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Slide#: 1 © GPS Financial Services 2008-2009Revised 01/24/2009 cms 2 AR ShipAddressMtn+ tm Price: $99 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
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Slide#: 2 © GPS Financial Services 2008-2009Revised 01/24/2009 CMS to the Max cms 2 AR ShipToMtn 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)
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Slide#: 3 © GPS Financial Services 2008-2009Revised 01/24/2009 cms 2 AR ShipAddressMountain+ tm Cougar’s Mtn Screen only available in OE Enter Orders User can Ship to Addresses one at a time
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Slide#: 4 © GPS Financial Services 2008-2009Revised 01/24/2009 Select Function
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Slide#: 5 © GPS Financial Services 2008-2009Revised 01/24/2009
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Slide#: 6 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Sections to this presentation 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
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Slide#: 7 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX
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Slide#: 8 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Product Info 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
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Slide#: 9 © GPS Financial Services 2008-2009Revised 01/24/2009 Allows user to select company code
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Slide#: 10 © GPS Financial Services 2008-2009Revised 01/24/2009 Select Function
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Slide#: 11 © GPS Financial Services 2008-2009Revised 01/24/2009 Company name added here Select Function
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Slide#: 12 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX
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Slide#: 13 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Installation Instructions 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.
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Slide#: 14 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX
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Slide#: 15 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Troubleshooting 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.
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Slide#: 16 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX
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Slide#: 17 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ 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
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Slide#: 18 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX
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Slide#: 19 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Technical Information
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Slide#: 20 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX The pricing on future enhancements is not known at this time
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Slide#: 21 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Future Plans Pending
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Slide#: 22 © GPS Financial Services 2008-2009Revised 01/24/2009 CMS to the MAX
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Slide#: 23 © GPS Financial Services 2008-2009Revised 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) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax sales@CMStotheMAX.com
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Slide#: 24 © GPS Financial Services 2008-2009Revised 01/24/2009 CMS to the MAX
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Slide#: 25 © GPS Financial Services 2008-2009Revised 01/24/2009 Top Sellers - CMStotheMax cms 2 EM Email tm cms 2 EX Excel tm cms 2 EM PDFblaster tm cms 2 AR PowerEntry+ tm cms 2 AR AutoCreditHold tm cms 2 SY Lookup-Enh tm cms 2 OE Collection-Notes tm cms 2 AR PastDueNotices tm cms 2 CM Collections tm cms 2 RRW Reports tm cms 2 R&R LearnCD tm cms 2 RAR AreaCodeFix tm cms 2 OE Unpost tm cms 2 R&R LearnCD tm cms 2 SH UPS/Fedex/more tm cms 2 SH ShippingAcknow tm cms 2 CT ContactMgt tm Cougar-Magic tm cms 2 SY UDF tm
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Slide#: 26 © GPS Financial Services 2008-2009Revised 01/24/2009 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
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Slide#: 27 © GPS Financial Services 2008-2009Revised 01/24/2009 cms2AR_AutoCreditHoldcms2AR_DepositSlipscms2AR_IntegrityVercms2AR_ShipToMtn cms2AR_PwrEntrycms2AR_AddFaxNocms2AR_LookupEnhcms2AR_Tips+ cms2AR_ReportsEnhcms2AR_AddSIC'scms2AR_PhoneCheckcms2AR_Troubleshooting cms2AR_ChgCodescms2AR_Checklistscms2AR_Problem Solvingcms2AR_UDF+ cms2AR_CopyCustomerscms2AR_Checks&Formscms2AR_Procedures+cms2AR_Unpost cms2AR_Excel-Overviewcms2AR_Errors+cms2AR_ReprintPostingscms2AR_Upload cms2AR_AreaCodeFixcms2AR_Forms+cms2AR_RW-Open$Probcms2AR_Closing cms2AR PastDueInvcms2AR PastDueStmt cms2AR Agings cms2AR Payment Discrepancy CMS to the Max & Cougar-Magic cms2AR MaxPak tm
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Slide#: 28 © GPS Financial Services 2008-2009Revised 01/24/2009 CMS to the MAX & Cougar-Magic Products
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Slide#: 29 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Enhanced Reports Pending
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Slide#: 30 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX
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Slide#: 31 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Tips & Tricks Pending
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Slide#: 32 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ by CMS to the MAX
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Slide#: 33 © GPS Financial Services 2008-2009Revised 01/24/2009 ___________________ Examples Pending
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