Retail Management and POS Software
NCR Counterpoint includes robust inventory management, touchscreen point of sale, built-in customer loyalty, automated purchasing, and configurable reporting capabilities.
Retail Point of Sale SystemLearn More
Keep your sales flowing with NCR Counterpoint’s powerful point of sale features:
Accelerate the checkout process with a point of sale that adapts to your needs. NCR Counterpoint features an intuitive touchscreen interface that you can tailor to fit your business. You control the position, behavior, and appearance – including the color, text, and icon – of each button on the point of sale screen. You can even create a unique touchscreen layout for each station.
Orders & Layaways
With NCR Counterpoint, you can take orders and put items on layaway right at the point of sale. You can even combine orders – including special orders and backorders – and layaways with sales and returns on a single ticket. Take deposits, specify the final payment method, and print a copy of the order or layaway for the customer to take. When you are ready to release an order or layaway, NCR Counterpoint creates a release ticket, which you can complete just like any other sale.
Process drop-ship orders for items you don’t typically stock or ship. Just add drop-ship items to a ticket and NCR Counterpoint will automatically create a purchase request for the appropriate vendor, complete with the customer’s shipping address.
The comprehensive Order Management functionality is designed to streamline order processing for retailers who process a high volume of orders, including mail-order, telephone-order, and eCommerce merchants. A task oriented workflow allows you to easily move multiple orders through each stage of the Order Management process, including Pick, Pick Verify, Invoice, and Release.
Holds & Quotes
Any sale, order, or layaway can be converted into a quote or put on hold for later completion. Holds and quotes can be recalled by number, date, customer name, item, or any other related value. You can print, review, edit, and copy holds and quotes at any time, since they don’t affect your inventory until you complete the sale.
NCR Counterpoint allows you to define the types of payments you accept, including multiple currencies, checks, credit and debit cards, store credits, gift cards, stored value cards, EBT food stamps, and A/R charge accounts. For each payment type, you can specify whether to open the cash drawer, allow change, or require additional validation (such as a driver’s license). At the point of sale, you can accept any number of payment types on a single ticket, including multiple payments of the same type, allowing you to offer your customers unlimited payment options.
Validate each returned item against the original sale receipt to ensure you actually sold the item,the item hasn’t been returned before, and that you don’t refund more money than the customer actually paid.
Gift Cards and Stored Value Cards
NCR Counterpoint includes support for gift cards and stored value cards (SVCs), providing two distinct options you can offer your customers. You can sell gift cards in fixed or variable denominations. Gift cards can be fully or partially redeemed at the point of sale, and fully-redeemed gift cards can be reissued and reused. SVCs, which are issued and tracked by a third party, can be recharged or reloaded. Unlike SVCs, gift card values are tracked in NCR Counterpoint, so they do not incur third-party fees.
NCR Counterpoint includes support for customer loyalty programs, allowing frequent customers to use points as tender. Create multiple loyalty programs, each with different rules for how customers earn and redeem points. Customers can enroll in a single loyalty program, earn points for each dollar spent or each item purchased, and then spend those points at the point of sale, just like any other payment type.
With the Gift Registry option, you can create and manage gift registries and wish lists, allowing your customers to request or purchase gifts for that special occasion. You can add items to a gift registry manually or by importing them from a handheld scanner, allowing registrants to browse through your store and scan the items they want. Gift givers can purchase items from different gift registries on a single ticket, or even add an item to a registry as a surprise gift.
NCR Counterpoint allows authorized users to apply discounts to eligible items or to an entire ticket at the point of sale. Each discount can be a pre-defined amount or percentage, or it can be entered at the time of the sale. Ticket and item discounts stack, allowing both types of discount to apply to a single item. And discounts appear on receipts, either below each item or at the bottom of the receipt (e.g., You saved $5.00!).
Calculate sales commissions for each item on a ticket based on either the selling price or the gross profit. Commissions are tracked by ticket and are reported on the Commissions Due report.
NCR Counterpoint calculates taxes at the point of sale based on the tax code assigned to the store, each item, or the individual customer. Authorized users can change the taxable status for individual items or override the tax amount for an entire ticket. Individual customers can be designated as tax exempt, allowing you to retain their tax registration numbers. NCR Counterpoint also supports surtax and Canadian PST/GST. Tax appears on daily reports and is retained in sales history.
Smart PurchasingLearn More
Use the following features to make timely, cost-effective purchasing decisions to make sure you have the right products, in the right place, at the right time.
Track address and contact information, terms, shipping method, and vouchering details for each vendor. Up to 20 user-defined profile fields let you to record whatever additional vendor information you need. Create vendor item records that track the cost, purchasing unit, minimum order quantity, and lead time for each item you buy from a particular vendor. Track the primary vendor and any number of alternate vendors for each item.
In NCR Counterpoint, a purchase order begins life as a purchase request. When you create a new purchase request, you specify the vendor you’re ordering from and the location you want the merchandise shipped to, as well as other details, including the shipping method and free on board (FOB) destination. Add the items you’re ordering, including the quantity, unit, and unit cost, or use the purchasing worksheet to add multiple items to the purchase request simultaneously. When you post a purchase request, it’s converted into a purchase order – which you can print or send to the vendor via e-mail – and on-order quantities are automatically updated.
Receive merchandise with or without a purchase order. During receiving, you can retrieve purchase orders by PO number, vendor, or any other criteria. You can receive each PO in full or receive only selected items, backordering or cancelling unreceived lines. You can even add new lines to a receiver to account for additional merchandise that was shipped with an order. If your vendors supply electronic receivers, you can import quantities for received items, using your item numbers or theirs. And if you have defined minimum and target margins for your item categories and sub-categories, you can automatically set prices for items when you receive them, based on those margins.
Each purchase order or receiver can include up to five miscellaneous charges, which can be included in the landed cost, to cover freight, handling, or other vendor fees. Each miscellaneous charge can be allocated based on the weight, quantity, cost, or cubic volume of the items you ordered or received.
Purchasing for Multiple Locations
Easily purchase and receive merchandise for multiple locations, either from a central office or at each location. You can create a single, merged purchase order for all locations in a user-defined group, or split a purchase request into separate purchase orders, one for each location in the group. And when you receive a merged PO at a single location, such as a central warehouse, NCR Counterpoint automatically creates the necessary transfers to distribute the appropriate quantities to each location.
Purchasing Advice calculates suggested reorder quantities and automatically generates purchase orders for your items, using one of three restocking methods: the Replenishment method orders enough of each item to replace the quantity sold during a specific period, allowing you to specify a history factor to adjust the ordered quantities (e.g., 20% more, 5% less); the Maximum method identifies items that have fallen below their minimum reorder quantities and orders enough to bring up stocking levels to their defined maximums; and Days of Supply considers on-hand quantities and historical sales to order enough of each item to last the number of days you specify.
Purchasing Advice calculates reorder quantities based on a variety of factors, including current inventory levels, committed quantities, backorders, in-transit merchandise, open purchase orders, vendor multiples, and vendor minimums. You can generate Purchasing Advice, and the resulting purchase orders, for your primary vendors, for each item’s lowest-cost vendor, or for a single vendor.
Customer-specific purchasing allows you to review open customer orders that were entered at the point of sale and automatically generate purchase orders for the items you need to fulfill those orders. You can create a single purchase order for each vendor, each of which can include items from multiple customer orders, or a separate purchase order for each customer.
Create seasonal forecasts to accurately estimate future demand for your items, based on historical sales. When you create a forecast, NCR Counterpoint calculates the forecasted quantity for each item, using proven forecasting methods. Use forecast data to dynamically set the ideal minimum and maxim quantities for your items, and then use Purchasing Advice to automatically order enough stock to meet the expected demand for the season.
After you receive merchandise, you can create purchasing adjustments to correct received cost and miscellaneous charge values for individual receivers, allowing you to update your inventory and costs of goods sold.
Returns to Vendors
Returns to vendors (RTVs) may be entered, reviewed, and posted to record the return of merchandise to vendors. RTVs reduce on-hand inventory and may be vouchered to Accounts Payable to record credits with a vendor.
Identify Trends with ReportingLearn More
NCR Counterpoint includes an extensive library of reports, each of which is designed to give you the information you need to manage your day-to-day operations, analyze your sales, and plan your future.
Daily Point of Sale Reports
NCR Counterpoint includes a variety of daily point of sale reports that provide end-of-day balancing, summarize your daily sales, and allow you to analyze profitability by department, user, and salesperson. Each report includes user-defined parameters that allow you to perform additional analysis by tax code, store, station, and payment type.
For example, the Drawer Reading report provides an instant snapshot of store- and drawer-level activity, along with the amount of cash, checks, and other tender in each drawer, while the X-tape and Z-tape reports provide traditional end-of-day summaries before and after you post tickets.
Sophisticated exception reports allow managers to monitor user activity in critical areas, including price and tax overrides, voided tickets, returns, cash drops and cash loans, manual credit authorizations, and so forth. Exception reports help you identify patterns of behavior that might require additional training or indicate potential security concerns.
NCR Counterpoint includes more than 40 reports that provide current and historical information about your inventory, helping you make pricing, merchandising, and purchasing decisions, increase your turn rate, and maximize your gross margin return on investment (GMROI).
For example, the Inventory Status and Stock Status reports provide concise views of your current stocking levels. The Historical Valuation report indicates the value of your inventory as of a particular date. The Inventory Snapshot provides a quick overview of your quantities and current sales, while the Inventory History report provides transaction-level detail of inventory activity.
The Six Week and Twelve Month Item History reports help you evaluate item performance over time and spot sales trends. And the Sell-through Rate report lets you see an overview of each item’s performance based on its sell-through percentage, which compares the total quantity that was available to sell during a particular period to the quantity that was actually sold.
The Merchandise Analysis report is a powerful and flexible tool that lets you classify and rank items using a wide variety of criteria, including units sold, sales dollars, profitability, on-hand quantity, turn rate, GMROI, weeks-on-hand, discounts, markdowns, or any one of over 180 different measurements. Analyze merchandise at the item level or get the bigger picture by grouping your inventory by vendor, category, sub-category, and so forth. Hot/cold analysis lets you view, for example, the hottest 50 items based on quantity sold or the coldest 20 items based on turn rate.
Create your own Merchandise Analysis report by choosing the columns, groups, and ranking methods you want to use, or select one of these pre-defined report options:
- Sales provides a high-level view of your performance.
- Inventory Performance measures the performance of particular items, categories, and subcategories.
- Sales/Returns lets you evaluates returns in relation to sales.
- Vendor Comparison compares each vendor’s sales performance against your investment in that vendor’s merchandise.
- Retail Value History provides an in-depth or summarized analysis of inventory changes at the retail value within a selected period.
- Sales Analysis indicates retail and off-retail sales, allowing you to compare discounts and profits.
You can print detailed or summarized customer lists to review general customer information, credit ratings and credit limits, and A/R payments. You can include customers in reports based on category, loyalty point balance, or any other criteria. NCR Counterpoint includes a number of historical reports and journals that are specifically designed to help you track A/R transactions.
The Ticket History report provides audit-level historical detail for all of your tickets or for a single posting event, allowing you to review and analyze sales across multiple stores. You can configure the Ticket History report to include line-item detail – including SKUs – for each item, payment detail, serial number detail, and cost values, as well as a summary of the payment types that were used on all tickets.
The Flash Sales report provides a brief, one-page synopsis of sales activity at one or more stores for a specified period of time. The Flash Sales report details the total sales, number of tickets, average dollars per ticket, cost of sales, and gross profit for each store during the reporting period.
Sales Analysis by Group
Sales Analysis by Group is a powerful tool that lets you generate dozens of different reports of historical ticket sales. Choose from more than 120 different groupings, including item number, SKU, item category, customer category, discount code, user, store, vendor, and many more. For example, you can group by store to summarize each store’s activity, including sale amounts and profitability. Each Sales Analysis report compares up to three reporting periods and can include all items in a group or just selected items, such as the top 10 or bottom 20. You can even view theoretical sales, as if all items had been sold at the retail price.
Sales History Reports
Sales History reports let you analyze what merchandise is being sold and who is purchasing that merchandise. These reports may be created for a selected range of items, customers, stores, dates, categories, or any other reportable criteria, and allow you to drill down to additional levels of detail. Sales History reports can be grouped by item, and then by customer, or vice versa, and include the applicable sales, quantities, profitability, and percent-of-total values.
Secure AccessLearn More
Your data is only as secure as the software that maintains it, which is why NCR Counterpoint includes a variety of security features.
NCR Counterpoint offers multiple layers of password protection to ensure that only authorized users can access your system. Enable Windows authentication to allow users to log in to NCR Counterpoint with their Windows passwords or define your own password settings to give users to unique, User IDs and passwords.
If you’re processing credit cards or debit cards, password protection is automatically enforced. NCR Counterpoint warns you if your password settings don’t comply with PCI DSS requirements and allows you to correct any discrepancies with the click of a button.
With passwords enabled, each user must supply a User ID and password to start the software, access ticket or drawer functions, clock in or out, or perform security overrides. And if your users tend to forget their passwords, you can give them User ID cards or set up a fingerprint reader so they’ll always have their passwords at their fingertips.
NCR Counterpoint’s security features go beyond just password protection. Detailed, function-level security settings allow you to determine which users are authorized to view costs, void tickets, enter returns, change prices, override customer credit limits, edit orders, or perform dozens of other sensitive functions. And user-defined menus provide an extra layer of security, allowing you to restrict users to only the areas they are authorized to access in the first place.
PCI DSS Compliance
The Payment Card Industry (PCI) Data Security Standard (DSS) outlines a set of guidelines that merchants must follow to protect cardholder information and reduce the risk of credit card fraud. Compliance with these guidelines ensures that sensitive cardholder information is secure and limits merchants’ liability for the fraudulent use of cardholder data obtained from their systems.
Since these guidelines were established, NCR has taken a leadership role by ensuring that our applications meet all PCI DSS requirements and by helping merchants configure and maintain secure environments for processing sensitive cardholder data.
NCR Counterpoint is recognized by the PCI Security Standards Council (PCI SSC) as a Validated Payment Application. This designation means that NCR Counterpoint meets all Payment Application Data Security Standard (PA-DSS) requirements for cardholder information security and provides the cornerstone of a fully PCI DSS-compliant system.
Expand your BusinessLearn more
Whether you want to add options to the base system or integrate with our other retail applications, NCR Counterpoint gives you plenty of room to grow.
NCR offers a number of options that expand NCR Counterpoint’s core functionality. You can purchase and register these options with the base system or add them later to meet your changing needs.
The Advanced Pricing option expands the number of price levels you can specify for each unit from three to six and allows you to define unit-specific and SKU-specific prices, as well as custom SQL stored procedures for price calculations.
The Receviables option adds A/R customer support to NCR Counterpoint, allowing you to process A/R charge sales, track receivables, record cash receipts, assess finance charges, age customer accounts, and print statements.
The Serial Numbers option adds serial-number tracking to NCR Counterpoint, allowing you to keep a detailed history of activity for Always Serialized and Sometimes Serialized items.
The Gift Registries option brings gift registries and wish lists to NCR Counterpoint, while the Kits/Bills of Material option lets you assemble and sell manufactured goods.
Get out from behind the counter with NCR Counterpoint Mobile, the mobile retail solution that turns your iPhone, iPod Touch, or iPad into a handheld Counterpoint workstation. NCR Counterpoint Mobile works over wireless and cellular networks, so it can go anywhere. Look up items and customers, count your inventory, and ring up sales. Process payments securely and print receipts to a Bluetooth or IP printer, or send them to customers via e-mail. And because NCR Counterpoint Mobile integrates with NCR Counterpoint, it updates your customer records, inventory quantities, and sales data instantly.
Opening an online store is easier than you think with NCR Retail Online.
NCR Retail Online combines the essentials of eCommerce into one simple package, including item and category specific promotions, layered navigation, image galleries, user ratings and reviews, wish lists, e-mail alerts, secure credit card processing, Google Analytics integration, SEO tools, and a wide range of payment and shipping options.
Fully integrated with NCR Counterpoint, the NCR Retail Online integration Agent automatically transfers your items, categories, customers, orders, and more between NCR Counterpoint and your NCR Retail Online store. With easy setup, flexible configuration, and powerful retail functionality, NCR Retail Online can help you quickly extend your retail store to the web.
NCR Customer Connect is the fully integrated, e-mail marketing tool specifically designed for retailers. NCR Customer Connect gives you everything you need to effectively connect with your customers, drive sales, and increase loyalty.
To make reaching customers intuitive and simple, the e-mail tool includes retail specific marketing templates and recurring, targeted campaigns, allowing you to welcome new customers automatically or send a we miss you message to customers who haven’t shopped with you recently. To ensure your messages reach your customers, NCR Customer Connect includes anti-spam checking, bounce management, and social network sharing. And as an extension of NCR Counterpoint, NCR Customer Connect allows closed-loop reporting of sales lift and promotion redemption for each e-mail campaign, as well as analysis of delivery, open, and click rates.
NCR Smart Alerts is a real-time notification service that allows you to monitor your business from anywhere.
NCR Smart Alerts provides timely, actionable text and e‑mail alerts that help you reduce fraud, improve operations, and provide better customer service. Smart Alerts can instantly alert you to suspicious activity, including no sales for a specified amount of time, sales over a certain dollar amount, excessive returns or discounts, price overrides that exceed a specified percentage, and over a dozen other common retail inefficiencies.
Check out these resources to learn more about how Retail Management and POS Software can help you.