Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR ShiptoMtn ™ cms 2 OE...
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Transcript of Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR ShiptoMtn ™ cms 2 OE...
Slide#: 1 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR ShiptoMtn ™cms2OE Mini-ContactMgr ™
Price $99 (generous discounts on multiple purchase)
cms2AR ShiptoMtn ™cms2OE Mini-ContactMgr ™
Price $99 (generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 03/28/2009
Product & Bundle Pricing>> Highest Product full price <<
Product & Bundle Pricing>> Highest Product full price <<
Single Bundled
cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56
cms2AR AutoCreditHold $ 350 $ 175
cms2AR AreaCodeFix or Add Fax #’s $ 350 $ 175
cms2AR CopyCustomers-Prospects $ 350 $ 175
cms2AR DepositSlips $ 155 $ 74
cms2AR Excel $ 199 $ 99
cms2AR Email $ 89 $ 44
cms2AR IntegrityVer $ 350 $ 175
cms2AR PhoneCheck $ 88 $ 44
cms2AR PwrEntry $ 350 $ 175
cms2AR Upload $ 350 $ 175
A Little Advertising
Slide#: 3 © GPS Financial Services 2008-2009Revised 03/28/2009
Enhanced & Custom Reports PricingEnhanced & Custom Reports Pricing
Normal Enhanced Report
Single Normal Enhanced Report $ 55
All normal enhanced reports in a module$100
All normal enhanced reports, report tab only all modules $188
All normal enhanced reports for all modules $288
Premium Enhanced Reports
Comparative Sales & Profits (2 period or 3 periods)$110
Customers with no purchases in a date range $ 55
Past Due Invoices in a date range$110
A Bit More Advertising
Slide#: 4 © GPS Financial Services 2008-2009Revised 03/28/2009
1. Product Info
2. Installation
3. Troubleshooting
4. Upgrades, Service Packs & Smart Patches
5. Technical Info
6. Future Plans
7. Ordering Info
8. Other Products
9. Enhanced Reports
10.Examples
11.Tips & Tricks
cms2AR Mini-ContactMgr ™Sections to this presentation
cms2AR Mini-ContactMgr ™Sections to this presentation
Slide#: 5 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 6 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™
Product Info
cms2AR Mini-ContactMgr ™
Product Info
Added Functionality
Improved User-friendliness
Credit and collection tools
Allows for easy updating and corrections
Can be used to keep track of an unlimited number of contacts names by putting their names in the Shipping Company Name Field
> Creatively, a user could make up a Title/Position Code, like - zz-AP\Sally Struthers (AP Clerk) - zz-CT\Chris Brakenship (Controller) - zz-OW\Herman Wright (Owner)
Slide#: 7 © GPS Financial Services 2008-2009Revised 03/28/2009
User can Ship to Addresses one at a
time
cms2AR Mini-ContactMgr ™
Product Info
cms2AR Mini-ContactMgr ™
Product Info
Slide#: 9 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 10 © GPS Financial Services 2008-2009Revised 03/28/2009
Added Functionality
Improved User friendliness
Unpost Transactions
Emailing Ability
Export to Excel
Quickly fix missing or bad data
Credit and collection tools
Module Integrity Verification
Compatible with CMS Versions 4 through 12 & V2009
Automatically updates itself for version and service pack changes
cms2AR Mini-ContactMgr ™ Product Info
cms2AR Mini-ContactMgr ™ Product Info
Slide#: 11 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 12 © GPS Financial Services 2008-2009Revised 03/28/2009
Installation happens automatically when you install V10 or better
To activate this feature, you need to go to Order Entry> Options> Codes> Order Guide> Run Utility
To keep the file updated, rerun the file daily/weekly/monthly as needed
To optimize this feature, staff should be trained to manually add items that a customer inquires about and any item that the staff feels that the customer might be interested in.
cms2AR Mini-ContactMgr ™ Installation Instructions
cms2AR Mini-ContactMgr ™ Installation Instructions
Slide#: 13 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 14 © GPS Financial Services 2008-2009Revised 03/28/2009
This product should require no troubleshooting. Its beautiful in its simplicity.
Re-indexing is almost always a first step
If a record locking error occurs, use UTICMS to delete any blank records
If problems still exist, use dbFix & FileFix to rebuild the file
If the problem remains, it might be desirable to use UTICMS to zap the file and recreate.
cms2AR Mini-ContactMgr ™ Troubleshooting
cms2AR Mini-ContactMgr ™ Troubleshooting
Slide#: 15 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 16 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ Upgrades, Service Packs & Smart Patches
cms2AR Mini-ContactMgr ™ Upgrades, Service Packs & Smart Patches
This product will automatically be updated when a version change, service pack or smart pack is installed by the Win2Win utility
If a custom report was installed, it will need to be reloaded
Slide#: 17 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 18 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ Technical Information
cms2AR Mini-ContactMgr ™ Technical Information
Slide#: 19 © GPS Financial Services 2008-2009Revised 03/28/2009
The pricing on future enhancements is not known at this time
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 20 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™
Future Plans
cms2AR Mini-ContactMgr ™
Future Plans
Pending
Slide#: 21 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 22 © GPS Financial Services 2008-2009Revised 03/28/2009
How Can I Get the CMStotheMax ™ Products?
How Can I Get the CMStotheMax ™ Products?
You can get cms2OE_CollectionComments&Notes ™ from your local Cougar Mtn Dealeror
GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com)
13337 South Street #352
Cerritos, CA 90703
714 228-5444 Phone
800 531-2944 Fax
Slide#: 23 © GPS Financial Services 2008-2009Revised 03/28/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 24 © GPS Financial Services 2008-2009Revised 03/28/2009
CMStotheMax.com & Cougar-Magic.com Products
CMStotheMax.com & Cougar-Magic.com Products
cms2PR ADP ™
cms2PR UDF+ ™
cms2PR MaxPak’s ™
cms2PR CertifiedPR-Forms ™
cms2PR History-99Yr ™
cms2PR ReportsEnh ™
cms2PR CertifiedPR-Forms ™
cms2PR QckChg ™
cms2PR Time&Attendance
cms2PR TimeclockBridge
cms2EX Excel ™
cms2RRW Reports ™
cms2R&R LearnCD ™
cms2AutoArchiver ™
cms2SY ASP ™
cms2BU Backup+ ™
cms2SY CriticalFilesBU ™
cms2SP Speedup ™
cms2SY Checklists ™
cms2SY ErrorFixing ™
Slide#: 25 © GPS Financial Services 2008-2009Revised 03/28/2009
Product OverviewProduct Overview
Accounts Receivable& Collections
Inventory& Purchasing
Payroll &Human Relations
Export toExcel/PDF
& eMail/Fax Software &Hardware
Sales
Security &User-friendliness
& More
Support Services& Training
General Ledger& Taxes
ReportsEnhanced
Selling &Shipping/Acknow.
Overview
Slide#: 26 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ Enhanced Reports
cms2AR Mini-ContactMgr ™ Enhanced Reports
Pending
Slide#: 27 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX
Slide#: 28 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ Examples
cms2AR Mini-ContactMgr ™ Examples
Pending
Slide#: 29 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR Mini-ContactMgr ™ by CMS to the MAX
cms2AR Mini-ContactMgr ™ by CMS to the MAX