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Installation and Configuration: Getting Started

Setting Up CounterPoint Overview

This document provides an overview of the steps to follow to set up your CounterPoint software.

The steps outlined in this document should be followed once for each CounterPoint company.

Pre-setup steps

Step 1 Install your CounterPoint software.

Installation: See the CounterPoint Installation Guide for more information.

Step 2 Register your CounterPoint software.

Registration: See Registering CounterPoint for more information.

Step 3 Start the software.

When asked for a User ID:

Enter an ID that you plan to define for this company.

You can access the CounterPoint main menu with any ID if no users are defined, but you are restricted from using most of the menu selections until you define at least one user.

Starting the software: See Starting CounterPoint for more information.

Defining users: See Users for more information.

Step 4 Create a company using File Utilities / Special / System / Create new company. Creating a company: See Creating a Company for more information.

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Step 5 If you didn’t specify the company you are setting up when you started the software, activate the company using System / Switch companies, or press F2 as soon as the new company has been created to switch to the new company.

Step 6 Define the Company file using Setup / System / Company.

Entering company information: See Company for more information.

Step 7 Define the user ID that you used when accessing this company, and all other CounterPoint users, using Setup / System / Users.

Defining a user: See Users for more information.

System setup

Step 8 Define the remaining System files using the following selections on the Setup / System menu:

Mailing lists (optional) Printer groups Menu definitions (optional) User-defined menus (optional) Accounts Calendars Accounting interface (optional)

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Inventory setup

Step 9 Define the Inventory Control file, using Setup / Inventory / Control. Entering Inventory control information: See Inventory Control for more information.

Step 10 Define the remaining Inventory files using the following selections on the Setup / Inventory menu: Account codes Categories (optional) Label codes (optional) Price codes (optional) Commission codes (optional) Tax codes (optional) Locations Locations groups (optional)

Rentals (optional)

Forms (optional, may use pre-defined forms) WARNING: Do not modify pre-defined forms.

Defining forms: See Forms for more information.

Point of Sale setup

Step 11 Define the Point of Sale Control file, using Setup / Point of Sale / Control. Entering Point of Sale control information: See Point of Sale Control for more information.

Step 12 Define your stores using the following selections on the Setup / Point of Sale / Stores menu:

Stores Draft capture (optional) Multi-currency (optional) Configuration options(optional)

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Step 13 Define the remaining Point of Sale files using the following selections on the Setup / Point of Sale menu:

Device codes Reason codes (optional) Registers Drawers Forms (optional, may use pre-defined forms)

WARNING: Do not modify pre-defined forms.

Defining forms: See Forms for more information.

Customers setup

Step 14 Define the Customers Control file, using Setup / Customers / Control.

Entering Customers control information: See Customer Control for more information.

Step 15 Define the remaining Customers files using the following selections on the Setup / Customers menu:

Categories Loyalty codes (optional) Profile codes (optional) Ship-via codes (optional) Shipping zones (optional)

Tax codes (optional) Finance charge codes Statement groups Terms codes Forms (optional, may use pre-defined forms)

WARNING: Do not modify pre-defined forms.

Defining forms: See Forms for more information.

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Purchasing setup

Step 16 Define the Purchasing Control file, using Setup / Purchasing / Control.

Entering Purchasing control information: See Purchasing Control for more information.

Step 17 If needed, define your Purchasing forms using Setup / Purchasing / Forms. WARNING: Don’t modify pre-defined forms.

Defining forms: See Forms for more information.

Labels setup

Step 18 Set up any labels you plan to print, using the following selections on the Setup / Labels menu:

Physical definitions

Code groups (optional)

Barcode definitions (optional)

Custom formats

Order Entry setup

Step 19 If you will be using Order Entry, define the Order Entry Control file using Setup / Order Entry / Control.

Entering Order Entry control information: See Order Entry Control for more information.

Step 20 Define the remaining Order Entry files using the following selections on the Setup / Order Entry menu:

Standing order groups Forms (optional, may use pre-defined forms)

WARNING: Do not modify pre-defined forms.

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Defining standing order groups: See Standing Order Groups for more information.

Defining forms: See Forms for more information.

Multi-Site setup

Step 21 If you will be using Multi-Site, perform the setup steps for Multi-Site.

Post-setup steps

Step 22 Enter your items, customers, and vendors.

Step 23 Make a backup of all your data files.

Save this backup for a few weeks as a precaution.

Step 24 If you have open documents (such as open P.O.’s, orders from customers, open items in receivables, etc.), you may want to enter these documents in CounterPoint.

Step 25 Begin using the system.

Setup reports Reports are available for most of the setup menu selections in CounterPoint. For example, you can print a list of existing users, stores, locations, etc.

To print a setup report, select the appropriate menu selection from the Setup / Reports menu.

NOTE: Some of the entry screens for setup reports ask Print history ?. If you answer Yes to this question, history for this year and last year prints on the report.