V Features 1. CentOS and RedHat Enterprise Linux 5 support

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1 V Features 1 V Features System CentOS and RedHat Enterprise Linux 5 support CentOS and RedHat Enterprise Linux 5 are now supported operating systems for use with CounterPoint V NOTE: The SQL Connection Option, which relies on Transoft U/SQL 3.1, is not compatible with Red Hat Enterprise Linux 5 or CentOS. Newer versions of Transoft U/SQL (i.e., 4.x or later) will not function with CounterPoint for Linux. You can continue to use the SQL Connection Option with older, supported versions of Red Hat Linux. Pervasive PSQL v10 CounterPoint now supports Pervasive PSQL v10, which is the latest version of the Pervasive data-management solution. If you are installing a new CounterPoint system on a standalone computer, the Pervasive PSQL v10.10 Workstation Engine will be installed automatically when you install V If you are updating from a previous version of CounterPoint, you can continue to use Pervasive.SQL v8.6 or PSQL v9, as they are stable and reliable database platforms that are fully compatible with CounterPoint V However, if you would like to upgrade to Pervasive PSQL v10, you can contact us at pervasiveupgrade@radiantsystems.com to obtain an updated Pervasive license key. NOTE: Pervasive.SQL v10 is not compatible with Netware. You will be charged a per-user fee to upgrade to Pervasive PSQL v10.

2 V Features 2 Transaction Manager This version includes the Transaction manager (System > Transaction Manager), which allows you to view, edit, and post a variety of transactions including cash receipts, inventory adjustments, purchase requests, receivings, transfers, and so forth from a single, centralized interface. This feature simplifies the process of finding and posting transactions that may be preventing you from recalculating totals, performing physical inventory or end-of-month procedures, or completing other maintenance tasks. The Transaction manager screen displays the number of open (i.e., unposted) Transactions for each Transaction type. To review or modify transactions from the Transaction manager, enter the appropriate number in the Edit field to display the entry screen for the corresponding Transaction type, and then select the transaction you want For example, enter 14 to display the Receive P.O. s screen, and then select the specific receiving you want to view or edit. NOTE: When you finish working with transactions of a particular type, press ESC to return to the Transaction manager screen. To post transactions from the Transaction manager, press F1 (or click the F1=Post button), and then enter the appropriate Transaction type number in the Post field to display the corresponding posting screen. From there, you can specify a range of transactions and post them normally. NOTE: Press F1 again (or click the F1=Edit button) to return to Edit mode.

3 V Features 3 Viewing spooled and archived reports by date/time You can now sort spooled and archived reports by the date and time the reports were created, instead of by Rpt #. You can also enter a specific Report date to easily find reports that were created on that date. To sort spooled or archived reports by date and time, press F5 (or click the F5=View button) on the Spooled reports screen (System > Spooled reports) or the Archived reports screen (System > Archived reports) and select Date/time from the Display in order by field. From the Report date field, press F1 (or click the F1=Latest button) to highlight the latest spooled report, or enter a date to highlight the most recent report that was created on the specified date.

4 V Features 4 Displaying reminder messages when users log in You can now configure CounterPoint to display pop-up messages to each of your users when he or she logs in to the software. This feature allows you to automatically send your users reminders, announcements, or special instructions, such as Don t forget to tell customers about our after-thanksgiving sale or Store meeting at 7:00 PM today. To define a reminder message for an individual user, select Setup > System > Users, look up the appropriate user, and then press F6 (or click the F6=Login reminders button) to display the Login reminders window. NOTE: If any reminders are defined for the user, the message ** List has login reminders ** appears at the top of the Users screen. The Login reminders window functions like a standard CounterPoint Notes window, allowing you to add, edit, delete, or find reminder messages. To create a new reminder, press F1 (or click the F1=Add note button), enter the Start and End dates for the reminder, and then type your message. When you are finished, press ESC and select Yes from the Save note? prompt. NOTE: Leave the Start and End dates blank to create a permanent reminder message. To edit an existing reminder, press PAGE DOWN until you find the message you want to modify, press F2 (or click the F2=Edit button), update the Start and End dates for the reminder, if you wish, and then edit the message. When you are finished, press ESC and select Yes from the Save note? prompt to save your changes.

5 V Features 5 To add or edit reminder messages for a group of users, select Setup > System > Mailing lists, enter or look up the mailing list that includes the appropriate users, and then press F6 (or click the F6=Login reminders button) to display the Login reminders window. When a user logs in to CounterPoint, the Task reminders window displays each reminder message that is assigned to the user or to a mailing list to which the user belongs. Press any key to proceed to the next reminder message or to the main menu, if there are no more reminder messages to display. NOTE: Each reminder message appears only if the current date falls within the date range defined by the Start and End dates assigned to the message.

6 V Features 6 Tracking failed login attempts In this version, if you are using passwords, you can configure CounterPoint to record the number of failed login attempts for each user in the SYSTEM.LOG file. This feature allows you to easily track how many times each user has been unable to log in to CounterPoint, which can help you identify security or training issues. To enable this feature, select Yes from the Use passwords? field on the Company screen (Setup > System > Company), define your password settings, and then select Yes from the Record login attempts? field on the Passwords window. With this setting, when a user enters an invalid user ID or an incorrect password, the failed login attempt is recorded in the SYSTEM.LOG file in the top-level CounterPoint directory (e.g., C:\SYN).

7 V Features 7 Show current user on screen If you are using the Standard menu style, the name of the current user now appears on the main menu, in between the CounterPoint version number and the name of your company, as illustrated below. The current user is also indicated in the title bar of the About CounterPoint screen (Help > About), regardless of which menu style you are using. This feature allows you to easily identify which user is currently logged in to CounterPoint on each workstation.

8 V Features 8 Accounting Sage BusinessWorks 2009 This version includes a direct accounting interface for Sage BusineWorks 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 2009 from the Version field. Refer to Accounting Interface Notes in the CounterPoint Electronic Documentation for more information about defining accounting interfaces. Installing Sage BusinessWorks 2009 BusinessWorks 2009 requires Pervasive.SQL V9.6, which is only available from Sage Software. To install BusinessWorks 2009, you must first remove your existing installation of Pervasive.SQL, and then install BusinessWorks 2009 and Pervasive.SQL V9.6. NOTE: BusinessWorks 2009 is not compatible with Pervasive PSQL v10. 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 2009 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.

9 V Features 9 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 was released in a V Service Pack. QuickBooks 2009 (Windows) This version of CounterPoint includes a pre-defined export accounting interface for QuickBooks Interfaces for earlier versions of QuickBooks 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.

10 V Features 10 Point of Sale Changing an item s selling unit without changing its quantity In Ticket Entry and Touchscreen Ticket Entry, when you change the Sell by unit for a line item to an alternate unit, the Qty value is automatically updated to reflect the conversion factor that is defined for the alternate unit. For example, if you enter 1 CAN of soda on a line, and then change the Sell by unit for that line to 6PAK, the Qty value is recalculated and changed to.166 (i.e., 1/6). In this version, you can configure CounterPoint to no longer automatically recalculate the Qty for a line when you change the Sell by unit for that line. To do this, select No from the new Adjust qty on unit changes? prompt in Setup > Inventory > Control. With this setting, when you change the Sell by unit for a line in Ticket Entry or Touchscreen Ticket Entry, the Qty value is unchanged. Thus, in our example, when you change the Sell by unit for a single can of soda to 6PAK, the Qty remains 1.

11 V Features 11 Inventory Expanded vendor item cost break support CounterPoint V introduced the ability to define up to four quantity/cost break levels for each vendor item, which allowed you to use different per-unit cost values when purchasing specific quantities of each vendor item. In this version, vendor cost breaks have been fully integrated into other areas of the software, as outlined below. Copying vendor cost breaks from existing items When you copy an existing item on the Items screen (Inventory > Items) and you choose to create a vendor item record (by specifying a Vendor item # for the new item), vendor cost breaks that were defined for the original item are copied to the new vendor item record. NOTE: You can view and modify the copied vendor cost breaks by selecting Yes from the Change vendor item unit cost, qty cost breaks? prompt that appears when you copy an existing item record.

12 V Features 12 Importing items with vendor cost breaks When you import items using Data Interchange > Import inventory, you can import cost breaks into the resulting vendor item records by specifying the fields in your import file that contain the quantity breaks and corresponding cost values for each item. To define the necessary inventory import specs to allow you to import vendor cost breaks, first use Setup > Data Interchange > Inventory dictionaries to add field definitions for the quantity and cost values for each cost break and for the flag that determines whether CounterPoint will consider vendor cost breaks in RTV transactions for each vendor item. Next, use Setup > Data Interchange > Inventory import specs to associate the quantity and cost for each vendor cost break, along with the Use in RTV flag, with the fields you defined in the corresponding inventory dictionary. Once you have defined these fields in your inventory import specs, when you import item records using Data Interchange > Import inventory, any vendor cost breaks specified in the import file will be imported into the new vendor item records.

13 V Features 13 Converting vendor cost break currency When you change the Currency that is assigned to a vendor (Inventory > Vendors > Vendors), if you select Yes from the Convert vendor item costs to new currency? prompt, the cost breaks for each associated vendor item are also converted to the new currency. Vendor cost breaks on Vendor Item report In this version, the VENDOR ITEM report includes the cost breaks for each vendor item.

14 V Features 14 User-defined price names In this version, you can assign a user-defined name to each standard price level you are using. This feature allows you to replace the standard field name (i.e., Price-1, Price-2, and so forth) for each price level with a meaningful designation, such as RETAIL or WHLSALE, which will appear on screen and on all reports in place of the standard name. Use the User-defined price names fields on the Inventory Control screen (Setup > Inventory > Control) to assign a user-defined price name to each price level you are using. NOTE: The Price-4, Price-5, and Price-6 fields only appear if you have purchased and registered the Price Pack Option.

15 V Features 15 Filtering Ecommerce items on the Stock status report You can now choose to include only items that are designated as Ecommerce items on the STOCK STATUS report. This feature allows you to easily review items that are available in your CPOnline store and to identify which of those items are out of stock. To include only Ecommerce items on the STOCK STATUS report, select the Ecommerce items option from the Ecommerce status field on the Stock status report screen (Inventory > Reports > Standard > Stock status). Select the Non-Ecommerce option to exclude Ecommerce items from the report or All items to include all items on the report.

16 V Features 16 Customers Accessing customer notes from the Cash receipts screen You can now display customer notes while you are creating or editing cash receipts transactions by pressing F6 from the Field number to change? prompt (or clicking the Customer notes button) on the Cash receipts screen (Customers > Cash receipts > Enter). This feature allows you to easily review, enter, or modify any pertinent, additional information about a customer for whom you are entering a cash receipt transaction, without requiring you to access the Customers screen (Customers > Customers).

17 V Features 17 Group customer changes utility This version of CounterPoint includes the Group customer changes utility, which allows you to update values in multiple customer records simultaneously. This feature allows you to easily make mass changes to customer information, without requiring you to modify numerous customer records individually. For example, you can use the Group customer changes utility to change the Tax code for all customers in a particular State or to reassign all customers in a specific Zip code to a different Zip code. You can also copy values from one customer record to a group of customer records. To use the Group customer changes utility, select Customers > Utilities > Group customer changes, and then specify a value or a range of values in each of the selection criteria fields at the top of the screen to indicate which customer records you want to update. For example, enter a value in the Zip code field to select all customers with the specified ZIP Code. Similarly, you can enter or look up a Tax code to select all customers assigned to that tax code. Press F1 from each selection criteria field to set its value to All (or First and Last for the Customer range fields). From the Print/Update? field, select one of the following options: Print report With this option, when your press Enter from the Field number to change? prompt, CounterPoint generates a report that indicates which customer records will be updated, based on the selection criteria you specified. This report allows you to refine your selection criteria to update the appropriate customer records. Update custs With this option, when you press Enter from the Field number to change? prompt, CounterPoint updates the customer records that meet your selection criteria, replacing existing field values with the values you specified in the New Field Values window. Both (Print & update) With this option, when you press Enter from the Field number to change? prompt, CounterPoint generates a report that indicates the customer records that will be updated, and then replaces existing field values in those records with the values you specified in the New Field Values window. Once you have defined the selection criteria for the customer records you want to update, use the New Field Values window to specify new values that will replace the existing values in the selected customer records. If you wish to copy eligible field values (i.e., for the remaining fields in the New Field Values window) from an existing customer record, enter or look up the customer number in the Copy from customer field.

18 V Features 18 To specify a new value to replace the values in the customer records that meet your selection criteria, enter the corresponding field number from the Field number to change? prompt, and then enter or look up the new value. If you selected a customer from the Copy from customer field, you can press F2 at each field in the New Field Values window to set the field s value to the value in the selected customer record. NOTE: You cannot specify new field values for the Commission pct or Commission method fields if you are calculating commissions based on sales rep (i.e., if the Calc commissions based on field in Setup > System > Company is set to Sales rep). To set all field values in the New Field Values window to None, press F2 from the Field number to change? prompt.

19 V Features 19 If you wish to use defined customer profile fields as selection criteria and/or update profile field values in the selected customer records, press F1 from the Field number to change? prompt to display the screen illustrated below. This screen lists each of the customer profile fields that is defined for your company (in Setup > Customers > Control). In the Select field values column, enter or look a value for each profile field you want to use as selection criteria. In the New field values column, enter or look up the new value for each profile field that will replace existing values in the customer records that match the selection criteria you have defined. Once you have defined all new field values, press Enter from the Field number to change? prompt to print a report that lists the customer records that match your selection criteria, replace the existing values in the selected customer records with the new field values you specified, or both, depending on the Print/Update? option you selected. When all selected customer records have been updated, CounterPoint indicates how many customer records were processed, changed, and skipped, as illustrated below. Press ESC to return to the main menu.

20 V Features 20 Purchasing Expanded vendor item cost break support CounterPoint V introduced the ability to define up to four quantity/cost break levels for each vendor item, which allowed you to use different per-unit cost values when purchasing specific quantities of each vendor item. In this version, vendor item cost breaks have been fully integrated into other areas of the software. For example, you can now configure CounterPoint to consider cost breaks for vendor items when calculating costs for return to vendor transactions. To do this, select Yes from the Use breaks in RTV? prompt that appears in the Qty Cost Breaks window when you create or edit vendor item cost breaks. With this setting, when you create a return to vendor transaction, the per-unit cost for each returned item is determined by the quantity you are returning, according to the defined vendor item cost breaks. Also, when you import purchase orders using Data Interchange > Import purchase orders and you choose to calculate, rather than import, costs, CounterPoint now uses the defined quantity/cost breaks for each vendor item. Finally, when you post purchasing adjustments using Purchasing > Adjustments > Post, CounterPoint will not update the cost values for the corresponding vendor items if they include cost breaks and the new cost would be equal to or less than the first cost break.

21 V Features 21 Reproducing original purchase requests from history In Purchasing > Batch printing, you can now select a single purchase order or a range of purchase orders and reproduce the original purchase request(s) from the corresponding Received PO History data. To reproduce one or more purchase requests from history, select the Purchase requests from history option from the Batch print for field, and then specify the Form ID, P.O. # range, Vendor # range, and other parameters for the purchase request(s) you want to print. NOTE: Allocated purchase requests cannot be reproduced in their original form. Instead, a separate purchase request is printed for each location to which an Allocated, separate purchase request was originally allocated. Allocated, merged purchase requests that you reprint will not include allocation information. Further, grid information for gridded items cannot be reproduced on purchase requests that are printed from history. Instead, each color/size combination will appear on a reprinted purchase request as if it had originally been entered on a separate line. Purchasing Advice replenishment adjustments for QoH/Max qty Previously, when you generated purchasing advice using the Replenishment calculation method, CounterPoint simply suggested ordering the quantity that had been sold during the specified period for each item you included on the PURCHASING ADVICE report. In this version, when you select the Replenishment option from the Calculation method field, you can now choose to consider the current quantity on hand and/or the defined maximum quantity (or model stock, for gridded items) for each item and adjust the suggested quantity accordingly. This feature allows you to generate more accurate purchasing advice and helps to ensure that you do not order more of an item than you actually need to replenish your stock to appropriate levels. NOTE: This feature will be released in an upcoming V Service Pack.

22 V Features 22 Credit Cards Credit card error logging You can now configure CounterPoint to record each error that occurs during credit card transactions including the date and time of the transaction, the ticket number, register, amount, and error message to the LOGERR.LOG file in your top-level directory. This feature allows you to easily review and track credit card errors, which can assist in troubleshooting. To enable this feature, set the LOGERR= environment variable to Y in your launch file. Refer to Environment Variable Setup in the CounterPoint Electronic Documentation for more information about setting environment variables. Requiring ZIP Code only for address verification Previously, if you enabled address verification services (i.e., AVS/AAV), you were required to supply a street address and ZIP Code to authorize each manually-entered credit card transaction. In this version, you can configure CounterPoint to require only a ZIP Code for address verification purposes. NOTE: This feature is available for all processors and card types. To enable address verification for ZIP Codes only, edit the Use AVS and CVV2/CVC2? field on the Draft capture screen (Setup > Point of Sale > Draft capture), and then select Zip only from the Address entry field on the AVS and CVV2/CVC2 window, as illustrated below.

23 V Features 23 With this setting, when you process a credit card in Ticket Entry, Touchscreen Ticket Entry, or Order Entry, you can skip the Address field on the Address Verification window and enter the customer s ZIP Code only. NOTE: You can still enter the customer s Address, if you wish, but it is not required while the Zip only setting is in effect. Using card identification services without address verification Previously, you could not use card verification services (i.e., CVV2/CVC2/CID) if you were not also using address verification (i.e., AVS/AAV). This requirement meant that you had to verify a customer s address in order to verify the security digits on the back of the customer s credit card. In this version, you can enable card verification services on the Draft capture screen (Setup > Point of Sale > Stores > Draft capture) without first enabling address verification, allowing you to verify each credit card s security digits without requesting the customer s address. NOTE: This feature is available for all processors and card types.

24 V Features 24 Support for VeriFone MX 800 payment terminals This version of CounterPoint supports the VeriFone MX800 series of payment terminals for credit and debit card processing in Ticket Entry and Touchscreen Ticket Entry. Refer to Credit Cards in the CounterPoint Electronic Documentation for more information about configuring a VeriFone MX 800 series payment terminal for use with CounterPoint. Diners Club cards processed as Discover transactions As of this version, Diners Club cards are processed as Discover transactions, instead of as MasterCard transactions. NOTE: If you accept Diners Club cards, you do not need to change any settings in CounterPoint to accommodate this change. Support for partial authorizations and reversals To better support prepaid credit and debit cards, CounterPoint can now obtain an authorization for an amount that is less than the amount due for a ticket or order via CPGateway or CPDialup. For example, if the Total for a ticket is $30.00 and the customer presents a prepaid credit card with a balance of $25.00, CounterPoint will obtain an authorization for $25.00, and then prompt the user to tender an additional payment for the remaining amount due. In addition, CounterPoint now also supports full reversals of credit card authorizations, allowing authorized credit and debit card payments to be deleted from a ticket or order before the document is complete. NOTE: This feature will be released in an upcoming V Service Pack.

25 V Features 25 Order Entry Option Changing an item s selling unit without changing its quantity In Order Entry, when you change the Sell by unit for a line item to an alternate unit, the Qty value is automatically updated to reflect the conversion factor for the alternate unit. For example, if you enter 1 CAN of soda on a line, and then change the Sell by unit for that line to 6PAK, the Qty value is recalculated and changed to.166 (i.e., 1/6). In this version, you can configure CounterPoint to no longer automatically recalculate the Qty for a line when you change the Sell by unit for that line. To do this, select No from the new Adjust qty on unit changes? prompt in Setup > Inventory > Control. With this setting, when you change the Sell by unit for a line in Order Entry, the Qty value is unchanged. Thus, in our example, when you change the Sell by unit for a single can of soda to 6PAK, the Qty remains 1.

26 V Features 26 Multi-Site Credit card information no longer included in transmission files To comply with the PCI DSS certification requirements, Multi-Site transmission files no longer automatically include credit card numbers. By default, encrypted credit card information is available in ticket history only on the Satellite at which each ticket originated. If you accept credit cards for partial Order Entry deposits at your satellite sites, you will be required to enter credit card information again at the Hub before you can select each order and authorize final payment. If you accept the full amount of an order as a deposit at a satellite, reentry of credit card information for final payment at the Hub will not be required. Further, if you accept credit cards for Order Entry deposits at your Hub site, you must authorize those deposits at the Hub. If you attempt to use immediate authorization at a satellite to authorize a deposit that originated at the hub, you will encounter an error. Also, if you are using CPOnline and you import CPOnline orders into Order Entry at satellite sites, make sure that the Record customer as setting on the Orders screen of Ecommerce > Setup > Control is set to Deposit. Finally, if you want to include credit card information on invoices or receipts that you reprint from history, you must reprint them at the site at which they were originally entered. Enabling the transmission of encrypted credit card numbers If your Satellites communicate with the Hub via VPN connections, you can still transmit encrypted credit card numbers and remain PCI DSS compliant by selecting Yes from the new Xmit card info? field in Setup > Multi-Site > Control. NOTE: Enabling the transmission of encrypted credit card numbers over a non-secure connection violates PCI DSS compliance requirements.