slide#: 1 of 11© gps financial services 2008-2009revised 01/24/2009 cms 2 oe orderguide price: call...
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Slide#: 1 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuidePrice: Call $$$
(generous discounts on multiple purchase)
cms2OE OrderGuidePrice: Call $$$
(generous discounts on multiple purchase)
Cougar Mountain Software
Professional Version
Slide#: 2 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
When entering an invoice/work order/quote a new lookup was added a few versions back. What it does, it lets you build a lookup file for each customer
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.
This file then can be added to or deleted from in order to add items quoted but not purchased yet, items at on special, etc.
Slide#: 3 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
Order Guide Lookup
Slide#: 4 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
Order Guide LookupOnly past purchases
& other manually added
Slide#: 5 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
Order Guide Auto-Build
Slide#: 6 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
Order Guide – Standard Report
Slide#: 7 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
I 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
Slide#: 8 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
Order Guide – Enhanced Report
Slide#: 9 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
cms2OE OrderGuideStart Speeding on Your Order Entry Process
cms2OE OrderGuideStart Speeding on Your Order Entry Process
I see lots of opportunity to expand this function:
1.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.
2.Add stock numbers ordered by similar businesses
3.Use PDF Explode, or PDF Blaster to send these order sheets
Slide#: 10 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
Other CMStotheMax ProductsOther CMStotheMax Products
cms2EM Email tm
cms2AutoArchiver tm
cms2EX Excel tm
cms2AR UDF+ tm
cms2AR AutoCreditHold tm
cms2OE ShippingWgt-Cubetm
cms2OE LookupHistory-Enhtm
cms2RRW Reportstm
cms2R&R LearnCDtm
cms2PR MaxPak’stm
cms2PR CertifiedPR-Formstm
cms2PR QckChgtm
cms2PR mini-ContactMgrtm
Slide#: 11 of 11 © GPS Financial Services 2008-2009Revised 01/24/2009
How Can I Get the CMStotheMaxtm Products?
How Can I Get the CMStotheMaxtm Products?
You can get cms2OE_CollectionComments&Notes tm 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