-
Client Resources
-
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
-
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
-
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)
-
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
-
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
-
E-commerce
-
Rental
-
Job Costing
-
Manufacturing
Integrations and Customizing EBMS
A powerful feature within EBMS is the ability to customize the solution without altering the core EBMS code. This is done using one of the following methods:
-
Customization Designer:
Using the Customization Designer, a manager or administrator can extend or customize EBMS by adding custom fields, or display a standard EBMS field in a new location. A custom field is a property that has been added by the user or custom developer. Review Customization Designer for more details.
-
API Gateway:
The API Gateway allows developers to easily interact with EBMS data from other applications. Quickly read, write, and create EBMS data from applications using a standard API (Application Programming Interface). Valuable CRM, production, scheduling, marketing, reporting, and web tools can interact with back-end EBMS data. Review the API Gateway section for more details -
Adding or modifying forms, reports, or lists within EBMS:
All reports, forms, and lists are created using the Crystal Reports Editor. Crystal Reports allows the user to modify or create custom reports using an industry standard report writer. Review Reports > Report and Form Customization for more details. -
Adding tabs, entry fields, and tables:
Additional entry fields can be added to an account, invoice, or other table within EBMS to record user defined information to meet specific needs. The length of many fields can be changed including the number of decimal places within a numeric EBMS field. The flexibility of adding fields and tables, adding info to reports, and validating the info using Java Script processes can create maximum flexibility. -
Adding implementation code, processes, formulas, and interface code:
The Java Script tool box allows the user to create documents from 3rd party applications, add processes to EBMS, and add validation programming to customer or existing data entry fields. -
Adding EBMS processes such as a shopping cart, customer interaction, and product catalog on a website:
Web based EBMS processes and EBMS information can be displayed online to facilitate browser based access to specific EBMS data. The EBMS software contains tools to customize a website to interact with the EBMS software. The website can be customized to meet specific advertising or product information needs. Review the Ecommerce documentation for more details.
Please contact your customer service rep or the EBMS solutions team at Eagle Business Software if you are interested in discussing any possible software customizations or implementation programming.