slide#: 1© gps financial services 2008-2009revised 03/28/2009 cms 2 cm pastduestmts ™ price: $55...

31
Slide#: 1 © GPS Financial Services 2008-2009 Revised 03/28/2009 cms 2 CM PastDueStmts ™ Price: $55 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

Upload: prosper-moore

Post on 14-Dec-2015

214 views

Category:

Documents


0 download

TRANSCRIPT

Slide#: 1 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™Price: $55

(generous discounts on multiple purchase)

cms2CM PastDueStmts ™Price: $55

(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version

Slide#: 2 © GPS Financial Services 2008-2009Revised 03/28/2009

Product & Bundle Pricing>> Highest Product full price <<

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 03/28/2009

Enhanced & Custom Reports PricingEnhanced & 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

A Bit More Advertising

Slide#: 4 © 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

11.Tips & Tricks

cms2CM PastDueStmts ™Sections to this presentation

cms2CM PastDueStmts ™Sections to this presentation

Slide#: 5 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™by CMS to the MAX

cms2CM PastDueStmts ™by CMS to the MAX

Slide#: 6 © GPS Financial Services 2008-2009Revised 03/28/2009

Added Functionality

Improved User friendliness

Credit and collection tools

Module Integrity Verification

Compatible with CMS Versions 4 through 12 & V2009

cms2CM PastDueStmts ™Product Info

cms2CM PastDueStmts ™Product Info

Slide#: 7 © GPS Financial Services 2008-2009Revised 03/28/2009

The second step in your credit and collection procedures, is to send out by

email/fax/USPS, a copy of past due customer statements on a monthly basis.

This modification lets you select the customer statements that fall have

become past due.

If you have a color printer, your can select the versions that print the colors.

If you don’t have a color printer, the office supply stores sells Past Due stamps

in red.

Another option is to print or purchase from us, labels with color printing to catch

the eye of the recipient.

cms2CM PastDueStmts ™Product Info

cms2CM PastDueStmts ™Product Info

Slide#: 8 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™Product Info

cms2CM PastDueStmts ™Product Info

User can select to print statements that have a past due balance in excess of an

amount specified at run time.

Slide#: 9 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™Product Info

cms2CM PastDueStmts ™Product Info

Required Statement is printed

Slide#: 10 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™by CMS to the MAX

cms2CM PastDueStmts ™by CMS to the MAX

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.

cms2CM PastDueStmts ™Installation Instructions

cms2CM PastDueStmts ™Installation Instructions

Slide#: 12 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™by CMS to the MAX

cms2CM PastDueStmts ™by CMS to the MAX

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.

cms2CM PastDueStmts ™Troubleshooting

cms2CM PastDueStmts ™Troubleshooting

Slide#: 14 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™by CMS to the MAX

cms2CM PastDueStmts ™by CMS to the MAX

Slide#: 15 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™Upgrades, Service Packs & Smart Patches

cms2CM PastDueStmts ™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#: 16 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™by CMS to the MAX

cms2CM PastDueStmts ™by CMS to the MAX

Slide#: 17 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™Technical Information

cms2CM PastDueStmts ™Technical Information

Slide#: 18 © GPS Financial Services 2008-2009Revised 03/28/2009

The pricing on future enhancements is not known at this time

cms2CM PastDueStmts ™ by CMS to the MAX

cms2CM PastDueStmts ™ by CMS to the MAX

Slide#: 19 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™Future Plans

cms2CM PastDueStmts ™Future Plans

Pending

Slide#: 20 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™ by CMS to the MAX

cms2CM PastDueStmts ™ by CMS to the MAX

Slide#: 21 © GPS Financial Services 2008-2009Revised 03/28/2009

How Can I Get the CMStotheMax ™ Products?

How Can I Get the CMStotheMax ™ Products?

You can get cms2OE_CollectionComments&Notes ™ from your local Cougar Mtn Dealeror

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 protected]

Slide#: 22 © GPS Financial Services 2008-2009Revised 03/28/2009

CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic

Slide#: 23 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2EM Email ™

cms2EX Excel ™

cms2EM PDFblaster ™

cms2AR PowerEntry+ ™

cms2AR AutoCreditHold ™

cms2SY Lookup-Enh ™

cms2OE Collection-Notes ™

cms2AR PastDueNoticestm

cms2CM Collections ™

cms2RRW Reportstm

cms2R&R LearnCDtm

cms2RAR AreaCodeFix ™

cms2OE Unpost ™

cms2R&R LearnCDtm

cms2SH UPS/Fedex/more ™

cms2SH ShippingAcknow ™

cms2CT ContactMgt ™

Cougar-Magic ™ cms2SY UDF ™

Top Sellers & New ProductsTop Sellers & New Products

Slide#: 24 © GPS Financial Services 2008-2009Revised 03/28/2009

Product OverviewProduct Overview

Accounts Receivable& Collections

Inventory& Purchasing

Payroll &Human Relations

Export toExcel/PDF

& eMail/Fax Software &Hardware

Sales

Security &User-friendliness

& More

Support Services& Training

General Ledger& Taxes

ReportsEnhanced

Selling &Shipping/Acknow.

Overview

Slide#: 25 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™ by CMS to the MAX

cms2CM PastDueStmts ™ by CMS to the MAX

Slide#: 26 © GPS Financial Services 2008-2009Revised 03/28/2009

Slide#: 27 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™ Enhanced Reports

cms2CM PastDueStmts ™ Enhanced Reports

Pending

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

cms2CM PastDueStmts ™ by CMS to the MAX

cms2CM PastDueStmts ™ by CMS to the MAX

Slide#: 29 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™ Examples

cms2CM PastDueStmts ™ Examples

Pending

Slide#: 30 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™ by CMS to the MAX

cms2CM PastDueStmts ™ by CMS to the MAX

Slide#: 31 © GPS Financial Services 2008-2009Revised 03/28/2009

cms2CM PastDueStmts ™ Tips & Tricks

cms2CM PastDueStmts ™ Tips & Tricks

Pending