slide#: 1© gps financial services 2008-2009revised 04/10/2009 cms 2 ps fixsalestax ™ price: call...
TRANSCRIPT
![Page 1: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 PS FixSalesTax ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain](https://reader035.vdocuments.net/reader035/viewer/2022062716/56649dc75503460f94abca19/html5/thumbnails/1.jpg)
Slide#: 1 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™Price: Call $$$
(generous discounts on multiple purchase)
cms2PS FixSalesTax ™Price: Call $$$
(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
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Slide#: 2 © GPS Financial Services 2008-2009Revised 04/10/2009
Product & Bundle Pricing>> Highest Product full price <<
Product & Bundle Pricing>> Highest Product full price <<
Single Bundled
cms2AR FixCodesChg cms2AR FixMissingInfo $ 111 $ 56
cms2AR AutoCreditHold $ 350 $ 175
cms2AR AreaCodeFix or Add Fax #’s or Add SIC $ 350 $ 175
cms2AR CopyCustomers-Prospects $ 350 $ 175
cms2SH ShippingNotifications $ 155 $ 74
cms2EX Excel $ 199 $ 99
cms2EM Email $ 89 $ 44
cms2AR IntegrityVer $ 350 $ 175
cms2AR PhoneCheck/Fax $ 88 $ 44
cms2AR PwrEntry $ 350 $ 175
cms2UF LookupEnh+ or cms2UF UDF $100 $ 50
cms2EM PDFblaster+ Call $$$
A Little Advertising
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Slide#: 3 © GPS Financial Services 2008-2009Revised 04/10/2009
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 & FAQ’s
11.Tips & Tricks
Sections to this presentationSections to this presentation
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Slide#: 4 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 5 © GPS Financial Services 2008-2009Revised 04/10/2009
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
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
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Slide#: 6 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
Allows user to select company code
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Slide#: 7 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
Select module
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Slide#: 8 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
Users can select the module of their
choice
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Slide#: 9 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
Select Function
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Slide#: 10 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
Choose any of the Inventory
Productivity Tools
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Slide#: 11 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
User selects enhancement
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Slide#: 12 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Product Info
cms2PS FixSalesTax ™ Product Info
Choose any of the Productivity Tools
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Slide#: 13 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 14 © GPS Financial Services 2008-2009Revised 04/10/2009
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.
cms2PS FixSalesTax ™ Installation Instructions
cms2PS FixSalesTax ™ Installation Instructions
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Slide#: 15 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 16 © GPS Financial Services 2008-2009Revised 04/10/2009
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.
cms2PS FixSalesTax ™ Troubleshooting
cms2PS FixSalesTax ™ Troubleshooting
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Slide#: 17 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 18 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Upgrades, Service Packs & Smart Patches
cms2PS FixSalesTax ™ 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#: 19 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 20 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Technical Information
cms2PS FixSalesTax ™ Technical Information
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Slide#: 21 © GPS Financial Services 2008-2009Revised 04/10/2009
The pricing on future enhancements is not known at this time
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 22 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Future Plans
cms2PS FixSalesTax ™ Future Plans
Pending
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Slide#: 23 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 24 © GPS Financial Services 2008-2009Revised 04/10/2009
How Can I Get the CMStotheMax ™ Products?
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: [email protected]
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Slide#: 25 © GPS Financial Services 2008-2009Revised 04/10/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
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Slide#: 26 © GPS Financial Services 2008-2009Revised 04/10/2009
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
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Slide#: 27 © GPS Financial Services 2008-2009Revised 04/10/2009
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
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Slide#: 28 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve SalesProducts to Improve Sales
Shipping&
Acknowledgements
eCommerce&
Website
Credit Cards&
Phone Ck’s Excel/Email& ReportsEnhanced
Wireless& Remote
Sales
Advertising& Follow-ups
ContactMgt/CRM
Order Entry& POS
incl. Unpost
Selling
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Slide#: 29 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve Collections/ARProducts to Improve Collections/AR
Credit&
Collection
Credit Cards&
Phone Checks
Area Code Fix
Other
Resale Cards&
Credit Apps
Past DueNotices
Enhanced
ReportsEnhanced
PowerEntry
AcctsRec’v
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Slide#: 30 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve Inventory MgtProducts to Improve Inventory Mgt
Purchasing
MRP &ShortageReports
SupplierInfo
UpdatesPricing
Analyzer
PhysicalInventory
Barcoding
ReportsEnhanced
PowerEntry
Inventory &Purchasing
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Slide#: 31 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Assist ManagementProducts to Assist Management
InternalControl
MonitorCougar
Checkpoints
MonitorAccounting
Checkpoints
Other
DeterminePricing
Problems
ExceptionReporting
ReportsEnhanced
TrendAnalysis
ManagementTools
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Slide#: 32 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve Payroll & HRProducts to Improve Payroll & HR
99 YearPayroll
Workman’sComp
Time &Attendance
Fix TaxTools
3rd PartyUploadBridge
HumanResources
ReportsEnhanced
PayrollProcessing
Payroll&
HR
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Slide#: 33 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve Financial ReportingProducts to Improve Financial Reporting
Find Outof Balance
FixedAssets
IncomeTax SWBridge
Export toExcel
Print toPDF
FinancialStatements
ReportsEnhanced
ProcessingTools
GeneralLedger
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Slide#: 34 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve Reporting Products to Improve Reporting
CustomInvoicew/Logo
ExceptionReports
Easyto Read
Export toExcel
MoreInformation
Option toSort by $
ReportsEnhanced
CustomReports
Reports
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Slide#: 35 © GPS Financial Services 2008-2009Revised 04/10/2009
Support Service Products Support Service Products
VirtualCFO
SoftwareOptimization
ClosingProcedures
Export toExcel
Bridgesto Other SW
Microsoft &Other SW
ReportsEnhanced
Trouble-Shooting
SupportServices
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Slide#: 36 © GPS Financial Services 2008-2009Revised 04/10/2009
Software SalesSoftware Sales
Microsoft
OtherOffice
SW
eCommerce& Website
SWExport to
Excel
OtherBusiness
SW
Email/Fax
ReportsEnhanced
Cougar Mtn
SoftwareSales
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Slide#: 37 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve User-Friendliness
Products to Improve User-Friendliness
EnhancedLookupScreens
KeyboardMacros
ProgrammableKeyboards
ShortcutKeys
Step by StepProcedures
Checklists
ReportsEnhanced
ProcessingTools
User-Friendliness
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Slide#: 38 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve SecurityProducts to Improve Security
Anti-Virus
Anti-Spam
Anti-Malware
Data Encryption
MonitorControlPoints
Hide Files& Folders
ReportsEnhanced
BackupCMS & non-CMS
SecurityIssues
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Slide#: 39 © GPS Financial Services 2008-2009Revised 04/10/2009
Hardware & Network Products Hardware & Network Products
Laptops
POS Hardware
Printers
UninterruptiblePower Supplies
Switches, Hubs& Routers
Servers
Work-Stations
Hardware&
Networks
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Slide#: 40 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve Products to Improve
Modifications& Add-ons
Uploading/Exporting
Data ConversionTo/From Cougar
Export toExcel/Access
Fix itUtilities
ReportsEnhanced
Speed-upTools
Other
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Slide#: 41 © GPS Financial Services 2008-2009Revised 04/10/2009
Training ProductsTraining Products
CougarTroubleshooting
Classesover theInternet
ClassroomInstruction
Working withExcel & Cougar
Classeson CD
PowerpointInstruction
ReportsTraining
CougarBasics
Training
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Slide#: 42 © GPS Financial Services 2008-2009Revised 04/10/2009
Products to Improve ___________Products to Improve ___________
Export toExcel
ReportsEnhanced
ProcessingTools
_______
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Slide#: 43 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
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Slide#: 44 © GPS Financial Services 2008-2009Revised 04/10/2009
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Slide#: 45 © GPS Financial Services 2008-2009Revised 04/10/2009
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
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Slide#: 46 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Enhanced Reports
cms2PS FixSalesTax ™ Enhanced Reports
Pending
![Page 47: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 PS FixSalesTax ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain](https://reader035.vdocuments.net/reader035/viewer/2022062716/56649dc75503460f94abca19/html5/thumbnails/47.jpg)
Slide#: 47 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
![Page 48: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 PS FixSalesTax ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain](https://reader035.vdocuments.net/reader035/viewer/2022062716/56649dc75503460f94abca19/html5/thumbnails/48.jpg)
Slide#: 48 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Examples
cms2PS FixSalesTax ™ Examples
Pending
![Page 49: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 PS FixSalesTax ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain](https://reader035.vdocuments.net/reader035/viewer/2022062716/56649dc75503460f94abca19/html5/thumbnails/49.jpg)
Slide#: 49 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ by CMS to the MAX
cms2PS FixSalesTax ™ by CMS to the MAX
![Page 50: Slide#: 1© GPS Financial Services 2008-2009Revised 04/10/2009 cms 2 PS FixSalesTax ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain](https://reader035.vdocuments.net/reader035/viewer/2022062716/56649dc75503460f94abca19/html5/thumbnails/50.jpg)
Slide#: 50 © GPS Financial Services 2008-2009Revised 04/10/2009
cms2PS FixSalesTax ™ Tips & Tricks
cms2PS FixSalesTax ™ Tips & Tricks
Pending