Slide#: 1© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
Slide#: 2© GPS Financial Services Revised 04/12/2009 Product & Bundle Pricing >> Highest Product full price << Single Bundled cms2AR FixCodesChg cms2AR FixMissingInfo $ 111$ 56 cms2AR AutoCreditHold$ 350$ 175 cms2AR AreaCodeFix or Add Fax #’s or Add SIC$ 350$ 175 cms2AR CopyCustomers-Prospects $ 350$ 175 cms2SH ShippingNotifications $ 155$ 74 cms2EX Excel$ 199$ 99 cms2EM $ 89$ 44 cms2AR IntegrityVer$ 350$ 175 cms2AR PhoneCheck/Fax$ 88$ 44 cms2AR PwrEntry$ 350$ 175 cms2UF LookupEnh+ or cms2UF UDF $100$ 50 cms2EM PDFblaster+Call $$$ A Little Advertising
Slide#: 3© GPS Financial Services Revised 04/12/2009 To empower the user’s of the Cougar Mountain’s Professional Version: –To improve the ease of use –To assist in spot changes in trends –To maximize cash follow by: reducing inventory under-stock’s/over-stock’s Maximizing collections on accounts receivable –To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS Statement of Goals
Slide#: 4© GPS Financial Services Revised 04/12/ 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 & FAQ’s 11.Tips & Tricks Sections to this presentation
Slide#: 5© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 6© GPS Financial Services Revised 04/12/2009 Added Functionality Improved User friendliness ing Ability Module Integrity Verification Compatible with CMS Versions 4 through 12 & V2009 Automatically updates itself for version and service pack changes cms 2 GL FRG-RepFormatter ™ Product Info
Slide#: 7© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info
Slide#: 8© GPS Financial Services Revised 04/12/2009 Create custom views of financial data from General Ledger with the formats and labels that you choose using GL Report Generator. Information is not useful unless it is actionable. The feature-rich data mining capabilities of Cougar Mountain GL Report Generator® puts the information you choose right at your fingertips on a daily, weekly or monthly schedule. A Proven Solution Create subgroups of accounts or funds to include or exclude from your reports. Easily accumulate your custom subgroups or funds for year-to- year or quarter-to-quarter comparisons Create custom subtotals for the accounts or funds that you choose Easily change the titles and formats of standard reports Quickly copy, modify, and share report templates Print automated reports when you want them, using the scheduler cms 2 GL FRG-RepFormatter ™ Product Info
Slide#: 9© GPS Financial Services Revised 04/12/2009 Examples of Reports: Budget vs. Actual Current to Quarter-to-date Current to Year-to-date Current Year to Prior Year Devise your own custom reports cms 2 GL FRG-RepFormatter ™ Product Info
Slide#: 10© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info
Slide#: 11© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info
Slide#: 12© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info
Slide#: 13© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 14© GPS Financial Services Revised 04/12/2009 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 GL FRG-RepFormatter ™ Installation Instructions
Slide#: 15© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 16© GPS Financial Services Revised 04/12/2009 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 GL FRG-RepFormatter ™ Troubleshooting
Slide#: 17© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 18© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ 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#: 19© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 20© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Technical Information
Slide#: 21© GPS Financial Services Revised 04/12/2009 The pricing on future enhancements is not known at this time cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 22© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Future Plans Pending
Slide#: 23© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 24© GPS Financial Services Revised 04/12/2009 How Can I Get the CMStotheMax tm & Cougar-Magic tm Products? You can get this product from your favorite Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) South Street #352 Cerritos, CA Phone Fax us at:
Slide#: 25© GPS Financial Services Revised 04/12/2009 CMS to the MAX & Cougar-Magic
Slide#: 26© GPS Financial Services Revised 04/12/2009 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#: 27© GPS Financial Services Revised 04/12/2009 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#: 28© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 29© GPS Financial Services Revised 04/12/2009
Slide#: 30© GPS Financial Services Revised 04/12/2009 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
Slide#: 31© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Enhanced Reports Pending
Slide#: 32© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 33© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Examples Pending
Slide#: 34© GPS Financial Services Revised 04/12/2009 cms2GL FRG-RepFormatter ™ by CMS to the MAX
Slide#: 35© GPS Financial Services Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Tips & Tricks Pending
Slide#: 36© GPS Financial Services Revised 04/12/2009 Cougar-Magic.com Products