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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.

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Presentation on theme: "Slide#: 1© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Price: $350 (generous discounts on multiple purchase) Cougar Mountain."— Presentation transcript:

1 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

2 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

3 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

4 Slide#: 4© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

5 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

6 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

7 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

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

9 Slide#: 9© GPS Financial Services 2008-2009Revised 03/28/2009 One of the options offers selecting by Invoice Number

10 Slide#: 10© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

11 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

12 Slide#: 12© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

13 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

14 Slide#: 14© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

15 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

16 Slide#: 16© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

17 Slide#: 17© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Technical Information Pending

18 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

19 Slide#: 19© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Future Plans  Pending

20 Slide#: 20© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

21 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

22 Slide#: 22© GPS Financial Services 2008-2009Revised 03/28/2009 CMS to the MAX & Cougar-Magic

23 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 ™

24 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

25 Slide#: 25© GPS Financial Services 2008-2009Revised 03/28/2009 CMStotheMax.com & Cougar-Magic.com Products

26 Slide#: 26© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Enhanced Reports  Pending

27 Slide#: 27© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

28 Slide#: 28© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Examples  Pending

29 Slide#: 29© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ by CMS to the MAX

30 Slide#: 30© GPS Financial Services 2008-2009Revised 03/28/2009 cms 2 AR PwrEntry ™ Tips & Tricks  Pending


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