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Slide#: 1 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™Price: Call $$$
(generous discounts on multiple purchase)
cms2IN Kitting+ ™Price: Call $$$
(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 04/02/2009
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#: 3 © GPS Financial Services 2008-2009Revised 04/02/2009
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#: 4 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 5 © GPS Financial Services 2008-2009Revised 04/02/2009
Consumes sub-components when the next level upquantities goes negative
Can be run multiple times for multi-level bills of material
Great for kitted products in POS where there is not the advanced bill of material function
Import/Export to Excel
Compatible with CMS Versions 4 through 12 & V2009
Automatically updates itself for most version and service pack changes
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 6 © GPS Financial Services 2008-2009Revised 04/02/2009
A kit is anything comprised other part numbers, sub-kits or non-inventory items.
Examples include:
– Gift baskets
– Assembled parts like: seat belt buckle,
– Series of parts sold together
• Flower arrangement-roses, baby’s breath, vase
• Repair Kit-thread, needle, box & patches
• Stapler & Staples
– Unit of measure differences
• Coke-can vs 6pack vs case vs skid
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 7 © GPS Financial Services 2008-2009Revised 04/02/2009
The kitting feature including in the standard inventory modules handles one level of sub-components
There is also an advanced bill of materials add-on that gives you the ability to have 10 levels of sub-components. If you need more information on this enhancement, please request for more information on that product
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 8 © GPS Financial Services 2008-2009Revised 04/02/2009
This product searches the inventory file for items with negative quantities. When they are found, it checks if there is a kit/bill of materials for that product and if there is, it puts an inventory transaction into the inventory adjustment file to bring the kit/master item to zero and consume the subcomponents.
So if you sell a can of Coke, it can convert that to 1/24 of a case. If you sell a gift basket, it can relieve the components and much more.
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 9 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Users can select the module of their
choice
Slide#: 10 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Choose any of the Inventory
Productivity Tools
Slide#: 11 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Clear negative BOM entries
Slide#: 12 © GPS Financial Services 2008-2009Revised 04/02/2009
Creating a bill of materials table:1. In Inventory, select Set Up Kits on the Kits menu from the menu bar.
2. Enter the finished good stock number in the BOM Stock box.
3. Select the appropriate costing method for the item.
4. Activate the Update At Post check box to have the cost updated each time a bill of materials transaction is posted for the item.
5. In the Detail Type box select either Inventory or Non-Inventory from the drop-down list.
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 13 © GPS Financial Services 2008-2009Revised 04/02/2009
6. Enter the stock item or subkit stock number in the Component box.
7. The description is generated from the inventory stock item list.
8. In the Quantity box, enter the quantity of this component required to make one.
9. If Detail is selected for costing method, enter the cost of each component to calculate the cost of the finished item.
10. Previous steps are repeated until all the components that make up the bill of materials list for theFinished Good item are done.
11. Select the Update Cost button to update the estimated cost with last cost information.
12. Select Save to retain the information for this kit, or select Cancel to close the window without saving the information
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 14 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 15 © GPS Financial Services 2008-2009Revised 04/02/2009
Running the Kit Assembly Report: 1. In Inventory, select Kit Assembly Report on the Kits menu.
2. Type or use the Lookup to enter the stock number of the kit to use for the report.
3. In the Quantity to Build box, enter the quantity of the specified kit that you want to assemble.
4. Select either the Inquiry or Understock report type.
5. Select OK.
6. If the Print Options window appears, select the report destination: Printer, Screen, or File.
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 16 © GPS Financial Services 2008-2009Revised 04/02/2009
7. Enter the number of copies to print. By default, one copy will print, unless you enter a different default number
8. Select OK to print the report or Cancel to exit without printing.
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 17 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 18 © GPS Financial Services 2008-2009Revised 04/02/2009
Running the Master Kit Report: 1. In Inventory, select Master Kit Report on the Kits menu from the
menu bar.
2. Type or use the Lookup to enter the starting and ending kit number(s) to include in the report.
3. Type or use the Lookup to enter the starting and ending component numbers to use for the report.
4. Select OK to generate the report, or Cancel to exit without running the report.
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 19 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 20 © GPS Financial Services 2008-2009Revised 04/02/2009
Running the Component Requirement Report:1. In Inventory, select Component Requirement Report on the Kits
menu
2. Type or use the Lookup to enter the starting and ending component numbers to use for the report.
3. Select OK to generate the report, or Cancel to exit without running the report.
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 21 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Slide#: 22 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Standard Version Report
Slide#: 23 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Enhanced Version Report
Slide#: 24 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Standard Version Report
Slide#: 25 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Enhanced Version Report
Slide#: 26 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Standard Version Report
Slide#: 27 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Enhanced Version Report
Slide#: 28 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Standard Version Report
Slide#: 29 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Enhanced Version Report
Slide#: 30 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Standard Version Report
Slide#: 31 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Product Info
cms2IN Kitting+ ™ Product Info
Enhanced Version Report
Slide#: 32 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 33 © GPS Financial Services 2008-2009Revised 04/02/2009
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.
cms2IN Kitting+ ™ Installation Instructions
cms2IN Kitting+ ™ Installation Instructions
Slide#: 34 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 35 © GPS Financial Services 2008-2009Revised 04/02/2009
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.
cms2IN Kitting+ ™ Troubleshooting
cms2IN Kitting+ ™ Troubleshooting
Slide#: 36 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 37 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Upgrades, Service Packs & Smart Patches
cms2IN Kitting+ ™ 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#: 38 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 39 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Technical Information
cms2IN Kitting+ ™ Technical Information
Slide#: 40 © GPS Financial Services 2008-2009Revised 04/02/2009
The pricing on future enhancements is not known at this time
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 41 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Future Plans
cms2IN Kitting+ ™ Future Plans
Pending
Slide#: 42 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 43 © GPS Financial Services 2008-2009Revised 04/02/2009
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]
Slide#: 44 © GPS Financial Services 2008-2009Revised 04/02/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 45 © GPS Financial Services 2008-2009Revised 04/02/2009
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#: 46 © GPS Financial Services 2008-2009Revised 04/02/2009
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#: 47 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 48 © GPS Financial Services 2008-2009Revised 04/02/2009
Slide#: 49 © GPS Financial Services 2008-2009Revised 04/02/2009
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#: 50 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Enhanced Reports
cms2IN Kitting+ ™ Enhanced Reports
Enhanced Version Report
Slide#: 51 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Enhanced Reports
cms2IN Kitting+ ™ Enhanced Reports
Enhanced Version Report
Slide#: 52 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Enhanced Reports
cms2IN Kitting+ ™ Enhanced Reports
Enhanced Version Report
Slide#: 53 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Enhanced Reports
cms2IN Kitting+ ™ Enhanced Reports
Enhanced Version Report
Slide#: 54 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Enhanced Reports
cms2IN Kitting+ ™ Enhanced Reports
Enhanced Version Report
Slide#: 55 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 56 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Examples
cms2IN Kitting+ ™ Examples
Pending
Slide#: 57 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ by CMS to the MAX
cms2IN Kitting+ ™ by CMS to the MAX
Slide#: 58 © GPS Financial Services 2008-2009Revised 04/02/2009
cms2IN Kitting+ ™ Tips & Tricks
cms2IN Kitting+ ™ Tips & Tricks
Pending