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Slide#: 1 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™Price: See Next Page
(generous discounts on multiple purchase)
cms2OE OrderGuide+ ™Price: See Next Page
(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™Pricing
cms2OE OrderGuide+ ™Pricing
CMS Order Guide is included in V10, V11, V12 & V2009
It is available for earlier versions, please call for pricing
The basic report enhancement is $55 but further enhancements are available for an additional charge
– $30 to be able to select by date range based on the customer’s last purchase date.
– $30 to be able to select by date range based on the customer’s last payment date.
Slide#: 3 © GPS Financial Services 2008-2009Revised 04/06/2009
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
Slide#: 4 © GPS Financial Services 2008-2009Revised 04/06/2009
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
Slide#: 5 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 6 © GPS Financial Services 2008-2009Revised 04/06/2009
When entering an invoice/work order/quote a new lookup was added in version 10, called Order Guide.
This could speed the entry process, reduce errors and increase user-friendliness
There is a utility to build the order guide file from the part number history from the PSHIS sales history file automatically. What it does, it lets you build a lookup file for each customer based on their prior purchases. Then add items that are added such as: any item that the customer has asked about or items that the company believes that they might be interested it.
cms2OE OrderGuide+ ™ Product Info
cms2OE OrderGuide+ ™ Product Info
Slide#: 7 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Product Info
cms2OE OrderGuide+ ™ Product Info
Order Guide Lookup
Slide#: 8 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Product Info
cms2OE OrderGuide+ ™ Product Info
Order Guide LookupOnly past purchases
& other manually added items are displayed
Slide#: 9 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Product Info
cms2OE OrderGuide+ ™ Product Info
Order Guide Auto-Build for one customer or all
customers
Slide#: 10 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Product Info
cms2OE OrderGuide+ ™ Product Info
Order Guide – Standard Report
Slide#: 11 © GPS Financial Services 2008-2009Revised 04/06/2009
We have reformatted the report so that it could be faxed or emailed to a
customer to make it easy for them to place an order and not miss an item.
It could easily be accompanied by a special list and/or a close-out list to
generate more sales.
cms2OE OrderGuide+ ™ Product Info
cms2OE OrderGuide+ ™ Product Info
Slide#: 12 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Product Info
cms2OE OrderGuide+ ™ Product Info
Order Guide – Enhanced Report
Slide#: 13 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 14 © GPS Financial Services 2008-2009Revised 04/06/2009
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.
cms2OE OrderGuide+ ™ Installation Instructions
cms2OE OrderGuide+ ™ Installation Instructions
Slide#: 15 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 16 © GPS Financial Services 2008-2009Revised 04/06/2009
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.
cms2OE OrderGuide+ ™ Troubleshooting
cms2OE OrderGuide+ ™ Troubleshooting
Slide#: 17 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 18 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Upgrades, Service Packs & Smart Patches
cms2OE OrderGuide+ ™ 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#: 19 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 20 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Technical Information
cms2OE OrderGuide+ ™ Technical Information
INDEX TAG
UPPER(OECSCUST) + UPPER(OECSSTOCK) OECSCUST
UPPER(OECSCUST) OECSLOOK
UPPER(OECSSTOCK) + UPPER(OECSCUST) OECSSTOCK
UPPER(OECSCUST) + UPPER(OECSSTKDES) + UPPER(OECSSTOCK)
OECSSTKDES
Slide#: 21 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Technical Information
cms2OE OrderGuide+ ™ Technical Information
1. Customer Number OECSCUST
Character 20
2. Stock Number OECSSTOCK
Character 20
3. Unit Price OECSPRIC Numeric 14 (9.4) R:0->
4. Lookup Flag OECSLOOK
Character 1
5. Stock Description OECSSTKDES
Character 45
Slide#: 22 © GPS Financial Services 2008-2009Revised 04/06/2009
The pricing on future enhancements is not known at this time
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 23 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Future Plans
cms2OE OrderGuide+ ™ Future Plans
There is lots of opportunity to expand this function:
Add the ability to transfer this info to the recurring batch so repeat customers could have their orders populated with stock numbers with or without quantities.
Add stock numbers ordered by similar businesses. Best done by customer type or SIC code
Add option to add items in Customer Special Pricing
Add periodic automatic update
Use PDF Explode, or PDF Blaster to send these order sheets
Slide#: 24 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Future Plans
cms2OE OrderGuide+ ™ Future Plans
Expanding this to the POS market might of value:
A customer could get a sheet on entering the store or before leaving with:
– All the items that they had purchased before with what aisle they are currently on (specials could be added)
– If a previous purchase are on special or just at a lower price that their last purchase, flag it
– Taking it one step further, the sheet could be emailed/faxed to a customer, they could mark the items that they want. The store could then pull them items and let them just pick up the items at checkout
Slide#: 25 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Future Plans
cms2OE OrderGuide+ ™ Future Plans
Add to Recurring Order
Add to Special Pricing
Add to Order Guide
Show A/R Status
Optional Profit Info, option to display or
button to display
Customer Last Purchased Date
Customer Last Price Maybe Last Qty Also
Warnings if line profit is below/above a set rate or
the cost is zero
Slide#: 26 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Future Plans
cms2OE OrderGuide+ ™ Future Plans
Add highest qty purchased, ave. qty purchased, high &
low price
Flag any items on special/closeout
Sort options-last date purchased, dollar amount, frequency, best deals (in
descending order)
Add search option by Customer P.O. # vendor,
product type, ect.
Add check mark and select all with a generate option to
copy these items to the current order
Add Filters by wildcards, product types, inventory codes, date range, etc.
Add last purchased info-Date, qty, price, profit%
Slide#: 27 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Future Plans
cms2OE OrderGuide+ ™ Future Plans
Add ability to add by range of customer, range of dates
since last purchased
Add ability to delete by range of customer, range of dates since last purchased
Add ability to add this months specials/closeoutsAdd ability to run on the
windows task scheduler
Slide#: 28 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 29 © GPS Financial Services 2008-2009Revised 04/06/2009
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: sales@CMStotheMAX.com
Slide#: 30 © GPS Financial Services 2008-2009Revised 04/06/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 31 © GPS Financial Services 2008-2009Revised 04/06/2009
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#: 32 © GPS Financial Services 2008-2009Revised 04/06/2009
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#: 33 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 34 © GPS Financial Services 2008-2009Revised 04/06/2009
Slide#: 35 © GPS Financial Services 2008-2009Revised 04/06/2009
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
Slide#: 36 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Enhanced Reports
cms2OE OrderGuide+ ™ Enhanced Reports
Order Guide – Enhanced Report
Slide#: 37 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 38 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Examples
cms2OE OrderGuide+ ™ Examples
Pending
Slide#: 39 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ by CMS to the MAX
cms2OE OrderGuide+ ™ by CMS to the MAX
Slide#: 40 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE OrderGuide+ ™ Tips & Tricks
cms2OE OrderGuide+ ™ Tips & Tricks
In some businesses, a good time to ask for a new sale is right after the last sale has been paid for, so you can get a special report for this for and additional $30
In some businesses, a good time to ask for a new sale is right 30 days or less from the date of the last sale, so you can get a special report for this for and additional $30
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