
DSS requirements. NOTE: passwords are not required if
no credit card pay codes are defined, or if you are using a
Demo registration file. Field disappears if credit card pay
codes are defined and using a live registration.
Use Windows authentication Indicate whether to support Windows authentication
Windows user must also be defined in CPSQL and in
MSSQL (Supports biometric ID, if fingerprint reader
enabled) (CISP compliance is NOT checked)
Domain path Indicate the path to use for password authentication
against a Windows domain
Require complex passwords Do passwords require both letters and numbers?
Min password length Minimum length of a new password
If 0, passwords can be any length
Days password is valid Password must be changed after this many days
If 0, passwords do not expire
Number of failed login Number of attempts allowed to login
attempts allowed
Number of unique passwords Number of passwords that must have been used before a
before re-use password can be re-used
PCI Alert!
PCI DSS-compliant passwords are required for all Counterpoint users
if the merchant is processing credit card transactions.
All passwords are encrypted using a hashing algorithm.
Encryption keys or other cryptographic materials are not stored in the
Counterpoint database.
Address tab
Contacts tab
Distributions tab
Reference tab
Use gift cards Enable the use of gift cards for the company
Valid at other stores Enable the use of gift cards at other stores
Minimum redemption percent What percentage of the original gift card value must be
redeemed the first time the card is used?
For example, if minimum is 80%, customer must redeem
at least $80 of a $100 card the first time it is used and
the remaining $20 would have to be redeemed in full the
next time the card is used.
Enter 100 to allow gift card to be used only once.
Closed gift card journal When gift cards are closed, using System > Gift Cards >
Close Gift Cards, should journal be displayed, printed, or
skipped?
Print distributions
Should distributions be printed on the journal?
Expiration Are gift cards always valid (no expiration), or how many
Always valid months after issuance will they expire and will it be at the
end of the last month?
Months valid
Use end of month
Additional setup: Gift card codes (Setup > System > Gift Card Codes)
Gift card pay code (Setup > System > Pay Codes and Setup >
Point of Sale > Stores)
Enable the
issuance and
redemption of
store credits
Use store credits Enable use of store credits for this company
Valid at other stores Enable use of store credits at other stores
Closed store credit journal When store credits are closed, using System > Store
Credits > Close Store Credits, should journal be
displayed, printed, or skipped?
Print distributions
Should distributions be printed on the journal?
Store credit liability G/L account for distributions of store credits that are
Store credit redemption newly issued, redeemed, and forfeited
Account entered must be a valid posting account if
Store credit forfeit
Profit center method is None
If Profit center method is “Issuing store” or “Redeeming
store” the account must be a valid main account
Expiration Are store credits always valid (no expiration), or how
Always valid many months after issuance will they expire and will it be
at the end of the last month?
Months valid
Use end of month
Additional setup: Store Credit pay code (Setup > System > Pay Codes and
Setup > Point of Sale > Stores)
Use stored value cards Indicate whether to use stored value cards
SVC processor If using CP Gateway, select the processor to use: First
Data, Stored Value Systems (Comdata Stored Value
Solutions), Paymentech, or GiftLynk (RBSLynk)
No dial up support
Minimum activation amount Indicate the minimum amount required to activate card
Minimum recharge amount Indicate the minimum amount required to increase card
balance
Maximum refund amount Indicate the maximum amount that can be refunded
Maximum cash back amount Indicate the maximum amount that can be given back
as cash
Require PIN for manual entry Indicate whether to require a PIN for manual entry
(available if using Stored Value Systems or
Paymentech)
Additional setup: Stored Value Card codes (Setup > System > Stored Value Card
Codes)
Stored Value Card pay code (Setup > System > Pay Codes and
Setup > Point of Sale > Stores)
Enable the use of gift registries (requires the Gift Registry Option)
Performance tab
Use fast open Indicate whether to load one record at a time for maintenance
functions.
If enabled, the function opens faster, but access via
Next/Previous VCR buttons is slightly slower
If enabled, the x of y record button will not function on toolbars
Max rows in table view When using table view, how many records should be
displayed?
Lookup dialogs
Max rows in lookups When performing a lookup on a table, how many records
("rows") should be displayed?
Fewer records results in faster lookups
Search delay (ms) How long to wait after typing before keyword search is
performed (default = 600ms)
Minimum keyword Number of characters entered as a keyword before search is
length performed (default=3 characters)
Use nolock hint Enable to allow lookups against data that is locked, and
prevent locking data that lookup is querying
Other tab
Timecards
Use timecards Indicate whether to use timecards
Allow clock-in if already If a user is ‘clocked-in’, can they ‘clock-in’ again? If so, after
clocked-in how many minutes?
Other tab
Use to select profile fields, item attributes, and miscellaneous charges to use,
and identify display labels
Company tab
Accessible only if only one store is defined, using Retail industry type, and using NCR
CP Gateway
Click to construct a
Terminal ID based on information provided
by the processor.
Levels of Security
Level 1 Windows/network login and password
Security for MSSQL can be handled using a database SQL user ID and
password, or by using Windows integrated security. When using SQL
authentication, the first time you start Counterpoint on a workstation and
select a company, the SQL user ID and password are copied from the
Counterpoint connection string and written to the Windows registry on the
workstation. When you start Counterpoint in the future on that same
workstation, it automatically uses the same user ID and password.
Each user must have a user ID that they use to log in to Counterpoint. You
can also disable the login for a user, preventing them from running NCR
Counterpoint.
Passwords
Windows authentication
Each user is assigned a system security code, and the same security
code can be assigned to multiple users. The system security code
contains the system-level authorizations for a user, such as whether
protected changes or cost entry is permitted. The system security code
also dictates, through its menu code, the Counterpoint menu selections
that are available for a user.
Each Point of Sale user is assigned a Point of Sale security code. The
Point of Sale security code contains the authorizations for a user to
access certain PS menu selections and to perform sensitive functions
when entering Point of Sale documents.
Batch security
If a user has a user batch defined for a specific type of transaction, that is
the only batch they can use, and access to other batches is not permitted.
Menu code ID of custom menu (if used) for users assigned this system
security code
Allow cost entry User can view and enter cost for any non-PS activity.
If not selected, default cost for activity is automatically used
View costs If user cannot enter costs, can they view them in lookups,
filters, and quick reports?
Costs do not print on standard reports and journals if user is
not authorized to view costs
Allow other locations Can this user enter non-PS transactions for locations other
than “This location” specified in their workgroup?
Allow other stores Can user enter sales for stores other than “This store ID”
specified in their workgroup?
Allow system Can this user access and use the Management Console?
administration
Unlock others’ stations Only for Point of Sale manager - unlock other users' stations
if the Point of Sale manager check box is selected for the
user on the General tab of the Users window (Setup >
System > Users).
Always - unlock other users' stations, regardless of whether
they are Point of Sale managers.
Never - cannot unlock other users' stations
Physical Count For all users (authorization to enter costs is ignored), automatically
uses frozen cost or accounting cost*, based on Setup > Inventory
> Control setting
Authorizations tab
General
Allow protected changes Can user access protected change fields?
Other users’ preferences Ability to access and change other users’ preferences in
Setup > System > User Preferences
Allow message suppression Can user suppress messages that have a Do not show
again checkbox?
Re-enable message display by selecting Show
suppressed messages in Setup > System > User
Preferences
A/R
A/R document maintenance Can user run Maintain A/R Documents under
Customers > Utilities?
Point of Sale
Gift Card Maintenance Can user run Maintain Gift Cards under System > Gift
Cards?
Store Credit Maintenance Can user run Maintain Store Credits under
System > Store Credits?
Purchasing
Allow margin-driven pricing During receiving, can this user set the price for an item
during receivings based on specified margin parameters?
Allow access to drop-ship Can this user access drop-ship purchase orders?
purchase orders
Reports
Maintain public report parameters Create report parameters available for all users?
Maintain private report parameters Create report parameters available only for the
user who created it?
Maintain import/export parameters Create report parameters for importing/exporting?
Allow e-mailing of reports Can user e-mail a report?
Allow e-mailing non-system address Can user email a report to address not associated
with CP user, customer or vendor?
Allow updating e-mail addresses Can user update e-mail addresses when sending
reports or receipts via e-mail?
Customizations
Customize data dictionary Can user make changes to the data dictionary?
Customize filter dictionary Can user save customized filters?
Customize lookup dictionary Can user save customized lookups?
Customize text dictionary Can user make changes to the text dictionary?
Customize zoom dictionary Can user save customized zooms?
Save customized data grids Can user save column changes made in functions with
line item entry grids?
Customize toolbars Can user customize toolbars?
Credit cards
Manually authorize credit cards Can user "force" authorization by manually entering
authorization code?
Skip AVS checking Can this user skip address verification or CVV /CID
Override AVS mismatch checking for a credit card transaction? If enabled for
store, can user override an address or CVV/CID
Override AVS unavailable discrepancy, or bypass address verification or
Skip CVV/CID checking CVV/CID when the service is unavailable?
Override CVV/CID mismatch Note: Enable "Allow address entry" for AVS in Setup
> Point of Sale > Stores if any user is allowed to
Override CVV/CID unavailable
skip checking or override discrepancies
View credit card numbers Can user view an encrypted credit card number in
live tickets or ticket history? Note: The number is
stored encrypted but can be shown unencypted. The
use of this function is logged in the Security log.
Note: Only applies when using CP Gateway.
Previous trx # months User can enter transactions for this many previous months
Allow trx for last calendar If previous month(s) fall in prior year, must also be allowed
to enter transactions for last year
Future trx # months User can enter transactions for this many future months
Allow trx for next calendar If future month(s) are in next year, must also be allowed to
enter transactions for next year
Earliest valid date Based on the above settings, range of valid transaction
Latest valid date dates
If a user tries to post a transaction outside of their allowed date range, the following error
message appears on the Edit List.
Timecards tab
Note: Use in Setup > System > Users to create “User ID” batches
for every module and transaction type.
Item lookup shows When using an item lookup in a transaction function, which set of
data should be displayed?
Zooms default to Default source for zoom data and validated returns
Check vendors’ item Are vendor item numbers used to specify an item?
numbers
Button Menu Style Select Standard, Gel or Gradient button style.
Numbers tab
Identify next auto-assign value to use for each type of document or activity when
entered by a user logged in to this workgroup
Use different series for each workgroup to ensure duplicate values don’t occur
Next xxxxx number Next auto-assigned number when adding new record
If next number is blank, user will be required to manually key in
number when adding new record.
If you have enabled drop ship orders, Next Purchase Request #
will be a required field
Always auto-assign
If Always auto-assign, must use system-assigned number and
user-entered number is not allowed
Next event number Cannot be left blank
Next barcode Next barcode number when automatically assigning barcodes to
an item
Security tab
Automatic station lock Select this check box if you want to enable the automatic
locking of a Counterpoint workstation.
Minutes until lock If Automatic station lock is enabled, after how many minutes
of inactivity does the station lock?
PCI Alert!
All workstations in the workgroup (including those that process credit
card transactions) will lock automatically after 15 minutes of inactivity
and a Station Locked dialog appears.
The user who was logged in when the station locked or a user who is
authorized to unlock other users’ stations can unlock it.
Use the “Copy from user” function to quickly add a new user
Access
Setup > System >
User Preferences
General
Employee # User-defined number to associate with this employee
Department The department associated with this employee
Workgroup Default workgroup; sets default location and store for user
Allow other workgroups Can user change to a different workgroup when logging in?
Sales rep Is this a sales rep? Define at least one sales rep
Commission code Code that defines commission structure for sales rep
Valid buyer Can user be entered as a buyer in Purchase Request >
Enter?
Selecting Valid buyer does not control if the user can create
a PO.
System security
Security code Controls system authorizations for user
Login disabled Prevents user from logging in next time
Require password change Requires user to enter new password at next login
Last pwd change Date user last changed password
User ID card If using User ID cards, the 8-digit number card number
assigned to a specific user (scan to assign, after defining
MSR device for workstation)
Assign card Allows the assignment of a User ID card to a specific user.
Un-assign card Disassociates a previously assigned User ID card with a
specific user. The User ID card can then be assigned to a
different user.
System activity
System-maintained information about this user:
Last login Last time this user logged in
Last workgroup Last workgroup used by this user
Last workstation Last workstation used by this user
Prior to assigning user ID cards to users, you must have already defined a magnetic
stripe reader (MSR) for a workstation, using the Device Framework function in Setup >
Point of Sale > Devices.
In Setup > System > Users, look up the user to whom you want to assign a
User ID card.
Swipe a User ID card through your workstation's MSR to assign the card to the
user. The card number appears in the User ID card field.
If the card is already assigned to another user, a message appears, prompting you
to reassign the card to the selected user. Click Yes to reassign the card to the
selected user or click No to cancel, leaving the card assigned to the original user.
From Setup > System > Users, look up the user whose User ID card you want
to un-assign.
Point of sale
Point of Sale user Can user access Point of Sale >Tickets and Point of Sale >
Drawers menu selections?
Point of Sale manager Is user a manager?
Manager can perform security overrides for other users, if
manager is authorized for same function
Order Management user Is user allowed to work with order management?
Security code Security code that controls authorizations while in Ticket
Entry or Touchscreen. (Required for Point of Sale user)
Last store used Last store, station, and drawer used by user in Ticket Entry
Last station used Used as defaults next time when logging into Ticket Entry, if
store is set to use them
Last drawer used
Last login Last date and time user logged in to Ticket Entry
Last workgroup Last workgroup user used in Ticket Entry
Last workstation Last workstation user used in Ticket Entry
Message
Message manager Can user manage the message center? Includes ability to
create message groups and view messages for other users.
Send instant message Can user send an instant message?
Timecards
Last clock-in Date/time stamp of last clock-in of this user
Last clock-out Date/time stamp of last clock-out of this user
Contacts tab
Implied decimal points In Ticket Entry, assume two decimal positions for money
fields (”10”=.10): prices, misc charges, tax overrides, etc.
Show suppressed Show messages that this user previously selected to
messages suppress (Do not show again check box)?
Enable customizations Enable use of all custom dictionaries (data, text, lookups,
filters, and zooms), reports, forms, etc.
Turn off to use only system dictionaries
Use simplified filters Initially display all filters in simplified format
Maintenance forms Initial setting - Record view or Table view - for Maintenance
Document forms and Document forms
Remember last view When user returns to same form, remember last view used
Default font Set font for column names in menus and windows
Default touchscreen font Set font for column names in Touchscreen
Print button produces When you click , print active record (screenshot), or
print active record as a list report
Negative number color Display color for column background for numbers that are
Required color negative or display color for label for required columns
Message tab
New message sound file What audio file should be used to indicate a new message
has been received?
Reading pane visible Should the message reading pane be visible?
Advanced options
Enable ticket entry event Enable logging of each keystroke in Ticket Entry?
logging
Enable POS device logging Enable logging for POS devices?
Click Click to
to define or compare a menu code
modify menu to the standard menu
selections
Settings
ID Internal identifier for menu selection
User-entered for new menu selections. No duplicates permitted
Action type Automatically displays either Windows or External
Form caption Text that appears on menu selection’s title bar
Menu caption Text that appears as menu selection name
Button caption Text that appears for menu selection on button menu
If blank, uses Menu caption text instead
Image Image name to display on Explorer and Tree style menus
If blank, uses default image (folder or screen)
Button Image Image name to display on Button style menu for this menu selection
Command type When adding a custom menu item: type of form to display
Command Command line and parameters for External menu selections
Arguments Table name to access or Crystal report to display for Custom menu
items
Form Instancing Allow single or multiple instances of menu selection
Presentation Modal or non-modal use
Modal = cannot access another menu selection while this menu
selection is open
Allow edit Allow menu selection to be edited, deleted, inserted, or to function
delete while running offline
insert
offline
Report parameters Assign a default report parameter set to a custom report menu item
Command Types
When adding a new menu item, select the appropriate Command Type:
Custom maintenance form Show a maintenance form for the table specified in
Command.
Use Allow edit, Allow insert, Allow delete checkboxes
to limit the type of maintenance permitted.
Custom add-on-the-fly form Show an add-on-the-fly form for the table specified in
Command.
Use Allow edit, Allow insert, Allow delete checkboxes
to limit the type of maintenance permitted.
Users without the menu selection will be prevented from
adding records on-the-fly to the table.
Custom view form Show an inquiry form for the table specified in
Command.
Custom report Show a report parameter form for the report specified in
Command.
Use to compare the current menu to the standard menu and indicate:
Menu items in the current menu code that are not in the standard menu
Menu items in the standard menu that are not in the current menu code
Or right-click user-defined
menu in Menu Editor and
select Verify menu
Double-click dividers
Set default column widths Change width of each column to fit width of each
column’s heading
Click
Show all To display all records when fewer than the maximum number are
displayed
Reload lookup Reload original lookup and discard changes entered in this editing
session
Column designer Select columns to display, order in which to display them, and the
layout and appearance of each column
Column Designer
Show/Hide Columns tab What columns will display in the lookup and
in what order will they appear?
Change order of columns displayed: Drag and drop in either list box
or use
Column Designer
Column Options tab What name will be used for a column, and how will the
name and data appear?
Appearance
of column
heading
Appearance
of data for
this column
Discard changes
entered in this edit
session
Grid Options tab How will the column grid appear on the lookup form?
Try it Yourself !
This exercise illustrates how to use the Column Designer to develop a special lookup. It also
shows how to save the resulting Quick Report, how to add a menu selection to the Counterpoint
menu that runs the Quick Report, and how to customize a filter for the report.
Right-click anywhere in the column headings to display the column control menu.
3. In the Column Designer, add Sub-category, Attribute 1, and Primary vendor to the visible
columns. Move Sub-category up so that it falls after Item category.
All of the columns are present, but because of alignment, some columns are hard to read.
(The Sub-category heading and Attribute 1 column’s data is being truncated. The Price-1
data would be easier to read if it was centered.)
Move the columns around so that they appear in this order: Item number, Description,
Price-1, Item category, Sub-category, Attribute 1, and Primary vendor. Extend the Sub-
category heading by clicking and dragging it to the right. Do the same for the Attribute 1
field.
Select the Price-1 field and change the Align column value for the data to Center.
When the lookup form redisplays, click and select Save As…. (Save As is
available only if your security code allows you to customize the lookup dictionary.)
9. To add the new menu selection to the Inventory > Reports menu, expand the Inventory
folder under the Custom Menu folder. Then select the Reports folder.
Click
and select Menu item.
10. The Menu code and Menu Editor now look similar to this:
Close the Menu Editor form saving the changes, then click to save the new menu code.
11. To assign the new menu code to a security code, select Setup > System > Security
Codes.
12. Select Inventory > Reports > Items for a Vendor from the menu. (If you do not see it on
your menu, you will need to log in to Counterpointas MGR or Z.)
Select the order in which the report will print, and filter the items that you want to include in
the report.
The Order by choices reflect the indexes in the Item table. Since there is no default filter
defined yet for this new menu selection, it instead displays the first filter it can find for the
involved table.
When done, right-click anywhere and select Simplify to see the new simplified filter.
Now, any time you select to print this report, the default filter will display.
Select a primary
vendor range of
Taylormade to
Taylormade.
Then click
--------------------------------------------END OF EXERCISE---------------------------------------------
Use to define each currency you will accept for selling or purchasing
Use to maintain the exchange rate for the currency
Use to specify currency rounding for selling
Try it Yourself!
SCENARIO:
You are adding Canadian as a currency you will process at your store.
This exercise demonstrates how to:
Define a foreign currency for selling
Enter the exchange rate
Set minimum denomination to .05
Create the units for the currency
4. Use 8770000 with a profit center method of Store for the Currency rounding account.
Use 8760000 with a profit center method of Store for the Gain/loss account.
Use 8760000 with a profit center method of Location for the Purchasing gain/loss
account.
5. At “Currency unit”, enter each type of Canadian currency you accept as tender, with
the unit types and values as shown here:
--------------------------------------------END OF EXERCISE---------------------------------------------
Gift card code Identify and describe the gift card code
Description
Selling description Description displayed in ticket entry
Amount Default dollar value of gift card and whether amount can be
Can change changed at time of sale
Use reader Use card reader to read gift card number when gift card is sold
(gift cards with magnetic stripes)
Create as a store credit Creates gift card as a store credit so that redemption as store
credit is possible
Use in environments where gift cards are used for both gift
cards and store credits
Change due on a partially redeemed gift card must be issued
as a store credit
Gift card liability When not creating gift card as a store credit, specify the
redemption account number for G/L distributions for the sale, redemption,
and forfeiture of gift card funds
forfeit
Profit center method Identify account numbers and profit center method for each:
Account None, Issuing store, or Redeeming store
SVC code Identify and describe the stored value card code
Description
Selling description Description displayed in ticket entry
SVC type Type of activity allowed for this code: Activate, Recharge,
Amount Cash back, Balance inquiry
Default dollar value for Activate and Recharge types and
Can change
whether amount can be changed at time of sale
SVC liability Specify the account number to update for distributions for the
SVC cash back Activate and Recharge types (Liability account) and Cash Back
type (Cash Back account)
Profit center method
Account Select the profit center method: None or Store
Use to define forms of payment accepted from customers for purchases, and
during entry of cash receipts for receivables
Main tab
Tender tab
Minimum tender Minimum amount that will be accepted as tender for pay code
If pay code is used multiple times on single ticket, sum of those
amounts must be at least the minimum specified here
Maximum tender Maximum amount that will be accepted as tender, or unlimited
Maximum change When giving change using this tender (even if pay code is used
multiple times on a ticket), maximum amount that can be given,
or unlimited if no maximum change
Maximum refund When giving a refund using this tender, maximum amount that
can be given, or unlimited if no maximum refund
Set to 0 to disallow refunds in this pay code
Maximum overtender Maximum amount above the ticket balance that can be
accepted of this pay code
Use signature capture Use signature capture device for this pay code when tendering /
for tender / refund refunding (signature capture device must also be defined)
Open drawer Open physical cash drawer when accepting this pay code
Allow for orders Will this pay code be accepted for order/layaway deposits and
Allow for layaways payments
Default document Select the default amount for document payment with this pay
amount code: None, Exact Doc Amt Due, Exact Doc Min Amt Due,
Pay Doc Amt Due, Pay Doc Min, or Entered amount
Default document final
payment Indicate whether to default the final payment to this pay code
Prompts
Validate-1 – 3 Prompts to request additional information when accepting this
Required pay code
Indicate whether a response is required (credit card and check
types automatically request card # or driver license info)
Custom fields Should custom payment fields be prompted for in POS
Payment custom If custom layout forms have been created for the ticket payment
prompts table, is one of those forms for this pay code?
Drawer Over/Short
Amounts
Create distributions Indicate whether to update over/short distributions and the
Account account to update, and the Profit center method to use: None or
Store
(Supported only for Cash, Check, Credit card, and Debit card
pay codes)
NOTE: If over/short distributions are not being captured, system
amounts (not counted or reconciled amounts) are used for
updating of distributions.
Checks tab
MICR in use
Driver’s license Whether to request entry of this additional information
Driver’s license state when using a MICR reader to scan check (which
supplies account number, check number, and bank
Birth date number):
Do not prompt
Yes, required
Yes, not required
Click a button to set prefixes, test Click ALL to set prefixes, test
mod10, and min/max lengths to mod10, and min/max lengths to
defaults for this type of credit card allow for all credit card types
Credit card prefix 1-10 Prefix characters that denote the type of card
(e.g., ‘4’ represents Visa, ‘5’ represents MasterCard, etc.)
Test mod10 Last digit of card number is used to validate previous digits
Print receipt on failure Should a receipt print when you are unable to get
authorization for card
Min card # length Verifies that number of digits entered or swiped for card
Max card # length number falls between these lengths
Counterpoint can automatically determine the correct pay code to use from the swiped
card number, including credit cards, debit cards, stored value cards (SVCs), store
credits and gift cards.
When Counterpoint detects the card type automatically, you will not have to select a
specific pay code for a card payment in Ticket Entry or Touchscreen Ticket Entry.
You can use the card type buttons to populate the Card prefix, Min card # length, and
Max card # length fields with the appropriate values for specific card types (e.g., Visa,
MasterCard, American Express, and so forth). A single Credit card pay code and a
single Debit card pay code can have matching Card prefix values, but ensure that the
Card prefix values for all other pay codes do not overlap.
If you have been using a single pay code for all credit cards, delete the Card prefix
values from that pay code before using this feature.
Mod10
Card Type Prefix(es) Length Validation
American Express 34, 37 15 Y
Carte Blanche 389 14 Y
Diners Club 30, 38 14 Y
Discover 6011, 65 16 Y
JCB 3 16 Y
2131, 1800 15 Y
MasterCard 5, 36 16 Y
Visa 4 13, 16, 19 Y
ALL* 3, 4, 5, 1800, Min = 13 Y
2131, 6011 Max = 19
Preview
alignment of label
Valid for
item labels Indicate the type of labels or tags for which the label job can be
transfer tags used
Order Management Select user-defined labels for all non-item types of labels
receiving tags (customers, vendors, users, stores, tax authorities, etc.)
user-defined labels
quick assembly tags
price sheet tags
Label filename Label file that specifies the placement and formatting of the fields
Click to modify the label file. Requires NiceLabel Pro
Query filename Query that directs the columns to select from each table
Click to modify the query
Default printer Optional default printer to which the labels will be printed
Initially displays printer specified in associated label file
If left blank or printer is not accessible by workstation using label
job, uses Windows default printer
Default label quantity Optional default number of labels to print for each record
Label quantity column Database column that contains # of labels to print for a record
Calculate item prices To print prices other than "base" price levels for items
Use filter Show filter when label job is used to print labels?
Messages tab
History tab
Use System > Labels to print labels using these label jobs.
ADRS-CSALE Address: Customer Sales History Address-Avery-5261-2Up-20PerPage.lbl
ADRS-CUST Address: Customers
ADRS-LOC Address: Locations
ADRS-SHIP Address: Customer Ship-to
ADRS-STORE Address: Stores
ADRS-TAUTH Address: Tax Authorities
ADRS-USER Address: Users
ADRS-VEND Address: Vendors
FOLD-CUST FileFolder: Customers FileFolder-Avery-5366-2Up-30PerPage.lbl
FOLD-LOC FileFolder: Locations
FOLD-SHIP FileFolder: Customer Ship-to
FOLD-STORE FileFolder: Stores
FOLD-TAUTH FileFolder: Tax Authorities
FOLD-USER FileFolder: Users
FOLD-VEND FileFolder: Vendors
Use various Inventory menu selections (Inventory > Items, Inventory > Item Labels,
Inventory > Prices > Item Prices, etc.) to print item labels using the ITEM-INV label job.
ITEM-INV Item: Inventory Qty Item-Avery-5260-3Up-30PerPage.lbl
Use these label jobs to print item labels when posting POs, Quick Assembly, Receivings,
and Transfers. Also use them to print item labels after posting, using Items > Labels from
Tags.
ITEM-PRICE Item: Price Sheet History Item-Avery-5260-3Up-30PerPage.lbl
ITEM-PURCH Item: Purchase Orders
ITEM-QASMB Item: Quick Assembly
ITEM-QRECV Item: Quick Receivings
ITEM-QTRAN Item: Quick Transfers
ITEM-RECV Item: Receivings
ITEM-TRANI Item: Transfer-In
ITEM-TRANO Item: Transfer-Out
User-Defined Labels (for label jobs printed from System > Labels)
Item Labels (for immediate item label jobs and label jobs printed from tags before or
after posting)
PCI Alert!
Never send card numbers or any sensitive cardholder data via e-mail,
instant messages, or any other end-user messaging system.
Rule 1
Tax category 1, Tax category 2, etc.
Rule 2
Rule 3
Rule 1
Rule 2
Rule 1
Rule 2
Rule 3
Use to define categories to assign to items that have special sales tax
requirements
Tax authorities or jurisdictions for which taxes are collected from customers or
collected by vendors (when using value-added tax in Purchasing)
Tax authorities are assembled into tax codes that are assigned to stores,
customers and/or vendors
Main tab
Contacts tab
Rules tab
Main tab
Rule Name and description of this rule for the authority
Description Multiple rules are processed in the order they appear
Tax account Account number to update for taxes collected by this rule, and
Profit center method method to determine profit center.
Purchasing Tax account When using value-added tax in Purchasing, account number
Profit center method to update for taxes collected by this rule for Purchasing
transactions, and method to determine profit center
Rounding method Method to use when rounding tax amount to two decimals:
None, Down, Up, or Normal
Use tax holiday Skip assessing the tax in this rule during the holiday date
Begin date / End date range
Tax is taxable No = Tax for this rule is not subject to tax, and this rule does
not charge tax on any other tax
Yes = tax for this rule is assessed tax by other rules in this
tax code that are set to Charge tax on other rules,
but this rule does not charge tax on taxes from other
rules
Charge tax on other rules = tax for this rule is not taxed by
a different rule, but this rule charges tax on taxes for
other rules with "Tax is taxable" set to Yes
Rules tab
Applies to tab
Rule applies to Does this rule apply to:
- all taxable line items on the ticket
Tax categories - only items with the specified tax categories (up to 6)
- all items except those with the specified tax categories
- no items (if rule is only for gift cards, stored value cards,
or misc charges)
Min unit taxable amt Assess tax for this rule only if item's unit price (per stocking unit)
exceeds this amount
Tax amt below min Indicate whether the amount below the minimum is taxed
Max unit taxable amt Stop assessing tax for this rule when item's unit price reaches
Unlimited this amount, or "unlimited" if no maximum
Stop charging tax To stop assessing tax for subsequent rules within this tax
authority (rules for other authorities within the tax code are used)
Tax gift cards Indicate whether to assess tax on sold gift cards
Tax stored value cards Indicate whether to assess tax on activated & recharged stored
value cards
Tax misc charge 1-5 Indicate whether to assess tax on Point of Sale miscellaneous
charges
PO tax misc charge 1-5 Indicate whether to calculate tax on Purchasing miscellaneous
charges
Rules tab
Tax tab
Tax percent 1-3 Up to three tax rates to assess for this rule, and minimum
On taxable amount over amount to which the tax rate applies
Per-unit tax To assess a fixed dollar amount as the tax for each unit
purchased (e.g., tax for each gallon of gas or for each pack of
cigarettes)
Use penny tax table To control the amount of tax to collect for the penny portion of
an item's price
Try it Yourself!
SCENARIO:
You are opening a new store in Indiana and need to add Indiana as a tax
authority for your store. Indiana charges a flat 7% tax on purchases over .00.
5. On the Rules tab-Main tab, enter INTAX at Rule and Indiana State Sales Tax at
Description.
Select Store at Profit center method and the Sales tax payable for Account.
Indiana rounds up half pennies, so select Normal for the Rounding method.
--------------------------------------------END OF EXERCISE---------------------------------------------
Tennessee State
Tennessee State
"SINGLEMAX" rule
Use to list all tax authorities for which taxes will be collected for a single sale in
Point of Sale or a single purchase in Purchasing
Assign a tax code to each store and, optionally, to any customer and/or customer
shipping address to control tax assessment in Point of Sale
Optionally assign a tax code to each location and/or each vendor to control tax
assessment in Purchasing
Tax Reports
1st
- the tax code assigned to the Ship-to
address for the customer is used.
2nd
- if no tax code is assigned to the
shipping address, or a shipping
address is not specified for the
sale, the Customer's tax code is
used.
3rd
- if no tax code is assigned to the
customer, the Store's tax code is
used.
If neither the location nor vendor has a tax code assigned, no tax is charged on the purchasing
document.
You can also choose to change the tax code used on a purchasing document.
Direct Interfaces
Developer Product Name Compatible Versions
Sage Software BusinessWorks/ 5.0, 6.0, 7.0, 8.0, 2009–2013,2015
BusinessWorks Gold
Sage 100 Advanced (MAS200) 3.x, 4.1, 4.2, 4.3, 2014
Sage 100 Standard (MAS90) 3.x, 4.1, 4.2, 4.3, 4.4, 2014
Microsoft Business Small Business Financials 8.0, 9.0, 10.0
Solutions Microsoft Dynamics GP 7.5, 8.0, 9.0, 10.0, 2010 R2, 2013,
2015
Intuit QuickBooks US 2003 - 2015
QuickBooks Canada 2005 - 2015
QuickBooks US and Canada 2008 - 2012
Export Interfaces
Developer Product Name Compatible Versions
Sage Software Sage 300 ERP (Accpac) 4.0, 5.1 – 6.0, 2014
Sage 100 Fund Accounting 5.1 or later
Sage 50 (Peachtree) 2005-2008, 2009-2015
Intuit QuickBooks 2000 - 2015
Direct Export
Use Setup > System > Accounting Interface to define the interface
Use System > Accounting > Utilities > Import Accounts to build account
numbers in Counterpoint
Use Setup > System > Accounts to build account numbers in Counterpoint
Use System > Accounting > Utilities >I mport Vendors and Export
Vendors to synchronize vendor information
Use System > Accounting > Interface Distributions to interface
distributions
Use System > Accounting > Voucher Receivings to interface A/P vouchers
Export Interface
Integrate with G/L Indicate whether to integrate with your General Ledger
Data file path This field is currently not used
Correction account Enter or lookup the account to which correction distributions will
be posted. A correction distribution is created when a batch of
transferred G/L distributions is out-of-balance.
Batch number Enter a number to use for the next batch of transferred
distributions
Batch method Specify how to handle the batch number: Auto-increment or
Reuse
Export Interface
Command type Use DTS to output the data from the interface tables, use an
Executable program, or select None if you will use database
triggers to process data from the interface tables
Output file path For DTS and Executable command types, name of the file (and
and name path) to be produced by DTS or the external program
Action when file What action should be taken if the export file already exists?
exists
Path to DTSRun For DTS command type, path where dtsrun.exe is located and
DTS package name the name of the DTS package that exports data from the
interface tables
Command to run For Executable command type, name of the program that
Command arguments exports the data from the interface tables and any arguments
that need to be passed to that program
Export Interface
Export Interface
SY_DIST PO_RECVR_HIST
DTS DTS
Import export file into G/L Import export file into A/P
Accounting Software Default G/L export file name Default A/P export file name
Sage ERP GLBATCH.CSV APBATCH.CSV
QuickBooks GL-DIST.IIF AP-DIST.IIF
Solomon SYNGL.TXT SYNAP.TXT
Dynamics SL SYNGL.TXT SYNAP.TXT
Sage Fund Accounting MIP-GL.TXT MIP-AP.TXT
Sage 50 GENERAL.CSV PURCHASE.CSV
Financial Edge FinancialEdge-GL.CSV FinancialEdge-AP.CSV
Passport EXDIST00.ASC IMPVCH00.DAT
General Ledger
Accounts Payable
Template vendor Vendor whose values will be copied for fields not supplied
by Counterpoint when exporting new vendors to
accounting. Vendor must exist in both Counterpoint and
accounting.
Invoice variance account Account to use for difference in invoice amount vs cost of
inventory + miscellaneous charges when generating
default distributions for an Accounts Payable voucher.
Use to specify how Counterpoint account numbers and G/L account numbers link
to each other
BusinessWorks
Account numbers in MBS products have three segments. The mapping rules must be defined to
match the MBS company's account number format. The string of digits in each segment
corresponds to the segment number. For example, if the account structure is 3-4-2, the account
number will be 111-2222-33.
Use to build new account numbers and/or update existing account numbers in
Counterpoint, from account numbers in the accounting software
Update method Indicate if only new accounts should be added to Counterpoint, if only
existing account number information should be updated, or if both
types of account numbers should be updated
New accounts If Add or Both was selected for Update method, select if the new
accounts should be marked a valid main accounts and/or valid profit
center accounts
Use to add or update vendors in the accounting software from vendors defined in
Counterpoint
1 Locations Define the name of at least the primary stocking location for your
company. Also define the name of any location that you specified
when setting up workgroups (using Setup > System >
Workgroups).
2 Inventory Control Set up the Inventory Control record.
3 Account Codes Define at least one account code that can be assigned to items.
4 Units Identify stocking and alternate units to assign to items
Locations, Inventory Control, Account Codes and Units are required setup for Inventory.
The following setup selections are optional, but if you intend to use them, they should be
defined before you set up your items.
5 Location Groups Identify groups of locations that can be used for purchasing, if you
wish to purchase for more than a single location at once.
6 Item Attributes Define the item attribute values that will be valid for each item
attribute. Each item can be assigned up to six attributes.
7 Profile Codes If you enabled any Item Code profiles when setting up the Inventory
Control record, define the profile codes that will be valid for each.
8 Item Categories Set up the category names that you want to use for grouping your
items. Each item can be assigned one category.
9 Sub-Categories Set up sub-category names that you want to use as a sub-grouping for
your items. Each item can be assigned one sub-category.
10 Prompt Codes Set up any Prompt Codes to define special information to request
(e.g., expiration date, lot number) when specific items are sold. Each
item can be assigned up to three prompt codes.
11 Serial Prompt Set up any Serial Prompt Codes to define additional information to
Codes request when working with serial numbers. Each serialized item can
be assigned up to three serial prompt codes.
12 Barcode Types Set up as many barcode types as you will need to define multiple
barcodes for each item.
13 Label Codes Set up any label codes that you want to assign to items. Each item can
be assigned one label code.
14 Tare Weight Set up a tare weight code for the group of containers used to hold
Codes items that are weighed.
15 Adjustment Set up the reasons why inventory may be adjusted.
Reason Codes
Address tab
Purchasing uses When using value-added tax in Purchasing, use tax code from
tax code from vendor or from location in Purchasing documents
Tax code Tax code to use in Purchasing documents for location
Contacts tab
Other tab
Main tab
Costing
Cost method Defaults to Average cost, used throughout company
Separate costs tracked for each location
Miscellaneous items use Cost of sales %
Serial costing Use actual cost of Always serialized items
Available only when using Serial Numbers Option
B/S Inventory Where is profit center obtained from when updating distributions to
pft ctr method B/S inventory accounts for items?
None = use full B/S inv acct in item’s account code
without profit center substitutions
Location = substitute location’s profit center
Category = substitute item category’s profit center
Sub-category = substitute item sub-category profit center
Drop-ship clearing Where is profit center obtained from when updating distributions to
pft ctr method B/S inventory accounts for items?
Physical count When posting physical count transactions that generate adjustments
posting uses to inventory, use cost and price that were frozen when count
transaction was created or use item’s current cost and price?
Barcodes
Item barcode type Barcode type to associate with barcode specified at "Barcode"
in Inventory > Items (Protected change field)
Use the barcode type identified when barcode is entered using
the Barcodes tab in Inventory > Items or Inventory >
Barcode Management
Generate cell barcodes Are cell barcodes created when adding on-the-fly?
(add-on-the-fly)
Default cell barcode Default value for "Cell barcode prefix" field on the Generate
prefix Barcodes form
Select Auto-assign to assign sequential barcodes to gridded
items, using "Next barcode number" for current workgroup
During physical count Select the value to use when freezing items for a physical
freeze quantity by count: Quantity on hand or Quantity available
Inventory
Show inventory After defining a new item, allow user to select the locations for
setup options which to add inventory records, or instead automatically create the
inventory records for the locations identified at "Create inventory for"
Create inventory for If showing inventory setup options, choice here is default for "Create
inventory for" field on Create Item form
If not showing inventory setup options, choice here determines the
location(s) for which inventory records are automatically created
when the user saves a new item
Show inventory If showing inventory setup options, choice here is used as default
for "Show inventory" checkbox on Create Item form
If not showing inventory setup options, show Inventory window
after inventory records are created when user saves a new item
Add-on-the-fly
Simplified item add- Enable the use of the Simplified form when adding items on-the-fly
on-the-fly
Show grid setup After defining a new gridded item and using “Copy from” on toolbar,
options allow user to select whether to copy grid definition and model stock
from another item, whether to generate cell barcodes, and whether
to display Grid Definition form
Show grid definition Allow user to enter a new item’s grid definition
If showing grid setup options, choice here is used as default for
“Show grid definition” checkbox on Create Item form
If not showing grid setup options, you should choose to enable
“Show grid definition”
A grid definition must be created for each gridded item, and user
interaction is required to either copy the definition from a different
item or to define the grid
Pricing tab
Use location prices Allows different prices at each location for same items
Use cell prices Allows different prices for each cell of a gridded item
Allows different prices for each cell of a gridded item at each
Use location-cell prices
location
(Requires Advanced Pricing Option)
Margin indicator
Actual margin less than Select the color to indicate the obtained margin level
minimum margin
Actual margin between
minimum and target
margin
Actual margin meets or
exceeds target margin
Use to specify how many (up to five) of each type of item profile to enable for items
Use to specify how many (up to six) attributes to enable for items
Code profile = value entered for item must be predefined Profile Code
Alpha profile = value entered for item can be any alphanumeric characters
NOTE: Use Setup > System > Quick Setup to change the display labels for the profiles and
attributes.
Use to specify whether and how inventory transaction worksheets and journals print at
the time the associated transactions are posted
Same five
choices for each
Journals are created at the end of posting, after all data has been updated
Transfers tab
Transfer clearing pft ctr Used for Transfer Out and Transfer In Distributions.
method Source of profit center when updating distributions to
transfer clearing account(s) for items: None, Location,
Category, or Sub-category
Prompt for line information Prompt users for additional information each time they
add lines to a Transfer Out document
Use Transfer Out misc chg Enter miscellaneous charges (e.g., freight) at time
Use Transfer In misc chg transfer is created? At time transfer is received?
Profit center method Source of profit center when updating distributions to
transfer accounts: None, Location, Category, or Sub-
Account category
Any miscellaneous charges entered while processing a
transfer will be allocated into inventory cost for the
receiving location and the accounts you specify here will
be credited during posting
Can add lines on Transfer Ins Allow users to add lines to Transfer In documents
Quick Transfers
Use misc chg Allow miscellaneous charges to be entered at time Quick
Transfer is entered
Amount will be allocated to cost of item at receiving
location
Profit center method Source of profit center when updating miscellaneous
charge distributions to account entered here
Account
None = use full account without profit center substitution
Location = substitute location’s profit center
Category = substitute item’s category profit center
Sub-category = substitute item’s sub-category profit
center
Labels tab
Default label job for: Identify the default label job when printing labels for each
Item of these activities
Transfer out
Transfer in
Quick transfer
Quick assembly
Price sheet
Tag creation method for: Indicate whether to generate tags for label printing for
Transfer out each type of activity, and if labels can be printed from the
tags at the time the transaction is posted
Transfer in
Prompt user to print and Print automatically generate
Quick transfer tags, and permit printing of labels from the tags at the time
Quick assembly the transaction is posted
Price sheet To print labels from tags after posting, use Inventory /
Labels from Tags
Use to define set of account numbers to use for distributions when transactions are
posted for items
B/S inventory For each type of account, the account number to use and
Receivings accrual the method for determining the profit center:
None = use entire account number specified
Transfer clearing
without replacing profit center characters
RTV accrual Location = replace profit center characters with those
Drop-ship clearing from location’s profit center
Category = replace profit center characters with those
Profit center method from item category’s profit center
Account Sub-category = replace profit center characters with those
from sub-category’s profit center
B/S Inventory, Transfer clearing and drop-ship clearing
profit center methods are set in Setup > Inventory >
Control
Sales/COGS tab
Sales For each type of account, the account number to use and the
Cost-of-goods sold method for determining the profit center: None, Document,
Location, Store, Category, or Sub-category
Customer returns
Cost-of-goods returned
Use to define groups of stocking locations for purposes of purchasing for multiple
locations at the same time or for printing reports
Note: To display your own label instead of Item attribute for each of the check boxes on this
form (and anywhere else that phrase appears), use Setup > System > Quick Setup to
change the display label.
Use to define valid values for Item Profile Codes that were turned on in Setup >
Inventory > Control or Setup > System > Quick Setup
Note: To display your own label instead of Code profile, use Setup > System > Quick Setup
to modify the Display label.
Use to group items for pricing, reporting, and profit margin purposes
Use to define the additional information to ask for an item when it is sold
Examples:
Serial number
Lot number
Brief instructions
Monogram
Date of birth
License number
Certificate number
Entry required Must an entry be made for this prompt, or can it be skipped?
Once per document If multiple items on a single ticket use the same item prompt, do
not request the information more than once
Qty sold must be 1 To force a quantity of 1 when prompt reply is specific to a single
piece of an item (serial number, carat weight, film claim number)
Constraint Entered value must pass constraint specified here
See Appendix 2 “Constructing Column Constraints” for more info
Error message Error message to display if constraint is violated
Each prompt displays once for each serial number in the selected transaction(s)
Examples:
Installed in
Reference
Try it Yourself!
In this exercise, you will add a new serial prompt to request the New or Used condition of a
serialized item when selling the item.
Define and save the N/U serial prompt code illustrated on the previous page.
Do a lookup at Serial prompt code 1. Your new code displays in the lookup, because you
indicated that it was a valid code for the first serial prompt code. Select it to assign it to this
item.
Do a lookup at Serial prompt code 2. Nothing displays in this list since there are no serial
prompt codes defined to be used for Serial prompt code 2.
------------------------------------------END OF EXERCISE-----------------------------------------------
Use for grouping barcode meanings across items; permits barcode printing for specific
Barcode types
Use for grouping items by the type of label printed for them
Permits label printing for items that use the same kind of label by filtering on label code
Assign to weighed items to have container weight deducted from item total weight at
time of sale
A) Use Inventory > Items to set up an item record for each item, along with
inventory records for each location where you want quantity tracked.
This can be done from the "Item Number" field in any function other than
Inventory / Items (such as ticket entry or purchase request entry) by:
- entering the item number you want to assign and clicking when
the "not on file" message displays, or
same as A)
uses simplified add-on-the-fly form
D) Use System > Utilities > Database Import to import the item information
from a text file. Records must be in delimited format (sequence of fields
doesn't matter)
Set up Customer data for a new company by running these menu commands (all selections in
steps 1 – 8 are under Setup > Customers):
After the Customer Control table is defined, the following data can be set up in any sequence
prior to defining your customers.
2 Categories Set up the customer category names that you want to use for
grouping your customers. Each customer can be assigned one
category.
4 Profile Codes If you selected to use any Customer code profiles when setting up
the Customer Control record, define the profile codes that will be
valid for each code profile.
5 Shipping Zones Set up a Shipping Zone code for each shipping zone to which you
ship merchandise. Each customer and each customer ship-to
address can be assigned a Shipping Zone code.
7 Terms Codes* Set up discount and payment terms for Receivables customers.
9 Customers > Set up the template customer(s) and then use Setup > System >
Customers Workgroups to identify the template customer for each
workgroup.
Set up a customer record for each customer for whom you want
to track sales history separately. Alternatives include adding
customers on the fly or importing them from a text file using
System > Utilities > Database Import.
Aging tab
Cash Receipts
Maximum write-off Maximum dollar amount that can be written off at once, or
Unlimited Unlimited, and default distribution account
(Enter 0, if no write-offs are allowed)
Source of profit center when updating writeoff
Writeoff account distributions to account entered here: None or Store
Statements
Last begin date Statement period beginning and ending date from last
Last end date time statements were printed
Save copies to disk Save a copy of statements to a disk file
E-mailing
Allow e-mail statements Allowing the e-mailing of statements
E-mail subject
Default text for subject and body of emailed statements
E-mail body
Account Management
Use to specify whether and how customer transactions journals print at the time the transaction
is posted
Cash receipts journal Options for printing or viewing the Cash Receipts Journal
at posting-time
Print distributions Indicate whether to print distributions produced
Profiles tab
Use to specify the number of each profile type (up to five) to request for customers
Code profile = value entered for customer must be a defined Customer Profile
Code
Alpha profile = value entered for customer can be any alphanumeric characters
NOTE: Use Setup > System > Quick Setup to change the display labels for the profiles.
Other tab
Orders affect available credit Indicate whether to reduce the amount of available
Layaways affect available credit credit for each customer by the total dollar amount of
the customer’s orders / layaways
Simplified customer Enable use of a simplified form for adding new
add-on-the-fly customers "on the fly"
Also used for editing existing customers "on the fly"
from lookups
Loyalty Programs
Use loyalty programs Indicate whether to use loyalty programs for your
company
Loyalty points adjustments Options for printing or viewing the Loyalty points
journal adjustments Journal at posting-time
If custom layout forms have been created for the ticket header table, is one of those forms for
this customer category?
Finance charge code Name and description for this finance charge code
Description
Age documents by Method by which to age documents: Due date or
document date
Min age to be considered Number of days before amount is past due
past due
Min past due total for fin Minimum past due amount that can be assessed a finance
charge charge
Calculate fin charge on fin Can assessed finance charges have additional finance
charge charges assessed against them
Use to define valid values for Customer Code Profiles that were turned on in Setup >
Customers > Control or Setup > System > Quick Setup
Note: To display your own label instead of “Code profile”, use Setup > System > Quick Setup
to change the display label for the associated code profile.
Assign one Shipping Zone to each customer and to each ship-to address
Use to define statement printing groups to allow statement printing for a group of customers
Assign terms code to each A/R charge type customer (Receivables only)
Regular terms
Proximo terms
Use to define
incentive
programs for
your
customers
Price rules
Assign one defined using
Promotional
loyalty Prices
program to a
customer
Earnings increment In what increment can points be awarded, and how should
Rounding method points be rounded to the selected increment?
Earning Rules
Redemption Rules
Try it Yourself!
You are going to expand the earning and redemption rules for the Golf Loyalty Program.
Customers who belong to the Golf Loyalty Program can now earn 1 point per stocking unit for
any item from the Snacks sub-category. Points they earn can be used for future Food category
purchases.
Define the rule as described. When completed the window should look similar to this.
2. Click to save the new line. Save the new rule and then close the Earning
Rules window.
Define the rule as described. When completed the window should look similar to this.
4. Click to save the new line. Save the new rule and then close the
Redemption Rules window.
This can be done from the Customer # field in any function other than
Customers/Customers (such as ticket entry, cash receipt entry) by:
same as A)
uses simplified add-on-the-fly form
D) Use System > Utilities > Database Import to import the customer
information from a text file. Records must be in delimited format (sequence of
fields doesn't matter)
Each of these menu options is explained in more detail on the following pages.
If you will be using the multi-currency functions in Purchasing, also define currency codes.
Refer to Setting Up Currency Codes in Section 2 of this manual for information on defining
currency codes.
Use Purchasing > Vendors to define your vendors, and Purchasing > Vendor Items to
specify the details of how you purchase an item from a vendor.
5 Vendors Set up a vendor record for each vendor from whom you
purchase merchandise or services.
Alternatives include adding vendors “on the fly”, importing
them from your G/L accounting software (direct interface), or
importing them from a text file using System > Utilities >
Database Import.
6 Vendor Items Set up vendor item records to identify information about how
each item is purchased from a specific vendor.
Alternatives include importing them from a text file using
System > Utilities > Database Import, or allowing
Counterpoint to automatically create the records when
Purchase Requests or Receivings are posted.
Main tab
Main tab
(cont.)
Prompt for line information Automatically ask user to enter optional data on purchase
requests (e.g., different shipping address)
Update vendor-item cost Automatically update cost in vendor-item record: Never,
When PO is posted, When receiving is posted, or Both
when PO and receiving are posted
Create vendor-item records Automatically create a new vendor-item record: Never,
When PO is posted, When receiving is posted, or Both
when PO and receiving are posted
Item auto-display note Note ID to automatically display when entering a purchase
Vendor auto-display note request for items, vendors, and PO
PO auto-display note
Drop-ship purchasing docs Assign a batch ID to be used for drop-ship orders. Batch ID
batch ID will be automatically created for purchase requests and
receivings if it does not already exist.
Warn if unusual cost Enable to warn if receiving cost falls outside of set
Warn if cost is outside threshold
threshold
Enter the percent between 0 and 100 of variance from last
Cost Threshold % cost where warning should appear .
Activity tab
Purchase Orders
Suggested qty rounding In addition to ensuring the vendor's minimum order quantity
is met, should suggested purchase quantity also be
rounded so that it always matches the vendor's unit?
Default item description What item description to use as default for purchase
requests: Description, Long Description, Short description,
Vendor-item
Use consolidated lines for Which lines types should consolidate: None, All item types,
Non-gridded items only, Gridded items only, or User
selectable
Increment PO number on Indicate whether to add a -R01, -R02 to PO number when a
reissue PO is reissued and the new purchase request is posted. If
you do not select to increment and also did not select auto-
assign, you will be prompted for a PO number.
Discontinued item warning Indicate whether to display message about item’s
discontinued status when placing item on a Purchase Order
Activity tab
(cont)
Receivings
Set copied lines to When copying items to a receiving, set all lines to Selected
or Unselected for receiving
Only Selected lines will be posted
Transfer creation method When allocated merged receivings are posted, indicate
whether to generate Transfer Outs or Quick Transfers
Discontinued item warning Indicate whether to display message about item’s
discontinued status when receiving item
RTVs
Default item description Determine which description to use as the default:
Description, Long description, Short description, or Vendor
item
Prompt for line information Automatically ask user to enter optional data on RTVs
Use misc charge 1 - 5 After selecting the Misc charge 1 – 5 button, indicate whether to
use the corresponding miscellaneous charge
Include in cost Indicate whether to include the miscellaneous charge in the cost
of the items being received (landed cost)
Allocate by If including charge in cost, allocate cost to received items based
on: Cost, Cube, Quantity, or Weight
Profit center method If not including charge in cost, account number to update for
Account charge when interfaced for invoicing to Accounts Payable
software and method of assigning profit center
Default currency If you enabled multi-currency purchasing, enter the currency
code you want to use for miscellaneous charges on all
purchasing documents.
If you leave this field blank, Counterpoint will use the currency
code assigned to the PO vendor for miscellaneous charges.
Profile tab
Use to specify the number of each profile type (up to five) to request for vendors
Code profile = value entered for vendor must be a defined Vendor Profile Code
Alpha profile = value entered for vendor can be any alphanumeric characters
Note: Use Setup > System/Quick Setup to change display labels for the profiles.
Labels tab
Default label job for Identify the default label job when printing labels for
- purchase request each of these activities
- receiving
- quick receiving
Purchase order tags method Indicate whether to generate tags for label printing
Receiving tags method for each type of activity, and if labels can be printed
from the tags at the time the transaction is posted
Quick receivings tags method
Prompt user to print and Print automatically
generate tags, and permit printing of labels from the
tags at the time the transaction is posted
To print labels from tags after posting, use Inventory
> Labels from Tags
Purchase request journal When transactions are posted determine the options for
PO forms viewing or printing posting journal and forms: Prompt
user to preview, Preview automatically, Prompt user to
Receivings journal print, Print to default printer, Skip
Receiver forms (Same choices available for all)
RTVs journal
RTV forms
Purchase adjustment journal
Quick receivings journal
Print distributions Indicate whether to print accounting distributions on
journal
Note: To display your own label instead of Code profile, use Setup > System/Quick
Setup to modify display labels for profiles.
Proximo due date and Indicate whether a specific day of the month is the due date, and if so,
Due day what is that date?
If not using Proximo dates, how many days until payment is due
Due days
Proximo disc date and Indicate whether a proximo discount date is used, and if so, what is that
Discount day date?
If not using a Proximo discount date, how many days is the discount
Discount days offered
Cutoff day For a Proximo terms code, enter the last date transactions will be
End of month applied to the current month, or use the end of the month
Discount percent What discount percent is offered, if payment is received before the
discount date
Discount account Indicate which account discount distributions are made to
Disc misc charge 1- 5 If vendor offers early payment discount terms, can the discount also be
taken on miscellaneous charges?
Discount tax When using tax in Purchasing, enable this setting if the tax you pay to
vendors qualifies for terms discounts from the vendor. Counterpoint will
calculate and apply the discount to the tax when you use the Voucher
Receivings function to set up the vendor's invoice for payment in
Accounts Payable.
A) Use Purchasing > Vendors to set up a vendor record for each vendor, along
with vendor item records for each item that you purchase from a vendor.
This can be done from the Vendor number field in any function other than
Purchasing > Vendors (such as purchase request entry, quick receivings) by:
same as A)
When using a direct accounting interface, use System > Accounting > Utilities >
Import Vendors to import the vendors from Accounts Payable into CounterPoint.
Use System > Utilities > Database Import to import the vendor information.
Records in the text file must be in delimited format (sequence of fields
doesn't matter)
Set up Point of Sale data for a new company by running the menu selections in this
order (all selections are under Setup > Point of Sale).
1 Security Codes Define at least one Point of Sale security code, and assign it to
Point of Sale users (using Setup/System/Users).
2 Control Set up the Point of Sale Control record.
3 Stores Define each of your selling locations for which you want sales
history tracked.
The stocking locations defined in Setup/Inventory/Locations are
your warehouses, where the software tracks quantity on hand.
They are defined separately in Counterpoint, even though the
stocking and selling location may actually be the same physical
place.
4 Touchscreen Codes If you want to use Touchscreen ticket entry, define the
touchscreen button layouts that will be used.
5 Devices On each workstation, after OPOS software drivers are
installed/built, use this function to select each device that will
be used on that workstation during ticket entry.
6 Form Groups Define form ID’s for each form printed in ticket entry, and
identify whether you will use the OPOS or Crystal version of
the form. New OPOS or Crystal* forms can be created and
existing forms can be modified. (*Crystal Reports required)
7 Stations Define each of the selling points (registers) within a store.
Stations are associated with stores.
8 Drawers Define the drawers where sales and tender will be tracked prior
to posting. Drawers are associated with stores.
9 User Drawers Define which drawers each user can access for ticket entry,
and the activities they can perform with each drawer.
10 Reason Codes If you selected to use reason codes for any override activity,
define the reason codes that will be valid for each.
11 Profile Codes If you selected to use any Code profiles when setting up the
Store record, define the ticket profile codes that will be valid for
each code profile.
12 Gift Registry Define the various occasions for which you will create a gift
Occasions registry. Requires the Gift Registry Option.
13 Discount Codes If you select to provide a ticket discount, define the discount
codes that will be valid for each.
Assign one Point of Sale security code to each Point of Sale user (Using Setup >
System > Users)
Tickets tab
Edit item prompt Change the prompt values entered for an item
Move lines up/down Move a line up or down in the display area
Re-price all lines Re-price all lines on the document
Allow validated returns Process and verify a return against a posted ticket
…for not on-file customers Do a validated return for a customer who has been
deleted or who is on-file in a different database (e.g., a
remote server)
Total/Tender tab
Orders tab
Layaways tab
Touchscreen tab
Use misc charge 1 - 5 After selecting the Misc Charge 1 – 5 button, indicate whether
to use the corresponding miscellaneous charge
Profit center method For each miscellaneous charge, specify the account number
Account for G/L distributions and select the source of the profit center:
None or Store
Use for freight Select the Use for freight check box to indicate the
miscellaneous charge is valid for importing freight amounts,
when importing tracking number information where freight
amount is included
Note: Use Setup > System > Quick Setup to change the display labels for the
corresponding miscellaneous charge.
Profiles tab
Use to specify how many (up to five) of each type of ticket profile to enable for
tickets at any store
Code profile = value entered for ticket must be a defined ticket Profile Code
Alpha profile = value entered for ticket can be any alphanumeric characters
Note: Use Setup > System > Quick Setup to change display labels for the profiles.
Print options
Drawer summary journal When tickets are posted, indicate which action should
Ticket journal be taken for each journal:
- Prompt user to preview
Closed order journal
- Preview automatically
Closed layaway journal
- Prompt user to print
Settlement journal
- Print to default printer
Z-Tape
- Skip
Batch release review
Print distributions Should distributions be printed on the journal?
Auto-display notes
Customer auto-display note Note ID that causes a note to automatically display after
Item auto-display note selecting a customer or item in Ticket Entry
Display close options Should the drawer close dialog display in Ticket Entry?
Ticket object options
Before Printing Receipt: Use when a customization modifies data in the ticket
tables itself to force reload of ticket data into memory
Reload ticket object
Use when a custom column is added to load the value
Load EXT tables and views into memory
Main tab
Locations
Default ship-from location Location where quantities associated with this store will
be updated during entry and posting of sales tickets
Allow document entry Indicate whether to allow, or prompt, a user to enter a
different ship-from location for the document
Prompt for document entry
Allow line entry Indicate whether to allow, or prompt, a user to enter a
Prompt for line entry different ship-from location for each line
Default price-from location When using location-specific prices, the location whose
prices should be used as defaults
Indicate whether to allow, or prompt, a user to enter a
Allow document entry
different price-from location for the document
Prompt for document entry
Allow line entry Indicate whether to allow, or prompt, a user to enter a
Prompt for line entry different price-from location for each line
Main tab
cont
Profit center
Profit center Account number whose profit center represents this
store (entered account must be marked as a valid profit
center)
Allow document entry
Indicate whether to allow, or prompt, a user to enter a
Prompt for document entry different profit center for the document
Allow line entry
Prompt for line entry Indicate whether to allow, or prompt, a user to enter a
different profit center for each line
Main tab
cont.
Taxes
Use tax code from Always use Store's tax code to calculate sales taxes at
this store, or use Customer's tax code (uses Store's if
customer's is blank)
Store tax code Tax code for calculating taxes at this store
Show tax authorities Enable to automatically show the amount of tax being
collected for each tax authority on a ticket directly above
the total amount of Tax for the ticket.
Note: In Touchscreen Ticket Entry, the tax for each
authority will appear only when using HTML totals.
Tax-inclusive store Enable to calculate and display tax-inclusive prices in
tickets entered for the store
Refer to Configuring Tax-inclusive Pricing later in this
section for additional things you will need to configure for
tax-inclusive pricing.
Main tab
cont.
Other
Default customer # Customer used as the default in ticket entry (required for
Touchscreen ticket entry)
Prompt for name/address If customer record is set to prompt for name and address
by store, allow name and address change for tickets
entered at this store?
Note: The change is retained for the ticket only and
does not update the customer record.
Maximum return amount Maximum amount of returns that can be entered on a
Unlimited returns single ticket at this store, or unlimited amount
Required encryption level If using NCR Secure Pay and Point-to-point Encryption
on Ingenico isC250 on any workstation for store, specify
whether store will always require credit card numbers to
be encrypted, or if encryption is required only when the
device is available on a workstation.
Select "Never require P2PE" if store is not using any
NCR Secure Pay encryption-enabled Ingenico devices.
Use Legacy Device If selected, uses the legacy Device Framework
Framework If unselected, uses the new Device Framework
Source of Never Require P2PE Require P2PE When Always Require P2PE
card # Available
MANUAL Prompts for AVS and CVV Prompts for AVS and CVV Cannot manually enter card
IN TICKET in Ticket Entry and can in Ticket Entry and can data and AVS/CVV in
ENTRY manually enter CVV and manually enter CVV and Ticket Entry.
update default AVS data update default AVS data
Source of Never Require P2PE Require P2PE When Always Require P2PE
card # Available
CARD ON Prompts for AVS and CVV Prompts for AVS and CVV Prompts for AVS and CVV
FILE in Ticket Entry and can in Ticket Entry and can in Ticket Entry and can
manually enter CVV and manually enter CVV and manually enter CVV and
update default AVS data update default AVS data update default AVS data
MANUAL Prompts for AVS data in Can only manually enter Can only manually enter
FROM Ticket Entry. CVV is data from encrypted data from encrypted
PINPAD prompted at pinpad. pinpad, and not in Ticket pinpad, and not in Ticket
Entry. Prompts for AVS Entry. Prompts for AVS
data in Ticket Entry. data in Ticket Entry
MANUAL Prompts for AVS and CVV AVS/CVV and card data AVS/CVV and card data
IN TICKET in Ticket Entry and can cannot be entered cannot be entered in
ENTRY manually enter CVV and manually in Ticket Entry Ticket Entry
update default AVS data
Source of Never Require P2PE Require P2PE When Always Require P2PE
card # (use for CPG store) Available
MANUAL Prompts for AVS and CVV Prompts for AVS and CVV Cannot manually enter
IN TICKET in Ticket Entry and can in Ticket Entry and can card data and AVS/CVV in
ENTRY manually enter CVV and manually enter CVV and Ticket Entry.
update default AVS data update default AVS data
Contacts tab
Enter the store’s address and the information for the individuals you contact at
this store.
Tickets–1 tab
Drawer Activity
Allow auto-count Allow auto-count on all pay codes when posting drawers?
Close form after count Automatically close the Count drawer form?
Allow auto-activate Allow drawers to be activated when logging in to ticket
Close form after activate entry?
Automatically close the Activate drawer form?
Close form after cash drop Automatically close the Cash Drop form?
Close form after cash loan Automatically close the Cash Loan form?
Tickets–1 tab
Line Items
Line tax display What to indicate on-screen for item tax status: All, Non-
taxed, Taxed, Changed, or None.
Default line desc Which item description should display: Description (30),
Long Description (50), or Short Description (20)
Quantity override method Select the method for overriding insufficient quantities
Insufficient qty line type Default line type for insufficient quantities?
Show gift cards as lines Include a line on the ticket for each sold gift card?
Default grid entry mode For gridded items, allow single or multi-cell entry
Use item total qty for pricing Base item price on total qty sold across all lines on ticket?
Restrict manual entry of Prevent manual entry of weight when scale is defined for
weight workstation. If unable to obtain weight from scale or scale
is not defined, weight can be entered manually and
***MAN WT prints on receipts.
Tickets–1 tab
Minimum Prices
Minimum price level When users enter prices in ticket entry, what's the lowest
price level value that's allowed?
Minimum profit method Base minimum profit percent by store, or by store and item
category within?
Minimum profit percent If minimum profit method is Store, enter the minimum profit
percent that's allowed. Also specify the cost to use for
computing the profit.
Base profit on
Minimum price level and Minimum profit percent work
together: the entered price must exceed both minimums.
Random Weight
Barcodes
Type Barcodes that include both the item number and the total
price of an item that is sold by weight. Counterpoint will
calculate quantity (typically weight)
Use Standard (extended prices up to 99.99) or Extended
(extended prices up to 999.99)
Always use qty 1
Use quantity of 1, instead of calculating quantity
PO Number
Allow PO number entry Indicate whether a user can enter a PO number
Prompt for PO number Indicate whether Counterpoint should prompt for a PO
number
Tickets–1 tab
Validated Returns
Default return reason Indicate a return reason to be used by default
Accept returns from other Enable to allow return from sales at other stores
stores
Allow combined validated Enable to permit validated return lines on a ticket with other
returns types of lines (e.g., sales, orders) or on a ticket with validated
return lines from a different original ticket
Discounts
Max. discount amt. Enter the maximum amount / percent discount allowed
Max. discount pct.
Tickets-2 tab
Login
Login for each ticket Require clerks to log in to Ticket Entry for each ticket
Station defaults to Default for Station when logging in to ticket entry, and whether
Allow station change users can change the station number for entering tickets
Drawer defaults to Default for Drawer when logging in to ticket entry, and whether
Allow drawer change users can change the drawer number for entering tickets
Can be defaulted to same value as the station
Sales Rep
Sales rep defaults to Default for Sales rep on a ticket: Customer’s sales rep, User
Allow sales rep change logged into ticket entry, or no default sales rep
Messages
Suppress ticket completion Suppress the dialog that appears after ticket
confirmation dialog completion/EDC authorization?
Suppress EDC authorization
code information dialog
Tickets-3 tab
Pay-in
Default pay-in account Select account for pay-ins and profit center method: None
or Store
Allow change Indicate whether the Default pay-in account can be
changed
Pay-out
Default pay-out account Select account for pay-outs and profit center method:
None or Store
Allow change Indicate whether the Default pay-out account can be
changed
Enable Use orders to permit order processing for the selected store
Activates use of “regular” orders, special orders, back orders and drop-ship
orders.
Orders tab
Line items
Quantity override method Select the method for overriding insufficient quantities for
an order: Prompt, default yes; Prompt, default no; Silently
override; Disallow
Insufficient quantity line When overriding insufficient quantities on an order, what is
type the default line type: None, Backorder, Special order
Order release state When releasing lines from an order, backorder, or special
Backorder release state order, what is the initial state of all lines: Selected or
Unselected
Special order release state
Default grid entry mode For gridded items, allow single or multi-cell entry
Accounts
Deposits received For deposits received and deposits forfeited, specify the
Deposits forfeited account number for G/L distributions and select the profit
center method for those distributions: None, Document,
Profit center method Store
Account
Enable Use layaways to permit layaway processing for the selected store
Layaways tab
Show unshipped lines Show lines that have not been shipped on the ticket?
on tickets
Warn when releasing Display warning if releasing a layaway and layaway’s last
unpicked layaways activity is not Picked
Warn when editing Display warning if editing a layaway and layaway’s last activity
picked layaways is Picked
Use layaway # as release Indicate whether you want to use the layaway number as the
ticket # ticket number when releasing a layaway
Reprice when edited When editing a layaway, should the price for the line be
repriced?
Line items
Quantity override What is the method to override insufficient quantities for a
method layaway: Prompt, default yes, Prompt, default no, Silently
override, Disallow
Layaway release state When releasing lines from a layaway, what is the initial state of
all lines: Selected or Unselected
Default grid entry mode For gridded items, allow single or multi-cell entry
Accounts
Deposits received For deposits received and deposits forfeited, specify the
Deposits forfeited account number for G/L distributions and select the profit center
method for those distributions: None, Document, Store
Specify the line types that are available for use in your store
Lines tab
Numbers tab
Use misc chg 1-5 Of the miscellaneous charges defined in Setup/Point of Sale/
Control, which will you use in this store?
PCI SSC (Payment Card Industry Security Standards Council) – a group founded
by Visa, AmEx, MasterCard, Discover, and JCB to promote adoption of the PCI
Data Security Standard.
PCI Alert!
Visa has established four level classifications for merchants who process Visa
transactions, along with specific validation requirements for each level. Most
NCR Counterpoint merchants can be classified as Level 4 merchants.
If you qualify for a higher Level, you are responsible for meeting all listed
validation requirements.
Stored
Credit
Processor Name PIN Debit Value
Cards
Cards
NCR Merchant Solutions (WorldPay/Lynk) X X X
Chase Paymentech X X X
TSYS/Vital/VisaNet X X
Elavon (Nova) * X
Elavon (Nova) * X
Global Payments * X
Givex * X
Chockstone Gift X
Valutec * X
* New for use with NCR Counterpoint and NCR Secure Pay (not supported with NCR Counterpoint
Gateway).
Fee is monthly, and is based on number of transactions and whether using CMP
or non-CMP
https://userportal.counterpointpos.com/solution/merchant-services/ncrsecurepay.htm
for info and sign-up
Credit Card numbers are “masked” on all pre-defined reports and forms
Credit Card numbers are stored only on NCR Secure Pay servers;
transaction IDs are stored as "tokens" in live ticket & ticket history tables
Supports use of point-to-point encryption ("P2PE") from MSR device and into
POS network with use of MSR injected with unique Secure Pay encryption keys
PCI Alert!
Encryption: When not using P2PE MSR devices, all credit card numbers are
encrypted using a strong encryption algorithm. During entry or editing of a credit card
number, the full card number is visible until you leave the field. After leaving the field,
the card number is masked to show only the first 6 and last 4 digits. Only the last 4
digits of the card number print on receipts and invoice forms.
When using P2PE MSR devices, credit card numbers are encrypted from the moment
of scan, through the operating system and into the POS network.
Note: Record credit card numbers only in fields designed for that purpose. Do not
record them in fields such as customer profiles or comments, which are not
encrypted.
Retention: Cardholder data used for authorization and settlement is stored only on
NCR Secure Pay servers and never in the Counterpoint database. A transaction ID or
"token" is returned by NCR Secure Pay during the authorization process and stored in
the Counterpoint database. CVV2/CVC2/CID data (verification numbers on cards),
PINs and PIN blocks are also encrypted upon entry and are not retained in the
Counterpoint database.
Access: Access to full card numbers is not allowed, nor are the full card numbers
stored anywhere in the Counterpoint database. Only "tokens" are retained in live and
posted tickets.
Purging: Tokens retained in history are purged whenever you purge ticket history. If
the Internet is unavailable when doing a validated return, or if ticket history (and the
associated tokens) have been purged, you must again swipe the credit card to be
able to refund to the same card number.
Follow these steps to prepare, configure, and test your NCR Counterpoint system for
NCR Secure Pay authorizations and settlement. Details for each step are provided in
NCR Secure Pay Online Help.
Step 1 Obtain processor-specific information ("VAR" sheet) for each of your stores.
Step 2 Install Counterpoint V8.4.6.11 or later
Step 3 Purchase the Credit Card Option for Counterpoint, if using a non-CMP ("Counterpoint
Merchant Program") processor
Step 4 Sign up for NCR Secure Pay
Step 5 Configure your network firewall
Step 6 Verify your Internet connection
Step 7 Get MSR card readers injected for NCR Secure Pay, if not already injected
Step 8 Set up system pay codes
Step 9 Configure credit card settings for each store in Counterpoint
Step 10 Configure payment methods in the NCR Secure Pay Merchant Portal
Step 11 Configure stored value card settings for your company in Counterpoint
Step 12 Configure gift card processor settings in the NCR Secure Pay Merchant Portal
Step 13 Set up MSR card readers on Counterpoint POS workstations
Step 14 Configure MSR card readers and/or payment terminals in Counterpoint
Step 15 Optionally schedule automatic settlement in the NCR Secure Pay Merchant Portal
<NSP Username>
<NSP Username>
Merchant number Enter the merchant number assigned to this store. This is normally
the Secure Pay Username provided in your registration Welcome
email.
SecurePay Merchant Id Enter the Secure Pay Username provided in your registration
Welcome email.
EDC POS password Enter the Secure Pay POS Password provided in youir Welcome
email.
If you later change the POS Password in the Settings area of the
Secure Pay Merchant Portal, be sure to also change it here.
Use stored value cards Enable if you plan to process stored value cards (e.g., processor
gift cards) in the store.
You will also need to configure stored value cards for the company
(in Setup>System>Company) and for the processor (in the NCR
Secure Pay Merchant Portal).
Require PO numbers for Enable if you plan to accept business or government purchase
cards so that POS users are required to enter a PO number if
purchase cards
purchase card used.
<NSP Username>
Address Verification
Use Visa/MC AVS Enable address verification for each credit card type
Use AmEx AAV
Use Discover AVS
Require override for Require an override when the AVS address and zip code don’t
address/zip mismatch match
Require override when Require an override when AVS is unavailable
unavailable The processor obtains the AVS response from a third party (e.g.,
Visa or MasterCard). The message AVS unavailable is shown
when the processor is unable to obtain an AVS response.
Allow address entry Allow user to enter an AVS address at point of sale
Default address Use Bill-to or Ship-to address as default value
None also available if Allow address entry is enabled
CVV2 / CVC2 / CID
Use Visa/MC CVV2/CVC2 Enable card value verification. Can be used with or
Use AmEx CID without AVS.
Use Discover CID
Require override for mismatch Require override when entered CVV2/CVC2 doesn't
match the processor's CVV2/CVC2 for the card
Require override when unavailable Require an override when CVV2/CVC2 is unavailable
Paymentech
TSYS (Vital)
Moneris
Service (*=Available)
Check authorization through Telecheck and Certegy * * * * *
Debit cards (Retail industry classification only) * * * * * * *
Industry classifications – Retail * * * * * * *
Mail Order/Telephone Order * * * * * *
Ecommerce * * * * * *
Address Verification Service (AVS) * * * * * *
CVV2/CVC2/CID for manually-entered (not swiped) * * * * * *
Purchase/corporate cards (Level II) * * * * * *
Direct Amex authorization (NCR CP Gateway only) * * * * * *
EBT Electronic food stamps (Retail classification only) * * * * *
Partial authorizations and reversals * * * * *
Credit Card numbers are “masked” on all pre-defined reports and forms
Credit Card numbers are stored “encrypted” in live ticket & ticket history tables
PCI Alert!
Encryption: All credit card numbers are encrypted using a strong encryption
algorithm. During entry or editing of a credit card number, the full card number is
visible until you leave the field. After leaving the field, the card number is masked to
show only the first 6 and last 4 digits. Only the last 4 digits of the card number print
on receipts and invoice forms.
Note: Record credit card numbers only in fields designed for that purpose. Do not
record them in fields such as customer profiles or comments, which are not
encrypted.
Masked card numbers are retained in ticket history. Retention of full credit card
numbers in history is optional for each store; full card numbers retained in history are
encrypted and can only be access by authorized Counterpoint users.
Access: Access to full card numbers in history is restricted to authorized users; each
time an authorized user views card number data, the event is logged for audit
purposes. Only users whose jobs require them to have knowledge of cardholder
information should be allowed to view full, unencrypted card numbers in ticket
history. Authorization to view full card numbers is provided in the System Security
Code. Each time a full credit card number is viewed, the activity is recorded in
Security.Log in your Counterpoint installation directory.
Purging: Full card numbers retained in history are purged whenever you purge ticket
history. If you retain full card numbers in history, you must define a specific retention
period for card number data and provide a business justification for the retention
period. You must periodically purge ticket history to ensure that you do not keep any
cardholder data beyond the retention period you have defined.
Credit card, debit card, and check authorizations via the Internet,
rather than dial-up
Counterpoint CP Gateway
workstation Connects to CP Gateway through servers
(with credit card / the Internet, via TCP/IP protocol (SYN)
check transaction)
Constant
connection
Processor
Use to temporarily disable your NCR CP Gateway connection and enable dial-up
credit card processing
Store Enter or lookup a store to view the current status of the NCR CP
Gateway connection
Status Displays current status; use Disable and Enable button to change
status
CPGateway servers Lists the NCR CP Gateway server you are currently using, followed
by your backup server
Click to toggle your connection
CPDialup servers Lists your preferred dial-up server, followed by your backup dial-up
server
Click to toggle your dial-up connection
Credit card, debit card, and check authorizations via dial-up modem
communication over phone lines
Counterpoint CP Dialup
workstation Constant connection Servers
(with credit card / (yours)
check transaction)
Connects to
CP Dialup using
phone lines,
via a modem
Processor
Requirements:
One or more modems connected to the dial-up server (refer to Modem support list in
Modems.ini in CPDialup folder)
Follow these steps to prepare, configure, and test your NCR Counterpoint system for
both CP Gateway and CP Dialup authorizations. Details for each step are provided in
Online Help.
PCI Alert!
Handling of authentication data: If authentication data is collected and retained
outside of Counterpoint, adhere to these guidelines when handling the data:
Collect sensitive authentication data only when needed to solve a specific problem
Store such data only in specific, known locations with limited access
Collect only the limited amount of data needed to solve a specific problem
Encrypt sensitive authentication data while stored
Securely delete such data immediately after use
Merchant number Enter the merchant information supplied to you by the processor
Processor Format
First Data BBBMMMMMMMMM Your 12-digit FDMS merchant number
North (sometimes provided as a 3-digit BBB bank code and a 9-
digit MMMMMMMMM Merchant ID)
TSYS BBBBBBMMMMMMMMMMMM, where BBBBBB is your 6-digit
BIN# and MMMMMMMMMMMM is your 12-digit Merchant ID
Authorization terminal ID IDs to use for authorizing transactions and settling transactions. Info
Settlement terminal ID provided by processor
See Credit Cards and CounterPoint SQL electronic document on
how to derive terminal IDs for each processor
Primary dialup server Name or IP addresses of primary and secondary dial-up servers
Alternate dialup server (Secondary is optional)
Use stored value cards Indicate whether to use stored value cards (requires NCR CP
Gateway or NCR Secure Pay)
Require PO numbers for Require entry of a PO number if purchase card used
purchase cards
Click to
configure information for the
processor
Click to
configure for direct authorization
with American Express
Address Verification
Use Visa/MC AVS Enable address verification for each credit card type
Use AmEx AAV
Use Discover AVS
Require override for Require an override when the AVS address and zip code don’t
address/zip mismatch match
Require override when Require an override when AVS is unavailable
unavailable The processor obtains the AVS response from a third party (e.g.,
Visa or MasterCard)
The message AVS unavailable is displayed when the AVS link at
the processor is down
Allow address entry Allow user to enter an AVS address at point of sale
Default address Use Bill-to or Ship-to address as default value
Pre-authorization None also available if Allow address entry is enabled
Allow data to be validated prior to authorization
CVV2 / CVC2 / CID
Use Visa/MC CVV2/CVC2 Enable card value verification. Can be used with or
Use AmEx CID without AVS.
Use Discover CID
Require override for mismatch Require override when entered CVV2/CVC2 doesn't
match the processor's CVV2/CVC2 for the card
Require override when unavailable Require an override when CVV2/CVC2 is unavailable
Retain full card numbers in history Indicate whether to retain full card detail in history
Use AmEx direct Indicate whether to directly authorize AmEx through NCR CP
AmEx SE number Gateway
Enter your Service Establishment number
Use EBT Indicate whether to use Electronic Benefits Transactions
EBT FCS id Only available to Retail merchants and only when the
selected processor supports EBT
RBSLynk
Paymentech
TSYS
Checks
Check service For check verification, select your check service: Certegy East (east of
Mississippi), Certegy West (west of Mississippi), or Telecheck
Receiving This is the institution from which check verification requests will be
institution ID routed from Vital
Leave blank, unless bank or processor specifically instructs to enter it
Check service Receiving institution ID
If blank, uses these defaults: TeleCheck 861400
Certegy East 894400
Certegy West 894300
Debit
Reimbursement 1-character reimbursement attribute
attribute Z is default value for Standard Interlink Merchant
Sharing group Identify the sharing group for debit network (up to 30 characters)
Merchant ABA # 9-digit merchant ABA number
Merchant 4-character merchant settlement agent number (e.g., V027)
settlement agent # May be labeled FIID on bank documents
Profile tab
What type of profiles and how many of each do you want to use for this store
If custom fields have been added for the Stores table, which fields should be
prompted for the store?
Prompt for profile Should enabled profiles be requested automatically for every
fields ticket, or should they be skipped and entered only as needed (via
Additional Functions button on the ticket entry toolbar)?
Receipts tab
Use to customize Point of Sale receipts (messages print on all receipt styles)
Pay Codes
Use to define each of the pay codes that will be accepted as tender at this store
Pay codes must be previously defined using Setup / System / Pay Codes
Click
Click or
to change the order in which
pay codes are listed.
For a check, credit card or stored value card pay code type, click if you need to enter
an authorization terminal ID for this pay code that differs from the authorization ID already
specified for the store.
Note: The first 15 pay codes listed automatically appear as payment buttons in Ticket Entry if
image files or button labels were specified for them in Setup > System > Pay Codes.
Use to define form group and summary report handling for each stage of Order
Management
Allow partial Allow users to select individual order lines during Pick and Pick Verify
orders? stages so that they can be processed in Pack and Release stages.
Unless partial orders are enabled, all lines on an order must be
processed through each stage together.
Use to define touchscreen buttons for use with Point of Sale > Tickets/ >
Touchscreen
A “Page” of buttons
(buttons not yet defined)
“Fixed” buttons
(always displayed)
General tab
Lock height/width Indicate whether to scale buttons to the same pixel h/w
Round corners Indicate whether to round the corners of buttons
Hide empty buttons Indicate whether to Hide empty buttons
Button Style Indicate whether to use Standard, Gel or Gradiant buttons
Text position Select where to position text: Top, Center or Bottom
Spacing
Horizontal Space in pixels between button rows
Vertical Space in pixels between button columns
Border Width of border in pixels around button panel
Fonts
Buttons with images Fonts used to display button captions / Item number
Buttons without images
Item number
Buttons tab
Run page =
Execute each button on this page
GC code =
Sell this gift card code
Layout tab
Use to define where on the touchscreen window each group of buttons displays
Totals tab
Predefined Styles
Default
Regular - Standard
Regular - Simple
Regular - Detailed
3-Column-Split
Extended-Bar
HTML
Options tab
Before you define individual buttons, you should define the pages of buttons for each
grouping of buttons you will need.
Name each page so that when you see the name, you will know what types of buttons
you intend to put on that page (e.g., Sale Items).
Select Default to make a page of buttons the initial display when Point of Sale >
Touchscreen is selected.
Select Allow item entry to enable the Item Number control whenever this page of
buttons is displayed.
Configuring a button
Click the button you want to define, and enter its definition in the Button Editor.
In this example, when someone clicks the button named Glove in Touchscreen ticket
entry, it will add the Glove item to a ticket.
You can now define a button that will display the Sale Items page.
Return to the Main Menu page. This is where you will locate the button that accesses
the Sale Items page.
To see a specific page of buttons while editing a touchscreen configuration, select the
page from the dropdown list at the top of the Buttons tab.
Click the button you want to define, and enter its definition in the Button Editor.
NOTE: When creating or editing a touchscreen configuration, clicking the Sale Items
button does not result in the display of the Sale Items page of buttons. Instead, it
simply displays the definition of the Sale Items button.
Try it Yourself!
This exercise illustrates how to create a page of buttons containing several items that
will all be sold ‘automatically’ when another button (with a RunPage action) is selected.
In this example, you will build a "MealDeal" button that, when selected, automatically
sells a Big Burger, a Pretzel, a Coke, with a $1 discount.
Display the COMBO touchscreen code and click to edit this code.
2. Maximize the Configuration Editing window to ensure you see all buttons, and
click .
Click .
Click the first blank button and define it as shown here. Click .
Since Discount-1 is the last item in the MealDeal you want to be sure it has a Page
Action that returns it to the SnackBar page when finished.
5. Lastly, display the SnackBar page. Click the blank button in the last row. Define this
Run page button to automatically sell the items on the MealDeal page.
6. Select Point of Sale > Tickets > Touchscreen from the menu.
Click to display the SnackBar page. Then click to select the run
page. Each item on the MealDeal runpage is automatically sold. The ticket should
look like this:
Additional items can be added to the ticket, or you can delete any of the items added
by the MealDeal button.
Exit from Touchscreen ticket entry, selecting to void the current ticket. (Simply
closing the form is the easiest way.)
---------------------------------------------END OF EXERCISE--------------------------------------------
Device Management
Legacy Method
Pre-V8.4 method for setting up devices
Windows and OPOS device drivers
Supports Crystal and OPOS printers
Devices must be configured on each workstation (configuration data
stored in Windows registry)
Must use this method to use .xml receipt forms on any workstation
2) Download the information about setting up each device that will be used with
Counterpoint from the Hardware area of the partner website
(http://retailchannel.radiantsystems.com/hardware.htm), and set up the devices.
5) Use Setup > System > Menu Codes Menu ID for old Setup/Point of Sale / Devices
to delete the old Setup > Point of Sale
> Devices menu selection and replace
it with the new Setup > Point of Sale >
Devices menu selection.
Cash Drawer
Select the certified cash drawer that you are using.
Line Display
Select the certified line display that you are using.
Click
to configure the text of any
message that will appear on the
line display.
and click .
You can define a custom bundle that consists of your own device configurations which
you can then assign to a workstation or to all workstations for a store.
or
From any workstation, you can assign a bundle to an individual workstation or to all
workstations in a store.
When completed building bundles and assigning them to stores or workstations, click
or .
To use a Crystal receipt printer on a Radiant POS workstation, you must remove the
existing OPOS printer driver before installing the appropriate Windows printer driver.
1) Use of .rdlc forms requires that you define your devices using Device Management.
2) OPOS forms always print to the (single) OPOS printer on the local workstation.
3) Printing to a remote (network) printer is not supported using OPOS forms.
4) Cutting paper is supported on Crystal or OPOS printers only – this requires that the printer support it as well.
5) To print an "Other" document, Windows must know how to print it. You can check this by seeing if "Print" is
listed in the pop-up menu seen when right-clicking the file in Windows Explorer. If it is not listed, then Windows
does not know how to print the file -- and Counterpoint will not print it either.
6) Executable files should not be used. It appears that attempting to print such a file does nothing at all.
NOTE: The Epson TM series works as OPOS or Crystal (NCR Support recommends Crystal), the Radiant
Bixolon works as OPOS or Crystal (NCR Support recommends Crystal), and the Epson TM-H6000 II/III is
certified for use with OPOS forms only.
Multiple forms can be grouped together, and printed only under certain user-
defined conditions
Let the clerk choose which form(s) to print from multiple buttons
Print all forms to a single printer, or print different forms to different printers
Define which printer the forms will print to, or let the clerk select the printer in
ticket entry
Automatically display messages, such as Would you like to print the Installation
Instructions?
Ticket barcode is printed on .rpt and .rdlc receipts for Validated Returns
Use Setup > Point of Sale > Stations to assign form groups to stations
Group tab
Applies to Conditions under which all forms in this form group applies
Customizable filter of all columns in PS ticket header table
Document type Identify the type of document.
Ticket type Additional filters may appear, depending on the document type
selected.
Button image Image file and/or label to display on button for printing forms
Button label Keyboard shortcut to use to print form group
Shortcut key
Forms tab
Identify each form in the group, and conditions under which each will print
Previously defined
forms in this group
Form details
Form filename Filename of form: .rdlc for Radiant, .xml for OPOS, .rpt for Crystal. Locate
customized forms in company’s PSForms folder
Use Form Editor to modify .rdlc or .xml files. Workstation must have
Crystal installed to edit .rpt forms.
Customized forms must already exist to edit with Form Editor.
Comment Information about form (doesn’t print or display in ticket entry)
Cut paper Indicate whether to cut paper (.xml forms only)
Admission ticket Indicate if form is an admission ticket (a separate form will print for each
unit sold of admission items – e.g., 5 forms will print for quantity sold of 5)
Additional rules Area of ticket on which to condition printing of this form: None, Ticket
based on header, Ticket lines, Payment lines, Gift cards, Ticket tax data, Ticket line
– cell data, Ticket line – serial data
Printer method For .rdlc and .xml forms, select whether to preview the form, print it
automatically on the workstation’s OPOS printer, or email it.
For other forms (e.g., .pdf or .doc), select whether to preview the form or
to automatically print it on workstation’s default Windows printer.
Printer For .rpt forms, select to use default Windows printer, preview it, email it,
select a printer at print-time, or identify a specific printer at Printer.
Messages
Message before printing Message to display to clerk before printing form
Text for buttons when this form is ready to print
“Yes” button Yes button will print form and is required if a message exists
“No” button No button skips printing of form, but allows remaining forms in
group to print
“Cancel” button Cancel button skips printing this and remaining forms in group
Buttons without text will not appear in ticket entry
Message after printing Optional message to display to clerk after printing this form
Applies to
If Additional rules based on (on Forms details tab) is set to something other than None,
enter the conditions under which this specific form will print.
Customizable filter of all columns in table associated with “Additional rules based on”
entry.
Radiant receipt format (.rdlc) fully compatible with OPOS receipt printers
Counterpoint’s built-in Receipt Designer allows you to modify Radiant receipt format
(.rdlc) forms or create new ones using a drag-and-drop interface.
Select the form you want to modify in the form group and click the Form Editor button
to display the Receipt Designer window.
Double-click a property to
change it.
The pre-defined Receipt1.rdlc form already has a Header Logo positioned at the top of
the form.
2) Click Preloaded Logo under Controls, and drag the control to the new blank line.
You can modify which logo it will use by clicking the logo
field to make it active and then changing the LogoType
setting in the Control properties.
You can also define additional expressions for data fields and controls that allow you to:
In addition, another expression results in hiding the label (“Visibility”) if the total discount value
for the ticket is zero: =Fields!TotalHeaderDiscounts.Value = 0
http://msdn.microsoft.com/en-us/library/ms157328.aspx
Try it Yourself!
This exercise illustrates how to modify the RDLC receipt format so that it prints the
customer name for all customers other than the default CASH customer.
1. Select Setup > Point of Sale > Form Groups and display the form group TICKET.
“Receipt1.rpt” displays as
the form filename
“Receipt1.rpt” is a Crystal form, you could edit it with Crystal Reports software after you
click . However, we want to edit the .rdlc receipt form.
B. Click to
edit this format of the
receipt.
3. Click TextBox.
A. Highlight Name.
B. Click >>.
C. =Fields!Customer.Value.Name populates the right panel of the Expression Editor.
Click OK.
D. From the Hidden field located in the Control panel, access the Expression editor.
Expand Fields, then Customer. Select Name and add it to the right panel of the
Expression Editor. You will need to add the name Cash Customer. Type =’Cash
Customer’. Click OK.
8. Resize the Name Text box by grabbing the handles and stretching the box to last
column on the right side of the designer.
You can preview the receipt by clicking the Preview tab to preview your new receipt.
9. Open Ticket Entry. Process two tickets, one for Brian Sheridan and the other for the
Cash Customer. The printing of the Customer and Customer Name fields should be
suppressed on the receipt for the cash customer.
---------------------------------------------END OF EXERCISE--------------------------------------------
Main tab
Default line type Sale, Return, Order, Backorder, Special order, or Layaway
Begin tickets at Start each new ticket at: Customer #, Lines, or Payment
For Lines or Payment, customer is automatically set to
default, if station uses the default customer
Begin lines at Start line item entry at Item number or Quantity
Use default cust Automatically start each ticket using the default customer
Default entry mode Normal or Fast (no entry of description, cost, or quantity - but
can still enter price)
Primary dialup server Overrides dial-up server specified for Store
Alternate dialup server
Ticket custom prompts If custom ticket/payment prompts have been added, which
Payment custom prompts prompt is used for the station?
Main tab
Default tender pay code Pay code to display as default when accepting tender
Default change pay code Pay code to display as default when giving change due
Use tender pay code for Indicate whether to use the tendered pay code as the pay
change code for change due
Default refund pay code Pay code to display as default when giving a refund
Touchscreen code Touchscreen Code for this station
Show customer images Should Customer and Item images automatically display?
Show item images (Place images in the company’s CustomerImages and
ItemImages folders)
Use consolidated lines Indicate whether to merge identical line items in Ticket Entry
Signature capture after Request signature after printing receipt, instead of before
print
Show point redemption Indicate when a customer can redeem points for some or all
message of the purchase amount
Numbers tab
Use to specify which form group to use for printing each type of document
Form group specified must already be defined in Setup > Point of Sale > Form
Groups
Use all form groups If selected, this station will be able to use all form groups
that are already defined
If not selected, identify form group to use for this station at
Form group
Form type Use only OPOS, only Crystal, or only Radiant forms
associated with form group for this station, or select All to
use all types of forms
Form group Single form group to use at this station, when not using all
form groups
What drawers can each user access and what type of activity can they perform for a
drawer
NOTE: If a user is set up to use “*” drawers, as drawers are added at Setup > Point of
Sale > Drawers, they will immediately have access to the new drawers.
Use to define the valid reasons that can be specified for any of the events
for which reasons are required (selected in Setup > Point of Sale > Stores)
Select activities (e.g., “Tax override”) for which this reason code can be used
Note: Use Setup > System > Quick Setup to change display labels for the profiles.
Identify the different occasions for which you will accept gift registries
If you specified that a store will use tax-inclusive pricing, you will need to make certain
changes in Counterpoint to accommodate showing prices to customers that already
include tax (e.g., "$1.25, including all taxes").
Besides enabling tax-inclusive pricing for a store, the additional changes you need to
make are:
Replace Price and Line item price with Price (T) and Line item price (T).
Optionally add Tax amount (allocated) to see the tax portion of each item's price.
Use Setup > Point of Sale > Devices to configure the line display message set.
Click .
Scroll to the right and click the field that displays the line item price.
Then select the corresponding "WITH_TAX" field from the Field list. ("WITH_TAX" fields
appear near the top of the Ticket Entry Line fields.)
As with the LINE event, replace the field that displays the line item price with the
corresponding "WITH TAX" field.
When finished, save the changes and close the Line Display Message Sets window.
Use Setup > Point of Sale > Devices to configure the prices shown on a customer
display.
Click .
Click to save the changes and close the Line Display Message Sets window.
to this:
=Format(Iif(Fields!QuantitySold.Value = 0, Fields!Price.Value +
Fields!TaxAmountAllocation.Value, Fields!Price.Value +
(Fields!TaxAmountAllocation.Value / Fields!QuantitySold.Value)), "#,##0.00")
The updated expression divides the tax amount allocated to the line item by the quantity
sold (after ensuring that the quantity is not zero) and then adds the result to the selling
price of the item.
To print the tax-inclusive extended price for each item, click the Expression field for the
Gross Extended Price (Total).
The updated expression adds the tax amount allocated to the line item to the extended
price for the line item.
To print the tax-inclusive subtotal for all items on the receipt, select the Expression field
for the Subtotal in the Totals band.
Change the current expression for Gross Discount SubTotal from this:
=Format(Fields!GrossDiscSubTotal.Value,"#,##0.00")
The updated expression adds the total tax for all line items to the gross discount subtotal
for the ticket.
Use Crystal Reports to customize any ticket-entry related report that prints item prices to
print tax-inclusive prices instead of or in addition to normal prices. The reports would
have to use data from the PS_DOC_LIN and/or PS_TKT_HIST_LIN tables.
Use to add new logical tables or columns (after adding to database using SQL
statements)
Columns.*
Tables.* Data Dictionary files
Indexes.*
Messages.* Text Dictionary files
Enable or disable use of changes for a single user via Setup > System >
User Preferences (Enable customizations)
Main menu selections & form names Menu code (Menu caption , and
Form caption)
or
Default menu, if security code has
no menu code assigned
Columns in LookUp, Filter, and Zoom dialogs Data dictionary (Long label)
Select the table, column, or index to change here Make your changes here
Once you have made changes, click the button. This will save your
changes and update the cached data dictionary.
You will need to determine the system name for a table, column/field, or index before it
can be changed in the Data Dictionary.
Press Alt+spacebar
Labels as FieldNames/ Shows data dictionary column name (begins with *) or control
ControlNames name (no *), and main table name on title bar
Use to obtain column name to edit in Data Dictionary or control
name to edit in Text Dictionary
Labels as ControlNames Changes all text labels on form to name of associated control
Used internally to develop help text for controls
Show default labels Shows default display labels for columns
FormClass: (name) Name of form to use when changing component labels in the
Text Dictionary, and to assist with reporting software flaws
Print form Prints screenshot of active form
Default size Returns form to its default size
Last Maintenance For the currently-displayed record, shows the user ID who last
Information changed the record and the date
Table Information Shows table name, total number of records, and a count of
filtered records if filter is active (flyover text reveals SQL filter)
Customize toolbars Customize toolbar schemes for this form
(Report name) For report forms, shows name of .rpt file (* = customized)
Note: Column properties can be changed for a single table or, if associated with a
Column Code, can be changed globally.
To find the name for an index, select the Table and then click the Index tab of the
System Data Dictionary form.
The Display label field contains the label for the index. This is the name that appears in
the "order by" list for a Lookup.
If the Display label field is blank, it instead shows the name of the first index column.
In this example, the "order by" list for the Customer table will show Balance method.
Click to
enable editing of the table.
Custom add-on-the-fly
Add-on-the-fly form = use customized add-on-the-fly form for this table.
Custom maint form .xml files that contains custom field positioning for use
Custom view form when adding custom tables or custom columns to a
database
Custom add-on-the-fly form
Standard form
After choosing a table in the System Data Dictionary, select the column to edit from the list of
columns in that table and click .
Main tab
Settings
Column code Select to associate this column with an existing column code
Domain Type of characters valid in value
Capitalization Case of entered value: default, upper, lower, or normal
Key Is this a component of the primary key for the table? (Do not modify)
Required Value must be entered for this column when setting up a new record
Keyword Enable keyword lookups for this column
Display label Name that displays for this column on forms
Long label Name that displays in Lookup, Filter, and Zoom dialogs
Report label Name used in Quick Reports and for column heading in Crystal reports
Default value Initial value for column when adding a new record
(Y for Boolean domain =checkbox selected)
Mapping Allowable values for column and description for each value
values
Main tab
Settings
Sticky default Should user-entered value for this column be used as default value for rest
of entry session?
Default is set by adding a new record and saving it
Read-only Allow no entry for this column (be sure to set a “default value”)
Protected Protected change authorization required to change value
Non-editable Can column value be changed after it has been added?
Skip Skip this column when tabbing (can still access via mouse and/or
accelerator keys)
Intended to help speed data entry
Skip if def Skip this column when tabbing only if the column has a default value
supplied by data dictionary or sticky default supplied by user
If column has no default value, Skip setting determines if tab skips column
Allow * “*” can be entered for column, to designate “All”
Visible Will column be displayed on forms and be available for display in lookups?
Cost Treat column as a cost (entry and viewing subject to user authorization)
Copy Is this column value copied when records are copied?
If unchecked, column in the copied record is set to the data dictionary
default value
Note: If a column does not appear in the Columns list, when a single table has been
selected, it has only been assigned a Column Code.
Try it Yourself!
This exercise demonstrates how to determine the table and column name to be
changed in the data dictionary and how to make the change to a single table. You will
be making the Category field required on the Items table.
1. Select Inventory > /Items. The change you will make is to the property of the
Category field on this form.
Click .
---------------------------------------------END OF EXERCISE--------------------------------------------
Choose Column Code in the System Data Dictionary, select the column code to edit
from the list of column codes and click .
Note: If Column code is specified, its value is used as a default if setting is blank for
column.
Display Labels
Try it Yourself!
This exercise demonstrates how to make a change to a column code. You will be
changing the display label for the Item No field, to Product No, for all tables that
include the column code.
1. Select Inventory/Items. The change you will make is to the display label of the
“Item No” field.
Click .
---------------------------------------------END OF EXERCISE--------------------------------------------
Other tab
Custom tab
Validation
Constraint User-maintained limits or restrictions for entry in this column
(See Appendix 2: Constructing Column Constraints)
Define only for columns on maintenance forms
Constraint error Message that appears when entry violates constraint
If blank, uses default constraint error text: “[display label]: Data Dictionary
constraint error: [constraint value]” Variable Description
%f Field name
%t Table name
"%f in %d table cannot contain %v"
%d Table description (e.g., "Item")
%v Field value
Validate on set If enabled, validates constraint after column is entered, rather than when
record is saved
Picture mask Used to control format and characters entered for a column (e.g., ##-
####) # = any digit (0-9)
Non-numeric columns only ? = any letter
& = any letter, convert to uppercase
~ = any letter, convert to lowercase
(See Appendix 3: Using @ = any character (alpha, numeric, special)
Picture Masks) ! = any character, convert alpha to uppercase
{Yes, No} = yes, no, or blank (braces indicate ‘optional’)
#[#][#] = up to 3 digits; 2nd and 3rd digits optional
Entering Constraints
Examples:
1) You want to use one of the customer date profiles to track Contract date started.
To prevent users from entering a future date, add this constraint to the
corresponding Profile Data column (PROF_DAT) for the Customers table
(AR_CUST):
V<=DATE
2) Use one of the customer numeric profiles to track Length of contract, where your
contracts must be at least 2 months long and cannot be longer than 12 months.
Add this constraint to the corresponding Numeric Profile column (PROF_NO) for the
Customers table (AR_CUST):
3) To ensure that users assign “900” as the first three characters of new item numbers,
add this constraint to the Item number column (ITEM_NO) for the Items table
(IM_ITEM):
Copy(V,1,3)=900
Try it Yourself!
This exercise demonstrates how to determine the table and column name to be
changed in the data dictionary, how to make the change to a column code, and shows
the resulting change to forms that use the column code. You will be setting it up to
require telephone numbers to carry the format of 123-456-7890.
1. Select Customers > Customers. The change you will make is to the display label
of the “Phone-1” field on this form.
###-###-####
Close the Data Dictionary editor and answer Yes to Save current changes?
On the Main tab, at the Phone 1 column, clear any existing entry and enter your
telephone number beginning with the area code. Note that hyphens are
automatically inserted and displayed.
To save the new index, select a different column name or table, click or close
the form and answer “Yes” to Save current changes?.
Try it Yourself!
This exercise demonstrates how to create an index for the vendor items table. You
would like to view your vendor item records in order by item number and then in order
by unit cost.
6. On the Index tab of the Data Dictionary form, enter a Display label for the new index
and select the columns that will be used to order the records. Since you want the
initial sort to be by Item number it should be the top index column, unit cost should
be listed second since it is the secondary sort value.
9. Use the column designer to include the Unit cost field after Item number.
10. The lookup now displays the vendor item records in order by item number and within
each item number in order by unit cost.
---------------------------------------------END OF EXERCISE--------------------------------------------
Click when
done.
Report tab
Table options
Show description Print the English name for this table (e.g., Items)
Show description note Print note for this table (from data dictionary)
Word wrap description note If printing notes, wrap lines longer than 80 characters?
Column options
Show column description Print note for columns (from data dictionary)
Word wrap description If printing notes, wrap lines longer than 80 characters?
Allow asterick
Capitalization
Cloneable
Column code
Column size
Constraint error
Custom constraint
Decimal places
Default value
Display label
Domain name
Implied decimal
Is cost
Is key
Is keyword
Is noneditable
Is protected
Is required
Is visible
Long label
Lookup display field
Lookup field
Lookup table
Lookup validated
Mapping values
Max value
Min value
Picture mask
Range negative
Range positive
Range zero
Read only
Report label
Selflookup
Skip
Skip if def
Sticky def
Validate on set
Formats tab
Use to edit message text, tab labels, group box labels on forms, or other text on
forms that is not linked to a data field
Select message to
customize
Click
to customize the New message text
message text.
To change the suppression setting for a message, click and then set the new
suppression value for the message.
The message
Non-suppressable displays for all users.
Button label
Tab label
Group Box
label
Step 1. Run the menu selection that displays the current label (e.g., Main tab in
Setup > System > Company).
Apply changes
Save changes
Text ID Enter the FormClass name and ControlName of the label that
you want to change, using the format
FormClass.ControlName (e.g., TFRMCOMPANY.TABMAIN)
Text Enter the new text that you want to use as a label
7. When you restart Setup > System > Company, the tab label will be ACCT
instead of Main.
You could change the Group Box or Button label using the same method.
Start the
verify process
Table Results Displays summary information of last verify for selected table:
table name, number of records, number of errors
Click for details on last verify
Last Verify Table Results Displays summary information of last verify for all involved
tables: number of involved tables, number of records in tables,
number of errors
Click to see the summary log from verifying all
involved tables
Overview
Dictionary
test results
Lookup
test results
Summary
Standard database Use the current version's database (compares to Multi-Site standard
if Multi-Site Option is registered)
Another version Use a previous version's database
Useful to determine data model changes between versions
Specific database Use specified database, defining a data source for it
Useful to determine differences between two databases
Exports file
Output Options:
Quote char Character to delimit strings
Field delimiter Character to separate column values
Quote mode Put quote character around alphanumeric values: Always or
NonNumeric (as column is defined in data dictionary)
Date format Format of date fields
Header line First line is a header, showing column names
Use header line field First record in import file is a header, so don’t import it
format
If column names in header match Counterpoint column names,
imports data into corresponding Counterpoint column regardless of
import file layout
Import mode
Add new Add new records only*
Update Update existing records
Update mode Replace records*: replace entire record with import record
or Update records: update record only with fields in import record
* Defaults from data dictionary are used for missing values.
For Update/Replace, won’t import record if any required fields are missing
Escaped Conversions:
Convert \n to New Line When importing data produced by Unix systems or certain
Convert \r to Carriage Return scripting languages (e.g., Perl and Awk), certain values may be
Convert \t to Tab expressed as escaped characters
Convert \\ to \ These values typically start with \ (the Unix equivalent of Esc)
Convert \’ to ‘
Should each of the escaped-character sequences shown be
Convert \” to “
converted into the corresponding value during the import?
Convert \? to?
Convert \0 to Null
Text Input Options
Quote character Character in import file used to denote text fields
Field delimiter Character in import file used to separate field values
Comment character Character in import file used to denotes remarks
Characters following the comment character are not imported
Input Format
Date format Format of dates in the import file
Date separator Character to format dates (e.g., / or ,)
Time separator Character used to format times (e.g., :, ., or ;)
Decimal separator Character used to separate integers from decimals (e.g., . or ,)
Maximum rows Import only this many records (useful for import testing)
Maximum field length Import only this many characters per column. Truncates if longer
Error Handling
Log file Name and location of import error log (shows line# & field#)
Max errors Stop import if this many errors occur
For more information about this process read Data Migration Guide in the Online Help.
PCI Alert!
Data Transport Encryption
Use this function to work with (add, edit, delete) all saved parameters for reports
Limited changes are allowed
Click to generate the report
Select System > Utilities > Saved Import > Export Parameters
Use this function to work with (add, edit, delete) all saved parameters for these
import/export functions
- Database Import
- Database Export
- Inventory Adjustments Import
- Receivings Import
- Transfer out Import
- Transfer in Import
NOTE: Testing should not be performed on live systems because real tickets are
created and then posted.
Parameters tab
Specify the
number of
items to add
NOTE: Items you add to the item list must have a Tracking method of Normal.
Chart tab
Browse to Start > Programs > CounterPoint SQL > Utilities > System
Configuration Utility
and
PCI Alert!
You must create a separate NCR Counterpoint user ID for use with the Post Tickets and
Settle Credit Cards tasks and restrict that user ID from accessing cardholder data.
Browse to Start > Programs > NCR Counterpoint > Utilities >
Management Console
Summary tab – shows a summary of information about the selected server, including
the server’s Machine Name, the shared Top-level directory on the server, the
Counterpoint software version and CP Services URL.
Communication Status tab – lists each server and workstation at the selected site and
indicates each system’s connection status, the date and time of the last CP Services
event for each system, the number of packages sent to and received from each system,
and the number or errors that occurred during the last CP Services event.
Mail tab – allows you to define e-mail settings to enable Counterpoint users to send
receipts, reports, and customer statements via e-mail.
Workstations tab – shows the Point of Sale stations that have been created for the
stores that the selected server manages, along with the workstations that are assigned
to them by default, sorted by Workgroup.
Db Maintenance tab – allows you to specify a daily maintenance schedule for the
selected Counterpoint database.
Summary tab – for a store with offline ticket entry workstations, allows you to initiate an
incremental extract, a full extract or a total rebuild of all of the offline ticket entry
workstations' databases for the store.
Checksums tab – use to compare checksum values received from an offline ticket
entry workstation to those computed by the store, based on what the store received on
the site server.
Summary tab – for an offline ticket entry workstation, provides access to on-demand
file and data synchronization functions.
Communication Detail tab – for an offline ticket entry workstation, shows packages
sent from and received by workstation, as well as type of package and status
From the NCR Counterpoint Management Console, select the Company in the Object
Explorer and then click the Db Maintenance tab.
Click .
During each specified time period, CP Services will suspend all operations, allowing
you to perform any SQL Server maintenance functions that require complete access to
your server database.
From the NCR Counterpoint Management Console, select the Company in the Object
Explorer and then click the Data Aggregation tab.
Data Aggregation is automatically enabled for a company. It collects data from various history
tables into Data Aggregation tables so that the resulting data can be used for Dashboard
functions, Forecast-driven replenishment, and the POS transaction log.
By default, each data aggregation task runs for only 15 minutes which may not be long enough
to aggregate a large amount of history data.
Follow these steps to allow aggregation to run for longer than 15 minutes.
1. Open the AggSumarization.xml file in the \Bin subdirectory of your Counterpoint
installation directory (e.g., C:\Program Files (x86)\Radiant Systems\Counterpoint\
CPSQL.1\Bin).
2. Find the following entry in the <parameters> section:
<param name="AggRuntimeMinutes" value="15"/>
Change the parameter value to the number of minutes you want the aggregation
tasks to run each time they are scheduled. For example, to allow the aggregation
tasks to run for an hour, change the value to "60" (as indicated below).
<param name="AggRuntimeMinutes" value="60"/>
Set the value so that it is less than the time specified for "Set interval".
A backup copy of your database can also be used when moving your
database to a new system.
If you have customized the Data Dictionary, Text Dictionary, Filters, Lookups, Zooms,
PSForms, Reports, added images, or added other custom files, copy the corresponding
custom files to the new system. They will be located in sub-folders under C:\Program
Files (x86)\Radiant Systems\CounterPoint\CPSQL.1\TopLevel\<Company Name>\
Configuration.
There are occasions when you will have to move a company database from
one computer to a different one.
If you selected to use the default location when initially creating the database, the
database .mdf and .ldf files will be located in Program Files (or Program Files(X86) >
Microsoft SQL Server > MSSQL10_50.MSSQLSERVER > Data on the current
system. Copy the two database files to the same location on the new system.
If you have customized the Data Dictionary, Text Dictionary, Reports, or added
customer or item images, also copy the Company\Configuration folder to the new
system.
WARNING: Do not follow these directions if your database is part of a Data Xtend
replication network. Instead, refer to the instructions provided in the Counterpoint Multi-
Site training manual for moving a replicating database. If you have Offline Ticket Entry
workstations, you will also need to reregister them with the new server. Refer to the
Offline Ticket Entry training manual for instructions on reregistering an offline
workstation.
Step 1 can be accomplished using SQL Server Management Studio. Right-click the
database name, select Tasks and then select Detach.
Step 2 - Navigate to the Data folder that contains the database and copy the .mdf and
.ldf files for the database.
Click .
Step 4 - On the server on the new system, run the SQL Script Utility (from Start/All
Programs/NCR Counterpoint/Utilities) and start the Companies Editor.
If an entry does not already exist for the new database, add a new company.
(Refer to the instructions provided for setting the connection string after
creating a new database, in Section 1 of this manual.) If an entry is already
present for the new database, verify that the server name and database are
accurate.
Step 5 - The first time the database was used in Counterpoint on the old system,
the top-level Counterpoint directory name was written to the DB_CTL table in
the database.
If the database is later moved to a different location or drive, the value in the
DB_CTL table is not automatically updated. Instead, it must be changed using
an SQL command. Failure to do this will result in the message "Top-level
directory does not match database" when attempting to access this
database.
Use the SQL Script Utility to enter and execute the following command for the
involved database. This clears the directory value so that the next time the
database is used in Counterpoint, the new top-level directory name will be
written to the DB_CTL table:
Step 3 - Restore the database to a new (created on the fly) database with new physical
files. Right-click Databases and select Restore database… Complete the
General and Options area of the dialog with the parameters for the restore
process and then click OK.
Step 4 - Add a Counterpoint connection string for the new database, using the
Companies Editor in the SQL Script Utility.
Use this function to reduce the size of the database. Purging does not shrink the
database size.
Note: Only shrink a database when it has grown for reasons other than normal use.
Shrinking a database can cause index fragmentation that can negatively impact
performance.
You can also set up a maintenance plan to schedule database shrinking at designated
frequencies.
Note: To avoid 'raw' column headings (such as shown below) when viewing
standard Counterpoint reports, first preview the report in Counterpoint, export it
. to a Crystal Report file, and then open the exported file using CRView.exe.
Exporting a Report
Supported formats:
- Word (.doc)
- Excel (.xls)
- HTML (.htm)
- XML (.xml)
- Rich Text Format (.rtf)
- Portable Doc Format (.pdf)
- Comma Separated Value (.csv)
- Text (.txt)
- Crystal Reports (.rpt)
Browse to Start > All Programs > NCR Counterpoint > Utilities >
Update Practice Company
Credit cards (CPGateway): Operating Mode field is set to "Simulate" for all
CPGateway stores
Text labels in Counterpoint can be translated into other languages. This includes:
- field and button labels
- window titles
- menu selection names
- report titles
- report column labels
- messages
- touchscreen codes
- and more.
Performing translation
You must be using Counterpoint V8.5 or later to perform translation. The process
of translation involves the following steps:
Step 3. Provide the portable object files to a service or translation tool that will
update the file contents to reflect your selected language
Step 4. Compile the translated portal object files into machine object files for
use in Counterpoint.
1. Browse to the \Toplevel\System\Dictionary\Locale directory of your
Counterpoint installation directory.
If you have multiple companies and the translation files pertain to only a
specific company, instead browse to the \Toplevel\<CompanyName>\
Configuration\Dictionary directory. Create a new directory named Locale.
2. Below the Locale directory, create a new language directory for the translated
files. For example, you might create a \fr directory for French, a \sp directory
for Spanish, etc.
Below the language directory, create another new directory named
lc_messages (e.g., \fr\lc_messages).
Step 5. Modify the NCR Counterpoint shortcut to use the machine object files.
This step is what tells Counterpoint to use the translated files.
1. Right-click the NCR Counterpoint shortcut in the Start > Programs > NCR
Counterpoint program group and select Properties.
2. On the Shortcut tab, add /locale [dir] to the end of the command in the Target
field, following the quotation mark. Substitute the language directory for [dir].
For example, if your translated files are in the \fr\lc_messages directory, you
would add /locale fr to the Target line.
When you next start Counterpoint using this shortcut, the translated text appears
throughout the software.
If you have compiled multiple .mo files for different languages, you can create
different shortcuts to point to the translation files for each language.
Ranking
Please use the following rankings to complete this evaluation:
1 = Unacceptable, 2 = Did Not Meet My Needs, 3 = Meets My Needs, 4 = Exceeded My Expectations
Registration
1. It was easy to enroll in this course. 1 2 3 4
Facilities
2. The workspace available was appropriate for the subject matter being taught. 1 2 3 4
3. The room was set up effectively for the curriculum – if PC’s were supplied, they were loaded 1 2 3 4
with the relevant software.
Materials
4. Manual content was appropriate to the subject being taught. 1 2 3 4
5. The format of the manual was easy to understand. 1 2 3 4
Experience
6. The course prerequisites were clearly stated & appropriate to the topic. 1 2 3 4
7. The practice activities complemented the course. 1 2 3 4
8. The time allotted for the course was adequate. 1 2 3 4
9. I was given an opportunity to contribute during discussions. 1 2 3 4
10. What were your expectations for attending this course?
_______________________________________________________________________________________
Instructor
12. The instructor was prepared. 1 2 3 4
13. The instructor was knowledgeable about the course content. 1 2 3 4
14. The instructor encouraged questions from participants. 1 2 3 4
15. The instructor covered the course objectives. 1 2 3 4
16. What is your overall rating of this Instructor? 1 2 3 4
Comments
17. The best thing about this course was:
______________________________________________________________________________________
18. This course could be improved by:
_______________________________________________________________________________________
19. Another course that I would like offered is:
_______________________________________________________________________________________
20. I would attend another course offered by Retail Training? Yes No
If yes, why?
_______________________________________________________________________________________
If no, why not?
_______________________________________________________________________________________
Thank you for completing this evaluation!
Appendix 1: Account Numbers Worksheet
When setting up your data in Counterpoint, you are asked to specify account
numbers that will be used for updating distributions when various transactions are
posted. In general, you should define at least one account number for each of the
activities shown here. Consider these accounts the "Chart of Accounts" for
Counterpoint.
Use Setup > System > Accounts to define the account numbers so that they are
on file when you are asked to specify account numbers in other setup functions.
These are the other Setup menu selections in which you will be asked to specify
account numbers that will be used for updating distributions when various kinds of
transactions are posted. Each account also requests a profit center method.
These menu selections request entry of an account number to identify the profit center
AREA DEFAULTS
SYSTEM
Accounts See above
Calendars Calendars to 2004 – 2020
Currency Codes Home currency – U.S. Dollars
Gift Certificate Codes CG10, GC25, GC50, GCUNLMT
Label Jobs
Menu Codes Sys Admin, Manager, Supervisor, POS Clerk, Back
Office
Pay Codes Default all Pay Code associations to all Stores
AR – Accounts Receivable
AMX Credit – American Express Credit Card
CASH – Cash
CHECK – Check
GC – Gift Certificate
LOYALTY – Loyalty Program
MC CREDIT – MasterCard Credit Card
STORE CRED – Store Credit
VSA CREDIT – Visa Credit Card
Security Codes Sys Admin, Manager, Supervisor, POS Clerk, Back
Office
Ship-via Codes C = Customer Pickup, F = Federal Express, M =
Mail, O = Other, T = Truck, and U = UPS
Tax Authorities Exempt, Local, and Out of State
Tax Codes Exempt, Local, and Out of State
Users Sys Admin, Manager, Supervisor, POS Clerk, Back
Office
User Preferences All users: Button Menu Style
Workgroup 1
INVENTORY
Account Codes “Retail”
Barcode IDs 6-pack, 12 Case, 24 Case, Dozen, Each, Item, Pair,
and UPC
Categories Goods, Services, Other, Misc.
Label Codes Butterfly, Hangtag, Split, and Standard
Locations 1
Prompt Codes Over 18 and Over 21
Tare Weight Code
Units 6-Pack, 12-Case, 24-Case, Dozen, Each, Pair
CUSTOMERS
Customers Cash and Template
ITEMS
Item Item Template
Inventory
Barcodes
Item Prices
A constraint is a rule or condition entered into the Data Dictionary to impose a limit on
the scope or the range of values that a column (field) can have. This document serves
as a primer for understanding Data Dictionary Constraints and how to write these DD
constraints. This is not an exhaustive treatment of all the details of this subject, simply
a primer. Typically, someone using this functionality will be competent enough to fill in
the missing details. The expressions available in the constraint were modeled after
Delphi’s own Object Pascal.
CounterPoint SQL does not ship with any DD constraints – these are for users to enforce
site specific data restrictions not covered in our table events and other data validation
routines.
When defining column-level data dictionary constraints, the constraint must evaluate to
a Boolean result that indicates the acceptance or failure of the validity check for that
column. Constraints that do not evaluate to Boolean result will cause errors when a
record is saved. Intermediate results within a constraint expression may evaluate to
any type. For instance, an expression that compares two strings must contain the two
string expressions, but the comparison operator implies a Boolean result. Avoid basing
a constraint on the contents of a different column.
Expression Types
The expression parser can understand 4 expression result types. Boolean expressions
are the simplest and contain only 1 or 0. The constants True and False can be used to
indicate a Boolean expression. Integer expressions can hold any Integer in the
standard signed 32 bit Integer range (–2147483648 to 2147483647). An example of an
Integer expression is “5 > 10” (which of course evaluates to False). Hexadecimal
representation for integers is allowed if the number is preceded by a ‘$’. Floating point
expressions can hold a standard double precision value in the range of 5.0 x 10^–324 to
1.7 x 10^308 with 15–16 significant digits. String expressions can hold any amount of
alpha-numeric data. String constants must be delimited with SINGLE quotes. Use of
double quotes will generate a syntax error at run-time.
Simpler expression types can be promoted to act as a more complex expression type,
but the reverse is not true. For example, an Integer expression can be used as a string
function parameter, but a floating point number can not be used as an Integer
parameter – this is true even if the a mathematical conversion is possible. In this case,
one would have to manually call the Trunc or Round functions on the Float expression
to obtain an Integer.
The database functions return values as variants, which can be treated as strings,
floating point numbers, Integers, or Boolean values. Any attempt to treat a variant as an
incompatible type will result in an error when a constraint is evaluated. For example, ‘0’
can be operated on as a Boolean value, an Integer, a floating point number, or a string,
5.3 can only be operated on as a floating point number or a string, and ‘this string’ can
only be operated on as a string type.
function V: Variant
Returns the value of the column as a variant (this is the column where the constraint
was entered in the data dictionary). A constraint requiring the field PRC_1 to be less
than the field REG_PRC may be written in any of the following ways:
V < Col(‘REG_PRC’), if written as a constraint on PRC_1
V > Col(‘PRC_1’), if written as a constraint on REG_PRC
Col(‘PRC_1’) < Col(‘REG_PRC’), anywhere
Date and time functions all return standard Delphi floating point values where the
Integer part represents the total number of days since 12/30/1899 (the start of the
Georgian calendar),and the fractional part represents the fraction of a 24 hour day that
has elapsed since midnight.
Arithmetic operations on dates and times are perfectly valid. For example, “Date – 1”
results in yesterday’s date and “Time – (1 / 24)“ subtracts an hour form the current time.
In some constraints, you will want to return an integer after comparing a date to the
current system date. For example, to implement “you must be at least 18”, you could
define a constraint of ”V – Now() > 18 * 365”. However, this is not quite correct since it
does not consider leap years.
To obtain an integer that indicates the number of years between the entered date and
the system date, rounded down, use the AgeYears function.
AgeYears(V)>=18
Additional functions that return integers for months and days are:
AgeMonths
AgeDays
Arithmetic Operators
The following tables show the types of operands and results for arithmetic operations.
If one or both operands of a +, -, or * operator are of a Float type, the type of the result is
Float. The value of X / Y is always of type Float regardless of the operand types. An
error occurs if Y is zero. The value of I div J is the mathematical quotient of I / J,
rounded in the direction of zero to an Integer value. An error occurs if J is zero. The
mod operator returns the remainder obtained by dividing its two operands, as in I mod J.
The sign of the result of mod is the same as the sign of I, and an error occurs if J is zero.
The types of operands and results for relational operations are shown in the following
table:
Comparing strings
The relational operators =, <>, <, >>, >=, and <= compare strings according to the
ordering of the extended ASCII character set. Any two string values can be compared.
For example, ‘C’ = ‘C’, but ‘C’ < ‘D’. An empty string is considered less than any other
string.
Logical Operators
Trunc(X: Float):Integer
The Trunc function truncates X, a Float value, to an Integer value. Trunc returns an
Integer value that is the value of X rounded toward zero.
String operators
String types support one operation, +, which results in the concatenation of two strings.
The result of the operation S + T, where S and T are string expressions is the
concatenation of S and T.
String Functions
Conditional Expressions
Expressions in parentheses are evaluated first, and then the order of operation further
determines the evaluation. Evaluation occurs from left to right.
%f = field name
%t = table name (e.g., “IM_ITEM”)
%d = description of table (e.g., “Item table”)
%v = field value
Picture masks force users to enter only the certain characters, digits and special
characters that you allow them to, and only in those specific positions within a field that
you predefine.
To define a picture mask, use the following special characters for the definition of
required characters, digits, repeats, literals, letter case conversion, and optional entries,
along with any other character as a constant:
Character Description
# Any digit (0-9)
? Any letter (a-z or A-Z)
& Any letter (a-z or A-Z, automatically convert to uppercase)
~ Any letter (a-z or A-Z, automatically convert to lowercase)
@ Any character
! Any character (letters automatically convert to uppercase)
; Use next character literally, not as a picture mask character
* Repeat the following character any number of times. For example,
*& means convert any number to characters to uppercase.
To specify a specific number of times, follow the * with a number.
For example, to specify 5 numbers in a row, you would use *5(#).
[abc] Optional sequence of characters abc that do not need to be
entered by the end-user
{a,b,c} Grouping operator. Set of a, b, or c. The user must choose either
a, b, or c. For example, {Red,Green,Blue} means the user must
choose either Red, Green, or Blue.
Note: The picture mask must be constructed to avoid situations where one
element completely contains another element in the group. For example, if you
have three valid choices of Auto, Automobile, and Car, do NOT set the picture
mask to {Auto,Automobile,Car}. Instead, set it to {Auto[mobile],Car}.
If you enter any other character in a picture mask, the character is treated as a
constant and during entry in the field, the constant value is automatically filled in.
#####[-####] Standard USA 5-digit postal code with optional 4-digit suffix.
{Yes,No} Either "Yes", "No", or blank (since the braces indicate optional entry).
The user should be able to type either "y" or "n" and the respective
value will automatically be entered.
{Red,Gr{ay,een},B{l{ack,ue},rown},White,Yellow}
Enter only the colors Red, Gray, Green, Black, Blue, Brown,
White, or Yellow. Automatically completes entry as soon as first
character following "{" is specified.
You can reduce replication errors by configuring your NCR Counterpoint data
properly, and by observing certain guidelines in your use of the software.
This appendix provides the data configuration settings and "best practices" that
help avoid the errors. A blank Site Chart is also provided to assist with recording
the setup information for each site.
Data Configuration
Menu Selection Recommended Settings
Setup > System > Company For Gift cards and Store credits, clear the Valid at
any store check box. (If you must allow them to be
used at any store, set up a manual procedure to
permit each gift card and store credit to be used
only once.)
Do not use the Set up batches button to create
DEFAULT batches.
Setup > System > Users Assign each user to the workgroup for that user's
site
Clear the Allow other workgroups check box.
For a user who works at different sites, create an
additional user for each site and assign the
workgroup for the site.
Click the Set up batches button to create user-
specific batches. (Or you can choose to use
Workgroup batches, for a single batch per
workgroup/site.)
Assign a security code whose menu code either
restricts or provides access to the menu
selections shown below in Restricted Menu
Selections. Access to the restricted selections
should be provided only to specific users at a
single site.
Setup > System > Workgroups Define a separate workgroup for each site, with
the appropriate location and store for the site.
Assign each site to a different workgroup when
the site registers with the Hub server.
Click the Set up batches button to create
workgroup-specific batches (rather than user-
specific batches).
Assign unique series of values to the Next
numbers for each workgroup, and select to Always
auto-assign each number.
At the Hub, after all remote databases are
activated, assign the Hub to its own workgroup
and restrict the site ID.
Make these menu selections available only at a single site, to avoid data conflicts
during replication.
Logging in When logging in, restrict a user to the workgroup associated with
the site where the login occurs.
Renumbering You can safely renumber items, customers, and vendors using the
Counterpoint renumbering utilities. If your own business practices
allow it, it is also safe to allow multiple sites to use these utilities –
as long as they don't renumber the same item, customer, or vendor.
Gift Cards If you find it necessary to allow gift cards and/or store credits
Store Credits to be redeemed at any store in the replication network, consider
replicating frequently during the day.
NCR CP Online All NCR CP Online operations (publishing and importing) should be
performed only at a single site.
Location:
Store:
Stations:
Workgroup:
Batches:
Drawers:
If Use Legacy Device Framework is enabled in Setup > Point of Sale >
Stores, Setup > Point of Sale > Devices opens a different window to identify and
configure legacy devices.
Supported
Devices
If you are using one of the Radiant POS terminals or Bundles, browse to TopLevel >
System > Devices subdirectory for the device group file.
The settings for the selected device group display on the Devices form. Modify these
settings as needed. (Refer to the Online Help for additional information about setting up
your Radiant terminal.)
Does not have to be the same as the workstation’s default Windows printer
Click to configure
the device
Click to select a
Network printer
Click to test
the configured device
Percentage of cut
Specify image name, then click Set bitmap and Print bitmap
Click in sequence,
Click in
then click Print (or
sequence, then
Print & Journal, etc.)
click Exit
Force CR/LF Enable if multiple ticket lines print on a single line (clear if extra
skipped lines print)
Stream printing Send information to the printer in one large job, instead of one line at
a time
Device connection Determine connection method for device: Open/Close, Keep
connected, or Keep claimed
NOTE: Compulsory cash drawers require users to close the cash drawer before starting
a new ticket. It requires an OPOS-compatible printer and cash drawer. The cash
drawer must support open-closed sensing, and you must use the manufacturer's
OPOS drivers.
Do not clear display Allows display to remain visible; enable to speed up Ingenico
devices when using display functions
Device connection Determine the connection method for the device: Open/Close,
Keep connected, Keep claimed
Offset by 1 Add 1 to starting positions for all rows and columns. Use if mfr's
OPOS drivers that do not adhere to the OPOS standard
Force uppercase Force text to display in uppercase (Verifone)
Threaded operation Allow other tasks to proceed as an event occurs vs wait until event
completes before proceeding (disable for IBM and Verifone)
Row Row and Column position where text should start
Column
Width Number of characters allowed for text; changes dynamically as
text is entered or resized
Delay Number of milliseconds to wait between characters (0=no delay)
Attribute Normal or blinking text
Justification Align text to left, right, or centered
Value type What kind of value can display? Text is literal text, Field is the
value of a data field, Label is the data dictionary display label for a
data field, and Macro is a list of canned text macros, such as date
and time.
Field For Value types of Field and Label, what field should be used
Macro For Macro Value types, which macro should be used
Text For Text Value types, text to be displayed
Total When the payment dialog is displayed in Regular Ticket Entry and
when a button page with payment buttons is displayed in Touchscreen
Change When the ticket has been completed and before the completion dialog is
displayed
Available panels
for use in the layout
Add a new panel to the Customer Display Setup list of available panels
Split bar
Move
handles
Advanced Test
Swipe Card When the user should be prompted to swipe their card
Debit Pin Entry When the user is instructed to enter their pin number
Advanced test
Additional setup: Use Inventory > Items (Other tab) to select the Weighed checkbox
for any item that will need to be weighed. Ensure the Qty decimals
setting for these items allows for fractional weights, if necessary.
Use to process Canadian Debit; also supports Visa, MasterCard, and AmEx.
Click
The first time you edit a Standard form, you are asked
if you want to create a new custom form.
R
Header e
d
O
u
t
Items l
i
n
Item totals e
d
Gift cert
B
SVCs o
x
F
Totals i
e
l
d
s
Payments
Footer
From the
Design tab,
click the column
to be changed.
Use the
toolbar buttons to
change alignment
of the column
within its width.
To print a different
column in this
position, select
the new column.
To insert a database column in front of the current column, click on the toolbar or use Insert
/Field and select the new field.
To insert text in front of the current column, click or use Insert/Text on the toolbar and enter
the text.
To insert a new blank row or column that extends across or down the entire form, click a band
name (e.g.,Header) and select Insert/Columns or Insert/Rows from the toolbar.
To insert an image click or select Insert / Image from the toolbar and browse and select
the image. The image will automatically be stored in the Company’s image folder. Only the
filename will show.
Click to save the layout as an XML file in the Export folder for your
company and to close the editor.