Using Counterpoint in offline mode

Offline mode limitations

The primary purpose of offline mode is to allow you to continue entering tickets and other Point of Sale documents when your workstation’s server connection is unavailable. Thus, when you are running Counterpoint in offline mode, you are allowed to access Ticket Entry and Touchscreen Ticket Entry, as well as some related Point of Sale reports. In addition, offline mode allows you to add customer records, update workstation-specific settings, and configure Point of Sale devices.

In offline mode you can view, but not modify, information in other Counterpoint modules. This means, for example, that you can access the View Items window to review your item records, but you cannot access the Items window to add new items or edit existing ones. Similarly, while you are allowed to view vendor records, you are not allowed to edit them.

With the exception of creating new customer records, all Counterpoint “add-on-the-fly” functions are disabled in offline mode, so you cannot add or edit items and other types of records from within other areas of the software. For example, although you can look up items from Ticket Entry in offline mode, you cannot add new items from the ItemLookUp.

In addition, specific functions are not available in offline mode. For example, when your workstation is operating in offline mode, you cannot:

• Change the ship-from (i.e., stocking) location for tickets or individual ticket lines

• Change the price-from location for tickets or individual ticket lines

• Process (e.g., edit, release, and so forth) existing orders or layaways

• Process existing holds or quotes

• Void completed tickets

• Apply or auto-apply pay-on-account transactions

• Generate the Orders (Point of Sale > Reports > Orders) or Layaways (Point of Sale > Reports > Layaways) reports

• Modify user preferences

• Create or maintain gift registries

• Access the Message Center (System > Message Center)