The eCommerce Control settings enables eCommerce capabilities in Counterpoint and control various defaults and settings for items, customers, orders, shipping methods, and more. This document includes field-by-field details of Counterpoint's eCommerce control screens. Recommended settings will be shown in screenshots and called out in tip sections.

Not all fields will apply to CP-Commerce. Only applicable fields will be shown below, the remaining fields will be ignored.

Before You Get Started

1. Before you start setting up your NCR Counterpoint system, there are a few things you need to know. Before configuring anything in your ecommerce control file, it is STRONGLY recommended that you contact your Counterpoint partner about creating a new store, station, and drawer specifically for ecommerce. This will make it easier to report your ecommerce sales, find orders and transactions, and track down orders.
2. You will need to make a web template customer for your ecommerce customers.
3. Tax codes will need to be designated specifically for ecommerce.

Setting Up Ecommerce Control

Counterpoint: Setup / Ecommerce / Control

To set up ecommerce controls, select Setup / Ecommerce / Control, in your Counterpoint system. The settings under this section will only affect your ecommerce store.

It is recommended before you get started that you set up a new store, station, and drawer for your ecommerce locations. Having this done will allow you to keep ecommerce transactions separate in your Counterpoint system, as well as many other benefits. If you need assistance with this, please contact your Counterpoint partner.

Main

On the Main tab, enable ecommerce and define where ecommerce controls will be applied.

Use Ecommerce

To enable ecommerce functionality in Counterpoint, check the box labeled Use Ecommerce.

Store

The main ecommerce store, orders will be synced into this store.  This also drives your "Ecommerce Location", which will be the Ship-From and Price-From location for that store.

Items

Name

Specify which item description CP-Commerce will use for the item name in your online store.

Select Description, Short description, Long description, or Additional description 1, 2, or 3. Enter or edit descriptions on the Descriptions tab in Inventory / Items.

Use Additional description 3 to accommodate up to 80 characters for your ecommerce names. IF you already have names in the Description field, they will default into Additional description 3 until you replace it.

Qty Available

Specify how to determine the available quantity for an item:

• Item qty available: Total of all inventory quantities across all locations, minus any inventory already committed
• Item qty on hand: Total of all inventory quantities across all locations
• Location qty available: Inventory quantities from the Ecommerce Location indicated on the Main tab , minus any inventory already committed
• Location qty on hand: Inventory quantities from the Ecommerce Location indicated on the Main tab

Units allowed

Specify the units of an item that online shoppers can purchase:

• Stocking only: To allow the purchase of stocking units only
• Preferred only: To allow the purchase of preferred units only
• Multiple units: To allow the purchase of all units - this will result in Grouped Products in magento for any items that have alternate units defined.

Prices

Selling price

The selling price is the price a shopper will actually pay for an item. Calculated prices are based on pricing defined in price rules that affect the Ecommerce Store/Location and the customer listed later in this tab.

We recommend that Selling Price be set to Calculated Price. That affords you the ability to publish sale pricing form Counterpoint to CP-Commerce. If your Selling Price is set to Calculated Price and your items aren't on sale, then the published selling price will default to the Price-1 field.

Discount method (Selling price)

Specify whether to discount or mark up the selling prices for items in your online store:

• None: To leave the selling price as is
• Discount: To apply a discount to the selling price
• Markup: To mark up the selling price

Percent (Selling price)

Enter a percentage to discount or mark up the selling price.

This field is only enabled if the discount method is Discount or Markup.

List price

The list price is typically the retail price of an item.

Select Calculated price, Price-1, 2, 3, 4, 5, 6 or Regular price.

We recommend List Price be set to the Price-1 field or whatever price is typical for a walk-in customer. Learn more about working with prices in Setting up Ecommerce Items.

Discount method (List price)

Specify whether to discount or mark up the list prices for items in your online store:

• None: To leave the list price as is
• Discount: To apply a discount to the list price
• Markup: To mark up the list price

Percent (List price)

Enter a percentage to discount or mark up the list price.

This field is only enabled if the discount method is Discount or Markup.

Customers

Next Customer #

When the sync creates a new customer in Counterpoint, this will be the customer # assigned to that customer.  It is auto incremented by the sync, you can use this field to alter the scheme.

Template customer

Enter the customer number to use as the template customer. For help setting up a ecommerce template customer you can look here: Ecommerce Template Customer.

Orders

On the Orders tab, define how CP-Commerce orders are imported into Counterpoint.
 

Field-Level Details Store

Orders will be imported into the Store specified on the Main tab.

Station

Enter the station from which you will import orders.

Drawer

Enter the drawer into which you will import orders.

Base tax code

Enter a tax code called WEB. The "WEB" tax code should be mapped to a non-taxable tax authority.

Add ship-to to tax code

Specify whether to add the order's ship-to state to the base tax code. In most cases, this box should be checked.

Record freight as

Select the miscellaneous charge assigned to freight charges in Setup / Point of Sale / Control.

Ship-via

On the Ship-via tab, map the ship-via codes in Counterpoint to the different delivery methods available for CP-Commerce orders.

Enter the ship-via code that corresponds to each shipping method that you want to use for online orders. You don't need to enter a ship-via code for shipping methods that you will not use in your online store.

Ship-via codes must first be defined in Counterpoint using Setup / System / Ship-via Codes (only ship-via codes that are marked as Valid for customer are eligible).

Payment

Here you will define which pay codes are mapped to each online payment method.  You only need to define pay codes that correspond to payment methods that you intend to use.