Slide#: 1© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 1© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

Slide#: 2© GPS Financial Services 2008-2009Revised 05/10/2009 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 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 05/10/2009 To empower the users of the Cougar Mountains Professional Version: –To improve the ease of use –To assist in spot changes in trends –To maximize cash follow by: reducing inventory under-stocks/over-stocks 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 2008-2009Revised 05/10/2009 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 & FAQs 11.Tips & Tricks Sections to this presentation

Slide#: 5© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ by CMS to the MAX

Slide#: 6© GPS Financial Services 2008-2009Revised 05/10/2009 Added Functionality Improved User-friendliness Compatible with CMS Versions 10 through 12 & V2009 Automatically updates itself for version and service pack changes Verifone Slideshow http://www.verifone.com/registration.aspx?file=PCChargeSlideshow.zip http://www.verifone.com/registration.aspx?file=PCChargeSlideshow.zip cms 2 CC PCcharge+ Product Info

Slide#: 7© GPS Financial Services 2008-2009Revised 05/10/2009 PCCharge software turns any PC or PC-based POS system into a secure payment-accepting and processing device without interfering with other programs. It supports a wide range of peripherals, making it easy to accept all payment types including credit, debit, EBT, checks, stored value/loyalty, purchasing cards (level II), Interac (Canadian) debit, and more. PCCharge is a cost-effective solution for all business types including brick-and-mortar merchants, e-commerce, MOTO, and QSR/restaurant.Through its intuitive graphical user interface, PCCharge allows merchants to easily maintain a customer database, manage recurring or installment billing, run robust, business-friendly reports, process offline transactions, reprint historical receipts, and so much more. cms 2 CC PCcharge+ Product Info

Slide#: 8© GPS Financial Services 2008-2009Revised 05/10/2009 All the tools needed to successfully manage your transactions are at you fingertips. PCCharge is a PA-DSS validated solution that features many security safeguards and anti-fraud controls. Through its use, merchants are one step closer to achieving PCI (Payment Card Industry) compliance and protecting their business interests. cms 2 CC PCcharge+ Product Info

Slide#: 9© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Product Info PC Chg PayWare Paywar 5.8 PC Trans Payment engine - Windows Service capable No Yes Yes Streamlined navigation and dynamic menus No Yes N/A Administrator-level user access controls & role-based permissions Yes Yes N/A GUI based on Microsoft Office 2007 No Yes N/A Visual Basic 6.0 code base Yes No No Access Database Yes No No.NET Framework architecture No Yes N/A SQL Express 2005 Database No Yes N/A

Slide#: 10© GPS Financial Services 2008-2009Revised 05/10/2009 PC Chg PayWare Paywar 5.8 PC Trans Database and Platform independent No No Yes*** Multi-threading No Yes Yes Built-in automatic batch settlement No Yes Yes* Batch settlement e-mail confirmation No Yes Yes* cms 2 CC PCcharge+ Product Info

Slide#: 11© GPS Financial Services 2008-2009Revised 05/10/2009 PC Chg PayWare Paywar 5.8 PC Trans Custom user-created reports No Yes Yes Audit Report Yes Yes No Suspend transaction for batch settlement No Yes Yes* Multiple logging levels No Yes Yes Dial-up Modem and TCP/IP Internet transaction processing Yes Yes Yes Frame Relay connectivityYes**** No Yes Automatic updates NoYes No Recurring billing customer database (standalone only) YesYes No cms 2 CC PCcharge+ Product Info

Slide#: 12© GPS Financial Services 2008-2009Revised 05/10/2009 PC Chg PayWare Paywar 5.8 PC Trans Level III commercial card acceptance No Yes Yes Store and Forward functionality No Yes Yes* Robust Integration Manager utility No Yes No GUI Cashier Permissions Yes Yes N/A Signature Capture with MX terminals Yes** Yes Yes* Debit Encouragement through BIN ManagementNo Yes Yes* cms 2 CC PCcharge+ Product Info

Slide#: 13© GPS Financial Services 2008-2009Revised 05/10/2009 PC Chg PayWare Paywar 5.8 PC Trans Customer Database Automation No Yes N/A Multiple integration methods Yes Yes Yes SSL Integration Yes Yes Yes Credit, PIN-based Debit, EBT, Check, GiftYes Yes Yes Multi-lingual capable No Yes N/A cms 2 CC PCcharge+ Product Info

Slide#: 14© GPS Financial Services 2008-2009Revised 05/10/2009 PC Chg PayWare Paywar 5.8 PC Trans PABP Validated Yes Yes Yes Scheduled Task Management No Yes Yes* Development Kit Tools and Applications available Yes Yes Yes AmEx Direct Authorization and Settlement (Reverse PIP) Yes No Yes Built-in file-based transaction import Yes No No cms 2 CC PCcharge+ Product Info

Slide#: 16© GPS Financial Services 2008-2009Revised 05/10/2009 The PCcharge a client installation can be started by executing SETUP.EXE from the \PCchargeclient directory on the distribution CD. The installation program will ask you to designate the target subdirectories and other installation options. Suggest you put it in a directory called \PCCW on the network drive that has your Cougar Mtn files (eg. M:\PCCW ) Once you get user 1 setup you then can add user and it will take you to a webpage where you can put in your registration code and it will then give you a pass key and you enter that into PC Dharge and it will activate user 2 and you continue to do that for as many users as needed. To activate this feature, you need to go to Order Entry> Options> Module Preferences and make the needed changes cms 2 CC PCcharge+ Installation Instructions

Slide#: 17© GPS Financial Services 2008-2009Revised 05/10/2009 CMS Professional uses PCcharge Pro by VeriFone ® to process and authorize credit card transactions in Accounts Receivable, Order Entry, Point of Sale, and Job Cost. This product is a Windows-based payment processing software designed to save you time and money by providing powerful features and performance at the point-of-sale. PCcharge Pro is a cost-effective solution offered by Cougar Mountain for all business types, including brick-and-mortar merchants, e-stores, and mail-order/ telephone order (MOTO) shops. If you use PCcharge Pro, there are a few settings you might need to define in Cougar Mountain software. Refer to the information in this section for an overview of set up requirements necessary before using PCcharge Pro. You also need to make sure you have the proper licensing for PCcharge Pro before installing. cms 2 CC PCcharge+ Installation Instructions

Slide#: 18© GPS Financial Services 2008-2009Revised 05/10/2009 Set Up Module Preferences In the Module Preferences for any of the four modules in which you will authorize credit cards (Accounts Receivable, Order Entry, Point of Sale, Job Cost), you must define these settings. Refer to the correct section for the module you want to set up to use with PCcharge Pro. For more information on working with PCcharge Pro, refer to the documentation that accompanied that program. For additional information on working with credit cards or module preferences, refer to the users guide or online help installed with Cougar Mountain. cms 2 CC PCcharge+ Installation Instructions

Slide#: 19© GPS Financial Services 2008-2009Revised 05/10/2009 Accounts Receivable Module Preferences In Accounts Receivable, select Options > Module Preferences from the menu bar. On the General tab, you must check the Allow Credit Card Payments check box, select PCcharge Pro from the CC Verification Software drop-down list, and enter the path to the PCcharge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. Last, select the Default Credit Card Reader device to use with the software. You can also choose to use the credit card number from the customers account by selecting the Auto-fill CC Card # from AR master file check box. When all of the settings are complete, click OK and refer to Set Up Merchant Information to continue the PCcharge set up process. cms 2 CC PCcharge+ Installation Instructions

Slide#: 20© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Installation Instructions

Slide#: 21© GPS Financial Services 2008-2009Revised 05/10/2009 Order Entry Module Preferences In Order Entry, select Options > Module Preferences from the menu bar. On the General tab, you need to select PCcharge Pro from the CC Verification Software drop-down list and enter the path to the PCcharge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. You can also choose to use the credit card number from the customers account by selecting the Auto-fill CC Card # from AR master file check box. When all of the settings are complete, click OK and refer to Set Up Sales Entry Screen or Set Up Merchant Information to continue the PCcharge set up process. cms 2 CC PCcharge+ Installation Instructions

Slide#: 23© GPS Financial Services 2008-2009Revised 05/10/2009 Point of Sale Module Preferences In Point of Sale, select Options > Module Preferences from the menu bar. On the General tab, you need to select PCcharge Pro from the CC Verification Software drop-down list and enter the path to the PCcharge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. When the settings are complete, click OK and refer to Device Codes in Point of Sale to continue the PCcharge set up process. cms 2 CC PCcharge+ Installation Instructions

Slide#: 25© GPS Financial Services 2008-2009Revised 05/10/2009 Job Cost Module Preferences In Job Cost, select Options > Module Preferences from the menu bar. On the General tab you must select PCcharge Pro from the CC Verification Software drop-down list and enter the path to the PCcharge Pro program. You can use the Dir button to browse to the program location or manually enter the path in the field. Select the authorization process you wish to use. You can also choose to use the credit card number from the customers account by selecting the Auto-fill CC Card # from AR master file check box. cms 2 CC PCcharge+ Installation Instructions

Slide#: 27© GPS Financial Services 2008-2009Revised 05/10/2009 On the Defaults tab, select the Credit Card Device Reader device to use by default. When all of the settings are complete, click OK and refer to Set Up Merchant Information to continue the PCcharge set up process. cms 2 CC PCcharge+ Installation Instructions

Slide#: 29© GPS Financial Services 2008-2009Revised 05/10/2009 Set Up Device Codes Each of the modules in which you can accept credit cards for payment will use a device of some type for entering the credit card information. Refer to the correct section for setting up the Device Code in the different modules. Regardless of which module you are setting up, you will attach the Device Code to another window in Cougar Mountain as part of the set up process. Device Codes in Accounts Receivable To set up the credit card reader device in Accounts Receivable, select Options > Credit Card Reader Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the settings and continue with attaching this code to the Module Preferences. cms 2 CC PCcharge+ Installation Instructions

Slide#: 31© GPS Financial Services 2008-2009Revised 05/10/2009 Device Codes in Order Entry To set up the credit card reader device in Order Entry, select Options > Codes > Credit Card Reader Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the settings and continue with attaching this code to the sales entry screen. cms 2 CC PCcharge+ Installation Instructions

Slide#: 33© GPS Financial Services 2008-2009Revised 05/10/2009 Device Codes in Point of Sale To set up the credit card reader device in Point of Sale, select Options > Codes > Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the settings and continue with attaching this code to the Register Code. cms 2 CC PCcharge+ Installation Instructions

Slide#: 35© GPS Financial Services 2008-2009Revised 05/10/2009 Device Codes in Job Cost To set up the credit card reader device in Job Cost, select Options > Codes > Credit Card Reader Devices from the menu bar. Enter the information for the credit card device and then select either the Test Device button to make sure the device is properly connected or the Save button to keep the settings and continue with attaching this code to the Module Preferences. cms 2 CC PCcharge+ Installation Instructions

Slide#: 37© GPS Financial Services 2008-2009Revised 05/10/2009 Set Up Register Codes After you establish the credit card device code, you need to attach the code to each register that will accept credit cards as payment. To do this in Point of Sale, select Options > Codes > Register from the menu bar. On the Hardware tab, select the credit card device from the Device drop-down list and click the Save button to keep the settings and continue with the set up process. cms 2 CC PCcharge+ Installation Instructions

Slide#: 39© GPS Financial Services 2008-2009Revised 05/10/2009 Set Up Sales Entry Screen After you establish the credit card device code, you need to attach the code to each sales entry screen through which you will accept credit cards as payment. To do this in Order Entry, select Options > Set Up Sales Entry Screen from the menu bar. Open an existing screen layout, or create a new one; then on the Invoices / Devices tab, select the credit card payment type and enter the proper code in the Device Code box that appears. After you enter the code, click the Save button to keep the settings and continue with the set up process. cms 2 CC PCcharge+ Installation Instructions

Slide#: 41© GPS Financial Services 2008-2009Revised 05/10/2009 Set Up Merchant Information In conjunction with setting up the module preferences, you also must set up the merchant information for the electronic transaction processing company. To do this, select Options > Set Up Merchant Information from the menu bar in the Main Menu module. In this window, enter the information for the processing company; the merchant account number is provided to you by PCcharge Pro. If you wish to set up multiple merchant IDs, select the Use Multiple Merchant IDs check box and refer to the New Features guide for additional information. For additional assistance in working with credit cards or setting up merchant information, refer to the users guide or online help installed with CMS Professional. cms 2 CC PCcharge+ Installation Instructions

Slide#: 44© GPS Financial Services 2008-2009Revised 05/10/2009 System Requirements PC with Windows Vista Business Edition (32-bit), Windows XP Professional Edition, Windows 2003 Server, or Windows 2000 256 MB minimum of RAM, 512 MB preferred 50 MB free space on hard drive, 100 MB recommended Hayes compatible modem (capable of 1200 baud or less) with an analog phone line OR an Internet connection CD-ROM drive Merchant Account 600 MHz or higher processor Microsoft Internet Explorer v6 or higher Latest Microsoft service packs installed cms 2 CC PCcharge+ Installation Instructions

Slide#: 45© GPS Financial Services 2008-2009Revised 05/10/2009 Link to Activation Worksheet www.verifone.com/PDF/ActivationWorksheet.pdf cms 2 CC PCcharge+ Installation Instructions

Slide#: 47© GPS Financial Services 2008-2009Revised 05/10/2009 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 CC PCcharge+ Troubleshooting

Slide#: 48© GPS Financial Services 2008-2009Revised 05/10/2009 TECHNICAL SUPPORT: Go software provides free technical support for all registered PCcharge products for the first 90 days. After 90 days you may purchase an extended support contract from GO Software. Please note that there is a fee for licensing additional merchant numbers. For technical support questions, please call or email Go software Technical support. see the next section for contact information. cms 2 CC PCcharge+ Troubleshooting

Slide#: 49© GPS Financial Services 2008-2009Revised 05/10/2009 Attention PCCharge Users: Potential transaction declines due to card with a 2013 expiration date If you are a PCCharge customer, you and your Merchants may experience unnecessary declines from cards with an expiration date of 2013. The decline is occurring due to the Last Valid Year currently supported by the PCCharge software, which has not been updated to support cards issued with an expiration date of 2013 or greater. cms 2 CC PCcharge+ Troubleshooting

Slide#: 50© GPS Financial Services 2008-2009Revised 05/10/2009 Explanation: By default, PCCharge currently sets the last valid year for an expiration date to be 2012. Any card with an expiration date greater than 2012 will not be passed on to the processing network for authorization. It is a local decline on the PCCharge system. Steps to change Last Valid Year: – Go to Set-Up Menu – Select Preferences – Update Last Valid Year with a 2-digit (yy) numeric year in the future to support all upcoming future re-issued card types. For example, change the Last Valid Year to "20 cms 2 CC PCcharge+ Troubleshooting

Slide#: 51© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Troubleshooting Suggest you set It to the year 2020 by setting the number for 20

Slide#: 52© GPS Financial Services 2008-2009Revised 05/10/2009 TECHNICAL QUESTIONS AND ANSWERS: Before you call or email Technical support: – if you are getting an error during a transaction: 1. Try restarting both the computer that is running the client and the computer that is running PCcharge Pro or Payment server and try the transaction again. 2. Read through the PCcharge client manual and help files thoroughly.many problems can be solved by applying the information in the manual and the help files (The help files can be accessed from the Help I contents menu in PCcharge client.) 3. Make sure PCcharge client has FULL(read/ write) access to the folder where PCcharge Pro or Payment server is installed. cms 2 CC PCcharge+ Troubleshooting

Slide#: 53© GPS Financial Services 2008-2009Revised 05/10/2009 4. Brand, model, and speed of the modem PCcharge Pro or Payment server tis sic'.ng 5. Information on any 3rd party P05 software (when applicable). 6. The type of error you are getting: 1. - Installation error 2. - Modem/dialing problem 3. - GPF (General Protection Fault) 4. - please note the information that is displayed when the error occurs. 7. Try to isolate the cause of the error. If possible, step through the transaction and document the step that is causing the error. our Technical support Representatives can be reached at (877) 659- 8981 and are available M-F between the hours of 9am-8pmEST. our Technical support email address is supportC4PCCharge.net. Emails are responded to within one business day. cms 2 CC PCcharge+ Troubleshooting

Slide#: 55© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Upgrades, Service Packs & Smart Patches UPGRADING PCcharge CLIENT: Pccharga client version 5.6/5.7 is compatible with all earlier versions of PCcharge client, when upgrading, your data files will be automatically converted to the new format. However, we do recommend backing up your files before installing the upgrade. If a custom report was installed, it will need to be reloaded

Slide#: 58© GPS Financial Services 2008-2009Revised 05/10/2009 The pricing on future enhancements is not known at this time cms 2 CC PCcharge+ by CMS to the MAX

Slide#: 61© GPS Financial Services 2008-2009Revised 05/10/2009 How Can I Get the CMStotheMax Products? You can get this product from your favorite Cougar Mtn Dealer or GPS Financial Services (aka CMStotheMAX.com and CougarMtnSupport.com) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax email us at: sales@CMStotheMAX.com

Slide#: 63© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 EM Email 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#: 64© GPS Financial Services 2008-2009Revised 05/10/2009 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 & eMail/Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections

Slide#: 66© GPS Financial Services 2008-2009Revised 05/10/2009 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#: 70© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Tips & Tricks How can I get PCcharge to work using Remote connections? Question: How can I get PCcharge to work using Remote connections? Answer: PCcharge must be running on one of the stations, and it runs fine that way. But for it to retain information, it must be mapped over to the File Server so that any transactions are retained in memory. Install PCcharge fully on the File Server, then run its client program onto the Admin layer to give the Clients access, putting the icon in the user menu.

Slide#: 1© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

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Slide#: 1© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 05/10/2009 cms 2 CC PCcharge+ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain."— Presentation transcript:

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