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Slide#: 1© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ includes cms 2 PDF ™ & cms 2 Email ™ Price: $199.00 Demo Version Available.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ includes cms 2 PDF ™ & cms 2 Email ™ Price: $199.00 Demo Version Available."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ includes cms 2 PDF ™ & cms 2 Email ™ Price: $199.00 Demo Version Available 60 Day Money Back Guarantee Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services 2008-2009Revised 03/04/2009 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

3 Slide#: 3© GPS Financial Services 2008-2009Revised 03/04/2009 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

4 Slide#: 4© GPS Financial Services 2008-2009Revised 03/04/2009 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 11.Tips & Tricks cms 2 Excel-Basic ™ cms 2 Excel-Basic ™ Sections to this presentation

5 Slide#: 5© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

6 Slide#: 6© GPS Financial Services 2008-2009Revised 03/04/2009  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 cms 2 AR Excel-Basic ™ Product Info

7 Slide#: 7© GPS Financial Services 2008-2009Revised 03/04/2009 What does cms 2 Excel-Basic ™ do? The cms 2 Excel-Basic ™ product allows you to easily convert a PDF document into Microsoft Excel.

8 Slide#: 8© GPS Financial Services 2008-2009Revised 03/04/2009 What does cms 2 Excel-Basic ™ look like? The cms 2 Excel-Basic tm File Menu The cms 2 Excel-Basic ™ Toolbar

9 Slide#: 9© GPS Financial Services 2008-2009Revised 03/04/2009 Converting a File to Excel 1.Locate the PDF file that you would like converted and open it.

10 Slide#: 10© GPS Financial Services 2008-2009Revised 03/04/2009 Converting a File to Excel 2.Select the data that you would like to convert.

11 Slide#: 11© GPS Financial Services 2008-2009Revised 03/04/2009 Converting a File to Excel 3.Select Convert to Excel from either the File Menu or the Toolbar.

12 Slide#: 12© GPS Financial Services 2008-2009Revised 03/04/2009 Converting a File to Excel 4.A dialog box will pop up asking if you would like an automatic or custom conversion. Make your selection and then click on “Convert”.

13 Slide#: 13© GPS Financial Services 2008-2009Revised 03/04/2009 Converting a File to Excel 5.If you chose Automatic conversion then the conversion is complete. If you chose Custom conversion, move the vertical lines as needed or add more lines.

14 Slide#: 14© GPS Financial Services 2008-2009Revised 03/04/2009 Converting a File to Excel 6.Once you have completed the column placements, click on the Convert to Excel button on the Toolbar.

15 Slide#: 15© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

16 Slide#: 16© GPS Financial Services 2008-2009Revised 03/04/2009  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 Excel-Basic ™ Installation Instructions

17 Slide#: 17© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

18 Slide#: 18© GPS Financial Services 2008-2009Revised 03/04/2009  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 Excel-Basic ™ Troubleshooting

19 Slide#: 19© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

20 Slide#: 20© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ 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

21 Slide#: 21© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

22 Slide#: 22© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ Technical Information

23 Slide#: 23© GPS Financial Services 2008-2009Revised 03/04/2009 The pricing on future enhancements is not known at this time cms 2 AR Excel-Basic ™ by CMS to the MAX

24 Slide#: 24© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ Future Plans  Pending

25 Slide#: 25© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

26 Slide#: 26© GPS Financial Services 2008-2009Revised 03/04/2009 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

27 Slide#: 27© GPS Financial Services 2008-2009Revised 03/04/2009 CMS to the MAX & Cougar-Magic

28 Slide#: 28© GPS Financial Services 2008-2009Revised 03/04/2009 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 ™

29 Slide#: 29© GPS Financial Services 2008-2009Revised 03/04/2009 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

30 Slide#: 30© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

31 Slide#: 31© GPS Financial Services 2008-2009Revised 03/04/2009 CMStotheMax.com & Cougar-Magic.com Products

32 Slide#: 32© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ Enhanced Reports  Pending

33 Slide#: 33© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

34 Slide#: 34© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ Tips & Tricks  Pending

35 Slide#: 35© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ by CMS to the MAX

36 Slide#: 36© GPS Financial Services 2008-2009Revised 03/04/2009 cms 2 AR Excel-Basic ™ Examples  Pending


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