- EBMS Knowledge Base
- E-commerce
- Site Administration
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Company Setup
- EBMS Guide for Accountants
- Features
- Reports
- 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
Site Administration Overview
The EBMS ecommerce website contains adminitration tools to assist in editing static information (information not included in EBMS) including about, policies, and contact pages. These administration tools also include editing meta tags and page titles as well as creating content for the website blog. Complete the following steps to access the administration portal:
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Log into the administration portal by entering admin.websitename.com or websitename.com/standard/admin. For example if the e-commerce site URL is www.QualityHardware.com then enter admin.QualityHardware.com or QualityHardware.com/standard/admin in the browser.
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The administration portal will open as shown below:
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Enter the Username and Password and click on the Sign In button to access the administration tools.
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The main screen of the admin displays statistics for the website's Google Analytics. Google Analytics must be set up on the website for this to work. Review Google Analytics Setup for setup instructions.
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Select one of the administration tools on the left side menu.
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Manage Content - is used to edit the static pages such as the home page, about us, and policy pages. Review Creating Website Content > Editing Static Pages for more details using the web editor.
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Manage Site - is used to manage Redirects and Site Index.
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Blog - is used to create and manage blog posts. Review the Blog section for details on creating a blog post.
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Store - can track activity on an e-commerce website.Store SEO - is used for search engine optimization. Review Search Engine Optimization for more details on entering SEO information for store items.
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Open Sessions - is used to check how many users are currently browsing the website.
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E-Commerce History - can track the amount of visitors, logins, and new accounts on the website. Review E-commerce History for more details on viewing E-Commerce history.
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Abandoned Carts - shows any customers who had items in their shopping cart but did not complete the purchase. Review Shopping Cart > Abandoned Cart for instructions to use this feature.
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Settings - is where the user can change the username and password of the administrator, among other settings. Review Website Settings for more details.
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