ing Reports and Forms. From CounterPoint

Transcription

1 ing Reports and Forms From CounterPoint

2 Introduction Vickie Sheffield Retail Applications Team 4 years with Radiant Systems

3 Objective & Overview Retailers of all sizes are expanding their use of . Customer demand Customer relationship and customer service One step closer to paperless Cost-effective After completing this session, you should be able to: Set up CounterPoint to receipts, A/R statements, and reports Set up user rights for functionality Use within POS and Order Management, and to send A/R statements and reports

4 Agenda 1. View Settings in Radiant Management Console 2. Configure Store Settings and Form Group Settings for ing Receipts 3. View Store and Form Group Settings in CounterPoint Configure Customer Control and Customer Settings for ing A/R Statements 5. View Custom Control and Customer Settings in CounterPoint Configure User Security and Company Settings for ing Reports and Purchase Orders 7. View User Security and Company Settings in CounterPoint 8.4

5 Settings Step 1 Configure Settings in Radiant Management Console Connect to your CounterPoint Server Under the Mail tab, enter the SMTP host name Specify the SMTP port Set up login credentials, if necessary Enter the default From address Save your changes

6 Settings, continued

7 Receipt Settings Step 2 Configure Store Settings Navigate to Setup > Point of Sale > Stores in CounterPoint, and click the Receipts tab Enter the default subject line for ing receipts Enter the default body text for ing receipts Save your changes

8 Receipt Settings, continued Setup > Point of Sale > Stores

9 Receipt Settings, continued Step 3 Configure Form Group Settings Navigate to Setup > Point of Sale > Form Groups in CounterPoint Look up the Form Group you use to print receipts Click the Group tab Select Ticket as the Document Type Select Completed as the Document Status Select Sale Ticket as the Ticket Type You can also choose a button image, button label and shortcut key Click the Forms tab Select your receipt form Select from the Printer Method list box Save your changes

10 Receipt Settings, continued Setup > Point of Sale > Form Groups

11 Receipt Settings, continued

12 ing Receipts Receipt at Point-of-Sale after Tendering a Transaction

13 ing Receipts, continued Address is on file in the Customer Record

14 ing Receipts, continued No address is on file in the Customer Record.

15 ing Receipts, continued No address is on file, but the customer has given you one at POS.

16 ing Receipts, continued No address is on file, but the customer has given you one at POS. You have entered the address in the Parameters window and clicked the Update and Send button.

17 ing Receipts, continued Customer Zoom from Customer Record By clicking the Recent Sales button, you can see detailed information about purchases. Select the document for which you want to reprint a receipt. Doing so will take you to View Ticket History. Click the Document link to open View Ticket History (Zoom)

18 ing Receipts, continued View Ticket History (Zoom) You can also access Ticket History by navigating to Sales History > Views > Ticket History

19 ing Receipts, continued If you arrive at this screen by using Customer Zoom at POS, you can simply click the button. If you arrive at this screen by using Sales History > Views > Ticket History, you will need to choose the Lookup options you want to use to find the receipt, then click the button.

20 A/R Statement Settings Step 4 Configure Customer Control Settings Navigate to Setup > Customers > Control in CounterPoint Click the A/R Processing tab Select the Allow statements check box Type your default subject line Type your default body text Save your changes

21 A/R Statement Settings, continued Setup > Customers > Control

22 A/R Statement Settings, continued Step 5 Configure Customer Settings Navigate to Customers > Customers in CounterPoint In the Customer Record of an A/R customer, enter an address in the preferred field ( 1 or 2) On the A/R Info tab, select the Send statement as e- mail check box. Save your changes

23 A/R Statement Settings, continued Customers > Customers

24 A/R Statement Settings, continued

25 A/R Statement Settings, continued Make batch changes to customer records to enable ing statements by using Table View

26 A/R Statement Settings, continued Customers > Reports > Statements Use for batch processing of customer A/R statements

27 User Security Settings Step 6 Configure User Security Settings Navigate to Setup > System > Security Codes in CounterPoint Under the Authorizations tab, click the check boxes to allow whichever of the following should apply ing of reports ing to non-system addresses (outside your system) Updating of addresses Save your changes

28 User Security Settings, continued Setup > System > Security Codes

29 Report Settings Step 7 Configure Company Settings Navigate to Setup > System > Company in CounterPoint Click the Other tab Type your default body text Save your changes

30 Report Settings, continued Setup > System > Company

31 ing Reports Examples of Reports that can be ed from CounterPoint

32 ing Reports, continued

33 Recap Key Learning Highlights: Management Console is used for central setup of server settings. To receipts, you must enter a default subject and body text. You must also add as a printer method in your Form Group. To A/R statements, you must allow statements to be sent, enter a default subject and body text, and enable statements to be sent in the A/R customer records. Users must be given access to be able to reports. To reports, you must enter the default body text.