Cougar Mountain Software Support Productivity Tools
Customer Order Guide
For Cougar Mountain Software Support's
Professional Version (V2009/10, V12, V11, V10, V9, V8 & V7)

To set up the Customer Order Guide:

1. In Order Entry, select Codes on the Options menu and then select Customer Order Guide.

2. Use the Customer box to specify the customer for whom you want to search purchasing history.

To analyze the purchasing history of all customers, leave the Customer box blank.

3. Select the Run Utility button to begin analyzing the customer’s

purchasing history. The detail grid automatically populates with the items

the customer has purchased in the past, along with the price they would

automatically receive if they purchased the item today. If you use any

discounts such as Discount Codes, Markup/Margin, or Customer Special

Pricing, the price that appears in this window will reflect those options. If

you click Run Utility it will automatically save the information so you

can reference it later. When you sell new items to a customer for which

you have set up an order guide, you need to update it by re-running this

utility.

Or, use the detail grid to enter the stock items from which the customer

will be choosing. The price that appears in the Price field will be the

current price in effect for this customer—the purchase price will be

Codes

292 Cougar Mountain Accounting

updated at the time of sale to account for any new prices or price changes.

If you use any of the discounts such as Discount Codes, Markup/Margin,

or Customer Special Pricing, the price that appears in this window will

take those factors into account.

4. To print a list that you or the customer can use for reference, select the

Print button.

5. Select the Print Current Customer check box to print the Order Guide

for only the current customer, or leave it unchecked to print an Order

Guide for all customers.

6. Select the Print Price check box to print the price of each item on the

report, or leave it unchecked to exclude the price.

7. Click Save to save this guide or click Cancel to exit without saving.

For information on using the Order Guide when entering an Order Entry

transaction, refer to “Using the Customer Order Guide” on page 310.

S

 
   
cms2PR Closing+tm This a procedure covering preparation & the actual closing procedures for monthly/quarterly/yearend closing for this module.  Includes step by step and an overall schedule.    This covers both software and generally accepted accounting procedures.   Never miss a step again.   Cost:  $110
 
 

email us at sales@cougarmtnsupport.com   //  phone (714) 228-5444.

(We are not Cougar Mountain Software Support in Boise, we take their excellent product and make it better.   We offer software products, enhanced reports, services, training and hardware that maximize the value out of this powerful accounting program.  We have been customizing solutions for Cougar Mountain since 1990.  We are located in California.

 

 

For more info, please fill the info below, call us on (714) 228-5444 or fax us at (800) 531-2944.

Name
Title
Organization
Work Phone
FAX
E-mail     
URL

 

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Please let us know what info we can send you now and what are the areas that are of most important to your organization.
 


Please fill in below, or call us on (714) 228-5444 or fax us at (800) 531-2944...

First Name :
Last Name :
Title :
Organization :
Work Phone :
FAX :
E-mail :                                          
URL / Website:
Number of Concurrent Users:  

What info can we send you?

 

email us at sales@CougarMtnSupport.com  //  phone (714) 228-5444.

(We are not Cougar Mountain Software in Boise, we take their excellent product and make it better.   We offer software products, enhanced reports, services, training and hardware that maximize the value out of this powerful accounting program.  We have been customizing solutions for Cougar Mountain since 1990.  We are located in California.