StoreKare UpgradeStoreKare Upgrade 3 Upgrading from StoreKare Introduction CounterPoint’s StoreKare upgrade utilities convert data from StoreKare V3.3/V3.4 or

StoreKare Upgrade This document provides detailed information for

upgrading StoreKare data to CounterPoint. 10/21/2004

StoreKare Upgrade 2

Table of Contents Upgrading from StoreKare ........................................................................ 3

Introduction ............................................................................................................................. 3 Upgrading Data from StoreKare.............................................................................................. 3

Overview..........................................................................................................................................................3 Step 1 – Post All Unposted Transactions on Your StoreKare System .............................................................4 Step 2 – Upgrade StoreKare V3.0, V3.1, or V3.2 to V3.3 ................................................................................4 Step 3 – Use the Third Party Interface (TPI) to Export StoreKare Data Files ..................................................4 Step 4 – Install and Register CounterPoint V7.5..............................................................................................5 Step 5 – Set Up Your CounterPoint System ....................................................................................................5 Step 6 – Define and Verify the Upgrade ..........................................................................................................6 Step 7 – Perform the Upgrade .........................................................................................................................7 Step 8 – Run File Utillities................................................................................................................................8 Step 9 – Renumber CounterPoint Item Numbers from the StoreKare SKU to the StoreKare Stock-#.............8 Step 10 – Use the StoreKare SKU as Your Barcode .......................................................................................9 Step 11 – Create Gridded Items for Upgraded StoreKare Matrix Items.........................................................9 Step 12 - Backup Your CounterPoint Data. .....................................................................................................9

Registering SK’s Third Party Interface .................................................................................... 9 To Temporarily Register TPI............................................................................................................................9

Merging Matrix Items into Gridded Items .............................................................................. 10 Data Conversion ................................................................................................................... 13

Inventory Files ...............................................................................................................................................13 Accounts Receivable Files.............................................................................................................................15 Point of Sale Files..........................................................................................................................................15 Purchasing Files ............................................................................................................................................16

StoreKare Vs CounterPoint Features..................................................... 17 Point of Sale.......................................................................................................................... 17 Inventory ............................................................................................................................... 18 Utilities................................................................................................................................... 19 Layaways/Work Orders/Special Orders Module ................................................................... 19 Dated Discounts Module ....................................................................................................... 20 Deals Module ........................................................................................................................ 20 Extended Payment Services Module .................................................................................... 20 Receive-Only Module............................................................................................................21 Purchasing and Receiving Module (includes all Receive-Only features).............................. 21 StoreKomm Module............................................................................................................. 22 Sales and Profit Analysis Module.......................................................................................... 22 Report Generator Module ..................................................................................................... 22 Time & Attendance Module................................................................................................... 23 In-House Accounts Module ................................................................................................... 23 Third-Party Interface Module................................................................................................. 23 Open Data Base Connectivity for Windows Module ............................................................. 24 StoreAdministrator Module.................................................................................................... 24

StoreKare Upgrade 3

Upgrading from StoreKare Introduction

CounterPoint’s StoreKare upgrade utilities convert data from StoreKare V3.3/V3.4 or earlier systems for use with CounterPoint V7.5.2 and later versions. Data is upgraded for customers, items, vendors, ticket (receipt) history, purchase orders, and purchase order history. Inventory records are created automatically for upgraded items. Monthly history can be created for the upgraded data.

This document provides detailed information for upgrading StoreKare data. This document is delivered in the PDF directory on the CounterPoint 7.5 CD, and is installed in the PDF directory located below the top-level CounterPoint directory.

Refer to the Data Conversion section of this document for a list of mappings between StoreKare V3.3/3.4 data and CounterPoint V7.5.2.

Refer to the StoreKare VS CounterPoint Features section of this document for a feature comparison of StoreKare V3.4 features and CounterPoint V7.5 features.

Upgrading Data from StoreKare Overview The following is a summary of the steps involved in upgrading StoreKare data to CounterPoint V7.5.2. These steps are explained in detail in subsequent sections of this document.

Step 1 Post all unposted transactions on your StoreKare system. Step 2 If you are running StoreKare V3.0, V3.1, or V3.2, upgrade your

StoreKare system to V3.3. Step 3 Use the Third Party Interface (TPI) to export StoreKare data files to

ASCII. The files must be in ASCII format to be upgraded into CounterPoint.

Step 4 Install and register CounterPoint V7.5. Step 5 Set up your CounterPoint system. Step 6 Define and verify the upgrade. Step 7 Perform the upgrade. Step 8 Use CounterPoint utilities to build history, rebuild keywords,

recalculate item quantities, and age customers. Step 9 Renumber CounterPoint item numbers from the StoreKare SKU to

the StoreKare Stock-# (OPTIONAL) Step 10 Use the StoreKare SKU as your barcode (OPTIONAL) Step 11 If you are using matrix items in StoreKare, optionally convert those

items to CounterPoint gridded items. Step 12 Backup your CounterPoint data.

StoreKare Upgrade 4

Step 1 – Post All Unposted Transactions on Your StoreKare System Post all unposted StoreKare transactions, including receipts/tickets. Exclude open P.O.’s – these are upgraded into CounterPoint.

Step 2 – Upgrade StoreKare V3.0, V3.1, or V3.2 to V3.3 If you are running StoreKare V3.0, V3.1, or V3.2, you must first upgrade your SK system to V3.3. Upgrade utilities to upgrade your system from SK V3.0, 3.1, and 3.2 are provided on the CounterPoint 7.5 CD in the UTILS \ STOREKAR \ SKUTIL directory. Upgrade instructions are provided in the file Ver 3_3_20 Upgrade.doc. Choose the appropriate executable for your upgrade.

WARNING: StoreKare systems prior to V3.3 are not Y2K compliant. Dates on or after 01/01/2000 will be upgraded with a year of 19xx.

Step 3 – Use the Third Party Interface (TPI) to Export StoreKare Data Files Copy all files from the UTILS \ STOREKAR \ SKUPG directory on the 7.5 CD to your SK data directory. This directory contains the StoreKare Third Party Interface along with the batch files to export SK data.

From the SK data directory, run CPEXP33 (StoreKare 3.3) or CPEXP34 (StoreKare 3.4) to export StoreKare data files. This process creates a number of files with an extension of .txt. This process can take many hours, depending on the amount of data to be exported. The .txt files may be copied to another computer using CounterPoint, if desired.

If you receive a message that TPI is not registered, follow the instructions in the Registering SK’s Third Party Interface section of this document.

NOTE: If you receive the message Could not execute xxx, (where xxx is a path\program name) when you try to execute a menu selection in StoreKare, and the program is in the indicated path, the PATH statement must be set so that it ONLY contains the path to the data.

If you receive a message that TPI is not installed:

For StoreKare V3.3 1. From the SK data directory, copy STORMAIN to STORMAIN.SAV

2. Copy STORMAIN.33 to STORMAIN

3. Run CPEXP33

4. Copy STORMAIN.SAV back to STORMAIN

For StoreKare V3.4 1. From the SK data directory, copy STORMAIN to STORMAIN.SAV

2. Copy STORMAIN.34 to STORMAIN

3. Run CPEXP34

4. Copy STORMAIN.SAV back to STORMAIN

StoreKare Upgrade 5

If you continue to receive a message that TPI is not installed, the data and programs may have been copied to somewhere other than original StoreKare directory. If so, you must change the registration in StoreKare to identify the correct data path.

To change the data path, perform the following steps:

1. From the SK directory, type REGMGR

2. Choose Terminal Settings and change the Data Path to the directory that contains the StoreKare programs and data

3. Run CPEXP33 or CPEXP34

Step 4 – Install and Register CounterPoint V7.5 Follow the instructions that begin on page 41 of the V7.5.2 Release Supplement to install and register CounterPoint.

Step 5 – Set Up Your CounterPoint System The only setup information upgraded from StoreKare is Inventory Locations and Customer Categories. All additional setup information must be defined by you. See the Setting up CounterPoint chapter for more information.

Alternatively, you can select to Install Starter data files when creating a new company. After installing Starter data, you would update the setup files to match the needs of your company. Follow the instructions in the Setting up CounterPoint chapter.

NOTE: If you select to Install Starter data files when creating a new company in CounterPoint, Inventory will be set to single location, “main”, and “this” location will be set to MAIN. Once you have upgraded your StoreKare data, you should change “Main location” and “This location” in CounterPoint’s Setup / Inventory / Control to the locations upgraded from StoreKare. You should also set Use multi-location and Use multi-location pricing appropriately in CounterPoint’s Setup / Inventory / Control.

Special instructions regarding setup steps when upgrading from StoreKare are described below.

Setup / System / Calendars Define calendars for this year, last year, and the prior year.

Setup / Inventory / Control If you were using fixed cost in SK, make sure you set field 3, Allow standard cost entry, to Y.

If you were using more than 3 price levels in SK, and you have registered the Price Pack option, make sure you define the Number of price levels appropriately.

If you were using Group and QMP Group in SK, add them as User-defined item attributes in CounterPoint.

NOTE: If you select to Install Starter data files when creating a new company in CounterPoint, Inventory will be set to single location, “main”, and “this” location will be set to MAIN. Once you have upgraded your StoreKare data, you should change “Main location” and “This location” in CounterPoint’s Setup / Inventory / Control to the locations upgraded from StoreKare. You should also set Use multi-location and Use multi-location pricing appropriately in CounterPoint’s Setup / Inventory / Control.

StoreKare Upgrade 6

Setup / Inventory / Tax codes Set up a tax code for each tax code used in StoreKare.

Setup / Customers / Control Promo sales can be upgraded from SK and tracked in CounterPoint’s loyalty programs. If you wish to use loyalty programs in CounterPoint, make sure you set Use loyalty programs? to Y and define a default loyalty code using Setup / Customers / Loyalty codes.

Define the Profile prompts for the Demographics used in SK.

Setup / Point of Sale / Stores Define the store that you specified as the store number for this location in Setup / Point of Sale / Control. Make sure cash, check, credit card, debit card, and gift certificate pay codes are defined if they were used in StoreKare.

Setup / Purchasing / Control P.O. History can be upgraded from SK and retained in CounterPoint. If you want to keep P.O. History, make sure you set Keep received P.O. History to Y.

At field number 16:

1. Respond Y to Use receiving misc charge-1.

2. Enter Tax as the description (display label) for misc charge-1.

Step 6 – Define and Verify the Upgrade The next step is to define the upgrade in CounterPoint. Select File Utilities / Upgrade / Define from the CounterPoint main menu.

Screen 1

Select StoreKare and the StoreKare version from which data will be upgraded.

StoreKare Upgrade 7

Screen 2

Select the groups of files tbe upgraded and indthe full path where the exported SK data files are located.

o icate

e e

Use a different Group identifier for each group to upgrade different groups on different workstations. When you use a group ID, details of the upgrade are written to a file with the same name as the group and extension of .LOG. A summary entry is also written to SYSTEM.LOG.

When you actually perform the upgrade, you can specify a particular group ID to process. This enables you to use multiple computers to upgrade large amounts of data, processing a different group on each machine simultaneously.

You can also upgrade one group at a time, initially upgrading only the data required to get the software up and running, then later upgrade large files like receipt history. e up and running, then later upgrade large files like receipt history.

Screen 3 Screen 3

Provide default values for assigning to SK data as it is imported into CP.

Provide default values for assigning to SK data as it is imported into CP.

If any values display a description of “Not on file”, you need to define these in CP either before or after upgrading the data.

If any values display a description of “Not on file”, you need to define these in CP either before or after upgrading the data.

Run the CounterPoint menu selection File Utilities /Upgrade / Verify to verify thupgrade definition. Use the menu selection System / Reports / System log file to

review the results of the verify process and identify potential problems. Choose xxx.log as the file to print, where xxx is the groupname you entered in the upgrade definition. Use the menu selection File Utilities / Upgrade / Define to correct any errors.

Run the CounterPoint menu selection File Utilities /Upgrade / Verify to verify thupgrade definition. Use the menu selection System / Reports / System log file to

review the results of the verify process and identify potential problems. Choose xxx.log as the file to print, where xxx is the groupname you entered in the upgrade definition. Use the menu selection File Utilities / Upgrade / Define to correct any errors.

Step 7 – Perform the Upgrade Step 7 – Perform the Upgrade Run File Utilities / Upgrade / Perform to upgrade SK data into CounterPoint. Refer to the Data Conversion section of this document for a list of mappings between StoreKare V3.3/3.4 data and CounterPoint V7.5.2.

StoreKare Upgrade 8

Step 8 – Run File Utillities The next step is to run various file utilities in CounterPoint to perform functions such as building history, building keywords, and setting item quantities.

Run File Utilities / Upgrade / Build History to construct monthly history from the upgraded POS ticket history.

Run File Utilities / Special / Customers / Rebuild customer keywords to build keywords for the upgraded customers.

Run File Utilities / Special / Inventory / Recalc item quantities to set item quantities so that they reflect open documents.

Run File Utilities / Special / Inventory / Rebuild item keywords to build keywords for the upgraded items.

If you are using the Receivables Option in CounterPoint, run Customers / Reports / Aging for all customers to set the “Balance” field for each A/R charge customer.

Step 9 – Renumber CounterPoint Item Numbers from the StoreKare SKU to the StoreKare Stock-# You can optionally renumber your CounterPoint item numbers from the StoreKare SKU to the StoreKare Stock-#. To ensure a valid conversion, StoreKare SKU's are converted to CounterPoint item numbers. The StoreKare Stock-#'s are not converted. If you wish to use StoreKare Stock-#'s for your CounterPoint item numbers, the following must be true:

Every StoreKare item has a unique Stock-#.

No CounterPoint gridded items were converted.

All StoreKare SKU's refer to the CounterPoint item's Stock-unit (not to a CounterPoint alternate unit).

To renumber items from SKU# to Stock-#, follow these steps:

1. Make a backup copy of your converted data.

2. Rename the FIXITM.sk in the Export directory to FIXITM.EXP.

3. Run File utilities / Inventory / Restore from an export file.

4. Specify the Renumber file, and choose to Replace existing records.

5. Run File utilities / Special / Inventory / Renumber items to renumber your items.

6. Review the report, then examine your items to confirm that your items were renumbered correctly.

StoreKare Upgrade 9

Step 10 – Use the StoreKare SKU as Your Barcode You can optionally choose to use the StoreKare SKU as your barcode provided you have not entered any additional CounterPoint barcodes and you renumbered your items to use the StoreKare Stock-# in step 9.

To create barcodes using the StoreKare SKU’s:

1. Make a backup copy of your converted data.

2. Rename the IMBARF.sk in the Export directory to IMBARF.EXP.

3. Run File utilities / Inventory / Restore from an export file.

4. Specify the Barcodes file, and choose to Replace existing records.

5. Confirm that you have created barcodes as you wanted them.

Step 11 – Create Gridded Items for Upgraded StoreKare Matrix Items If matrix items were upgraded and you want to merge multiple matrix items into a CounterPoint gridded item, follow the instructions in the Merging Matrix Items into Gridded Items section of this document.

Step 12 - Backup Your CounterPoint Data. You have completed the upgrade process. Make a backup of your CounterPoint data files in case you ever need to review the data as it was originally upgraded.

Registering SK’s Third Party Interface To Temporarily Register TPI 1. In StoreKare, use Manager / system file Maintenance / Store maintenance / Tender options

and set Extended Payment Service to No.

2. Run Manager / Credit cards / checks / credit card Maintenance. (Note that the name of the option changes once Extended Payment Services is set to No above).

3. Select CHANGE, then press Enter to bring up the first record.

4. Print a copy of the screen or write down your current Terminal ID number.

5. Enter the Terminal ID 9544180101*.

6. Run Point of Sale, enter the check ID and password, then exit Point of Sale – this process will copy the Terminal ID into the Registration field.

7. Exit StoreKare.

8. Perform the conversion.

9. Complete steps 1 through 6 again, entering the proper Terminal ID information for your system.

WARNING: Do not run the StoreKare software with the Terminal ID set to 9544180101. Your software will not function correctly.

StoreKare Upgrade 10

Merging Matrix Items into Gridded Items StoreKare matrix items can be converted to CounterPoint and merged into gridded items. The following example shows how a “SWEATER” with twenty different StoreKare matrix item numbers for the various size/color combinations can be merged into a CounterPoint gridded item.

Matrix Item Numbers Descriptions 1234567 SWEATER 12345670G00G SWEATER -GREEN 12345670K00G SWEATER -BLACK 12345670R00G SWEATER -RED 12345670U00G SWEATER -BLUE 1234567BG000 SWEATER -B -GREEN 1234567BK000 SWEATER -B -BLACK 1234567BR000 SWEATER -B -RED 1234567BU000 SWEATER -B -BLUE 1234567LG000 SWEATER -L -GREEN 1234567LK000 SWEATER -L -BLACK 1234567LR000 SWEATER -L -RED 1234567LU000 SWEATER -L -BLUE 1234567SG000 SWEATER -S -GREEN 1234567SK000 SWEATER -S -BLACK 1234567SR000 SWEATER -S -RED 1234567SU000 SWEATER -S -BLUE 1234567TG000 SWEATER -T -GREEN 1234567TK000 SWEATER -T -BLACK 1234567TR000 SWEATER -T -RED

After upgrading from StoreKare, merge any matrix item numbers…

1234567TU000 SWEATER -T -BLUE

… into one gridded item, with the styles and colors tracked in a grid.


Print a Brief Item List from CounterPoint Inventory / Reports / Standard / Items. Use this report to determine which items need to be changed from a tracking method of Normal to Gridded.

If you want to convert one or more existing “Normal” items into a gridded item, the existing item numbers must contain the color/size tags for the resulting grid (e.g., JACKETSMLRED, JACKETSMLBLU, etc.). The item numbers of all items to be converted into the same gridded item should start with the same characters (e.g., JACKET).

If your item numbers are not in the format listed above, your first pass in Renumber items should convert your item numbers to this format.

Select File Utilities / Special / Inventory / Renumber items.

1. Once your item numbers are in the correct format, manually enter the base part of the matrix item number for Old item number.

2. Press F2 at Item not on file, to convert all items with the same item number base to a single gridded item.

3. Enter the item number to assign to the new gridded item. This item number cannot already be on file.


4. Identify the descriptive heading for the names that will appear across the top of the grid for Horizontal tag.

5. Select whether each name is located in a fixed position of the item number, or if the name is preceded by a delimiting character.

6. Similarly, identify the heading for the names that will appear down the side of the grid for Vertical tag, and whether the names are in fixed positions or delimited within the item number.

Example: 1234567BG000

7. Press Enter at Field number to change? and then press ESC.

8. Answer whether you want to also replace any substitute item numbers with the new item number.

also replace any substitute item numbers with the new item number.

9. Indicate if you are ready to make the changes now.

9. Indicate if you are ready to make the changes now.

10. If you answer Yes, select the printer where the Renumber Items log will print.

10. If you answer Yes, select the printer where the Renumber Items log will print.

Color value

“Base”


Data Conversion The chart below describes file mappings between StoreKare and CounterPoint.

Upgrade Group Data file in StoreKare Data file in CounterPoint Inventory Items

DISCINV (Items) EXPLOSN SERIAL

Items and inventory records Simple kits Sometimes serialized items

Inventory Vendors

VENDINFO VENDSRCS

Vendors Vendor items

Accounts Receivable Customers

CUSTFILE (Customers) IH_CCARD PICKDELV IHCARDCH

Cash customers A/R charge customers Shipping addresses Open receivables items

Point of Sale History

REC_MAIN REC_TRAN

Ticket history header records Ticket history line items

Purchase Orders POHEAD PODET

Open P.O. header records Open P.O. line items

StoreKare data fields that do not match the corresponding CounterPoint V7.5 data are interpreted and converted to data that CounterPoint V7.5 can use and recognize. The following list provides information about how StoreKare data is upgraded for use in CounterPoint.

Inventory Files

Setup SK Classes are upgraded to Sub-categories

SK Departments are upgraded to Categories

SK Group is upgraded to user-defined 1

SK Subclass is upgraded to user-defined 2

SK categories are used for matrix items and are not upgraded

Items SK SKU’s are upgraded to Item numbers StoreKare’s SKU numbers and Stock #’s

are 12 characters

Optional upgrade steps are provided to renumber CounterPoint item numbers from SK SKU’s to SK Stock-#’s. Additional optional upgrade steps are provided to convert SK SKU’s to CounterPoint barcodes.

SK item numbers are not zero filled. SK SKU 10 upgrades to 000000000000010. SK SKU 010 also upgrades to the same number (so only one can be upgraded).

The SK UPC barcode that can be up to 24 characters in length and is upgraded to barcode #1. If necessary, this is truncated to 20 characters. If the barcode already exists, it is added as an additional barcode up to the maximum allowed of 8.


SK item prices are upgraded as follows:

SK Price CP Price Low Price Regular price (only if SK Price is zero) Qty 1 Price Price 1 Qty 2 Price Price 2 Qty 3 Price Price 3 Qty 4 Price Price 4 Qty 5 Price Price 5

SK item Fixed cost is upgraded to CounterPoint Standard cost

SK items that have the maintain quantity flag set to N are upgraded to non-inventory items

SK weighed items are upgraded to Weigh/ automatic in CounterPoint

SK units are 8 characters. These are truncated to 4 characters.

SK items have 3 tax table numbers. The first tax table number is upgraded as the tax code if it is non-zero.

SK stores are also inventory locations. Their stores are not upgraded, but locations are created on the fly if they do not exist.

If the SK store number is 1234, it is upgraded to CounterPoint as store 234 and location number 1234

SK item location is upgraded to Bin 1

SK item reorder quantity is upgraded to Maximum quantity

SK item date created is upgraded to First and Last received dates

SK serial numbers are 25 characters. These are truncated to 15 characters.

SK serial numbers that have a non-zero receipt number are upgraded as Sold

Vendors SK vendor address lines are 40 characters. These are truncated to 25 characters.

SK vendor cities are 40 characters. These are truncated to 15 characters.

SK vendor countries are 20 characters. These are truncated to 15 characters.

SK vendor contact names are 30 characters. These are truncated to 20 characters.

SK vendor fax is upgraded to our phone 2.

SK vendor item units are 10 characters. These are truncated to 4 characters.

SK vendor item date last received is upgraded to our last order and last received dates.


Accounts Receivable Files

Customers SK customer first and last names are 16 characters. These are truncated to 10 and

14 characters.

SK customer address lines are 30 characters. These are truncated to 25 characters.

SK customer cities are 30 characters. These are truncated to 15 characters.

SK customer home phone is upgraded to Phone 1

SK customer work phone is upgraded to our Phone 2

SK has several user-defined customer fields which are upgraded directly into the customer profile fields. The profile fields must be defined manually using Setup / Customers / Control.

SK does not have a credit limit for cash customers. Credit limit is set to unlimited.

SK does not have a file with the list of customer classes. CounterPoint customer category records are created on the fly as customers are upgraded.

SK in-house charges are balance forward only. All in-house accounts are upgraded as balance forward A/R customers.

SK in-house charges do not have due dates, only terms descriptions. All CounterPoint open item due dates are set to the document date.

SK In House open items with a transaction type of “Void” are not included in the SK customer balance, and are not upgraded to CounterPoint.

Point of Sale Files

History SK store numbers are 4 digits. These are truncated to 3 digits.

SK register numbers are 4 digits. These are truncated to 3 digits.

SK drawer numbers are 6 digits. These are truncated to 3 digits.

SK receipt numbers are 11 digits. During the upgrade, new ticket numbers are assigned. The receipt number is upgraded as the P.O. number (removing any leading zeroes). The P.O. lookup method can be used to lookup tickets by the old receipt number.

SK does not have separate sales reps. The clerk ID is upgraded as the sales rep.

SK receipts do not have name and address information. This information is copied from the customer file if the customer exists.

SK promo sales amount is upgraded to normal loyalty points, total loyalty points, and total redeemable loyalty points.

SK payments are upgraded to the first pay code in the corresponding store record with the appropriate type - cash, check, CR card, DR card, or gift certificate.

SK line items with no item number are upgraded as comment lines

SK line items do not have item descriptions. These are copied from the item file if the item exists.


SK line items have 3 tax amounts. These are summed into the CounterPoint line item tax amount.

SK receipts do not "balance". The amount received is assumed to be the total amount received. Change given has not been subtracted or recorded.

CounterPoint ticket totals are recalculated as line items are written for each ticket

Purchasing Files

Purchase order SK open and closed P.O.'s are in the same files. These are split into the open P.O.

transaction file and the P.O. receivings history file as appropriate.

SK P.O.'s do not have drop-ships, but they do have separate bill-to and ship-to addresses. If the ship-to address name is non-blank, the ship-to information is upgraded into our drop-ship fields.

SK P.O. tax amounts are upgraded into Miscellaneous charge 1 field.


StoreKare Vs CounterPoint Features These comparisons are based on our limited understanding of the published feature list for StoreKare V3.4. We cannot guarantee that this information is 100% accurate. If you are aware of any inaccuracies in this list, please email your suggested corrections to [email protected] and we will update and correct this document.

Point of Sale StoreKare® Version 3.4 CounterPoint V7.5 Windows or DOS Client Windows Bar Code Scanning, including UPC and Random Weight Bar Codes

Yes

Multiple Tender Types, including 4 User-Defined Tenders Yes, 18 user-defined Up to three Foreign Currencies Yes, up to 18 Store Credit as a Tender Type Yes Gift Certificates and Food Stamps Yes Inventory/Price Look-Ups by SKU, Stock #, Description, or Vendor ID

Yes

View SKU Details During Look-Up Yes (‘zoom’) Frequent Shopper Promotion Cards Yes Scale Interface with Auto & Digital Tare Yes (no Tare) Discounts and Markdowns: Total Sale Discount, Line Item Discount

Yes

Mix & Match Pricing Yes (‘group’ and ‘two-fer’) Quantity (Package) Pricing Yes Mixed Items / Case Pricing Yes Multiple Price Levels Based on Quantities and/or Customer Level

Yes

Pick-Up/Delivery with 50 State Taxes Yes Pay In/Out with Reason Note Yes Cash Drawer and Safe/Bank Deposit Reconciliation Yes Suspend/Resume Receipts Yes (‘hold’ and ‘quote’) Store Transfers with User-Defined Transfer/Requisition Codes

Yes (but no requisition codes)

End-of-Day (X & Z Tape), Sales Postings Yes (reports without X/Z tapes)

Commissions defined as % or $ amount on Sales or Gross Margin

Yes

Management Reports output to Printer, Disk, or Screen. Yes Customer Database and Mailing Labels Yes

mailto:[email protected]


StoreKare® Version 3.4 CounterPoint V7.5 Tax-Exempt Customers Yes Customer Sales History and In-House Account Information at POS

Yes

Bar Coded Receipt Numbers Yes (on Windows printers)

7-Character Receipt Numbers 6-digits + 3-digit store-# Serial Numbered Inventory Items Yes Create Inventory Items While Selling Yes (‘add on the fly’) User-Defined Key Codes User-defined profiles and

user-defined attributes POS Function Keys Yes Dollar or Percentage Based Luxury Tax Yes Clerk Security by Feature & Fields Yes Limit Clerk Entered Price to Cost + Margin Yes Line Item Form Validation Yes (‘slip printers’) Print Check Tender Yes Off-Line Register Operation Yes (Offline Ticket Entry

Option) Non-Resettable Totals No

Inventory StoreKare® Version 3.4 CounterPoint V7.5 Min/Max Inventory Levels Yes Hand-Held Device Support Yes (physical counts,

receivings, transfers, registries, etc.)

Maintain Cost by % of Actual Selling Price Yes (‘cost of sales %’) Bar Code Printing by Tag Type Yes (‘label codes’) Shelf Tag Printing Yes Stock Value and Location Reports Yes Price Changes & Price Change Log Yes Create Kits from Inventory Items Yes Maintain Prices by Margin or Markup Yes (price codes, manual

maintenance, and group price changes)

Inventory Adjustment, Kits with User-Defined Reason Codes

Yes (but no reason codes)

Relieve Inventory with Reason Note Yes (but no notes)


StoreKare® Version 3.4 CounterPoint V7.5 Matrix SKU Support by 5 Categories Full color/size grid

tracking Use an Existing Item as a Template Yes (‘copy from’, and

default templates) Inventory Change Log & Valuation Yes (no ‘change log’) Convert Inventory Package Size Not sure Reserve Quantities Must use ‘committed’

inventory SKU Messages (Warranty, Advisory) Yes (‘notes’ and ‘auto-

notes’) Extended SKU Descriptions Yes (50 characters +

‘notes’) SKU Matrix, Sub-Matrix Reports with compact grid printing Yes

Utilities StoreKare® Version 3.4 CounterPoint V7.5 View Receipt Transactions Yes (complete history) Text File Viewer Yes (for reporting –

external utilities used for other text files)

Database Back-Up, Restore & Diagnostics Yes (some external to application)

Full Training Mode Yes (demo mode in another company)

Layaways/Work Orders/Special Orders Module StoreKare® Version 3.4 CounterPoint V7.5 Layaways Yes Work Orders No Special Orders & Back Orders Yes


Dated Discounts Module StoreKare® Version 3.4 CounterPoint V7.5 Discounts for Date, Time, and Amount Yes (‘sale prices’) Percentage, Dollar Off, or Set Pricing Yes Permanent Price Changes by Date Yes (manual or

‘markdowns’) Discount by SKU, Group, Stock, or Department ‘Price codes’, ‘sale

prices’, group price change

Deals Module StoreKare® Version 3.4 CounterPoint V7.5 Buy One and Get One Free or at Discount Yes (‘group pricing’, but

not negotiated deals) Items Linked by SKU, Stock #, Group, Department-Class, Vendor

Yes (‘loose kits’, but not negotiated deals)

Extended Payment Services Module StoreKare® Version 3.4 CounterPoint V7.5 Financial Services VisaNet, GPS/NDC, FDMS/NaBanco, GPS/MAPP

CounterPoint merchant program and Credit Cards Option

Visa Custom Payment Services Yes (for certain processors)

Mastercard Interchange Program Yes (for certain processors)

Debit Card Processing with VisaNet, GPS/NDC, & GPS/MAPP

Debit card for some (or CPGateway)

Check Auth using TeleCheck, SCAN, Equifax and NPC/JBS

Equifax and Telecheck

EBT with VisaNet No EBT Address Verification Yes (for certain

processors) Commercial Card Processing Yes (purchase cards for

certain processors) Windows or DOS Client Dial Service Windows (dialup or

CPGateway internet)


Receive-Only Module StoreKare® Version 3.4 CounterPoint V7.5 Receive and Maintain Item Average Cost Yes Back Order & Open Purchase Order Reports Yes Items Past Due Yes Receive PO and Store Transfers by Exception Yes Create Inventory Items and Change Prices while Receiving

Yes (‘add on the fly’)

On Order and Items Received Reports Yes Bar Code Printing while Receiving Yes (‘tags’ for later label

printing) Receive to Item List Yes

Purchasing and Receiving Module (includes all Receive-Only features)

StoreKare® Version 3.4 CounterPoint V7.5 Issue Purchase Orders and Store Transfers Yes Maintain and Track Vendor Information and Store Transfers

Yes

Reorder Report and Invoice Tracking Yes Cash Requirements Report Expected P.O’s report Auto-Generate PO with Range Select Yes (Purchasing advice) Min/Max Calculation Based on Sales No Item List Create, Edit, PO & Receive No Create Inventory Items and Change Prices while Purchasing

Yes(‘add on the fly’)

Generate Purchase Orders from HQ using an Existing Store PO’s

Store PO’s automatically go to Hub

Automatic PO Number Generation Yes Receive at Store Without Displaying Costs Yes (based on user

security) Consolidated Purchase Orders Yes (‘allocated’ P.O.’s) Remote Receiving at HQ Yes Review Item Sales, Margin, Order History Yes Vendor/Serial Number Report Yes


StoreKomm Module StoreKare® Version 3.4 CounterPoint V7.5 Transmit Store Data (Ctree/ASCII) to HQ Yes (Multi-Site) Transmit Inventory and Other Changes Between Store and HQ

Yes

Electronic Messaging Yes Remote Receiving Yes Store-to-Store Transfers Yes Remote Inventory Look-Ups Yes

Sales and Profit Analysis Module StoreKare® Version 3.4 CounterPoint V7.5 Sales by Dept/Cat, Clerk, Vendor, SKU, Stock #, Hour, Category, Cust

Yes (standard reports or Crystal)

Profit by Clerk, Department, and Store Yes Profit Comparison by Date Range Yes Daily Summary Profit Report Yes Slow Sales Yes (Inventory analysis) MTD/YTD Profit Yes User-Definable MTD/YTD Periods Yes Sales by Payment Type Yes Enhanced Sorting, Selecting and Subtotaling Options SQL Connection Option +

Crystal/Access/etc.

Report Generator Module StoreKare® Version 3.4 CounterPoint V7.5 Create User-Defined Reports SQL Connection Option +

Crystal/Access/etc. Complete Database Access File utilities or SQL

Connection Option Access Reports as Menu Items Yes


Time & Attendance Module StoreKare® Version 3.4 CounterPoint V7.5 Schedule, Shift, and Time Card Maintenance Timecards (no

scheduling) Print Time Cards No Clerk Clock In/Out Yes Exception Report Yes Work Hour Summary Report Yes Print Schedule by Employee No

In-House Accounts Module StoreKare® Version 3.4 CounterPoint V7.5 Definable Billing Periods Yes (Receivables Option) Billing Report Yes Transaction Report Yes Past Due Report Yes Account Status Report Yes Print Billing Statements Yes Apply Late Charges Yes (‘finance charges’) Individual Credit Lines Yes

Third-Party Interface Module StoreKare® Version 3.4 CounterPoint V7.5 G/L Interfaces to QuickBooks, DacEasy, SBT, & Peachtree

A/P and G/L Quickbooks, Peachtree, and others

Access to All POS Data SQL Connection Option + Crystal/Access/etc.

User-Definable Field Layout SQL Connection Option + Crystal/Access/etc.

ASCII Data Import/Export Capabilities with Fixed format (or use Option) Multiple Field Delimiter

Built-In ASCII File Viewer SQL Connection Option + Crystal/Access/etc.

Ability to Save Import/Export Scripts No Import/Export Batching Capabilities Yes


Open Data Base Connectivity for Windows Module StoreKare® Version 3.4 CounterPoint V7.5 Access StoreKare Data through ODBC Compliant Third-Party Apps

SQL Connection Option + Crystal/Access/etc.

Operates under Windows95 & WindowsNT Yes Interfaces to Windows-Based ODBC Compliant Packages SQL Connection Option +

Crystal/Access/etc.

StoreAdministrator Module StoreKare® Version 3.4 CounterPoint V7.5 Consolidated Inventory, Purchase Order, Sales and Profit Information

Yes

Remote Store Purchasing and Receiving Yes Zone Pricing and Discount Management Yes (‘location groups’) Distribute, Retrieve, or Modify Store Information from the Home Office

Yes

Copy Inventory to All Remote Stores Yes Store Inventory Information, including New Items, Pricing, etc.

Yes

Store Tax Tables Yes Set Up Discounts for All Stores Yes Store-Specific Pricing Yes (‘location-specific

prices’) Store Ordering Information Yes Store Time and Attendance Information Yes Store Commissions Data Yes ASCII File Interface to Host Yes (binary interface) Poll Remote Store via Internet FTP site Yes (uses dialup or

internet, but not ftp) Windows or DOS Client Polling Windows

Documents

StoreKare UpgradeStoreKare Upgrade 3 Upgrading from StoreKare Introduction CounterPoint’s StoreKare upgrade utilities convert data from StoreKare V3.3/V3.4 or