cms 2 OE PhoneCheck ™ Includes cms2 FaxCheck ™ & cms2 WebCheck ™ Price : $88

1. cms2OE PhoneCheck ™Includes cms2 FaxCheck™ & cms2 WebCheck ™ Price: $88 Demo Version Available60 Day Money Back Guarantee (generous discounts on multiple purchase) Cougar Mountain SoftwareProfessional Version

2. 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

3. 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

4. cms2OE PhoneCheck ™ by CMS to the MAX Product Info

5. cms2OE PhoneCheck ™ Product Info There are several key benefits to both the business and the customers by using the cms2AR eCheck product. • cms2AR eCheck is a complete software program that allows you accept checks electronically by Internet, FAX or Phone then print a check using your ink-jet or laser printer. Order now and receive Check order page for your website! This will also come with the cgi script that will send customer orders directly to your e-mail!

6. cms2OE PhoneCheck ™ Product Info • And the best part is: There is NO signature needed, NO credit checks, NO discount fees, NO credit card chargebacks, NO leases, NO deposits, NO EXPIRED OR OVER LIMIT CARDS, and NO hassles!  When you need more you can get them from your local office supply or computer supply store, or from a catalog. • Saves time - Deposit check orders into your account the same day!, Reduces customer procrastination, Increases your credibility, Captures impulse sales (increase orders), No processing or monthly fees, Targets people who won't use credit cards, No Special ink needed - Use inkjet or laser, Required MICR fonts included, Easy to use - Contains detailed help file, Incredible low one-time cost.

7. cms2OE PhoneCheck ™ Product Info We are sure that you know the ability to capture impulse sales will greatly increase your profits!  Some say up to a 50% increase!  Your customers can order and pay for something INSTANTLY!  This means that they are more likely to do so than printing out an order form, writing out a check and then sending the order via mail. • Saves time - Deposit checks into your bank account the same day you take the order! • Captures impulse sales (thereby increasing orders) • No processing or monthly fees • Take orders people who can't get credit cards

8. cms2OE PhoneCheck ™ Product Info • Let's face it, some people just don't want to give out their Credit Card Numbers • No Special ink needed - Use inkjet or laser • Special MICR fonts included • Easy to use - Contains detailed help file • Incredible low one-time cost

9. cms2OE PhoneCheck ™ Product Info

10. cms2OE PhoneCheck ™ Product Info • The cms2PhoneCheck™ product allows you to easilyaccept customer check information over the phone, fax, or internet, print it, and deposit it all on the same day.

11. cms2OE PhoneCheck ™ Product Info • Go to the Browse menu and choose Browse Checks.

12. cms2OE PhoneCheck ™ Product Info

13. cms2OE PhoneCheck ™ Product Info • Choose “Insert” to create a new check record.

14. cms2OE PhoneCheck ™ Product Info

15. cms2OE PhoneCheck ™ Product Info • Enter the necessary customer information.

16. cms2OE PhoneCheck ™ Product Info

17. cms2OE PhoneCheck ™ Product Info • Choose “Print the check”. You can now include this payment in today’s bank deposit.

18. cms2OE PhoneCheck ™ by CMS to the MAX Installation

19. cms2OE PhoneCheck ™ 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.

20. cms2OE PhoneCheck ™ by CMS to the MAX Troubleshooting

21. cms2OE PhoneCheck ™ 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.

22. cms2OE PhoneCheck ™ by CMS to the MAX Upgrades, Service Packs & Smart Patches

23. cms2OE PhoneCheck ™ 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

24. cms2OE PhoneCheck ™ by CMS to the MAX Technical Information

25. cms2OE PhoneCheck ™Technical Information

26. cms2OE PhoneCheck ™Technical Information

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

28. cms2OE PhoneCheck ™ 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

29. cms2OE PhoneCheck ™ 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

30. cms2OE PhoneCheck ™ 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

31. cms2OE PhoneCheck ™ 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)

32. cms2OE PhoneCheck ™ 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

33. cms2OE PhoneCheck ™ by CMS to the MAX Ordering Info

34. 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

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

36. 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

37. Product Overview

38. Enhanced Reports

39. 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

40. cms2OE PhoneCheck ™ Enhanced Reports Order Guide – Enhanced Report

41. cms2OE PhoneCheck ™ by CMS to the MAX Examples

42. cms2OE PhoneCheck ™ Examples • Pending

43. cms2OE PhoneCheck ™ by CMS to the MAX Tips & Tricks

44. cms2OE PhoneCheck ™ 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