Sales: 888.881.1988 Support: 833.214.2715
Sales: 888.881.1988 Support: 833.214.2715

Turn Every Customer Interaction Into a More Informed Experience

Counterpoint’s Customer Module helps retailers, wholesalers, contractors, and B2B businesses centralize customer information and apply the right pricing, tax, payment, loyalty, and account rules at the point of service.

Customer information that works across the business

Give authorized teams a clear view of the customer, from contact details and buying history to special pricing, open balances, rewards, and stored-value programs.

  • Profiles – Organized customer information and account details.
  • Pricing – Customer groups, price levels, and contract rules.
  • Retention – Loyalty and gift card tools that support repeat business.

 

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Build a Complete Customer Record

Use the capabilities below to support personalized service, consistent account rules, accurate pricing, and customer retention.

Customizable Customer Profiles

Create detailed customer profiles tailored to the information your business needs to capture and manage.

Benefit: Gives employees a more complete customer view for service, account management, sales, and relationship building.

Centralized Customer Records

Keep customer contact, account, and related information in one centralized Counterpoint environment.

Benefit: Reduces manual lookup and gives staff faster access to customer information when they need it.

Customer Groups & Segmentation

Organize customers as retail, contractor, wholesale, commercial, B2B, or other business-defined groups.

Benefit: Makes it easier to apply the right pricing, tax, payment, and account rules by customer type.

Manage Customer Pricing, Sales and Accounts

Customer-Specific Pricing

Support price levels, customer price rules, contract pricing, and quantity-based volume discounts.

Benefit: Helps automate negotiated pricing and reduce manual discount decisions at the counter or during order entry.

Customer Purchase & Transaction History

Maintain visibility into customer sales and transaction activity for faster research and better service.

Benefit: Helps staff answer questions, understand buying patterns, and support repeat purchases more effectively.

Sales & Order Management

Connect customer records with quotes, sales orders, invoices, and order fulfillment workflows.

Benefit: Creates a more organized path from customer inquiry through order processing and final invoicing.

Accounts Receivable & Customer Credit

Support customer A/R management, payment entry, payment application, and account-based business workflows.

Benefit: Improves visibility into balances and receivables for businesses that invoice customers or extend terms.

Customer Statements

Generate customer statements and support electronic delivery as part of account management.

Benefit: Simplifies balance communication and reduces administrative effort for statement preparation and delivery.

Customer Tax & Payment Settings

Configure customer-specific tax settings and payment methods to match the way different accounts do business.

Benefit: Supports consistent transaction processing for retail, contractor, commercial, wholesale, and tax-exempt customers.

Turn Customer Data Into Long-Term Relationships

Customer Loyalty Program

Reward repeat customers through a loyalty program connected to customer activity and purchasing behavior.

Benefit: Encourages repeat purchases, strengthens customer relationships, and supports long-term customer retention.

Gift Cards System

Offer gift cards as a convenient stored-value purchasing option within the customer sales experience.

Benefit: Helps create upfront revenue, attract new customers, support promotions, and encourage future visits.

Integrated Customer Documents

Keep customer records connected with quotations, sales orders, invoices, pick lists, and statements.

Benefit: Improves organization and keeps the customer’s sales and account workflow connected in one system.

Customer Payment Management

Record customer payments and apply them to accounts and outstanding transactions.

Benefit: Improves payment tracking and gives staff clearer visibility into account balances and payment activity.

Improved Customer Service

Give authorized employees access to customer profiles, pricing, orders, account activity, and transaction history.

Benefit: Helps staff respond faster and deliver more personalized service without switching between disconnected systems.

Stronger Customer Retention

Combine profiles, purchase history, customer-specific pricing, loyalty, gift cards, and account management.

Benefit: Helps build longer-term relationships, encourage repeat business, and create a more consistent customer experience.

Personalized Service Without Giving Up Pricing and Account Control

Counterpoint gives your team a practical customer management layer inside the same operational environment used to sell, fulfill, invoice, collect, and report.

  • Consistent customer pricing and account rules
  • Faster access to customer history and activity
  • Connected quotes, orders, invoices, and statements
  • Loyalty and gift card tools for repeat business
  • Better visibility for retail and B2B service teams
See how it fits your business

One Customer Platform for Retail, Wholesale, Contractor, and Account-Based Sales

Recognize Repeat Shoppers

Use profiles, history, loyalty, and gift cards to support a more personalized in-store experience.

Manage Negotiated Accounts

Apply account rules, customer-specific pricing, payment terms, and transaction history for business customers.

Serve Project-Driven Buyers

Support customer pricing, order history, invoicing, and account workflows for contractor relationships.

Keep Complex Accounts Organized

Centralize customer records, pricing, orders, statements, and receivables for ongoing wholesale relationships.

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POS Highway can help configure Counterpoint customer management around your pricing, account, loyalty, gift card, and service workflows.