Slide#: 1 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™Price: Call $350
(generous discounts on multiple purchase)
cms2OE StkPrefix PopUp ™Price: Call $350
(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © 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#: 3 © 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#: 4 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 5 © GPS Financial Services 2008-2009Revised 04/06/2009
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
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Slide#: 6 © GPS Financial Services 2008-2009Revised 04/06/2009
When entering a stock no, it is to be checked against a new file, MAXINPOP.dbf, the for that part number is there, a warning is given on the screen displaying the contents of the fields IN_PDES1 & IN_PDES2
This modification is to primarily flag the user that the item requires a manual override for surcharges or other special handling.
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Slide#: 7 © GPS Financial Services 2008-2009Revised 04/06/2009
The file MAXINPOP.dbf will not have the company code in the front and will be updated using UTICMS or other program not part of this modification.
If the there is a prefix in the MAX_INPOP.dbf and nothing in the IN_PDES1 or IN_PDES2, then use the value loaded in the file using a prefix of ALL_Default. This will eliminate the need to load an individual description for all prefixes.
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Slide#: 8 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Text from data file MAXINPOP.dbf fields IN_PDES1 & IN_PDES2
Stock PopUP Alert
Slide#: 9 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Example: Add Surcharge of 12% on Jacobs or 14% on Mac supplied materials
Stock PopUP Alert
Slide#: 10 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Slide#: 11 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Allows user to select company code
Slide#: 12 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Select Function
Slide#: 13 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Product Info
cms2OE StkPrefix PopUp ™ Product Info
Select Function
Slide#: 14 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 15 © 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 StkPrefix PopUp ™ Installation Instructions
cms2OE StkPrefix PopUp ™ Installation Instructions
Slide#: 16 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 17 © 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 StkPrefix PopUp ™ Troubleshooting
cms2OE StkPrefix PopUp ™ Troubleshooting
Slide#: 18 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 19 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Upgrades, Service Packs & Smart Patches
cms2OE StkPrefix PopUp ™ 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#: 20 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 21 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Technical Information
cms2OE StkPrefix PopUp ™ Technical Information
Slide#: 22 © GPS Financial Services 2008-2009Revised 04/06/2009
The pricing on future enhancements is not known at this time
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 23 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Future Plans
cms2OE StkPrefix PopUp ™ Future Plans
Pending
Slide#: 24 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 25 © 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: [email protected]
Slide#: 26 © GPS Financial Services 2008-2009Revised 04/06/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 27 © 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#: 28 © 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#: 29 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 30 © GPS Financial Services 2008-2009Revised 04/06/2009
Slide#: 31 © 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#: 32 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Enhanced Reports
cms2OE StkPrefix PopUp ™ Enhanced Reports
Pending
Slide#: 33 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 34 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Examples
cms2OE StkPrefix PopUp ™ Examples
Pending
Slide#: 35 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ by CMS to the MAX
cms2OE StkPrefix PopUp ™ by CMS to the MAX
Slide#: 36 © GPS Financial Services 2008-2009Revised 04/06/2009
cms2OE StkPrefix PopUp ™ Tips & Tricks
cms2OE StkPrefix PopUp ™ Tips & Tricks
Pending