Our Goal is to continue to improve!
As we continue to make improvements for Counterman
Pro, we will inform you of these updates and
enhancements in this section. We strive to provide
the tools and features Counterman users have
requested. Listening to your comments and suggestions
provides us greater insight to your software
needs. We encourage you to contact us with these
comments and suggestions by email or phone call.
There are very nice updates for this release:
Automatically add Shop Supplies?
After several requests (most recently from Steve
over at SKS Motorcycles in Lilburn, GA) we have
added the ability to automatically add Shop Supplies
to Service Repair and/or Warranty Repair Orders. In
order for this to work, it will be necessary to have a
pre-setup product code of "SS" for "Shop Supplies",
PLUS, a text file has to be present in the path (on
the server station) called: "SHOPSUPP.TXT". We
made the decision to control this enhancement with
this TXT file so we could add this feature exclusively
for users who request it. If you would like to add this
feature, just give us a call and we'll help you get it all
setup, it only takes a minute...
Detailed Credit Card Breakout Here is another feature available for you, made upon
request and again controlled with a text file. This
feature comes to us by suggestion from Eagle Rider in Las Vegas, NV; performs a detailed tax breakout
of all payment methods on a summary level, as part
of the Cash Drawer Report.
The additional page on
the cash drawer report will summarize each payment
method, Total Sale, Taxable amount, Non-Taxable
amount, and Total Tax charged for each payment
method. This feature is controlled with a text file
named: BREAKOUT.TXT must reside in the Counterman
path. If you would like to add this feature,
just give us a call and weÕll help you get it all setup, it
only takes a minute.
Smaller Receipts for Thermal Printers
Thanks to Bikers Edge in Whichita, KS for this cool
suggestion: A nice enhancement is now available
upon request to print receipts (invoices) on a 40 column Thermal Receipt Printer. Thermal Receipt
Printers are approximately 1/4 the size of a normal
laser printer and will help save a tree or two by printing
all invoices on half the paper normally required.
We have formatted this smaller receipt to include as
much data as possible, however, most of the description
will not be printed due to size limitations. If you
are interested in implementing the 'Smaller Receipts'
in your shop, give us a call and we will help you get it all
Reorder List Enhancements A little known keystroke, available from the POS
screen that can help save time has always been available
in Counterman, where; when the cursor is on the
Product Code area of any transaction, then F2 (Stock
Check) is pressed, the part number on the F2 screen
(press spacebar) can be pasted directly into the POS
sales grid. As of this update, you can now use this
same function from within any Reorder List. Additionally
from the Reorder List, is the confirmation of multiple
vendors when refreshing (F3) the order. The F3
'Refresh Order' will now list all vendors previously on
the order and allow for editing and/or adding vendors.
When the order is refreshed, only those vendors included
in this list will be included in the order.
Create Filter Button Counterman has always had the ability to add new
reporting filters (F11) in order to customize any Filtered
Reports currently available. To add to Counterman's
'click-ability', all filtered reports now have a
button you can click to add a new reporting filter. In
this screen, you can design your own filters. Not that
this is a new 'function', just a new and easier method
of opening the Add New Reporting Filter screen.
Other Phone Number Search
Several users have requested a means in which to
access a customers account by using the secondary
Here it is: From POS, when
accessing a customer by their telephone number,
Counterman will now search both the primary Phone
Number, and the 'Other' Phone Number fields in the
customer record to locate a particular customer. Often
times customers have multiple telephone numbers and
this enhancement makes searching for those customers
much easier. We should note that, if the customer
is in fact, located on the 'Other' Phone number, the
primary phone number will continue to be displayed on
the POS screen. Thanks to Sucker Punch Sally's for
Previous Month End Processes, NOT ALLOWED
We have ran into several instances where users have run month end processes
for previous months. As you may (or may not) know, Counterman is a
"Real Time” program and sales history information is collected as it happens.
So closing a previous month can only cause some type of unwanted results.
A safeguard has been implemented within the program to prevent the possibility
of running a month end process that has an older month than that of the
previous updated information.
Ctrl/Y Leaves the Cursor at the Next Line
Have you ever had this experience before? You have one of those long Service
Repair Orders and, using the Ctrl/Y button to delete an existing line item
(which works well), but only to find your cursor has moved all the way down to
the end of the entire transaction? This was happening because Counterman
always wanted to end up on a blank line and the nearest blank line was at the
end of the transaction.
Thanks go out to Rachel at Suckerpunch Sallys in
Scottsdale, AZ for bringing this to our attention. This annoying little issue is
now a non-issue. As of this update, deleting a line item from any transaction
will result in dropping the cursor down one line. This should help in keeping
your place, when going through those long crash jobs, or any transaction that
has multiple items on it. This will also enhance the ability to "put things where
you want them” on the invoice too.
Additionally, in case you did not already
know this, if you ever need to insert a blank line in between two items on the
POS screen, you can easily accomplish this by moving the cursor to that line
and pressing the "Insert” key. This allows you to add items in between the
lines, or just put a "space” between items. This "space” will print as a blank
Part Number Merge Process
Here’s another fine example of how Counterman listens to their users and
makes changes for the greater good. Again we give thanks to Rachel over at
Suckerpunch Sallys in Scottsdale, AZ for this new and very cool feature. This
can be found in "Inventory Maintenance” and is designed to actually
merge two different part numbers into one.
The issue was; there are two
part numbers and they are virtually the same item. Either superseded or
maybe purchased from two different vendors. In any event, they have
different part numbers and both have some sales history. This process
will merge the sales history and the available quantities together, while
applying the "merge-to” as the valid vendor code.
The process will also
flag the "merge-from” item as obsolete, while placing their respective part
numbers into the related part number fields to let the salesperson know
that the old number should not be sold anymore.
Here is how it works:
From Inventory Maintenance do a "Find” for the item you want to merge
from. Press X (or click the XFR button) to transfer the information. Enter
the part number you want to transfer TO. If Counterman does not find
this item existing in you current inventory, it will just transfer the information
into the new number. However, if Counterman DOES find this number
in your existing inventory, there will be a confirmation window that will
pop up and ask if you want to transfer the information from one part number
to the existing one, resulting in "merging” the data of the old part
number into the Transfer TO part number.
Two F&I enhancements have been added to this update: First off, tradein
values are no longer considered when calculating profit margins on the
sale of a vehicle. Additionally, tax amounts can include (or not include)
the value of the trade, plus or minus the payoff amount. Secondly, previously
sold VIN numbers were not allowed to be sold again. Due to taking
in trades which were originally sold by the same shop, this is now allowed.
Thanks to Lowell and Amber out at Bikers Edge for these great
you (or your customer) may have at any
We listen to your suggestions and
make changes to the software to help make life
easier and more profitable in your shop. We
would urge you stay tuned for new enhancements
to the program, as we welcome (and need) your
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