1 / 40

cms 2 OE OrderGuide + ™ Price: See Next Page (generous discounts on multiple purchase)

cms 2 OE OrderGuide + ™ Price: See Next Page (generous discounts on multiple purchase). Cougar Mountain Software Professional Version. cms2OE OrderGuide + ™ Pricing. CMS Order Guide is included in V10, V11, V12 & V2009 It is available for earlier versions, please call for pricing

mdarwin
Download Presentation

cms 2 OE OrderGuide + ™ Price: See Next Page (generous discounts on multiple purchase)

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

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

  2. 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.

  3. Product & Bundle Pricing>> Highest Product full price << SingleBundled 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

  4. 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

  5. cms2OE OrderGuide+ ™ by CMS to the MAX Product Info

  6. 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.

  7. cms2OE OrderGuide+ ™ Product Info Order Guide Lookup

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

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

  10. cms2OE OrderGuide+ ™ Product Info Order Guide – Standard Report

  11. 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.

  12. cms2OE OrderGuide+ ™ Product Info Order Guide – Enhanced Report

  13. cms2OE OrderGuide+ ™ by CMS to the MAX Installation

  14. 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.

  15. cms2OE OrderGuide+ ™ by CMS to the MAX Troubleshooting

  16. 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.

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

  18. 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

  19. cms2OE OrderGuide+ ™ by CMS to the MAX Technical Information

  20. cms2OE OrderGuide+ ™Technical Information

  21. cms2OE OrderGuide+ ™Technical Information

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

  23. 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

  24. 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

  25. cms2OE OrderGuide+ ™ Future Plans Show A/R Status Add to Order Guide Add to Recurring Order Warnings if line profit is below/above a set rate or the cost is zero Add to Special Pricing Customer Last Purchased Date Customer Last Price Maybe Last Qty Also Optional Profit Info, option to display or button to display

  26. cms2OE OrderGuide+ ™ Future Plans Add last purchased info-Date, qty, price, profit% Add Filters by wildcards, product types, inventory codes, date range, etc. Add highest qty purchased, ave. qty purchased, high & low price Flag any items on special/closeout Add check mark and select all with a generate option to copy these items to the current order Add search option by Customer P.O. # vendor, product type, ect. Sort options-last date purchased, dollar amount, frequency, best deals (in descending order)

  27. 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

  28. cms2OE OrderGuide+ ™ by CMS to the MAX Ordering Info

  29. How Can I Get the CMStotheMax ™ Products? You can get this product from your favoriteCougar 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

  30. CMS to the MAX & Cougar-Magic Other Products

  31. 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

  32. Product Overview

  33. cms2OE OrderGuide+ ™by CMS to the MAX

  34. Enhanced Reports

  35. 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

  36. cms2OE OrderGuide+ ™ Enhanced Reports Order Guide – Enhanced Report

  37. cms2OE OrderGuide+ ™ by CMS to the MAX Examples

  38. cms2OE OrderGuide+ ™ Examples • Pending

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

  40. 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

More Related