Cougar Mountain Software Professional Version

cms2OE CollectionComments&Notes-swo ™With Installation InstructionsPrice: $400 (generous discounts on multiple purchase) Cougar Mountain SoftwareProfessional Version

Product & Bundle Pricing>> Highest Product full price << SingleBundled 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 A Little Advertising

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 A Bit More Advertising

cms2OE CollectionComments&Notes ™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

cms2OE CollectionComments&Notes ™by CMS to the MAX Product Info

cms2OE CollectionComments&Notes ™Product Info When entering an invoice/work order/quote and the customer has a collection status set, a warning is given on the screen that the customer is in collection. This requires that the customer number be looked up, the view option be selected to see what the collection notes are. This modification automatically pops up the collection comments fields and the notes box, to speed the order entry process

cms2OE CollectionComments&Notes ™Product Info Click to displayCustomer Notes

cms2OE CollectionComments&Notes ™Product Info Collection Code Lookup

cms2OE CollectionComments&Notes ™Product Info Customer Comments&Description from New File Collection description& collection comments

cms2OE CollectionComments&Notes ™Product Info Customer Comments&Description from New File Plus Customer Notes Collection description,collection comments&customer notes

cms2OE CollectionComments&Notes ™Product Info Collection description& collection comments

cms2OE CollectionComments&Notes ™by CMS to the MAX Installation

cms2OE CollectionComments&Notes ™Installation Instructions • Install all Cougar service packs and smart patches to bring your Cougar Mtn to version 2009.1 • Its best to make a complete copy of the Cougar Program Directory ( e.g. n:\cmswin ) and all subdirectories, just in case there’s a problem during installation. At minimum make sure you have a copy of the critical files • Put a copy of maxARCOL.dbf and maxARCOL.mdx in the each of the company’s data directories including DMODATA, you can uninstall the AR Module and re-install the AR Module. • Rebooting the server is recommended • Execute cms2OE_CollectionComments&Notes-Installation.exe • Using Windows Explorer, rename the Backup.Dat files in all the company’s data directories, to something else, suggest Backup.dat-MAX1

cms2OE CollectionComments&Notes ™Installation Instructions • Install all Cougar service packs and smart patches to bring your Cougar Mtn to version 2009.1 • Its best to make a complete copy of the Cougar Program Directory ( e.g. n:\cmswin ) and all subdirectories, just in case there’s a problem during installation. • Put a copy of maxARCOL.dbf and maxARCOL.mdx in the each of the company’s data directories including DMODATA, you can uninstall the AR Module and re-install the AR Module.

cms2OE CollectionComments&Notes ™Installation Instructions

cms2OE CollectionComments&Notes ™Installation Instructions • If the installation went well, then run Cougar normally, which will launch a win2win conversion. • Set the options to show or not show the customer notes on items in collection • Use the UTICMS program to open the MAXARCOL.dbf file and add/change/delete items

cms2OE CollectionComments&Notes ™Installation Instructions Click to displayCustomer Notes

cms2OE CollectionComments&Notes ™Installation Instructions The file is always MAXARCOL.dbf for all company codes

cms2OE CollectionComments&Notes ™Installation Instructions

cms2OE CollectionComments&Notes ™Installation Instructions You must click Record Add to add a new record

cms2OE CollectionComments&Notes ™by CMS to the MAX 3. Troubleshooting

cms2OE CollectionComments&Notes™Troubleshooting • Try the DMO company code • Check that the MAXARCOL.dbf exists in the data directory, you may want to uninstall and reinstall the AR Module • Check the CMS.ini contains the lines[CUSTOM MODS] 1=GPSCOLL0109 • If this fails, rename Backup.Dat in the company’s data directory and force a win2win • If you are still having trouble call 714 228-5444 for support. Cougar Mtn in Boise will not be able to help as this modification wasn’t done by them

cms2OE CollectionComments&Notes ™by CMS to the MAX 4. Upgrades, Service Packs & Smart Patches

cms2OE CollectionComments&Notes ™ Upgrades, Service Packs&Smart Patches • Consult with us before installing any version upgrades, service packs or smart patches as they may make this modification no longer functional and potentially make your Cougar Mtn software unstable. • You will probably need to have this modification updated before installing any of these items

cms2OE CollectionComments&Notes ™by CMS to the MAX Technical Information

cms2OE CollectionComments&Notes ™ Technical Information The ability to change the data in the collection comments or the notes is OK if you want to include this but I assumed that this would be display only Please color the boxes from the gray toupe to maroon so they will pop when displayed The data file where the pop-up descriptions are to stored is to be named MAXARCOL.dbf1> ARCOLCD Character 2 (if there is no code in the file for this,2> ARCOSDES Character 20 put in the default description stored in the ARCOLCD with 2 spaces) Collection description& collection comments

cms2OE CollectionComments&Notes ™ Technical Information • ARMAIN.EXE • OEMAIN.EXE • CMSMAIN.EXE • CMS.INI • CMSDICT.MDB • CMSLOOKF.DBF CMSLOOKF.MDB • CMSLOOKH.DBF CMSLOOKH.MDB • CMSLOOKI.DBF CMSLOOKI.MDB • INSTALL.LOG • VERSYS.DBF Files changed by the installation

cms2OE CollectionComments&Notes ™ by CMS to the MAX 6. Future Plans

cms2OE CollectionComments&Notes ™Future Plans • Add ability to add new collection codes without using UTICMS • Expand the description field from 20 to 40 characters • Change the header in the box title fromCustomer in Collection toCustomer Alert • Use a UDF to be able suppress customer notes on selected customers from being displayed when the customer has a non-blank collection code in the customer masterfile even though it is set to do so in the OE> Module Preferences

cms2OE CollectionComments&Notes ™Future Plans Add collection date if not 00/00/0000 and collection comments from ARMSD probably on the header line Customer Comments&Description from New File

cms2OE CollectionComments&Notes ™Future Plans Make the same change on the AR Transaction Screen Customer Comments&Description from New File

cms2OE CollectionComments&Notes ™Future Plans Warning alerts for missing information with custom configurations for each organizatrion and the ability to suppress check specific customers • Missing resale number on a resale customer • Out of date resale card on a resale customer or out of date resale card • Missing address, city, state or zip code • Missing phone number • Missing fax numbers • Missing email address • Missing website • Missing contact name • Missing UDF’s

cms2OE CollectionComments&Notes ™Future Plans Missing flagsProfit flags Credit flags

cms2OE CollectionComments&Notes ™Future Plans Improve the Order Entry user-friendliness • Make sure that you can use the enter key to move between fields Skipping over the H history key • Add more shortcut keys • To jump to invoice date • To Jump to Ship Date

cms2OE CollectionComments&Notes ™Future Plans Improve the Order Entry user-friendliness • Make the edit report date range default start date 01/01/1980 • Improve lookups • Improve reports • Maximize OE screen as default option

cms2OE CollectionComments&Notes ™Future Plans Improve the Order Entry Marketing Ability • Add Sales follow-up info • Last sale Date & Last Payment Date • Add ability to trigger sales follow-up date on each detail line • Add ability to add to Order Guide on posting • Add ability to add to recurring order file on posting

cms2OE CollectionComments&Notes ™Future Plans Improve the Order Entry Credit & Collection Ability • Show aging • Show % of high credit • Warning flag if customer is within 90% of high credit • Warning if customer has past due balance

cms2OE CollectionComments&Notes ™Future Plans Improve the Order Entry Integrity Info • Option to show profit percentage on each line item • All items • Only items with too low profit • Only items with too low or too high profit • Items with zero cost • Option to show profit percentage and/or profit $ on the invoice

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 CollectionComments&Notes ™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 CollectionComments&Notes ™Future Plans

cms2OE CollectionComments&Notes ™ Future Plans Total Due $ 1,667.88 76% of High CreditPast Due 787.99 88% of Credit LimitOver 60 Day 544.22 • Pending 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 Profit $ 1344.57 / 22.6 %

cms2OE CollectionComments&Notes ™Future Plans Add Filters by wildcards, product types, inventory codes, date range, etc. Add last purchased info-Date, qty, price, profit% 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)

Cougar Mountain Software Professional Version