Synchronics

CounterPoint V7.5.9 (May 2005)


System
    Restrict cash drawer open

See Point of Sale.

    Adobe Reader 7.0

This version includes Adobe Reader 7.0, which loads faster than previous versions and includes expanded search capabilities.

    Perfect Keyboard V6.24

This version includes Perfect Keyboard V6.24, which contains numerous bug fixes and feature enhancements.

One valuable feature is that you can map Enter to Tab on a per-screen basis. This feature allows you, for example, to configure the receipt printing dialog in Touchscreen Ticket Entry to prevent clerks from closing the dialog by scanning an item (and thus failing to ring up a sale for the item).

    Incremental list boxes (Windows)

In previous versions, when you pressed a letter key to select an option from a drop-down list box, each key press started a new search. For example, in a list of pay codes (e.g. Cash, AR charge, Checks, etc.), pressing C twice would select Cash, and then Checks. To keep track of the search, you had to count the number of times you pressed the key.

List boxes now support incremental searches, allowing you to type the first few letters of an option to select it. For example, you would type Ca to select Cash or Ch to select Check.

This feature was delivered in an earlier version.

    Pervasive.SQL V8.6

This version of CounterPoint includes Pervasive.SQL V8.6, which is the latest version from Pervasive. Pervasive.SQL V8.6 incorporates Pervasive Service Pack 2.

Follow the instructions in the CounterPoint V7.5.9 Release Notes to upgrade your database server to Pervasive.SQL V8.6.

    Improved WAN support

See WAN / Workgroup Option.


Accounting
    BusinessWorks Gold V5 (Windows)

A direct accounting interface is provided for BusinessWorks Gold V5 (in addition to previous versions).

This feature was delivered in a V7.5.8 Service Pack.

    MAS 90 V4 (Windows)

A direct accounting interface is provided for MAS 90 V4 (in addition to previous versions).

    Great Plains SQL V8 (Windows)

A direct accounting interface is provided for Microsoft Great Plains SQL V8 (in addition to previous versions).

    Small Business Financials V8 (Windows)

A direct accounting interface is provided for Microsoft Small Business Financials SQL V8 (in addition to previous versions).

    Solomon V5.5

In previous versions, a pre-defined export interface was provided for Microsoft’s Solomon V5.0. This interface has been confirmed to function properly with Solomon V5.5.


Point of Sale
    Restrict cash drawer open

You can now specify whether a user is authorized to physically open a cash drawer when the user enters the drawer's opening or closing amounts.

    Validated returns from Ticket History

You can now easily view and return an entire ticket from Ticket history. This feature allows you, for example, to return 30 items that a customer purchased last week.

From Regular Ticket Entry or Touchscreen Ticket Entry, before beginning a ticket, you can perform a Return and specify a ticket number (using any of the normal lookup methods) to return all the lines on that ticket. You can even use the payment information from the original ticket.

Once you have retrieved the ticket, you can choose to return only selected ticket lines by removing lines from the return ticket.

Validated returns are for tickets that have already been posted using End of day. Before you run End of day, you can simply void a ticket.

You must be authorized to View ticket history to use this function. You must be authorized to Allow returns to actually complete the return.

    Print voids

You can now configure your system to allow or require the printing of voids in Regular and Touchscreen Ticket Entry. A user-defined form may be printed for both current voids (i.e., tickets voided prior to completion) and post-voids (i.e., tickets voided after completion).

You must choose to Record current ticket voids in order to print forms for current voids.

    Track security overrides

In previous versions, if a user was not authorized to perform a function, an authorized user could perform that function with a security override. CounterPoint now tracks all security overrides performed in Regular Ticket Entry, Touchscreen Ticket Entry, or Order Entry that affect documents, including overrides for prices, commissions, expired store credits, and so forth.

A Security overrides report is provided in Sales History, which allows reporting by user, activity type, or date of the last security override performed on a ticket.

Security overrides may also be recorded in the Point of Sale transaction log.

    Validated coupons

Support is now provided in Regular Ticket Entry for validated coupons. Validated coupons can only be tendered if the specified qualifications are met (e.g., "buy a tree" or "any purchase over $100"). Each coupon's value can be a dollar amount (e.g., $5 off), a discount percentage (e.g., 10% off), or a user-specified value. You can apply coupons to the same item or to different items (e.g., "$1 off any widget" or "buy a burger, get a free drink"). You can also specify whether coupons can be used multiple times and whether they can be combined with other coupons. Coupons are recorded as Discount line items.


Inventory
    Historical Inventory Valuation

In previous versions you could run the Historical Inventory Valuation report (Inventory / Reports / Standard / Historical valuation report) for a particular date to review the on-hand quantities for that date, along with estimated cost information. This report is not an audit report, as it only reports presumed on-hand quantities and estimated costs.

This report now includes a message clearly stating that it is an estimation and not an audit report.

To produce a reliable valuation of inventory, use the Inventory Valuation report (Inventory / Reports / Standard / Valuation report). This report can be reconciled to your Distributions report (or General Ledger) at the end of an accounting period to prove your numbers.

It is essential that you retain audit-quality historical records of your business. Some of the different methods available to you are: (a) retaining paper copies of critical reports; (b) retaining spooled copies of critical reports; and (c) retaining backup copies of your data files (business records) that can be reloaded onto a computer and reviewed.

    Barcode lookup in View Inventory History

You can now enter a barcode in Inventory / View / Inventory history to find an item.


Customers
    Clearing loyalty points

In previous versions, you could use Customers / Loyalty programs / Clear loyalty points to zero out loyalty points balances for customers who met your criteria and who had no sales in the current (or previous) year. You can now choose to zero out loyalty points for all customers who meet your criteria, regardless of their sales.


Labels
    NiceLabel Engine 3.6.5 (Windows)

CounterPoint supports the printing of graphical labels using the NiceLabel Engine. Support is provided for pre-defined labels as well as labels designed using the NiceLabel Pro label designer (sold separately).

This version includes NiceLabel 3.6.5, an updated version of the print engine.


Ecommerce
    Multiple Member price lists (contract pricing)

In previous versions, you could publish 3 different prices for each item, including List Price (for display only), Selling Price (general public price), and Member Price (available only to members). CPOnline Store Administration allowed you to specify which customer categories qualified for the Member Price instead of the normal Selling Price.

You can now create up to 24 different Member price lists. These expanded capabilities allow your CPOnline store to offer special pricing for different customer categories or individual customers. For example, in addition to your normal Selling Price, you could have separate price lists for your Small-wholesale, Large-wholesale, Giant-wholesale, and Educational-discount customers. You could also publish a Member price list for Acme Goodcustomer, one for Zenith Greatcustomer, one for the members of the St. Mary's buying group, and so forth, up to a maximum of 24 unique Member price lists.

Each Member price list corresponds to a specific customer number and prices are calculated and published using the specified customer's calculated prices. CPOnline Store Administration allows you to specify which customer categories qualify for each of the 24 Member price lists.

This feature requires CPOnline V2.0, which is planned for June 2005.

    Discountable items

CPOnline supports two types of discounts – customer-specific discounts (based on CounterPoint customer discount percents) and CPOnline promotional discounts. In previous versions, both of these order-level discounts were calculated for all items.

You can now use Setup / Ecommerce / Item mapping in CounterPoint to specify which items are discountable in CPOnline. You can choose to allow CPOnline to discount all items, no items, only Discountable items, only items that are not currently on sale, or only Discountable items that are not currently on sale.

    Importing CPOnline order times

The order time is now imported for CPOnline orders.

    CPOnline pre-auth for AVS

CPOnline supports online credit card authorizations (i.e., automatically authorizing the charge the moment the shopper places the order on the Web site) with CPGateway, as well as the collection of credit card numbers for later authorization within CounterPoint.

In previous versions, you could configure CPOnline's online authorization to prevent a shopper from placing an order if the shopper did not provide suitable address verification (AVS) information. When an authorization was obtained with unsuitable AVS information, the cardholder's available credit was still reduced, even though the CPOnline order was stopped.

If you are using First Data North or Vital, you can now configure your CPOnline store to perform an AVS pre-auth before attempting an authorization, so that the order can be stopped without affecting the cardholder's balance. No CPGateway fee is charged for the pre-auth of AVS information – only for the actual authorization of the charge. Your bank may charge you an extra fee for pre-authorizing AVS information.

This feature requires CPOnline V2.0, which is planned for June 2005.


Sales History
    Sales analysis with or without discounts

In the By item by customer and By customer by item sales analysis reports, you now have the option to report each sale amount as the original sale amount or as the net amount after discount.

This feature will be delivered in a V7.5.9 Service Pack.


Credit Cards
    Reduced fraud risk

Security enhancements have been provided to ensure compliance with the Visa Regulations published by Visa in December 2004.

These enhancements ensure that no data from the card's magnetic stripe is retained in the system. Compliance with these guidelines is critical to reduce the merchant's potential financial liability due to fraud and/or violation of the merchant's agreement with the bank.

This feature was delivered in a V7.5.8 Service Pack.

    Masked card numbers in Settlement reports

In previous versions, you could specify a Credit card number method of Masked in Setup / Point of Sale / Control to mask credit card numbers in historical transactions and on reports. This setting helped to ensure the security of cardholder data. However, even with this setting, complete credit card numbers appeared on the Settlement Edit List and Journal.

The Masked setting now also suppresses credit card numbers on all Settlement reports. A new Credit card number method option, Partially masked, is now available if you wish to mask credit card numbers on reports and in historical transactions, but still include full card numbers on Settlement reports.

    First Data Gift Cards

Stored value card (SVC) processing is now supported for First Data Gift Cards (FDGCs).

CounterPoint already includes built-in support for gift certificates and store credits, but FDGCs offer a number of advantages. You can use FDGCs for gift certificates, store credits, or promotional campaigns. You can sell FDGCs and redeem them as tender. But you can do even more—you can also recharge an FDGC (i.e., put more money on the card), give cash back, get a balance inquiry, or perform a merchandise return to activate a new card or add credit to an existing card.

With FDGCs, you can be certain that every workstation in your network can always get accurate, up-to-the-minute "value" information from First Data – even when running Offline or at Multi-Site Remotes—which ensures that your cards are always usable and prevents shoppers from tendering the same card more than once. And if you have a group of separate franchise stores (different CounterPoint "companies"), you can use one set of FDGCs across multiple franchisees.

An FDGC is a numbered card, typically with a magnetic stripe, that represents a particular dollar value available for redemption at a merchant's store. The value is tracked by First Data. PNCMS/First Data provides the cards and charges fees for FDGC transactions.

To find out more about FDGCs, contact your PNC Merchant Services (PNCMS) representative.

All FDGC transactions are processed via CPGateway; dial-up service is not available. For Synchronics Merchant Program (SMP) merchants, no CPGateway fees are charged for FDGC transactions (CPGateway fees are charged for credit cards, etc.). Normal CPGateway charges for all transactions apply for non-SMP merchants.

FDGCs are currently supported in Regular Ticket Entry. If there is sufficient demand, FDGC support will be added to Touchscreen Ticket Entry, Order Entry, and/or CPOnline.

Previous versions of CounterPoint also provided support for stored value cards from Stored Value Systems, with service available through their authorized representative, Gift Card Solution.

    EBT food stamps for First Data North

Support is provided for EBT food stamps through First Data North for Synchronics Merchant Program merchants and for other merchants processing with First Data North, via CPGateway.

No CPGateway fees are charged for EBT transactions. Dial-up service is not currently planned for EBT.

This feature is planned for a V7.5.9 Service Pack in June 2005.

    AmEx & Discover address verification for First Data North

Support is provided for AmEx Automated Address Verification (AAV) and card identification (CID) services and Discover AVS (Address Verification Service) and CVV through First Data North for Synchronics Merchant Program merchants and other merchants processing with First Data North.

Previous versions provided AmEx AAV/CID support via CPGateway, as well as AVS support for Visa/MasterCard.

Setup / Point of Sale / Stores / Draft capture now includes separate options for enabling AVS/CVV (or CID) for different card types, including Visa/MC, AmEx, and Discover.

    Diners Club / MasterCard Support

To comply with recent changes aligning Diners Club and MasterCard, all "36"-series Diners Club transactions are now processed as MasterCard transactions.

    CPOnline pre-auth AVS information

See Ecommerce.


Multi-Site
    Multiple stores at the Hub

When you run End of day at a Multi-Site Hub, Payment history is not created for remote store transactions, because it is assumed that the remote stores created their own Payment history, which will be transmitted to the Hub.

In previous versions, Payment history was only created for the Hub store (This store defined in Setup / Point of Sale / Control). If there were additional stores running at the Hub (locally or on a WAN), no Payment history was created.

You can now use Setup / Multi-Site / Control to designate up to 30 Hub stores to ensure that Payment history will be created during End of day.


Basic Accounting Option
    General Ledger detail references

You can now view and edit the detailed reference information for each line of a journal entry—one reference for each debit/credit line on the journal entry.

When using Accounting / General Ledger / Journal entries / Enter, you can now toggle the screen between displaying account descriptions (as it did in previous versions) or a distribution reference field.


Order Entry Option
    Track security overrides

See Point of Sale.


Credit Cards (non-SMP) Option
    Reduced fraud risk

See Credit Cards.

    First Data Gift Cards

See Credit Cards.

    Paymentech – New Preferred Processor

Paymentech is now a compatible CounterPoint Preferred Processor.

Capabilities include credit card and debit card processing for dial-up and CPGateway. CPOnline compatibility is provided, as well. Support is not currently planned for Paymentech’s stored value cards, checks, or EBT food stamps.

CounterPoint merchants must purchase the Credit Cards Option to process with Paymentech.

Preferred Processor status indicates Synchronics's commitment to working with Paymentech. Credit card compliance is guaranteed only for Preferred Processors, including Paymentech, First Data North, and Vital. Preferred Processor status ensures compatibility with CPGateway, AVS, CVV, Purchasing cards, Industry classifications (Retail, MOTO, and Ecommerce), and additional credit card features.

    Lynk no longer a Preferred Processor

So that Synchronics can focus its resources on a limited number of higher-volume processors, RBS Lynk is no longer a Preferred Processor. CPGateway connections to Lynk were discontinued in early April, 2005.

To ensure compliance, dial-up and CPGateway Lynk merchants should configure their systems to process through Vital.

    Global Payments (MAPP and NDC) no longer compliant

Global Payments is implementing a new payment processing platform. As part of this implementation, Global will replace two of its existing credit card platforms, Global Payments East ("NDC") and Global Payments Central ("MAPP").

Synchronics does not plan to develop software for the new Global Payments platform.

To ensure compliance with current credit card standards, CounterPoint merchants processing with Global Payments should move to one of the CounterPoint Preferred Processors (i.e., First Data North, Vital, or Paymentech) or join the Synchronics Merchant Program (SMP).

The Global Payments software (WINMAP and WINNDC) is not included on the V7.5.9 CD. Installation instructions are provided to allow you to continue processing as a non-compliant merchant (i.e., not compliant with current credit card standards).

    EBT food stamps for Vital

Support is provided for EBT food stamps through Vital, via CPGateway.

No CPGateway fees are charged for EBT transactions. Dial-up service is not currently planned for EBT.

This feature was delivered in a V7.5.8 Service Pack.

    EBT food stamps for First Data North

See Credit Cards.

    AmEx & Discover address verification for First Data North

See Credit Cards.

    Diners Club / MasterCard Support

See Credit Cards.

    CPOnline pre-auth for AVS

See Ecommerce.


SQL Connection Option
    Crystal Reports V10

CounterPoint's built-in Crystal Reports viewer has been updated to a more recent version.

You may develop reports using Crystal Reports Designer V8.5, V9, or V10. CounterPoint's sample reports are delivered in V8.5 format.

NOTE: The Crystal V10 runtimes are not compatible with Windows 95 or Windows 98.


WAN / Workgroup Option
    Enhanced WAN support

In previous versions, all workstations in a WAN environment shared a single set of parameters for screen size, fonts, and other settings. These parameters are now client-specific, allowing you to make them unique per workstation.

This feature was delivered in a V7.5.8 Service Pack.