Slide#: 1© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Price: $55 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
Slide#: 2© GPS Financial Services Revised 03/28/2009 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 $ 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 Revised 03/28/2009 Enhanced & 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 Revised 03/28/ 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 cms 2 CM PastDueStmts ™ Sections to this presentation
Slide#: 5© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 6© GPS Financial Services Revised 03/28/2009 Added Functionality Improved User friendliness Credit and collection tools Module Integrity Verification Compatible with CMS Versions 4 through 12 & V2009 cms 2 CM PastDueStmts ™ Product Info
Slide#: 7© GPS Financial Services Revised 03/28/2009 The second step in your credit and collection procedures, is to send out by /fax/USPS, a copy of past due customer statements on a monthly basis. This modification lets you select the customer statements that fall have become past due. If you have a color printer, your can select the versions that print the colors. If you don’t have a color printer, the office supply stores sells Past Due stamps in red. Another option is to print or purchase from us, labels with color printing to catch the eye of the recipient. cms 2 CM PastDueStmts ™ Product Info
Slide#: 8© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Product Info User can select to print statements that have a past due balance in excess of an amount specified at run time.
Slide#: 9© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Product Info Required Statement is printed
Slide#: 10© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 11© GPS Financial Services Revised 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. cms 2 CM PastDueStmts ™ Installation Instructions
Slide#: 12© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 13© GPS Financial Services Revised 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. cms 2 CM PastDueStmts ™ Troubleshooting
Slide#: 14© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 15© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ 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#: 16© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 17© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Technical Information
Slide#: 18© GPS Financial Services Revised 03/28/2009 The pricing on future enhancements is not known at this time cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 19© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Future Plans Pending
Slide#: 20© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 21© GPS Financial Services Revised 03/28/2009 How Can I Get the CMStotheMax ™ Products? You can get cms 2 OE_CollectionComments&Notes ™ from your local Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax
Slide#: 22© GPS Financial Services Revised 03/28/2009 CMS to the MAX & Cougar-Magic
Slide#: 23© GPS Financial Services Revised 03/28/2009 cms 2 EM ™ cms 2 EX Excel ™ cms 2 EM PDFblaster ™ cms 2 AR PowerEntry+ ™ cms 2 AR AutoCreditHold ™ cms 2 SY Lookup-Enh ™ cms 2 OE Collection-Notes ™ cms 2 AR PastDueNotices tm cms 2 CM Collections ™ cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 RAR AreaCodeFix ™ cms 2 OE Unpost ™ cms 2 R&R LearnCD tm cms 2 SH UPS/Fedex/more ™ cms 2 SH ShippingAcknow ™ cms 2 CT ContactMgt ™ Cougar-Magic ™ cms 2 SY UDF ™ Top Sellers & New Products
Slide#: 24© GPS Financial Services Revised 03/28/2009 Product Overview Overview Selling & Shipping/Acknow. Reports Enhanced General Ledger & Taxes Support Services & Training Security & User-friendliness & More Software & Hardware Sales Export to Excel/PDF & /Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections
Slide#: 25© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 26© GPS Financial Services Revised 03/28/2009
Slide#: 27© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Enhanced Reports Pending
Slide#: 28© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 29© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Examples Pending
Slide#: 30© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ by CMS to the MAX
Slide#: 31© GPS Financial Services Revised 03/28/2009 cms 2 CM PastDueStmts ™ Tips & Tricks Pending