Slide#: 1 of 11© GPS Financial Services Revised 01/24/2009 cms 2 OE OrderGuide Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

Slide#: 2 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process When entering an invoice/work order/quote a new lookup was added a few versions back. What it does, it lets you build a lookup file for each customer This could speed the entry process, reduce errors and increase user-friendliness There is a utility to build the order guide file from the part number history from the PSHIS sales history file automatically. This file then can be added to or deleted from in order to add items quoted but not purchased yet, items at on special, etc.

Slide#: 3 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process Order Guide Lookup

Slide#: 4 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process Order Guide Lookup Only past purchases & other manually added

Slide#: 5 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process Order Guide Auto-Build

Slide#: 6 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process Order Guide – Standard Report

Slide#: 7 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process I have reformatted the report so that it could be faxed or ed to a customer to make it easy for them to place an order and not miss an item. It could easily be accompanied by a special list and/or a close-out list to generate more sales

Slide#: 8 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process Order Guide – Enhanced Report

Slide#: 9 of 11© GPS Financial Services Revised 01/24/2009 cms2OE OrderGuide Start Speeding on Your Order Entry Process I see lots of opportunity to expand this function: 1. Add the ability to transfer this info to the recurring batch so repeat customers could have their orders populated with stock numbers with or without quantities. 2. Add stock numbers ordered by similar businesses 3. Use PDF Explode, or PDF Blaster to send these order sheets

Slide#: 10 of 11© GPS Financial Services Revised 01/24/2009 Other CMStotheMax Products  cms 2 EM tm  cms 2 AutoArchiver tm  cms 2 EX Excel tm  cms 2 AR UDF+ tm  cms 2 AR AutoCreditHold tm  cms 2 OE ShippingWgt-Cube tm  cms 2 OE LookupHistory-Enh tm  cms 2 RRW Reports tm  cms 2 R&R LearnCD tm  cms 2 PR MaxPak ’ s tm  cms 2 PR CertifiedPR-Forms tm  cms 2 PR QckChg tm  cms 2 PR mini-ContactMgr tm

Slide#: 11 of 11© GPS Financial Services Revised 01/24/2009 How Can I Get the CMStotheMax tm Products? You can get cms 2 OE_CollectionComments&Notes tm from your local Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax