- EBMS Knowledge Base
- E-commerce
- Shopping Cart
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Shipping Options
A wide variety of shipping methods are configured within EBMS and the e-commerce system including UPS or FedEx settings, truck delivery, pick-up and other options. Shipping methods can be configured per customer group. Review the Getting Started > Customer Group Settings section for more details on creating customer groups.
The shipping methods that are available within the e-commerce website must be setup within the EBMS software. Go to Sales > Options and open the General tab to originally create Shipping Methods. Review the Sales > Freight and Shipping Tools > Creating Shipping methods section of the sales documentation for instructions on creating shipping methods. This step must be completed before continuing with the shipping configurations within the website settings.
Associate the Shipping Methods to specific customer groups by opening the website setting dialog - Sales > Web > (website) from the main EBMS menu. Select a customer Group and click on the Shipping Options button to open the following dialog:
Use the Add and Remove button to change the Shipping Methods list. Note that removing a shipping method from the list only disables it from the e-commerce site and does not disable or remove the shipping method from EBMS point-of-sale screens.
The Properties button allows the user to enter a custom message to replace any 0.00 shipping calculation. For example instead of showing a shipping method of 0.00 UPS Ground a user may choose to display FREE UPS Ground.
A message can accompany any shipping method by entering Details into the Sales > Options > General Tab > Shipping Method > Properties > Details entry.
Refer to the Sales > Freight and Shipping Tools > Connecting directly to UPS WorldShip or FedEx section within the sales documentation for details on creating UPS shipping methods as shown above.
Setting the Default Shipping Method for the Customer.
Open the customer record and click on the Terms tab. Open the generic customer to set the default shipping method for customers that do not log into the e-commerce site
Set the default Shipping Method to the desired setting. Keep the Shipping Method blank to require the user to select a shipping method during check out.
The system can limit the countries that are available to ship to. For example, the shopping cart can be configured to only ship to the USA and Canada. Go to Advanced Features > Country Options for details.
The Freight Charge setting should be set to Shipping Method Rate as shown above. Review the Sales > Creating Shipping Methods section of the sales documentation for more details on the Freight Charge setting..
Click OK to save.
Disallowed Shipping Methods
Shipping methods may be disallowed because of one or more of the products listed within the order. Note the Disallowed Shipping Methods listed in the Shipping tab of each product.
