slide#: 1© gps financial services 2008-2009revised 03/04/2009 cms 2 ar excel-basic ™ includes cms...

Slide#: 1 © GPS Financial Services 2008-2009Revised 03/04/2009

cms2AR Excel-Basic ™

includes cms2PDF ™ & cms2Email ™

Price: $199.00Demo Version Available

60 Day Money Back Guarantee

cms2AR Excel-Basic ™

includes cms2PDF ™ & cms2Email ™

Price: $199.00Demo Version Available

60 Day Money Back Guarantee

Cougar Mountain Software

Professional Version


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


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


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

cmscms22Excel-Basic ™ Excel-Basic ™ Sections to this presentation

cmscms22Excel-Basic ™ Excel-Basic ™ Sections to this presentation


cms2AR Excel-Basic ™ by CMS to the MAX



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

cms2AR Excel-Basic ™ Product Info

cms2AR Excel-Basic ™ Product Info


What does cmsWhat does cms22Excel-Basic ™ do?Excel-Basic ™ do?What does cmsWhat does cms22Excel-Basic ™ do?Excel-Basic ™ do?

The cms2Excel-Basic ™ product allows you to easily convert a PDF

document into Microsoft Excel.


What does cmsWhat does cms22Excel-Basic ™ look Excel-Basic ™ look

like?like?What does cmsWhat does cms22Excel-Basic ™ look Excel-Basic ™ look

like?like?

The cms2Excel-Basictm File Menu

The cms2Excel-Basic ™ Toolbar


Converting a File to ExcelConverting a File to ExcelConverting a File to ExcelConverting a File to Excel

1. Locate the PDF file that you would like converted and open it.



2. Select the data that you would like to convert.



3. Select Convert to Excel from either the File Menu or the Toolbar.



4. A dialog box will pop up asking if you would like an automatic or custom conversion. Make your selection and then click on “Convert”.



5. If you chose Automatic conversion then the conversion is complete. If you chose Custom conversion, move the vertical lines as needed or add more lines.



6. Once you have completed the column placements, click on the Convert to Excel button on the Toolbar.


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 Excel-Basic ™ Installation Instructions

cms2AR Excel-Basic ™ Installation Instructions


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 Excel-Basic ™ Troubleshooting

cms2AR Excel-Basic ™ Troubleshooting


cms2AR Excel-Basic ™ Upgrades, Service Packs & Smart Patches

cms2AR 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


cms2AR Excel-Basic ™ Technical Information

cms2AR Excel-Basic ™ Technical Information


The pricing on future enhancements is not known at this time




cms2AR Excel-Basic ™ Future Plans

cms2AR Excel-Basic ™ Future Plans

Pending


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]


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


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 ™


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


cms2AR Excel-Basic ™ Enhanced Reports

cms2AR Excel-Basic ™ Enhanced Reports

Pending


cms2AR Excel-Basic ™ Tips & Tricks

cms2AR Excel-Basic ™ Tips & Tricks

Pending


cms2AR Excel-Basic ™ Examples

cms2AR Excel-Basic ™ Examples

Pending

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