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Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Price: $350 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
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Slide#: 2© GPS Financial Services 2008-2009Revised 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 or Add SIC$ 350$ 175 cms2AR CopyCustomers-Prospects $ 350$ 175 cms2SH ShippingNotifications $ 155$ 74 cms2EX Excel$ 199$ 99 cms2EM Email$ 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
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Slide#: 3© GPS Financial Services 2008-2009Revised 03/28/2009 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 & FAQ’s 11.Tips & Tricks Sections to this presentation
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Slide#: 4© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 5© GPS Financial Services 2008-2009Revised 03/28/2009 Added lookups by invoice number or amount mostly eliminates the need to lookup customer numbers Automatically apply invoice amounts until the check amount is exhausted (with ability to override) Displays selected customer's full name and address so masterfile errors can be easily identified Hides fully paid transactions by default with an option to display all if needed Makes it easy to write-off small short or over pays (including early pay discounts) Warning on double pays, short pays or over pays and automatically generates an unapplied entry as needed Warnings on duplicate entries based on check number or dollar amount cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 6© GPS Financial Services 2008-2009Revised 03/28/2009 Makes it easier to apply open credit memos Option to notify customer and/or staff of skipped invoice(s) Option to notify credit function/salesperson of payment problems Option to notify by a mailable/faxable document advising the customer of short pays (sales tax, shipping & etc.) Option to notify salesperson of payment Handles one check paying multiple customers on the same check Option to request a resale certificate on customers who short paid sales tax Option to request a new or updated credit application cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 7© GPS Financial Services 2008-2009Revised 03/28/2009 Option to request request info on next payment on past due customers. Easily put a customer on or release a credit hold Easily add collection code/comments to the customer masterfile Easily change a customer's credit limit Make a deposit slip cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 8© GPS Financial Services 2008-2009Revised 03/28/2009 Select Function
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Slide#: 9© GPS Financial Services 2008-2009Revised 03/28/2009 One of the options offers selecting by Invoice Number
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Slide#: 10© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 11© GPS Financial Services 2008-2009Revised 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 AR PwrEntry ™ Installation Instructions
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Slide#: 12© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 13© GPS Financial Services 2008-2009Revised 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 AR PwrEntry ™ Troubleshooting
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Slide#: 14© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 15© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ 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#: 16© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 17© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Technical Information Pending
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Slide#: 18© GPS Financial Services 2008-2009Revised 03/28/2009 The pricing on future enhancements is not known at this time cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 19© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Future Plans Pending
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Slide#: 20© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 21© GPS Financial Services 2008-2009Revised 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) 13337 South Street #352 Cerritos, CA 90703 714 228-5444 Phone 800 531-2944 Fax sales@CMStotheMAX.com
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Slide#: 22© GPS Financial Services 2008-2009Revised 03/28/2009 CMS to the MAX & Cougar-Magic
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Slide#: 23© GPS Financial Services 2008-2009Revised 03/28/2009 CMStotheMax.com & Cougar-Magic.com Products cms 2 PR ADP ™ cms 2 PR UDF+ ™ cms 2 PR MaxPak ’ s ™ cms 2 PR CertifiedPR-Forms ™ cms 2 PR History-99Yr ™ cms 2 PR ReportsEnh ™ cms 2 PR CertifiedPR-Forms ™ cms 2 PR QckChg ™ cms 2 PR Time&Attendance cms 2 PR TimeclockBridge cms 2 EX Excel ™ cms 2 RRW Reports ™ cms 2 R&R LearnCD ™ cms 2 AutoArchiver ™ cms 2 SY ASP ™ cms 2 BU Backup+ ™ cms 2 SY CriticalFilesBU ™ cms 2 SP Speedup ™ cms 2 SY Checklists ™ cms 2 SY ErrorFixing ™
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Slide#: 24© GPS Financial Services 2008-2009Revised 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 & eMail/Fax Payroll & Human Relations Inventory & Purchasing Accounts Receivable & Collections
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Slide#: 25© GPS Financial Services 2008-2009Revised 03/28/2009 CMStotheMax.com & Cougar-Magic.com Products
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Slide#: 26© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Enhanced Reports Pending
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Slide#: 27© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 28© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Examples Pending
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Slide#: 29© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX
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Slide#: 30© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Tips & Tricks Pending
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