- EBMS Knowledge Base
- EBMS Main Documentation
- Automotive | Keystone Interface
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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
Keystone Interface Setup
The Keystone Interface options must be configured before using the Keystone Interface tools within EBMS. The following options are accessed from within the Automotive tab of Inventory > Options.
Click on the Keystone Options button to open communication settings specific to Keystone Options as shown below:
Enter the Storefront Web Services Key. This software key is provided by Keystone Automotive to give access to Keystone web services. This key gives the user the access to eKeystone to place orders, look up parts information, and check stock at Keystone's warehouses. Use the Show My IP Address button to show the current public IP address of the network. eKeystone requires that this information is given to them when setting up the Web Services Key.
Enter the company's Keystone Storefront Account Number. This is the standard Keystone account number.
Enter the Drop Ship Web Services Key if Keystone’s drop ship service is used. This software key is provided by Keystone Automotive to give access to Keystone drop ship web services.
Enter the company’s Keystone Drop Ship Account Number if Keystone’s drop ship service is used.
Return to the Automotive tab.
Enter the Price Level for Promotional Flyers. This option is used to download promotional pricing from Keystone. By default this should be set to ”(All)” so that all price levels are affected by a promotion. The EBMS Special Pricing module must be purchased to use this feature. Review the Keystone Interface > Promotional Pricing section for more details on promotional pricing.
Enter the permanent Keystone Vendor Id which may not be changed on this dialog after it is saved.. When automotive parts are imported from Keystone Automotive, a purchasing record will be created with this vendor, including Keystone's part number. Use the lookup button to select a vendor, or create a new vendor. Review [Finacials] Expenses > Vendors > Adding A New Vendor for more details on creating vendors within EBMS.
Enable Default Folder Pricing to use Keystone’s recommended vendor margins for List and Retail when a new vendor/manufacturer folder is created. Disable Default Folder Pricing to have the margins for a new folder inherit from the folder it is created in. Review the Inventory Items > Changing Inventory Defaults section within the Inventory documentation for more details on inventory defaults.
Open Keystone Inventory Update Options to setup what should be affected by Keystone inventory updates.
The Keystone Inventory Update Options indicate the existing inventory data that is updated by eKeystone.
Last Update indicates the date for the last inventory update file that EBMS downloaded from eKeystone.
Review Introduction > Initial Setup for the general automotive settings for this dialog.