- EBMS Knowledge Base
- E-commerce
- Creating Content
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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
Manage Available Inventory
The ecommerce module includes a variety of options for managing and displaying inventory counts on the website. The website can automatically limit purchases to the number of product available, remove out of stock items, and display temporary and seasonal messages.
Displaying Number of Items Available
Showing stock levels on the website is a global inventory setting and can be enabled if the customer should be able to see the number of items that are available for purchase.
In EBMS, go to Sales > Web > Website > Inventory Settings tab. Enable the Show available inventory count on the web to show the available inventory count to the web customer.
This count number is found in EBMS on each Inventory item > Count tab > Summary > Available.
Stock levels can be suppressed per individual item if needed. Go to the Website tab of the item and select Always Ignore Stock Count from the Changes on web when out of stock menu.
The available amount of product will NOT display on the website in the following cases:
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If the items have the following classifications: Service, No Count, Percentage Price, Percentage Discount, and Rental Code. These classifications are considered non-perpetual inventory classifications. Review the Product Catalog > Item Classifications section of the Inventory documentation for more details.
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If the stock level is 0.
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If the item is manually set to Always ignore stock count.
Inventory Counts on Select Warehouse
Inventory counts can be based on a selected warehouse rather than total stock. This option is found within EBMS by selecting Sales > Web > Website > General Settings tab. Enable Based inventory counts on selected warehouse to counts to the warehouse selected on the sales document.
Out of Stock Product
Items that are out of stock can be displayed in three different ways. Go to the Website tab of the item:
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Select the Mark out of stock option to place a temporarily out of stock message on the website by the item when the count is equal to or less than zero. The message by default is "Temporarily out of Stock." A custom message can be entered in the Out of stock message entry.
Note that the customer can still purchase an item that is out of stock unless the Prevent web purchases exceeding on hand quantity setting is turned on (See Print Web Purchases Exceeding Available Amount below.)
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Select the Remove from web option to remove the item from the web until the available count is greater than zero.
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Set the option to No Change if the website item should not be displayed differently when out of stock.
Tip: Use the filter down method to change settings for an entire group of items. Review the Standard Features > Change Defaults, Filter Down, and Globally Change Data section within the main EBMS manual for more details on setting the defaults for items or changing a range of items at the same time.
Prevent Web Purchases Exceeding Available Amount
Enable the Prevent web purchases exceeding on hand quantity setting to limit the number of purchases to the number of items available.
If the web customer tries to purchase more product than is available, the website will display a message and only allow the user to purchase the available amount.
Prevent Web Purchases Based on Range of Dates
Inventory purchase can also be limited by a range of dates. The Seasonal setting is used to remove the Add to Cart button and replace it with a message. This option can be used to display items that are seasonal but only allow the user to purchase the products between two dates. This option can also be used to always restrict items from being sold on the ecommerce shopping cart. Review the Seasonal Items section for more details on this option.