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Slide#: 1 © GPS Financial Services 2008-2009 Revised 03/15/2009 cms 2 EX Excel-Basic Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
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Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Jan 17, 2016

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Page 1: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 1 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™

Price: Call $$$(generous discounts on multiple purchase)

cms2EX Excel-Basic ™

Price: Call $$$(generous discounts on multiple purchase)

Cougar Mountain Software

Professional Version

Page 2: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 2 © GPS Financial Services 2008-2009Revised 03/15/2009

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 $ 350 $ 175

cms2AR CopyCustomers-Prospects $ 350 $ 175

cms2AR DepositSlips $ 155 $ 74

cms2AR Excel $ 199 $ 99

cms2AR Email $ 89 $ 44

cms2AR IntegrityVer $ 350 $ 175

cms2AR PhoneCheck $ 88 $ 44

cms2AR PwrEntry $ 350 $ 175

cms2AR Upload $ 350 $ 175

Page 3: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 3 © GPS Financial Services 2008-2009Revised 03/15/2009

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

Page 4: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 4 © GPS Financial Services 2008-2009Revised 03/15/2009

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

11.Tips & Tricks

cms2EX Excel-Basic ™Sections to this presentation

cms2EX Excel-Basic ™Sections to this presentation

Page 5: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 5 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ Pricing

cms2EX Excel-Basic ™ Pricing

Page 6: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 6 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 7: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 7 © GPS Financial Services 2008-2009Revised 03/15/2009

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

cms2EX Excel-Basic ™

Product Info

cms2EX Excel-Basic ™

Product Info

Page 8: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 8 © GPS Financial Services 2008-2009Revised 03/15/2009

Convert your Cougar Mtn reports into Excel.

The basic product is comprised of 2 programs to get Cougar Mountain reports into Excel.

This is comprised of a program that converts Cougar's output to a PDF file.

A second program, converts the PDF output to an Excel file including a parsing routine that empowers the user with the ability to adjust columns precisely.

Included in this package is Cougar Mountain specific documentation and 90 days of technical support.

Cost: $199

cms2EX Excel-Basic ™

Product Info

cms2EX Excel-Basic ™

Product Info

Page 9: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 9 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 10: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 10 © GPS Financial Services 2008-2009Revised 03/15/2009

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.

cms2EX Excel-Basic ™ Installation Instructions

cms2EX Excel-Basic ™ Installation Instructions

Page 11: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 11 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 12: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 12 © GPS Financial Services 2008-2009Revised 03/15/2009

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.

cms2EX Excel-Basic ™ Troubleshooting

cms2EX Excel-Basic ™ Troubleshooting

Page 13: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 13 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 14: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 14 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ Upgrades, Service Packs & Smart Patches

cms2EX Excel-Basic ™ 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

Page 15: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 15 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 16: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 16 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ Technical Information

cms2EX Excel-Basic ™ Technical Information

Page 17: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 17 © GPS Financial Services 2008-2009Revised 03/15/2009

The pricing on future enhancements is not known at this time

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 18: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 18 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ Future Plans

cms2EX Excel-Basic ™ Future Plans

Pending

Page 19: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 19 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 20: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 20 © GPS Financial Services 2008-2009Revised 03/15/2009

How Can I Get the CMStotheMax ™ Products?

How Can I Get the CMStotheMax ™ Products?

You can get cms2OE_CollectionComments&Notes ™ from your local Cougar Mtn Dealeror

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 protected]

Page 21: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 21 © GPS Financial Services 2008-2009Revised 03/15/2009

CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic

Page 22: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 22 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EM Email ™

cms2EX Excel ™

cms2EM PDFblaster ™

cms2AR PowerEntry+ ™

cms2AR AutoCreditHold ™

cms2SY Lookup-Enh ™

cms2OE Collection-Notes ™

cms2AR PastDueNotices ™

cms2CM Collections ™

cms2RRW Reports ™

cms2R&R LearnCD ™

cms2RAR AreaCodeFix ™

cms2OE Unpost ™

cms2R&R LearnCD ™

cms2SH UPS/Fedex/more ™

cms2SH ShippingAcknow ™

cms2CT Contac ™gt ™

Cougar-Magic ™ cms2SY UDF ™

Top Sellers & New ProductsTop Sellers & New Products

Page 23: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 23 © GPS Financial Services 2008-2009Revised 03/15/2009

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

Page 24: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 24 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 25: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 25 © GPS Financial Services 2008-2009Revised 03/15/2009

Page 26: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 26 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ Enhanced Reports

cms2EX Excel-Basic ™ Enhanced Reports

Pending

Page 27: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 27 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 28: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 28 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ Examples

cms2EX Excel-Basic ™ Examples

Pending

Page 29: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 29 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ by CMS to the MAX

cms2EX Excel-Basic ™ by CMS to the MAX

Page 30: Slide#: 1© GPS Financial Services 2008-2009Revised 03/15/2009 cms 2 EX Excel-Basic ™ Price: Call $$$ (generous discounts on multiple purchase) Cougar Mountain.

Slide#: 30 © GPS Financial Services 2008-2009Revised 03/15/2009

cms2EX Excel-Basic ™ Tips & Tricks

cms2EX Excel-Basic ™ Tips & Tricks

Pending