- EBMS Knowledge Base
- E-commerce
- Site Administration
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
E-commerce History
The history of an e-commerce website, such as web orders, logins, and new accounts, can be viewed within the website administrator. Review the Site Administration section for more details on accessing the Website Administrator.
Complete the following steps to view e-commerce history:
Select E-Commerce History from the home page.
Setup the Query by year, month, and day or select View All Years.
Click on Web Orders to view the Date, Time, Customer, Invoice Number, Description, and total of the order. Review the Processing Orders > Displaying and Printing New Orders section for more details on EBMS web orders.
Select Logins to view the Date and Time that a certain customer logged into the website. Review the Configuring the Shopping Cart > Customer Accounts section for more details on customer login.
Select New Accounts to view the Date, Time, and Customer account that was created. Review the Advanced Features > User Created Customer Accounts section for more details on new customer accounts.