EBMS Main Page and EBMS Menu

How to navigate EBMS from the splash page or header menu

Navigating from the main page of EBMS

The EBMS main page is an optional means of launching common EBMS functions from the desktop. It is arranged into five columns: Sales, Inventory, Expenses, Labor, and Financials. Most of the functions on the main page are duplicated on the EBMS main menu, which runs along the top of the page: File, Edit, Sales, Inventory, Expenses, Labor, Financials, Window, and Help.

Online support, chat options, and online documentation are available at the bottom of the main page: Support Center, Create Support Ticket, Remote Support, and What's New.

Click on the appropriate link to open an EBMS page. For example, to see a list of the company's customers, look for Sales on the main page and click Customers to open the list. To view a list of all employees, look for Labor and click Workers.

The links on the EBMS main page each have a corresponding link within the EBMS header menu, but the menu will have more options than the main page navigation. Refer to the following tables to compare menu and main page navigation and how they align:

Some links may be disabled if an optional EBMS module is not installed. Optional modules are italicized in the tables above, but in EBMS, these optional features may be grayed out or not appear in the list at all. Review the Optional EBMS Modules section for more details on module options.

Start-up Lists

EBMS will save the most recent list window that was open at the time EBMS was shut down. For example, if the user is primarily operating within the Inventory module of EBMS, the user can keep the inventory list open.

Each time EBMS is started, the list will be displayed. Select Sales > Customers from the main EBMS menu or select Customers from the main EBMS page / navigator window. EBMS allows a user to have a number of list windows open at once, as shown below:

Select the Window menu option from the main EBMS menu to view the entire list of open start up windows. Select Window > Cascade to cascade all the lists as shown above.

The EBMS software can be loaded each time with the same user selected lists. Complete the following steps:

1. Open, position, and size the lists in the manner that you wish to see the lists each time EBMS is opened.

2. Go to the File > System Options > Settings tab.

   

3. Uncheck to disable the Save settings on exit option.

4. Click on the Save Now button to save the current list configuration. The configuration of the open lists at the time this button is clicked will be used each time EBMS is launched.