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Class descriptions

Class schedule

CounterPoint training - our office or your office
Automation success... or failure. Training makes the difference.
Training can be the key to making your automation project a success or failure. It is also the key to maximizing the investment you made in your point of sale hardware and software. Listed below are the classes we offer at Randall Data Systems for CounterPoint-SQL.

» CounterPoint-SQL: An Introduction

Duration: 1/2 day
This class takes the beginner through an introduction to CounterPoint SQL. Topics covered are:
  • Modules in CounterPoint
  • Generating reports
  • Overview of The Toolbar, Table View, Lookup's and Filters
  • Entering Notes
  • Data entry guidelines
  • Using Timecards
 

» Inventory Item Setup and Maintenance

Duration: 1/2 day
The beginner is taken through the areas needed to set up and maintain inventory items. Topics covered are:
  • Setting up Categories, Sub-Categories and Item Attributes
  • Setting up Account Codes, Stocking Units and Label Codes
  • Setting up Vendors and Vendor items
  • How barcodes are assigned and used
  • Defining Inventory Items - tips and techniques
  • Advanced features - templates and zooms
  • Defining Item Pricing; Using 'Advanced Pricing'
  • Barcode label printing
 

» Inventory Item Setup - Advanced Topics

Duration: 1/2 day
This class covers some of the more advanced topics associated with setting up and using inventory items. Topics covered are:
  • Viewing Item information and Serial # information
  • Renumbering items
  • Additional item pricing concepts
  • Mix-and-match codes
  • Contract Pricing
  • Pricing - Calculation methods
  • Promotional and special pricing
  • Establishing price rules and the order of evaluation; testing concepts
  • Planned promotions
  • Working with markdowns
 

» Purchasing and Receiving

Duration: 1 day
The student is taken through the key points of purchasing and receiving. Topics covered are:
  • An overview of the purchasing procedure
  • Defining Vendors and Vendor Items
  • Creating a purchase order - regular and allocated
  • Adding comments to a P.O.
  • Printing the Purchasing Advice report
  • Using 'Customer Specific' purchasing
  • Editing, modifying, re-issuing and canceling a purchase order
  • Viewing 'open' purchase orders
  • An overview of the receiving procedure
  • Receiving a purchase order; receiving without a P.O.
  • Printing item labels based on a receiving
  • Quick receivings
  • Handling RTV's (return to vendors)
  • Renumbering Vendors
 

» Inventory Processing

Duration: 1/2 day
Basic inventory processing procedures are covered here. Topics covered are:
  • Overview of the types of processing available
  • Adjusting your inventory item quantities
  • Processing inventory transfers
  • Processing 'quick transfers'
  • Printing labels
  • Various inventory management reports
 

» Customers: Setup and Maintenance

Duration: 1/2 day
The beginner is taken through the areas needed to set up and maintain customers. Topics covered are:
  • Defining Customers and Ship-to addresses
  • Defining Customer, Category and Ship-to Notes
  • Viewing and zooming in on Customer information
  • Printing Customer labels
  • Renumbering Customers
  • Merging Customers
  • Loyalty Programs - setup and maintenance
 

» Point of Sale: Manager Training

Duration: 1/2 day
This manager-level training class focuses on the 'big picture' of the setup and managerial use of point of sale. Topics covered are:
  • Overview of Point of Sale
  • The Drawer cycle - Activating, Viewing, Counting and Reconciling
  • Setting up Credit Cards
  • Purging Credit Card Settlement information
  • The 'End of Day' procedure - posting drawer activity
  • Viewing tickets and other activity
 

» Point of Sale: The Basics

Duration: 1/2 day
The beginner is taken through the areas needed for the daily use of point of sale. Over 30 types of activities are addressed. Topics covered are:
  • Starting Point of Sale
  • Basic ticket functions - An Overview
  • Performing ticket functions
 

» Point of Sale: Advanced Topics

Duration: 1/2 day
The beginner is taken through some of the more advanced point of sale topics. Topics covered are:
  • Working with Gift Certificates
  • Working with Store Credits
  • Working with Customer Orders
  • Working with Layaways
 

» Receivables: Managing your A/R Activity

Duration: 1/2 day
The student is taken through the areas needed to effectively manage your accounts receivable activity. Topics covered are:
  • Receivables: An Overview
  • Entering and posting Cash Receipts
  • Voiding checks received from customers
  • How to handle account 'write-offs'
  • Application of open payments
  • Entering and posting adjustments
  • Printing Customer Statements and the A/R Aging reports
  • Viewing A/R Documents
  • Assessing Finance Charges
  • Using the Account Management function
 

» Sales History Reporting

Duration: 1/2 day
The student is taken through the key Sales Analysis reports in CounterPoint. Topics covered are:
  • Reviewing sales by category and sub-category
  • Tracking sales by Customer and Customer Type
  • Analyzing point of sale activity - by day, time, user, etc.
  • Many, many more!
 

» System Functions and Features

Duration: 1/2 day
The advanced user is trained on some of the more advanced features found in CounterPoint. Topics covered are:
  • Using the Toolbar
  • Using Table View
  • Using Lookups and Filters
  • System Security
  • Point of Sale Security
  • Menus
  • Messages and the Message Center
 

» Accounting - The CounterPoint Way

Duration: 1/2 day
The student is exposed to the files and fields that define how CounterPoint interfaces with your back-office accounting package. Topics covered are:
  • An Overview of Accounting in CounterPoint
  • How General Ledger Distributions are created
  • Setting up General Ledger Accounts
  • Setting up CounterPoint Account Codes
  • Account numbers - managing them
  • Interfacing CounterPoint with your back-office package - G/L distributions
  • Interfacing CounterPoint with Accounts Payable - vouchering receivings
 

» Inventory Management: The Physical Count Process

Duration: 1/2 day
The student is taken through the steps to efficiently perform a physical count. Topics covered are:
  • Preparation: The key to a successful physical inventory
  • Taking a snapshot of your current inventory levels
  • Using handheld data collectors to count your inventory
  • Reviewing and posting your adjustments to inventory
 


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