CounterPoint Customer Loyalty

CRM for Retail Point of Sale

CounterPoint includes customer relationship management tools that give you details of every customer, including detailed sales history, loyalty features, and more.

The Receivables Feature adds charge sales, receivables tracking, account aging, cash receipts processing, finance charges, and statement printing to the Customers application.

Customer Information

A customer may be set up using standard maintenance function, or on-the-fly in Point of Sale. Basic customer information includes name, address, email, two contact names, fax numbers, and phone numbers. A customer may be assigned to a specific user-defined category to group similar customers for reporting, pricing, and analysis.

Customer numbers may be manually entered or assigned automatically. When a new customer is added, much of the basic information may be copied from another  


customer to help reduce errors and speed up the entry process, or a template customer may be defined.

Customers can be selected by entering the customer's number, scanning a customer ID card, or by searching for keywords that match any portion of the customer's name, company name, telephone number, etc.

For a charge sale, CounterPoint checks the customer's credit limit, and only an authorized user may override credit limits.

Embedded Loyalty Programs

CounterPoint provides integrated solutions that provide the ability to implement gift cards and loyalty programs across all sites from a central location. Manage and evaluate these strategic marketing programs quickly and efficiently.

  • Stimulate repeat business with powerful reward systems.
  • Variety of plan types include item based, dollar based, points based, frequency based or random
  • Flexible rewards: instant discounts and gift card options
  • Easy set up at both POS site and corporate level
  • Rich enterprise reporting options including customer history and management alerts

Customer Profiles

Customer profiles allow you to build a valuable database of information to assist in analyzing and marketing to your customers. Up to 20 user-defined profile fields may be tracked for each customer, such as birthday, preferences, shoe size, membership status, etc.

Each user-defined profile field is set up to only allow certain types of information. For example, "birthday" would only allow valid date entries, "shoe size" would only allow numeric entries between a specified range of values, etc. In addition, you may set up user-defined profile codes to ensure that (for example) "membership status" is selected from a list of valid user-defined values (e.g., Gold, Silver, or Bronze). Use this information to build customer base marketing programs.

Credit Limits and Controls

Credit limits ensure that customers do not exceed management's guidelines for open credit. In addition, individual customers may be prevented from paying by check, making charge sales, making any kind of sale, or even from placing orders.

For charge sales, the customer's credit limit is checked, and only authorized users may override the credit limit.

Credit card information may be retained for each customer and may be retrieved automatically when paying for a purchase.


A multi-year monthly summary view is available for each customer showing sales, cost, profitability (dollars and percent), number of sales, and average sale amounts. Complete, detailed history shows every item sold on every ticket, or summarizes individual categories of merchandise.


You can easily view detailed customer information whenever you look up or view a customer. Zooms provide information about the customer including current balance, last payment date, recent sales, open orders, ship-to addresses, layaways, customer-specific purchases, images, customer notes, and detailed ticket history. You can customize the format and the fields that display in the Zoom.

Shipping Information

Each customer may have an unlimited number of shipping addresses, and the default ship-to address can be different from the primary address. Each shipping address may have its own tax code, preferred shipping method, and specific ship-to notes that can be printed on invoices.

Notes and Images

Unlimited pages of customer notes may be entered, viewed, edited, and optionally automatically displayed when the customer number is entered. In addition, images can be stored with each customer and optionally displayed automatically when the customer number is entered or available on an as needed basis. 



For basic retail sales, a tax code is assigned to the store. 

Customers may have multi-level tax codes assigned that indicate special tax rates or taxing authorities. If applicable, a customer may be non-taxable, and the customer's tax exemption number may be entered and retained in CounterPoint.

You can optionally specify a tax code for each customer's ship-to address. If a ship-to tax code is specified, tax calculations are based on that code instead of the customer's tax code.


Labels may be printed for any range or grouping of customers. Customer labels can be printed from ticket history based on merchandise purchased during a specific time period. For example, you can print mailing labels (ordered by ZIP code) for charge customers who purchased at least $100 worth of merchandise from your downtown store last year.


Customer listings (brief and full) are available, organized by type of customer, customer number, ZIP code, name, etc., to show basic customer information, credit rating, and payment information. Customers may be included in reports based on their categories, their profiles, or any other criteria.


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