- EBMS Knowledge Base
- E-commerce
- Creating Content | Template Options
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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
Optional Components
The optional component option within an e-commerce website is an excellent tool to allow the web customer to configure custom sets or made to order items. The optional component allows the customer to select custom options on the website when purchasing product. For example, in the following page a user can configure a custom built item by selecting optional components for the machine:
The options on the right side of the template can be selected by clicking on the drop down options or by clicking on the View Images link to the right of the options.
Note that the View Images option will not appear if graphics are not included on the optional component's inventory item record.
Setting Up Optional Components
Optional components are configured within a single inventory item.
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Select Inventory > Product Catalog from the EBMS menu, open an inventory item record. The parent item or kit's inventory item Classification must be No Count or Serialized Item. Click on the Components tab as shown below:
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The Assembly Kit or Made to Order option must be enabled as shown above for the optional component template to be used within an item. Multiple sets of optional components can be added to a single SKU# and the price can react according to the selections made by the web user. Review the following sections for more details:
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Review the Inventory > Components and Accessories > Components and Accessories Overview within the inventory manual for an overview on the component options.
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Review the Inventory > Components and Accessories > Optional Components and Accessories within the inventory manual for an overview on the component options.
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Review the Inventory > Components and Accessories > Optional Component Pricing within the inventory manual for an overview on component pricing details.
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Each Component can include an image:
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Select a component list and click Properties
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Right click on a component and select Look Up
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Go to the Website tab
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Insert a Detail Image for the component.
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Click OK to save and repeat for any additional components.
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Go to the Website tab of the parent item.
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Enable Show on Website
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Select a template:
/standard/itemoptionalcomponents - This template allows the user to select optional components and can calculate pricing as each component is selected. This template is recommended for items with single level optional component lists.
/standard/itemoptionalcomponents1 - This allows users to select optional components but requires the web user to select Calculate Price. This template is recommended for more complex inventory needs including items with multiple levels of optional component lists. Waiting to calculate the price increases the speed of the page. This template also includes the option to Print Quote which generates a pdf of the options selected with the price. This quote can be printed immediately but is not saved on the website account.
Review the Creating Website Content > Listing Products section for more details on the settings within the Website tab.