- EBMS Knowledge Base
- EBMS Main Documentation
- Auto Send Email
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Auto Send Documents
The Auto Send module is designed to allow fast, automatic sending of a variety of EBMS documents via email. This tool takes the mundane and repetitive tasks of communicating quotes, orders, invoices, receipts, and other documents, and automatically sends them via email to the customer, vendor, or worker. This flexible tool includes the ability create communication templates, set targeted contact information, and configure a send process that sends documents based on user-defined criteria.
Auto Send Messages via email, email to fax service, and email to text (SMS).
Auto Send and other CRM Tools ERP Support Training
Review Auto Send Overview for Auto Send options, locations, and more details.
Review Send Now and Print Now Tools to learn more about sending an email from a task or a document and explore other CRM features in EBMS.