Customers

Overview Features Setting Up Ecommerce Customers Checklist Uploading and Downloading From NCR Counterpoint to NRO From NRO to NCR Counterpoint Login IDs and Passwords Working with Email New Account (welcome) Emails Overview With an NRO... Read More

Purpose:   To explain how to add a comment, for your customer.   Solution: Go to Sales (horizontal top menu) then Orders. Select the desired order. In the Comments History section specify the comment text in the Comment... Read More

Purpose: It is possible to publish tracking information from Counterpoint to NRO, but there isn't yet a way to automatically generate a status email with the tracking number embedded in the email, during import of the publish file. ... Read More

Purpose: To explain how to allow email alerts to be sent to customers when product is back in stock.   Solution: Select System (horizontal top menu) / Configuration. Go to the Catalog section, and then click on the Catalog... Read More

Purpose: To explain how to alert your customers when product prices change.   Solution: Select System (horizontal top menu) / Configuration. Go to the Catalog section, and then click on the Catalog tab. Expand the Product Alerts... Read More

Purpose:   To explain how to allow customers to include gift messages with the orders they place in your store.   Solution: Browse to System (horizontal top menu) / Configuration. Go to the Sales Section and then click on the Sales... Read More

Purpose: To explain how to allow voting only one time in a poll.   Solution: Select System (horizontal top menu) / Configuration. Go to the General section, and then click on the Web tab. Expand the Polls panel. ... Read More

Purpose: To explain how to enable and configure wishlists in your storefront.   Solution: Enabling Wishlists Select System (horizontal top menu) / Configuration. Go to the Customers section, and then click on the Wishlist... Read More

Purpose: This update script will set the Ecommerce Customer flag in NCR Counterpoint customer records to Yes, if the customer record has an email address indicated in the Email-1 field on the Main tab. It will also perform a basic check... Read More

Purpose: To explain how to update or change the contact us email address.   Solution: Select System (horizontal top menu) / Configuration. Under the General section, select the Contacts tab. Click on the Email Options... Read More

Purpose: To explain how all new customers who sign-up for an account through your ecommerce storefront will be assigned to a specific customer category.   Solution: Select System (horizontal top menu) / Configuration. Go to the... Read More

Purpose:   To explain how to configure the customer password sending options for your storefront.   Solution: Browse to System (horizontal top menu) / Configuration. Go to the Customers Section and then click on the... Read More

Purpose:   To explain how to configure how often NRO checks for changes that require product alerts to be sent.  Additionally, you can select the recipient, sender, and template for emails that are sent if the sending of alerts fails. ... Read More

Purpose: To explain how to create a poll.   Solution: Select CMS (horizontal top menu) / Polls. Click the Add New Poll button in the top right corner of the page to display the New Poll page. In the Poll Question field... Read More

This article will explain how you can to add search keywords without altering item descriptions. Searching has become the predominant method for users to find products on websites. While navigation tools and site architecture are almost ... Read More

Purpose: To explain how to enable Guest (Quick) Checkout, so that customers can place orders without having to create an account.   Solution: Select System (horizontal top menu) / Configuration. Go to the Sales section... Read More

Purpose: To explain the different ways a customer's password can be changed.   Solution: Shopper directions: Shopper knows their password: Shopper must log in with email address and current password. This can be... Read More

Purpose: To explain how to allow customers to sign up for newsletters.   Solution: When you are using the Celebrity theme, the Newsletter signup form is available at the bottom of every page in your store. Read More

Purpose: To explain how to default all ecommerce customers to a specific customer category.   Solution: This is the easiest way to assign all ecommerce customers to a certain customer category: Create (or look at an existing)... Read More

Purpose: To explain how set up your stores to require a seperate login for each site or a universal one for all stores. NRO offers a global customer login option that is enabled by default.   Solution: Select System (horizontal top menu)... Read More

Purpose:   This article answers the question:  I don't have email addresses for certain NCR Counterpoint customers.  Can they still be set as ecommerce customers and uploaded to NRO?   Solution: Only NCR Counterpoint... Read More

Purpose:   To explain how to import or export customer records from NRO.    Solution: WARNING: Import / Export features are advanced, unsupported features that could conflict with Counterpoint data! ... Read More

Purpose: This article explains how NCR Counterpoint Loyalty Programs work with NRO.   Solution: Orders placed online and downloaded to NCR Counterpoint do generate loyalty points within Counterpoint. However, there is currently no way in NRO... Read More

Purpose: To show where you can go in NRO to manage or edit a customer's account for them.   Solution: Select Customers (horizontal top menu) / Manage Customers. Select the customer record you want to manage or edit. ... Read More

Purpose: To explain how to use an update script to mark all customers active for ecommerce.   Solution: This is the easiest way to mark all customers active for ecommerce: Open the SQL Script Utility (installed with CounterPoint SQL) ... Read More

Purpose: Restricted Store Access, which requires your shoppers to login before being able to view or purchase items, will not be available at the launch of NRO.  We do plan to add the feature in the near future, so check back often! Read More

Purpose: Once you have configured and enabled ADT in Counterpoint, use the Scheduled Tasks utility to configure the Automated Data Transfer (ADT) for NCR Retail Online (NRO) task to run a regular schedule throughout the day. WARNING: Any... Read More

Purpose: To explain how to set customer accounts to either global  or per website and what this means. Solution: When a customer creates an account in a given Store View, that account will be shared with every Store View in the same Website... Read More

Purpose: To explain how to attribute an online sale to a specific Counterpoint sales rep.   Solution: CounterPoint– Setup / Ecommerce / Control / Customers tab From the Customers menu, confirm field 3 reads, Record affiliate as... Read More

Purpose: To explain how to turn on email notifications when your stock levels get low.   Solution: Select System (horizontal top menu) / Configuration. Under the Catalog section, select the Inventory tab... Read More

Purpose: To explain what a Persistent Shopping Cart is.     A persistent shopping cart makes shopping easier for customers and enables merchants to segment customers better and tailor their product offering to better serve each... Read More

Purpose: To explain when customer changes are downloaded from NRO to NCR Counterpoint.   Solution: That information will download to NCR Counterpoint if the customer places an order. Read More

Purpose:   To explain the purpose of the "default ecommerce customer."   Solution: Throughout our documentation and training videos, we refer to an NCR Counterpoint customer record known as the "default ecommerce customer."  This... Read More