CCS sells, installs, supports, and trains customers primarily on Passport Business Solutions (PBS) Products and RTM Service Management Software (RTM). We sell and support several other third party products and some of our own add-ons and enhancements. See our Custom Enhancement Page.
CCS sells, installs, supports, and trains customers on Passport Business Solutions Products. PBS Software provides support for the Accounting, Distribution, and Manufacturing operations of a business. The PBS packages interface with Counterpoint to expedite accounting transaction entry and financial statement production. The PBS CashPoint package integrates directly with NCR Counterpoint Software. This is a key feature for most Retailers.
Passport Business Solutions ™ is a modular accounting business system, which offers an integrated software solution covering Accounts Payable, Accounts Receivable, Inventory, Order Processing, Invoicing, Purchasing, Payroll, General Ledger, Reporting, Sales Analysis, and more.
CashPoint Overview
Visit the Passport YouTube Channel for more Video Presentations and Demonstrations.
CashPoint is a powerful back office accounting solution that offers the tightest integration available for NCR Counterpoint users. CashPoint is easy to use and offers automated data integration, as well as an optional payroll module to manage payroll in-house. CashPoint provides you with the ability to manage multiple locations, and even allows you to create individual companies with a consolidated set of financials if you prefer.
- Accounts Payable
- General Ledger
- Check Reconciliation
- Optional Payroll
- Training/Consulting
Accounts Payable
Keep accurate information on vendor, supplier, and standard costs by tracking payment due dates, available discounts, and money owed to creditors.
Check Reconciliation
Maintains checkbooks, tracks deposits, and reconciles checking accounts. Provides instant access to account information and eliminates manual reconciliation procedures.
General Ledger
Categorizes and summarizes accounting data. Provides comprehensive information for financial analysis and control. Custom-designed financial statements show profit or loss, assets, liabilities, and equity.
Optional Payroll with Direct Deposit
Maintains employee data, calculates taxes, handles deductions and prints payroll checks. Eliminates the process of manually preparing tax information.
Multi-Store and Multi-Company Support
CashPoint provides you with the ability to manage multiple locations, and even allows you to create individual companies with a consolidated set of financials if you prefer.
Basic Accounting Upgrade
Passport Software’s Basic Accounting Conversion utility (BACON) allows a user who wishes to convert their accounting data from NCR Counterpoint Version 7.5 Basic Accounting to the CashPoint accounting modules.
PBS Overview
Visit the Passport YouTube Channel for more Video Presentations and Demonstrations.
PBS provides a series of three products to meet the needs of a wide range of companies.
- PBS Financial PBS-Solutions-Brochure
- PBS Distribution PBS-Solutions-Brochure
- PBS Manufacturing PBS-MFG-Fact-Sheet
PBS Financial Series provides a very complete set of modules that have been continually enhanced over a 25+ year period. The functions include:
- Accounts Payable
- Accounts Receivable
- General Ledger
- Payroll
- Payroll Direct Deposit
- Check Reconciliation
- Professional Time and Billing
PBS Distribution Series extends the PBS Financial Series with the Managerial Accounting modules to make it a complete distribution System. The functions include:
- Inventory Control
- Order Entry
- Purchase Order
- Sales Analysis
- Counter Sales
- Job Cost
PBS Manufacturing
PBS Manufacturing Overview
Visit the Passport YouTube Channel for more Video Presentations and Demonstrations.
PBS Manufacturing Series extends both of the above series to make Passport Software a complete solution for a Manufacturing company. The three series combined are a solution for many companies with Manufacturing Operations, and the Distribution and Accounting functions that are essential to the core business operations. The Manufacturing modules include:Inventory Management
- Master Scheduling and MRP
- Customer Order Processing
- Purchase Order Processing
- Capacity Planning
- Shop Floor Control
- Manufacturing Job Costing
- Optional Modules …
RTM Service Management Software is one of the most comprehensive service management tools on the market today. It has been designed and tested in close cooperation with experienced industry managers to meet the unique demands of service businesses.
Service calls, maintenance contracts, dispatching/scheduling, billing, and flexible reporting options are just the beginning of the feature sets.
|
What types of companies use RTM? |
||
|
Audio-visual systems Appliance companies Boiler and burner service Commercial scale sales and service Commercial kitchen equipment Computer service Copier service Elevator installation and maintenance Environmental control systems |
Pool and spa dealers Heating and air conditioning companies Lift truck sales and service Marinas Office equipment sales and service Overhead door sales and service Petroleum equipment installation and repair Plumbing companies Fire suppression systems |
Sports and Exercise equipment Point of sale equipment Pumps and compressors Recreational vehicle sales and service Portable toilet rentals Refrigeration systems Security and alarm companies Telecommunications companies Vehicle maintenance Vending machines |
Software Overviews
FOCUS Service Manager Brochure
ServicePoint SQL Brochure
ServicePoint Mobile Brochure
Visit the RTM Service Management Software YouTube Channel for Video Overviews and Demonstrations.
CPice is an easy to use interface enabling retailers to quickly build and control the catalog navigation of one or more online channels. It allows the user to build their category structure and then drag and drop one or many products into one or more categories to sell on the site.
The integration dynamically updates the site with catalog changes along with bringing orders and customers down to NCR Counterpoint and returning order status and customer updates to the site. CCS takes a hands on approach to ensure you get the result you want.
CPice Brochure for a Features Overview.
WooCommerce eCommerce Software
eCommerce key features are supported through WordPress Website Integration. Key Standard Integration Features include:
- Dynamically maintain the catalog structure and product assignments.
- Support for products with multiple attributes i.e. size, color, dimension.
- Support for creating and maintaining attributes through integration.
- Flexible mapping to set visibility, back order and out of stock messaging.
- Mapping for Product images, title, long descriptions, type, vendor, weight, taxable.
- Mapping for Product Meta description and URL and Handle.
- Automatic site synchronization of product availability, pricing, orders, and customers.
- Synchronize customers with the POS and WooCommerce.
- Fulfill in WooCommerce or third party and download invoices or fulfill in the POS and download orders.
- Update order statuses after shipping, auto capture funds, auto generate shipped order e-mails.
There are three levels to the Counterpoint specific eCommerce offering designed for different sizes of Retailers and characteristics of the products sold online. An overview of the common features and unique features of each CCS offering are presented below (CP Shop, CP Magento, and Commerce5). CP Shop is the entry-level package, CP Magento is the next level, and Commerce5 is the top-level. CCS offers several additional eCommerce solutions such as CPice and WooCommerce discussed above. See the expanded applications overviews below.
We can help you with completely custom websites and eCommerce packages as well. Contact us to discuss the details.
Common Features
Each eCommerce Solution offers some of the features in the graphic below. Check the details on the rest of the page for the specific features in each solution (CP Shop, CP Magento, and Commerce5) .
For those that may not require the level of functionality and features described above for CPMagento or Commerce5, our lowest end solution, CPShop, may be a better option for small businesses and those just starting their online store. CPShop is built on the WooCommerce platform which is the marketshare leader for businesses with a limited number of online transactions and sales volume.
The integrated WooCommerce and NCR Counterpoint solution offers the following features:
You should be using CPShop if you meet the following criteria:
1. Online revenues are under $100K
2. Don’t need the flexibility and open platform of Magento
3. Have limited support needs with your online store
4. Just getting started with online business and looking for an inexpensive solution
5. Still want control of your website for customizations and design, but simple in scope
6. Want a lighter integration with Counterpoint that is easier to support
CP Magento and Commerce5 Comparison Charts
CP Magento Commerce5
You should be using CPMagento if you meet the following criteria:
1. Online Revenues are in the range of $100K to $750K
2. Flexible webstore intended to service my brick and mortar customers
3. Require power of Magento, but in a closed system approach similar to NRO
4. Require Counterpoint integration for items, orders, customers, and inventory, but limited Omni-Channel integration when compared to Commerce5.
5. Require a budget sensitive migration from NRO or CPO and willing to sacrifice some features
6. You are very happy with NRO, that solution meets all your needs
You should be using Commerce5 if you meet the following criteria:
1. Online Revenues at $750K or greater and growing
2. Complexity issues – channels, back-office, fulfillment, Customer requirements
3. B2B requirements, or a combination of B2C and B2B
4. Omni-Channel requirements (gift card, loyalty, pickup, returns, ship to/from, etc.)
5. Want to be on Magento 2.0 or a Magento Enterprise level product
6. Fully integrated with Counterpoint – everything driven by CP for the above
7. Require an open system approach to work with design and hosting company of their choice
8. Looking to invest in marketing, traffic generation, and conversion solutions
9. If you have one or more dedicated terminals or facilities for fulfillment
The bLoyal system provides rich technology that enhances lifetime customer value at every touchpoint. Our robust loyalty engine offers turn-key solutions to get your program up and running quickly, and endless configuration options with bLoyal Snippets – to create campaigns that are as unique as your business.
Customer loyalty is multi-faceted, and your business needs are unique. We understand that when it comes to loyalty programs, you need flexible options. Add new members quickly and with as much or as little information as you want. New members can be added in transaction flow at the POS, during special events with QuickLink, from your website, Facebook and other social media sites, or from phones and tablets. Real-time loyalty means you can offer instant bonus points, loyalty dollars, or coupon incentives for joining or coming back soon.
bLoyal Intro
bLoyal Customer Loyalty Engine
bLoyal Reporting
