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Slide#: 1© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar."— Presentation transcript:

1 Slide#: 1© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version

2 Slide#: 2© GPS Financial Services 2008-2009Revised 04/12/2009 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

3 Slide#: 3© GPS Financial Services 2008-2009Revised 04/12/2009  To empower the user’s of the Cougar Mountain’s Professional Version: –To improve the ease of use –To assist in spot changes in trends –To maximize cash follow by: reducing inventory under-stock’s/over-stock’s Maximizing collections on accounts receivable –To minimize or eliminate any additional costs when a new version, service pack or smart patch is released by CMS Statement of Goals

4 Slide#: 4© GPS Financial Services 2008-2009Revised 04/12/2009 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

5 Slide#: 5© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

6 Slide#: 6© GPS Financial Services 2008-2009Revised 04/12/2009  Added Functionality  Improved User friendliness  Emailing Ability  Module Integrity Verification  Compatible with CMS Versions 4 through 12 & V2009  Automatically updates itself for version and service pack changes cms 2 GL FRG-RepFormatter ™ Product Info

7 Slide#: 7© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info

8 Slide#: 8© GPS Financial Services 2008-2009Revised 04/12/2009  Create custom views of financial data from General Ledger with the formats and labels that you choose using GL Report Generator. Information is not useful unless it is actionable. The feature-rich data mining capabilities of Cougar Mountain GL Report Generator® puts the information you choose right at your fingertips on a daily, weekly or monthly schedule. A Proven Solution  Create subgroups of accounts or funds to include or exclude from your reports.  Easily accumulate your custom subgroups or funds for year-to- year or quarter-to-quarter comparisons  Create custom subtotals for the accounts or funds that you choose  Easily change the titles and formats of standard reports  Quickly copy, modify, and share report templates  Print automated reports when you want them, using the scheduler cms 2 GL FRG-RepFormatter ™ Product Info

9 Slide#: 9© GPS Financial Services 2008-2009Revised 04/12/2009 Examples of Reports:  Budget vs. Actual  Current to Quarter-to-date  Current to Year-to-date  Current Year to Prior Year  Devise your own custom reports cms 2 GL FRG-RepFormatter ™ Product Info

10 Slide#: 10© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info

11 Slide#: 11© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info

12 Slide#: 12© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Product Info

13 Slide#: 13© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

14 Slide#: 14© GPS Financial Services 2008-2009Revised 04/12/2009  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 GL FRG-RepFormatter ™ Installation Instructions

15 Slide#: 15© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

16 Slide#: 16© GPS Financial Services 2008-2009Revised 04/12/2009  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 GL FRG-RepFormatter ™ Troubleshooting

17 Slide#: 17© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

18 Slide#: 18© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ 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

19 Slide#: 19© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

20 Slide#: 20© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Technical Information

21 Slide#: 21© GPS Financial Services 2008-2009Revised 04/12/2009 The pricing on future enhancements is not known at this time cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

22 Slide#: 22© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Future Plans  Pending

23 Slide#: 23© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

24 Slide#: 24© GPS Financial Services 2008-2009Revised 04/12/2009 How Can I Get the CMStotheMax tm & Cougar-Magic tm 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: sales@CMStotheMAX.com

25 Slide#: 25© GPS Financial Services 2008-2009Revised 04/12/2009 CMS to the MAX & Cougar-Magic

26 Slide#: 26© GPS Financial Services 2008-2009Revised 04/12/2009  cms 2 EM Email ™  cms 2 EX Excel ™  cms 2 EM PDFblaster ™  cms 2 AR PowerEntry+ ™  cms 2 AR AutoCreditHold ™  cms 2 SY Lookup-Enh ™  cms 2 OE Collection-Notes ™  cms 2 AR PastDueNotices tm  cms 2 CM Collections ™  cms 2 RRW Reports tm  cms 2 R&R LearnCD tm  cms 2 RAR AreaCodeFix ™  cms 2 OE Unpost ™  cms 2 R&R LearnCD tm  cms 2 SH UPS/Fedex/more ™  cms 2 SH ShippingAcknow ™  cms 2 CT ContactMgt ™  Cougar-Magic ™  cms 2 SY UDF ™ Top Sellers & New Products

27 Slide#: 27© GPS Financial Services 2008-2009Revised 04/12/2009 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

28 Slide#: 28© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

29 Slide#: 29© GPS Financial Services 2008-2009Revised 04/12/2009

30 Slide#: 30© GPS Financial Services 2008-2009Revised 04/12/2009 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

31 Slide#: 31© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Enhanced Reports  Pending

32 Slide#: 32© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ by CMS to the MAX

33 Slide#: 33© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Examples  Pending

34 Slide#: 34© GPS Financial Services 2008-2009Revised 04/12/2009 cms2GL FRG-RepFormatter ™ by CMS to the MAX

35 Slide#: 35© GPS Financial Services 2008-2009Revised 04/12/2009 cms 2 GL FRG-RepFormatter ™ Tips & Tricks  Pending

36 Slide#: 36© GPS Financial Services 2008-2009Revised 04/12/2009 Cougar-Magic.com Products


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