V Features 1. The following features and enhancements have been added to CounterPoint for the Version (February 2008) release.

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1 V Features 1 V Features System The following features and enhancements have been added to CounterPoint for the Version (February 2008) release. NiceLabel Engine 5.1 CounterPoint includes the NiceLabel Engine, which allows you to print graphical labels, including pre-defined item, customer, and vendor labels, as well as user-defined labels designed with the NiceLabel Pro label designer (sold separately). This release includes NiceLabel Engine 5.1, which supports the new features that are available in the latest version of NiceLabel Pro. NOTE: CounterPoint is still compatible with labels created in previous versions of the NiceLabel Pro designer. Workstation Setup prompts for Pervasive.SQL version In this version, when you install CounterPoint on a workstation using the CounterPoint Workstation Setup installer (CPWRKSET.EXE), you will be prompted to select the version of the Pervasive.SQL Client (V8.6 or v9) that matches the version of Pervasive.SQL installed on your server. Linux support Linux for Business is the preferred UNIX operating system for use with CounterPoint. Radiant Systems will continue to test new releases of Linux for Business as they become available. We will also continue to test new releases of Transoft U/SQL with newer versions of Linux. Currently, CounterPoint supports Red Hat 6.1, 7.x (except 7.1), 8.0, and 9, as well as Red Hat Enterprise Linux 3. We will continue to support the use of Transoft U/SQL 3.1 with the currently supported versions of Red Hat Linux. However, we do not plan to support newer versions of Transoft U/SQL with these versions of Red Hat Linux. We are in the process of testing newer versions of Linux, along with newer versions of Transoft U/SQL in a Linux environment. We will make announcements regarding these products as soon as the testing process is complete. SCO Unix Open Server support Version 5.05 is the only version of the SCO Unix Open Server operating system that is supported for use with CounterPoint V Radiant Systems will continue to support SCO Unix Open Server 5.05 for as long as it remains feasible to do so. In addition, we will continue to support the use of Transoft U/SQL 3.1 with SCO Unix Open Server We do not plan to support any newer versions of SCO Unix Open Server or any new versions of Transoft U/SQL with SCO Unix Open Server.

2 V Features 2 Accounting SCO UnixWare support to be discontinued CounterPoint V is the final release for which SCO UnixWare 7.1 will be a supported operating system. Support for SCO UnixWare will be discontinued beginning with V7.5.16, which is currently scheduled for release in the 3 rd quarter of Sage Accpac 5.4 This version includes a pre-defined export interface for Sage Accpac 5.4. 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 ACCPAC for Windows V from the Pre-defined Export Interfaces window. Refer to Accounting Interface Notes in the CounterPoint Electronic Documentation for more information about defining accounting interfaces. QuickBooks 2008 (Windows) This version of CounterPoint includes a pre-defined export interface for QuickBooks 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 QuickBooks from the Pre-defined Export Interfaces window. Refer to Accounting Interface Notes in the CounterPoint Electronic Documentation for more information about defining accounting interfaces.

3 V Features 3 Peachtree 2008 (Windows) This version of CounterPoint includes a pre-defined export interface for 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 V8/9/ from the Pre-defined Export Interfaces window. Refer to Accounting Interface Notes in the CounterPoint Electronic Documentation for more information about defining accounting interfaces. Sage BusinessWorks v8 (Windows) This version includes a direct accounting interface for Sage BusinessWorks v8. Direct interfaces for earlier versions of BusinessWorks are still supported. To define the interface, select Setup > 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 will be released in a V Service Pack.

4 V Features 4 Point of Sale Copying quotes In this version of CounterPoint, you can now copy quotes in the same manner in which you can copy-release orders. This feature allows you to create a standing quote that you can re-use for different customers or a quote template that you can recall and modify as needed. To use this feature, you must first select Yes from the new Allow copy quote? field on the first Setup > Point of Sale > Control screen. With this setting enabled, when you recall a saved quote in Ticket Entry, the Please select field appears, prompting you to specify whether you want to Release or Copy release the selected quote. Enter 1 in the Please select field to release the quote normally. Enter 2 in the Please select field to release the quote to a ticket and retain a copy of the quote on file for future use. NOTE: You cannot copy a quote that includes one or more Always serialized items. This feature is not currently supported in Touchscreen Ticket Entry.

5 V Features 5 Minimum credit card charge You can now use the Minimum credit card charge field on the Ticket entry options 4 screen in Setup > Point of Sale > Stores > Configuration options to specify the minimum sale or order amount for which you will accept a credit card. When you select a Credit card pay code in Ticket Entry, if the sale amount is less than the Minimum credit card charge amount specified for your store, CounterPoint displays the error message illustrated below. Click OK to close the error message, and then select a different pay code. NOTE: If you specify a Minimum credit card charge value, you can still use Credit card pay codes for negative amounts (i.e., for refunds). This feature is not currently supported in Touchscreen Ticket Entry.

6 V Features 6 Total piece quantity on tickets CounterPoint allows you to display the total quantity, in stocking units, of all items on a ticket in Ticket Entry or Touchscreen Ticket Entry and to print the total quantity on the receipt. However, if you sell items in alternate units, each ticket s total quantity may not match the number of selling units, or pieces, that the customer is purchasing. For example, if you sell a case of items, the total quantity on screen and on the receipt will indicate that the customer purchased 24 individual items, instead of 1 case. In this version, you can configure CounterPoint to display the total quantity of items on each ticket in pieces, instead of in stocking units. This feature allows you to ensure that the total quantity that appears on screen and on the receipt for a ticket reflects the actual number of items in the customer s cart. To enable this feature, select Piece from the Tot qty field on the Ticket entry options 3 screen in Setup > Point of Sale > Stores > Configuration options. With this setting, the Qty field in Ticket Entry and Touchscreen Ticket Entry will display the total quantity of items on each ticket in selling units, instead of in stocking units. For example, this ticket includes 2 cases (CASE) and 13 cans (EACH) of bug spray, for a total Qty value of 15. NOTE: To display the total quantity value for each ticket in Touchscreen Ticket Entry, use Setup > Point of Sale > Touchscreen configuration to add the Qty field to the Totals area of your touchscreen layout.

7 V Features 7 To include the total piece quantity on receipts, modify the layout for your receipt form in Setup > Point of Sale > Forms and add the Total pieces field (field 526) or the Order total pieces field (field 289) to the Totals field group. Inventory Last P.O. # and Qty received fields on Inventory screen In this version, the Inventory screen (Inventory > Inventory > Enter) includes the Last P.O. # and Qty received fields, which indicate the PO number of the most recent purchase order that included the specified item and the quantity of the item that was received for that purchase order. The Inventory screen also includes the Rec d from field, which indicates whether the Qty received value is derived from a Purchasing transaction (i.e., a posted receiving) or a Kit assembly transaction. The Last P.O. # field is replaced by the Last kit trx field, which indicates the document number of the last Kit assembly transaction to affect the Qty received value. NOTE: These fields also appear on the Inventory window that is accessible from the Items screen (Inventory > Items) and the View items screen (Inventory > View > Items). If you are updating to V from a previous version, the Last P.O. # and Qty received fields for each item will remain blank until you post a receiving or a kit assembly transaction for the item.

8 V Features 8 Scaling sales history values for Mix/max advice report In this version, the MIN/MAX ADVICE report (Inventory > Reports > Standard > Min/max advice) allows you to scale actual sales history values upward or downward by a specified percentage (e.g., 90% or 110%) before calculating the recommended minimum and maximum stocking levels for your items. To adjust the results of the MIN/MAX ADVICE report, enter the percentage by which you want to scale the Monthly history or Inventory history values on which the report will be based in the % of hist sales field. To base the MIX/MAX ADVICE report on actual sales history (i.e., 100% of the historical values), leave this field blank. Looking up an item by barcode In this version of CounterPoint, you can look up an item in any Lookup items window by entering or scanning a barcode. This feature allows you to easily find an item record when you don t know the corresponding item number. To find an item, simply enter or scan the item s barcode in the Item number field on the Lookup items window.

9 V Features 9 Setting a minimum price for items to include in Physical Count You can now specify a minimum price for the items for which you want to create physical count transactions. This feature allows you to exclude low-priced items that you don t typically count from the physical count process. Enter the minimum price for the items you want to count in the Exclude if Price-1 is less than field on the Physical Count (Create) screen (Inventory > Physical Count > Create). Physical count transactions will not be created for items whose Price-1 value is less than the amount you specify.

10 V Features 10 Purchasing Display of vendor unit conversion factor for line items In this version, the Purchase requests screen (Purchasing > Purchase requests > Enter) and the Receive P.O. s screen (Purchasing > Receivings > Receive P.O. s) now display the stocking unit and the vendor unit conversion factor for each item you are purchasing or receiving in vendor units (e.g., 24 EACH per CASE). This feature provides a visual reminder of how many stocking units make up each vendor unit for the items you are purchasing or receiving. Display of stocking units for quantities on purchase requests The Purchase requests screen (Purchasing > Purchase requests > Enter) now displays each line item s stocking unit (e.g., EACH) for the Maximum qty, Minimum qty, Qty on hand, Qty on order, Net qty, and Suggested qty values that appear below the line item entry area. This feature clarifies these quantities by specifying the unit for their values.

11 V Features 11 Default delivery days by vendor The Vendors screen (Inventory > Vendors > Vendors) now includes the Deliv days field, which allows you to specify the number of days it typically takes each vendor to deliver the items you purchase. This value determines the default Delivery date for new purchase requests for each vendor. When you create a new purchase request in Purchasing > Purchase requests > Enter, if a Deliv days value has been specified for the vendor you select, you can press F1 to automatically set the Delivery date field to that many days after the current date.

12 V Features 12 Ecommerce Credit cards no longer charged for unshipped items If you have configured your CPOnline store to perform real-time authorizations, when you import CPOnline orders into CounterPoint, a deposit for the amount of each order is created automatically. Previously, the entire authorized amount of each order imported from CPOnline was included in the deposit and charged to the customer s credit card, even if one or more items on the order were out of stock and could not be shipped. In this version, when you import a CPOnline order using Ecommerce > Import, CounterPoint determines whether current on-hand quantities are sufficient to fulfill the order. If not, the Qty to ship for each item with insufficient quantity will be set to the appropriate value (according to your Insufficient qty method setting in Setup > Ecommerce > Control) and the amount of the resulting deposit will be reduced to reflect only the items that you can ship, plus the applicable taxes and freight charges. This feature ensures that customers credit cards will no longer be charged for unshipped items on orders imported from CPOnline. NOTE: If the Qty to ship for the entire order is reduced to 0 (i.e., if none of the items on the order are in stock), no deposit will be created, the credit card authorization will be discarded, and you will be able to edit the order normally. In addition, if the Insufficient qty method field in Setup > Ecommerce > Control is set to Override, your current on-hand quantities will not affect the Qty to ship for imported CPOnline orders and the resulting deposits will still reflect the entire authorized amount for each order. You must be configured to process transactions under the Ecommerce industry type with your processor to use this feature. In addition, the Industry type field on the Draft Capture screen (Setup > Point of Sale > Stores > Draft capture) must be set to Ecommerce for the store you use for CPOnline orders. NOTE: If you are using address verification (i.e., AVS/AAV) and card identification (i.e., CVV2/CVC2/CID) services in your CPOnline store, you will be charged a higher rate to authorize and settle subsequent transactions for items that were out of stock on imported orders, unless you manually enter the necessary address verification and card identification information.

13 V Features 13 Credit Cards American Express CAPN compliance CounterPoint V is certified for use with the American Express Card Acceptance Processing Network (CAPN) through First Data North, First Data South, RBS Lynk, and TSYS (i.e., Vital). CounterPoint merchants who are using any of these processors do not need to make any configuration changes to ensure CAPN compliance. NOTE: CAPN compliance is not currently available for Paymentech. CAPN support for Paymentech will be available as soon as the certification process is complete. Merchants who are processing through Paymentech should disable the direct authorization of AmEx transactions until CAPN compliance is certified. This feature was released in a V Service Pack. Check processing through RBS Lynk This version supports RBS Lynk check processing, allowing CounterPoint Merchant Program (CMP) merchants to authorize check transactions through RBS Lynk, via Certegy. NOTE: RBS Lynk does not support check processing via TeleCheck. Refer to Credit Cards in the CounterPoint Electronic Documentation for more information about configuring your system to process checks through RBS Lynk. This feature was delivered in a V Service Pack. EBT food stamps through RBS Lynk CounterPoint V will support 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. This feature will be delivered in a V Service Pack. RBS Lynk stored value cards CounterPoint V will support stored value cards (SVCs) from RBS Lynk, which are available through their gift card program, GiftLynk. All SVC transaction types will be 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. This feature will be delivered in a V Service Pack.

14 V Features 14 Receivables Option Using credit cards for cash receipts In this version of CounterPoint, you can use Credit card pay codes for cash receipt transactions you create in Customers > Cash receipts > Enter. This feature allows A/R customers to tender payments using credit cards, including purchase cards. To use a credit card for a cash receipt, select the appropriate Pay code, and then enter the Card-# and Exp-date. If a credit card is on file for the selected customer, you can press F1 from the Card-# field to use that card number. When you enter or edit a cash receipt with a Credit card pay code, you can press F7 to enter a voice authorization code for the transaction. You can also configure CounterPoint to prompt users to obtain credit card authorizations for cash receipt transactions via CPGateway or a dial-up connection. To do this, select Yes from the new Immediate authorization? field on the first Setup > Customers > Control screen, and then enter or look up your store in the Draft capture register # field. With these settings, the Authorize credit card now? prompt appears when you save a cash receipt with a Credit card pay code. Select Yes from this prompt to authorize the credit card for the specified amount. NOTE: You must enter card information manually in Customers > Cash receipts > Enter; magnetic stripe readers (MSRs) are not currently supported.