V Features. System. Windows Vista Support. Third-party components. Point of Sale devices and peripherals. V Features 1

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1 V Features 1 V Features System Windows Vista Support CounterPoint V provides limited support for the following Microsoft Windows Vista operating system editions: Windows Vista Business Windows Vista Ultimate There is no known code that prevents CounterPoint V7 from executing properly with these editions of the Windows Vista operating system. Third-party components Radiant Systems has performed thorough functional testing with Windows Vista and certifies that the following third-party components, which are included with CounterPoint V7.5.16, are compatible with Vista: Perfect Keyboard v7 Nice Label Engine 5.1 Crystal Reports v10 Viewer (for use with SQL Connection Option) Pervasive.SQL v9 NOTE: If you are using CounterPoint on a standalone workstation, you must perform additional steps to configure the Pervasive.SQL v9 Workstation Engine to work with Vista. Refer to Using Pervasive.SQL v9 Workstation Engine with Vista for more information. It is possible that previous versions of these third-party components are also compatible with Vista, but they have not been certified by Radiant. Point of Sale devices and peripherals Due to the sheer volume of Point of Sale devices that may be in use, Radiant Systems has not tested and does not plan to test Point of Sale devices or other peripherals with Windows Vista. You must ensure that any Point of Sale devices and peripherals you use (or intend to use) with CounterPoint V7 are certified to work with Vista. Radiant Systems recommends using Windows XP on workstations that are connected to Point of Sale devices. You may use Windows Vista on workstations on which you do not intend to use Point of Sale functions, provided that the third-party components listed above are upgraded to the certified versions.

2 V Features 2 Limitations The CounterPoint V7 online help will not function in a Windows Vista environment. BLAST DataPump will not function in a Vista environment. Windows Vista is not compatible with System > SQL Connection Reports. If you are using the SQL Connection Option, use System > Crystal Reports Viewer to view your reports. Alternatively, you can set up a user-defined menu selection using the following command, where reportname.rpt is the name of the report you want to view: sqlconn\crview.exe sqlconn\reportname.rpt Using Pervasive.SQL v9 Workstation Engine with Vista If you are using CounterPoint on a standlone Windows Vista workstation, you must install the Pervasive PSQL Service Utility on your workstation after installing the Pervasive.SQL v9 Workstation Engine. This utility allows the Pervasive.SQL Workstation Engine to run as a service. In addition, this utility removes the Pervasive.SQL icon from the notification area of the Windows taskbar, requiring you to use the Windows Control Panel to start or stop the Pervasive.SQL service. Follow these steps to install the Pervasive PSQL Service Utility on your workstation: 1. Insert your CounterPoint V7 CD into your CD-ROM drive and browse to the \PSQL subdirectory. 2. Double-click psqlsvcsetup.exe to start the Pervasive PSQL Service Utility, and then click Next from the Welcome dialog. 3. From the Destination Location dialog, specify the directory into which you want to install the Pervasive PSQL Service Utility or use the default directory of C:\PVSW and click Next. 4. From the Select a Service Account dialog, select Local System and click Next. 5. Click Install to install the Pervasive PSQL Service Utility. 6. When the installation is complete, click Finish.

3 V Features 3 Perfect Keyboard v7 This version of CounterPoint includes Perfect Keyboard v7, which is compatible with the Microsoft Windows Vista operating system. Perfect Keyboard is a third-party keyboard macro product that allows you to program a single key or key combination to generate multiple keystrokes. Perfect Keyboard also allows you to re-map or re-interpret keystrokes for specialized applications on a per-screen basis. For example, you can map the Enter key to the Tab key for a particular dialog, effectively disabling the Enter key on that dialog. Looking up users by name In this version, the Lookup users window allows you to find a user by typing all or part of the user s name, making it easier to look up users throughout CounterPoint. To look up a user by name, press F2 or click the F2=Switch lookup method button from any Lookup users window, select User name, and then enter all or part of user s name in the Name field.

4 V Features 4 Accounting Sage BusinessWorks v8 (Windows) This version of CounterPoint includes a direct accounting interface for Sage BusinessWorks v8. Direct interfaces for earlier versions of BusinessWorks are still supported. To define the interface, select System > Accounting > Interface, and then select BusinessWorks from the Accounting System field and 8.0 from the Version field. Refer to Accounting Interface Notes in the CounterPoint Electronic Documentation for more information about defining accounting interfaces. NOTE: This feature was released in a V Service Pack. Installing Sage BusinessWorks v8 Sage BusinessWorks v8 requires Pervasive.SQL V9.6, which is only available from Sage Software. To install BusinessWorks v8, you must first remove your existing installation of Pervasive.SQL, and then install BusinessWorks v8 and Pervasive.SQL V9.6. Follow these steps to complete this process: 1. Use the Pervasive System Analyzer (Start > Programs > Pervasive System Analyzer) to delete all Pervasive.SQL components and registry settings from all of the computers on which Pervasive.SQL is installed. 2. Follow the instructions provided by Sage Software to install BusinessWorks v8 and Pervasive.SQL V When the installation is complete, use the Pervasive Software License Administrator (Start > Programs > Pervasive.SQL > Other Utilities > License Administrator) to activate the permanent Pervasive.SQL license key provided by Sage Software. 4. If you require another Pervasive.SQL license for additional CounterPoint users, follow the instructions in Step 10 Activate Pervasive.SQL license key of the CounterPoint Installation Guide to generate and activate a permanent Pervasive.SQL key for your CounterPoint users.

5 V Features 5 Peachtree 2009 This version includes a pre-defined export interface for Sage Software s Peachtree Interfaces for earlier versions are still supported. To define the interface, select Setup > Accounting > Interface, select Export from the Accounting System field, select Yes from the Load pre-defined export interface? prompt, and then select Peachtree 2009 from the Pre-defined Export Interfaces window. Refer to Accounting Interface Notes in the CounterPoint Electronic Documentation for more information about defining accounting interfaces. MAS90 v4.2 This version includes a direct interface to MAS90 v4.2. Direct interfaces for earlier versions of MAS90 are still supported. To define the interface, select System > Accounting > Interface, and then select M.A.S. 90 from the Accounting System field and 4.2 from the Version field. Refer to Accounting Interface Notes in the CounterPoint Electronic Documentation for more information about defining accounting interfaces. NOTE: This feature will be released in a V Service Pack.

6 V Features 6 Point of Sale Displaying customers addresses in Ticket Entry You can now configure CounterPoint to display the current customer s address at the top of the regular Ticket Entry screen. To enable the display of customers addresses in Ticket Entry, select Yes from the Display customer address? field on the Configuration options screen (Setup > Point of Sale > Stores > Configuration options). With this setting, when a user selects a customer for whom an address is on file in Ticket Entry, the customer s address appears in the header, as illustrated below.

7 V Features 7 Automatically displaying customer/item images in Ticket Entry You can now configure CounterPoint to automatically display customer and item images in regular Ticket Entry. To enable the automatic display of customer and item images in Ticket Entry, select Yes from the Display customer image? and Display item image? fields on the Configuration options screen (Setup > Point of Sale > Stores > Configuration options). With these settings, whenever you select a customer or add an item to a ticket, the corresponding image (if one has been assigned to the customer or item) appears automatically. Single User ID/Password entry to open/close multiple drawers Previously, the Open drawer (Point of Sale > Tickets > Open drawer) and Close drawer (Point of Sale > Tickets > Close drawer) screens required you to enter a User ID and Password (if you were using passwords) for each drawer you wanted to open or close. In this version, the Open drawer and Close drawer screens retain your User ID and Password, allowing you to enter them once, and then open or close multiple drawers in succession.

8 V Features 8 Inventory Including all imported lines in the Physical Count Import log When you import physical count quantities using Inventory > Physical Count > Import, you can now choose to include all imported lines in the PHYSICAL COUNT IMPORT LOG, instead of just lines that resulted in errors. This feature can assist merchants in determining the physical location of an item for which an import error occurred by allowing them to see which items were counted immediately before and after the item in question. To use this feature, select All lines from the Print field on the Physical Count (Import) screen. With this setting, when you import physical count records, the resulting PHYSICAL COUNT IMPORT LOG includes all imported lines, as illustrated below.

9 V Features 9 Requiring color/size entry for gridded item adjustments Previously, in Inventory > Adjustments > Enter, when a user selected a gridded item, the user could skip entering the item s color/size for the item by pressing F1 at the Colr/Size field. However, if the user did not supply the color/size for the item at some point before posting the adjustment, an error occurred during posting. In this version, you can disable the F1=Skip option for the Colr/Size field in Inventory > Adjustments > Enter by selecting No from the Allow adjustment grid skip? field on the Apparel screen of Setup > Inventory > Control. This setting requires users to provide the color/size for each gridded item as they enter an adjustment. Recording the Area for each counted item in physical count In this version, the Physical count screen (Inventory > Physical count > Enter) allows you to identify the Area in which you counted each item, in addition to the count quantity. For example, you can specify that a counted item is located in the stock room (STKRM) or the sales floor (FLOOR). This feature allows merchants who stock items in multiple areas of their stores to more easily identify the physical location of counted items.

10 V Features 10 Simplified entry of specific Note ID values for item notes Previously, when a user added a new item note, the Note ID was set to the current date and time by default. To change this value, the user was required to press F1 to access the Note ID field. In this version, you can make the Note ID field active by default for new item notes by selecting ID from the new Begin add item notes at field in Setup > Inventory > Control. With this setting, when you add a new item note, the Note ID field becomes active immediately, allowing you to easily specify a Note ID value before entering the note. You can press F1 to set the Note ID to the current date and time.

11 V Features 11 Modify Grids utility allows swapping color and size values You can now use the Modify Grids utility (File Utilities > Special > Inventory > Modify grids) to swap the color (i.e., row) and size (i.e., column) values for one or more gridded items. This enhancement allows you to easily correct grids for which the color and size values are reversed, making the CONSOLIDATED GRIDS report (Inventory > Reports > Merchandising > Consolidated Grids) more useful. To swap grid dimensions for an item, select the Item number for the item, and then select Rotate from the Operation field. When you process your grid changes, CounterPoint swaps the values in the rows and columns, along with the corresponding grid labels, for each item you selected to Rotate.

12 V Features 12 Deactivating loose kits You can now designate a loose kit as Inactive, preventing CounterPoint from automatically adding or prompting the user to add the component items to a ticket when the parent item is sold. This feature allows you to deactivate a loose kit without requiring you to delete the kit definition. To deactivate a loose kit, select Inactive from the Entry method field on the Kits screen (Inventory > Kits). To reactivate an Inactive loose kit, simply restore its previous Entry method setting, either Normal or Automatic. With this setting, when a user adds the parent item of a loose kit to a ticket in Ticket Entry or Touchscreen Ticket Entry, only the parent item is added to the ticket; CounterPoint will not prompt the user to add the component items or add them automatically.

13 V Features 13 Customers Generating a CSV customer list for all customers Previously, the Generate CSV customer list utility (Customers > Utilities > Generate CSV customer list) exported data for customers with sales history only. Customer records with no sales history were not included in CSV customer lists. You can now generate a customer list that includes all of your customers, regardless of their sales history, by select Yes from the new Include customers with no history? field on the Generate CSV customer list screen. This enhancement allows you to create more complete mailing lists or conduct broader marketing activities.

14 V Features 14 Purchasing Vendor-specific setting for order shortages The Default unreceived qty status field in Purchasing > Control allows you to specify the default method that CounterPoint will use to handle unreceived quantities on purchase orders. This setting controls whether order shortages (i.e., unreceived quantities) should be placed on backorder or canceled by default. In this version, you can use the new Unrec qty st field on the Vendors screen (Inventory > Vendors > Vendors) to specify a default unreceived quantity method for each vendor. This setting allows you to specify whether order shortages should be placed on backorder or canceled by default for each vendor, overriding the Default unreceived qty status setting in Setup > Purchasing > Control. Select Backordered to place unreceived quantities for the vendor on backorder by default. Select Cancelled to cancel unreceived quantites for the vendor by default. Select None to use the Default unreceived qty status setting for your location.

15 V Features 15 Quick validation of auto-assigned serial numbers Whenever a user auto-assigns a range of sequential serial numbers to a serialized item on a receiving or quick receiving, CounterPoint prevents the creation of duplicate serial numbers by validating each serial number in the range against the serial numbers already on file. Depending on the number of existing serial numbers, this validation process can take considerable time. In this version, when you auto-assign sequential serials numbers to a serialized item while entering a receiving or quick receiving, you can now perform a Quick validation of the auto-generated serial numbers. This option validates only the beginning and ending serial numbers in the proposed range, instead of each individual serial number in the range, which is much faster than the Individual validation option. This feature is particularly useful for merchants who have large numbers of serialized items on file. When you receive more than one of a serialized item, after you specify the first serial number to add, press F5 or click the F5=Auto-assign all consecutive button, and then select the validation method you want to use from the Val meth field. NOTE: If you use the Quick validation option, you should ensure that other users are not entering new serial numbers simultaneously to prevent them from inadvertently creating serial numbers in the range you are about to auto-assign.

16 V Features 16 To change the default sequential serial number validation method for your company, select Individual validation or Quick validation from the Default seq serial validation field in Setup > Purchasing > Control. Defining quantity/cost breaks for vendor items You can now define up to four quantity/cost break levels for each vendor item. This feature allows you to configure CounterPoint to use different per-unit cost values when you purchase specific quantities of each vendor item, reflecting cost reductions that your vendors may offer. To define quantity/cost breaks for a vendor item, press F8 or click the F8=Qty cost breaks button from the Current cost field on the Vendors screen (Inventory > Vendors > Vendor items), and then specify the Qty and Cost per vendor unit for each break. NOTE: The Current cost value for each vendor item indicates the default cost for a single vendor unit of the item. Thus, you should specify a Qty greater than 1 for each quantity/cost break you define.

17 V Features 17 You can also define quantity/cost breaks for an item from the Items screen (Inventory > Items) by pressing F2 at the the Vendor # field to display the Vendor items dialog, selecting a vendor item record, and then pressing F8 or clicking the F8=Qty cost breaks button. When you add an item for which you have defined quantity/cost breaks to a purchase request or a puchase order, the Unit-cost for the item is automatically determined by the Qty-ordered value you enter, according to the quantity/cost break levels you have defined. From the Unit-cost field, you can press F8 or click the F8=Qty cost breaks button to display the quanity/cost breaks that have been defined for an item. When use you Purchasing > Receivings > Import to import receivings, if the import file does not include cost values, the quantity/cost breaks you have defined will be used to calculate the per unit cost for each new vendor item. Finally, quantity/cost breaks are also used by the PURCHASING ADVICE report (Purchasing > Purchase requests > Purchasing advice) to determine the current cost for each vendor item, based on recommended order quantities. NOTE: The PURCHASING ADVICE report does not use quantity/cost breaks to determine the lowest cost vendor for each item.

18 V Features 18 Sales History Retail column added to Sales Analysis reports In this version, the SALES ANALYSIS BY ITEM BY CUSTOMER, SALES ANALYSIS BY ITEM BY SALES REP, and SALES ANALYSIS BY CUSTOMER BY ITEM reports have been updated to include the Retail column. This enhancement allows you to compare the actual Sales amounts on each report to what they would have been if all sales had been at Price-1. A sample SALES ANALYSIS BY ITEM BY CUSTOMER report, including the Retail column, is illustrated below.

19 V Features 19 Payment History Selecting payments for deposit by payment type You can now specify a Payment type from the Select range window that appears when you press F5 on the Deposits (Enter) screen (Payment History > Deposits > Enter). This feature allows you to easily create a deposit for payments that were tendered with a specific pay code (i.e., all Checks or Cash payments). Credit Cards American Express CAPN certification for Paymentech CounterPoint V is certified for use with the American Express Card Acceptance Processing Network (CAPN) for transactions that are processed through Paymentech. With this enhancement, CounterPoint now offers CAPN compliance for use with all supported processors, including First Data North, First Data South, RBS Lynk, TSYS (i.e., Vital), and Paymentech. If you are processing through Paymentech and you previously disabled the direct authorization of AmEx transactions while awaiting CAPN certification, you can re-enable the Use AmEx direct setting in Setup > Point of Sale > Stores > Draft capture. NOTE: This feature was released in a V Service Pack.

20 V Features 20 EBT food stamps through RBS Lynk CounterPoint V supports Electronic Benefit Transfer (EBT) food stamps through RBS Lynk, allowing CounterPoint Merchant Program (CMP) merchants who are processing with RBS Lynk to authorize EBT transactions in Ticket Entry and Touchscreen Ticket Entry. All EBT transactions are processed through CPGateway. For all merchants, CPGateway fees are not charged for EBT transactions. NOTE: Dial-up support is not available for EBT transactions. In addition, EBT support is available for Retail merchants only, not for MOTO or Ecommerce merchants. RBS Lynk stored value cards CounterPoint V supports stored value cards (SVCs) from RBS Lynk, which are available through their gift card program, GiftLynk. All SVC transaction types are supported, allowing you to sell, redeem, recharge, and issue cash back for GiftLynk SVCs in Ticket Entry and Touchscreen Ticket Entry. All SVC transactions are processed through CPGateway. For CounterPoint Merchant Program (CMP) merchants, CPGateway fees are not charged for SVC transactions. NOTE: Dial-up service is not available for SVC transactions. Improved cardholder security when users edit card numbers When a user enters a credit card number in CounterPoint, that card number is masked to prevent it from being read. Previously, however, when a user edited a credit card number in Ticket Entry, Order Entry, or Cash receipts, the previously-entered card number appeared unmasked. To improve cardholder security, this version no longer displays an unmasked card number when a user edits a previously-entered card number. Instead, the Card-# field is blank, preventing the user from reading the stored card number. The user can enter a different card number or press Enter to restore the previously-entered, masked card number.

21 V Features 21 Basic Accounting Option Vendor status now used throughout Basic Accounting functions The Status field on the Vendors screen (Inventory > Vendors > Vendors) is used to determine whether the PAYMENT ADVICE report (Accounting > Accounts Payable > Payments > Payment advice) generated payments for vendors (i.e., payments are not generated for vendors with a Status value of Hold). However, in previous versions of CounterPoint, the Status value for each vendor was not used in other areas of the Basic Accounting Option. In this version, each vendor s Status value determines whether you can create or post payments and payables (i.e., vouchers) for that vendor. For vendors with a Hold status, users are now prevented from generating, entering, or posting payments and payables. For vendors with an Inactive status, a warning appears when a user attempts to generate or enter a payment or payable, as illustrated below. In addition, the vendor Status now appears on all payment- and payable- related edit lists and journals.

22 V Features 22 V Discontinued Features System Windows 98, NT 4, and Unixware support discontinued As of CounterPoint V7.5.16, Windows 98, Windows NT 4, and Unixware are no longer supported operating systems. Previous versions of CounterPoint can still be used with these operating systems.