Slide#: 1 © GPS Financial Services 2008-2009 Revised 03/28/2009 cms 2 AR PwrEntry ™ Price: $350 (generous discounts on multiple purchase) Cougar Mountain Software Professional Version
Dec 13, 2015
Slide#: 1 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™Price: $350
(generous discounts on multiple purchase)
cms2AR PwrEntry ™Price: $350
(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 © GPS Financial Services 2008-2009Revised 03/28/2009
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 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 presentationSections to this presentation
Slide#: 4 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™
by CMS to the MAX
cms2AR PwrEntry ™
by CMS to the MAX
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
cms2AR PwrEntry ™
by CMS to the MAX
cms2AR PwrEntry ™
by CMS to the MAX
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
cms2AR PwrEntry ™
by CMS to the MAX
cms2AR PwrEntry ™
by CMS to the MAX
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
cms2AR PwrEntry ™
by CMS to the MAX
cms2AR PwrEntry ™
by CMS to the MAX
Slide#: 9 © GPS Financial Services 2008-2009Revised 03/28/2009
One of the options offers selecting by
Invoice Number
Slide#: 10 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX
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.
cms2AR PwrEntry ™ Installation Instructions
cms2AR PwrEntry ™ Installation Instructions
Slide#: 12 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX
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.
cms2AR PwrEntry ™ Troubleshooting
cms2AR PwrEntry ™ Troubleshooting
Slide#: 14 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX
Slide#: 15 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ Upgrades, Service Packs & Smart Patches
cms2AR 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
Slide#: 16 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX
Slide#: 17 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ Technical Information
cms2AR PwrEntry ™ Technical Information
Pending
Slide#: 18 © GPS Financial Services 2008-2009Revised 03/28/2009
The pricing on future enhancements is not known at this time
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX
Slide#: 19 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™
Future Plans
cms2AR PwrEntry ™
Future Plans
Pending
Slide#: 20 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX
Slide#: 21 © GPS Financial Services 2008-2009Revised 03/28/2009
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
Slide#: 22 © GPS Financial Services 2008-2009Revised 03/28/2009
CMS to the MAX & Cougar-MagicCMS to the MAX & Cougar-Magic
Slide#: 23 © GPS Financial Services 2008-2009Revised 03/28/2009
CMStotheMax.com & Cougar-Magic.com Products
CMStotheMax.com & Cougar-Magic.com Products
cms2PR ADP ™
cms2PR UDF+ ™
cms2PR MaxPak’s ™
cms2PR CertifiedPR-Forms ™
cms2PR History-99Yr ™
cms2PR ReportsEnh ™
cms2PR CertifiedPR-Forms ™
cms2PR QckChg ™
cms2PR Time&Attendance
cms2PR TimeclockBridge
cms2EX Excel ™
cms2RRW Reports ™
cms2R&R LearnCD ™
cms2AutoArchiver ™
cms2SY ASP ™
cms2BU Backup+ ™
cms2SY CriticalFilesBU ™
cms2SP Speedup ™
cms2SY Checklists ™
cms2SY ErrorFixing ™
Slide#: 24 © GPS Financial Services 2008-2009Revised 03/28/2009
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#: 25 © GPS Financial Services 2008-2009Revised 03/28/2009
CMStotheMax.com & Cougar-Magic.com Products
CMStotheMax.com & Cougar-Magic.com Products
Slide#: 26 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ Enhanced Reports
cms2AR PwrEntry ™ Enhanced Reports
Pending
Slide#: 27 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX
Slide#: 28 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ Examples
cms2AR PwrEntry ™ Examples
Pending
Slide#: 29 © GPS Financial Services 2008-2009Revised 03/28/2009
cms2AR PwrEntry ™ by CMS to the MAX
cms2AR PwrEntry ™ by CMS to the MAX