Enable Ecommerce in NCR Counterpoint
Note: The website integration does NOT use ANY other settings from Ecommerce Control. This form will require that you populate all the required fields. The required fields can be populated with any value as needed and will have NO impact on the integration.
After Ecommerce has been enabled in NCR Counterpoint you will now see an "Ecommerce" tab on the item and customer forms.
Create a separate store that Web orders will be imported into. It is HIGHLY recommended that a separate store be created even if you only have 1 store in Counterpoint.
The benefit of having a separate Web store is that it will make it much easier to run reports in Counterpoint by Store such as Drawer Reading and Sales Analysis.
For our example we will name the store "WEB"
- Setup/Point of Sale/Stores
Note: The Default ship from location can be the same as the retail store if needed. This will allow you to sell the same inventory in both the retail store and web store.
Enable Orders with the following default settings:
- Check for open orders
- Prompt for ship-to address on orders
- Show unshipped lines on tickets
- Warn when releasing unpicked orders
- Warn when editing picked orders
- Use order # as release ticket #
Line Item Settings
- Order Release State = Selected
- Backorder Release State = Unselected
- Special Order Release State = Unselected
Note: The Order Deposits Received and Forfeited G/L Accounts need to be configured properly. It is recommend that you talk with your NCR Partner and Accountant to make sure that they are assigned properly.
Make sure "Misc Charge 1" (shipping) is enabled
Note: Shipping charges on website orders are assigned to Misc Charge 1 by default. If another misc charge needs to be used the Commerce5 Order Import configuration can be changed.
- Setup/Point of Sale/Stations
Create a Web Station that imported orders and deposit tickets will be assigned to.
Note: It is recommended that you create additional stations for every workstation/user that will be processing web orders
- Setup/Point of Sale/Drawers
Create a Web Drawer that imported orders and deposit tickets will be assigned to.
Note: It is recommended that you create additional drawers for every workstation/user that will be processing web orders
- Setup/System/Pay Codes
The following Pay Code types are supported:
Most commonly a "Cash" type Pay Code is setup for Credit Card Payments (Authorize.net) and Paypal.
Suggested Common Naming Conventions:
- AUTHORIZE = Authorize.net
- WEB-AMEX = American Express Credit Cards
- WEB-DISC = Discover Credit Cards
- WEB-MC = Mastercard Credit Cards
- WEB-VISA = Visa Credit Cards
- WEB-CC = Mastercard and Visa Credit Cards
- PAYPAL= Paypal
Note: If Credit Cards need to be separated into different pay codes based on credit card type and your are using Authorize.net then the following Magento Extension is required:
Note: Pay codes need to be assigned to a G/L Account. It is important that you consult with your NCR Partner and/or Accountant to ensure that this is configured correctly.
Note: If a pay code is setup using pay code type "Check" then a 100% deposit ticket will be created when an order is imported. Pay code type "Check" is typically used for Mail Orders where a customer sends in a check with their order form. By creating a 100% deposit ticket at the time the order is imported the date of the G/L distribution in CounterPoint will match the date that the Checks are deposited in the business bank account. If setting up a pay code this way make sure it meets your business requirements. Most pay codes should be setup as "CASH" type.
Note: Make sure to assign these new pay codes to your WEB store
- Setup/Point of Sale/Stores
Note: If using Touchscreen Ticket Entry make sure you add the new pay codes to the Touchscreen Layout
- Setup/Point of Sale/Touchscreen Codes
When an order is imported it can be assigned to a Tax Code in Counterpoint based on the Ship-to State, Ship-to Zip-code, or if there is No Tax (Out of State or Tax Exempt).
Note: A Tax Authority can ONLY be setup with 1 tax rule. If there are multiple tax rule lines in a tax authority only the first tax rule line will be assigned to the order.
Create a Tax Authority and Tax Code for Out of State Sales (OST) and Web Tax (WEB). Additional Tax Codes can be created as needed.
Note: Tax Authority Rules need to be assigned to a G/L Account. It is important that you consult with your NCR Partner and/or Accountant to ensure that this is configured correctly.
- Setup/System/Tax Authorities
Note: If Shipping is taxed make sure you check the "Tax Shipping" box as seen here.
Also, make sure you let your Magento Developer know that shipping is taxable so that the website is configured properly. By default the website is NOT configured to charge tax on shipping.
Populate the tax percent
Now create a WEB Tax Code and assign the WEBTax Authority
- Setup/System/Tax Codes
Next create the Out of State Tax Authority
It will display a Warning which is ok
Now create an OST Tax Code and assign the OST Tax Authority
- Setup/System/Tax Codes
A Ship Via Code needs to be created for EVERY shipping method that is going to be offered on the website.
- Setup/System/Ship Via Codes
Common example of Ship Via Codes are:
- PICKUP = Store Pickup
- UPS-GND = UPS Ground
- UPS-1DAY = UPS Next Day Air
- UPS-2DAY = UPS 2nd Day
- UPS-3DAY = UPS 3 Day Select
- FEDEX-GND = Fedex Ground
Create a WEB User that is configured as a "Sales Rep". This WEB User will be assigned to imported orders and deposit tickets as the User and Sales Rep
A Template Web Customer needs to be created that will be used when creating new customers in Counterpoint during the order import process
Most commonly the customer number is "TEMPLATE-WEB"
Note: If customer numbers are configured to be "Auto-Assigned" then you can temporarily disable the following setting which will allow you to assign the Customer # "TEMPLATE-WEB"
Uncheck "Auto-Assign" for next customer #
Create a Line Item Discount Code that is used by default for imported orders that contain a shopping cart discount (coupon)
- Setup/Point of Sale/Discount Codes
Web Discount Code Settings:
- Discount Type = Prompted Amount
- Apply to = Line Item
- Valid for = Online
The following forms should be reviewed to ensure it contains the necessary information:
Common forms that are used for order processing
- Order Form
- Picking Ticket
- Packing Slip
Note: Customization of these forms can be addressed by your NCR Partner.
If using Order Management in Counterpoint for processing orders, then review the following control settings
- Setup/Point of Sale/Order Management Control
- Allow Partial Orders
- Form Group
- Print Method
- Point of Sale/Order Management
Login to the Web Store, Station and Drawer
Note: If you are unable to login to Order Management check to see if your user is configured as an "Order Management User"
Review the column headers to make sure it includes order data that is required by your order processing team to prioritize order picking
Common Order Header Columns are:
- Ticket Date
- Ticket Time
- Ship from Location
- Ship-Via Code
- Number of Lines
- Document Total
Note: Order Management Training and Configuration can be provided by your NCR Partner