Cougar Mtn Order Guide

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cms2OE OrderGuide+ ™Price: See Next Page(generous discounts on multiple purchase) Cougar Mountain SoftwareProfessional Version

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.

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

Sections to this presentation : 

Product Info Installation Troubleshooting Upgrades, Service Packs & Smart Patches Technical Info Future Plans Ordering Info Other Products Enhanced Reports Examples & FAQ’s Tips & Tricks Sections to this presentation

cms2OE OrderGuide+ ™ by CMS to the MAX : 

Product Info cms2OE OrderGuide+ ™ by CMS to the MAX

cms2OE OrderGuide+ ™ Product Info : 

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 : 

cms2OE OrderGuide+ ™ Product Info Order Guide Lookup

cms2OE OrderGuide+ ™ Product Info : 

cms2OE OrderGuide+ ™ Product Info Order Guide LookupOnly past purchases& other manually added items are displayed

cms2OE OrderGuide+ ™ Product Info : 

cms2OE OrderGuide+ ™ Product Info Order Guide Auto-Build for one customer or all customers

cms2OE OrderGuide+ ™ Product Info : 

cms2OE OrderGuide+ ™ Product Info Order Guide – Standard Report

cms2OE OrderGuide+ ™ Product Info : 

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 : 

cms2OE OrderGuide+ ™ Product Info Order Guide – Enhanced Report

cms2OE OrderGuide+ ™ by CMS to the MAX : 

Installation cms2OE OrderGuide+ ™ by CMS to the MAX

cms2OE OrderGuide+ ™ Installation Instructions : 

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+ ™ by CMS to the MAX : 

Troubleshooting cms2OE OrderGuide+ ™ by CMS to the MAX

cms2OE OrderGuide+ ™ Troubleshooting : 

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+ ™ by CMS to the MAX : 

Upgrades, Service Packs & Smart Patches cms2OE OrderGuide+ ™ by CMS to the MAX

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

cms2OE OrderGuide+ ™ by CMS to the MAX : 

Technical Information cms2OE OrderGuide+ ™ by CMS to the MAX

cms2OE OrderGuide+ ™ Technical Information : 

cms2OE OrderGuide+ ™ Technical Information

cms2OE OrderGuide+ ™ Technical Information : 

cms2OE OrderGuide+ ™ Technical Information

cms2OE OrderGuide+ ™ by CMS to the MAX : 

Future Plans The pricing on future enhancements is not known at this time cms2OE OrderGuide+ ™ by CMS to the MAX

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

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

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

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%

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/closeouts Add ability to run on the windows task scheduler

cms2OE OrderGuide+ ™ by CMS to the MAX : 

Ordering Info cms2OE OrderGuide+ ™ by CMS to the MAX

How Can I Get the CMStotheMax ™ Products? : 

How Can I Get the CMStotheMax ™ Products? You can get this product from your favorite 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 us at: sales@CMStotheMAX.com

CMS to the MAX & Cougar-Magic : 

Other Products CMS to the MAX & Cougar-Magic

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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 Products

Product Overview : 

Product Overview

cms2OE OrderGuide+ ™ by CMS to the MAX : 

cms2OE OrderGuide+ ™ by CMS to the MAX

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Enhanced Reports

Enhanced & Custom Reports Pricing : 

Enhanced & 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

cms2OE OrderGuide+ ™ Enhanced Reports : 

cms2OE OrderGuide+ ™ Enhanced Reports Order Guide – Enhanced Report

cms2OE OrderGuide+ ™ by CMS to the MAX : 

Examples cms2OE OrderGuide+ ™ by CMS to the MAX

cms2OE OrderGuide+ ™ Examples : 

cms2OE OrderGuide+ ™ Examples Pending

cms2OE OrderGuide+ ™ by CMS to the MAX : 

Tips & Tricks cms2OE OrderGuide+ ™ by CMS to the MAX

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