Counter Sales

About Counter Sales

Simplify Sales Transactions with Seamless Efficiency

Step into a new world of streamlined order processing with Counter Sales. Utilize the simple order entry screen and advanced item lookup to search for items effortlessly, enhance checkout with barcode scanning, and offer flexibility with multiple payment types and deposit management. Empower your sales team to perform efficiently with tools designed to make order entry and payment handling smooth and error-free.

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Enhance Customer Experience through Dynamic Interactions

Foster customer engagement with intelligent tools like the related items function for upselling, lost sales tracking, and serial number tracking. From creating new customers to maintaining accurate inventory records, Counter Sales offers comprehensive solutions that cater to both serialized inventory and the unique needs of your customers, ensuring a personalized shopping experience.

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Elevate Your Point-of-Sale Capabilities

Embrace the future of retail with optional support for cash drawers and receipt printers, coupled with on-the-fly price adjustments. Counter Sales integrates with essential POS components, allowing you to track cash sales and manage your cash drawer. Tailor pricing effortlessly, and take advantage of user-specific “override codes” subject to user permissions, providing a more comprehensive and adaptable POS system.

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Transform End-of-Day Operations with Intelligent Automation

Leave behind the complexity of manual reconciliation. With Counter Sales’ built-in reconciliation process, simplify your end-of-day reconciliation tasks through automated cash drawer reconciliation reports and closing processes. Achieve superior efficiency with minimal effort, making the daily closing a breeze.

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Leverage Innovative Inventory and Sales Tracking

Delve into the new era of inventory and sales tracking with Counter Sales. Manage deposits for orders, track lost sales, and offer flexibility with price adjustments. Experience the integration of customer tracking and serial number tracking, providing an unparalleled view of your sales and inventory landscape. Unleash the power of detailed insights and reporting, enhancing your strategic decision-making.

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Seamless Credit Card Processing, Receipt Printing and Cash Drawer Integration

Effortlessly process customer payments with integrated credit card processing in Counter Sales. Credit card transactions, handled through a physical or virtual terminal, are securely processed and stored directly within Microsoft Dynamics 365 Business Central, ensuring streamlined record-keeping and real-time financial insights.

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Receipt Printing & Cash Drawer Integration in Business Central with Counter Sales

Two Versions to Choose From

There are two versions of Counter Sales. There is a North American version with associated tax calculations and the Worldwide version for those outside of North America. Please select the relevant version for your type of install.

North America

Install

Worldwide

Install

Features of Counter Sales

Simple Order Entry Screen
Counter Sales provides a user-friendly interface to search for items and complete a sales order easily. The built-in “Take Order Wizard” simplifies the addition of cash sale customer details for future marketing activities.

Support for Barcode Scanning
Enhance checkout efficiency by scanning items directly into the point-of-sale system. This feature eliminates the need for manual part lookups, thereby reducing errors.

Advanced Item Lookup
The tool’s advanced search feature enables quick item location using item number, description, extended text, and cross-references. Additionally, use the “Related Items” function for upselling or locating substitutes for out-of-stock items.

Support for Multiple Payment Types
Counter Sales accommodates multiple payment types per order, allowing customers to split payments between cash, credit cards, or other forms. Define your payment types: accepted credit cards, coupons, or gift cards.

Manage Deposits for Orders
This feature enables the acceptance of deposits in partial or full amounts, including tax, for cash or account customers. Take multiple deposits per order to manage layaway deposits or payment plans.

Built-In Reconciliation Process
Counter Sales simplifies the end-of-day reconciliation with an automated daily cash drawer reconciliation report and closing process.

Lost Sales Tracking
Enhance sales opportunities with lost sales tracking and alerts for related and paired items.

On-the-Fly Price Adjustment
Counter Sales allows user-specific “override codes” to adjust pricing at the checkout, subject to user permissions.

Optional Support for Cash Drawers
Track cash sales and manage your cash drawer with optional support from Counter Sales.

Optional Support for Receipt Printers
The tool supports integration with receipt printers for a more comprehensive POS system.

Customer Tracking
Use the user-friendly order wizard to choose from existing customers or create new ones, including cash customers.

Serial Number Tracking
Counter Sales offers comprehensive tracking of serial numbers to maintain accurate inventory records for businesses dealing with serialized inventory.

Users of Counter Sales

Trade Desk Salespeople
Professionals who handle large transactions at a specialized desk, often dealing with industry-specific products.