- EBMS Knowledge Base
- EBMS Main Documentation
- Initial EBMS Setup and Installation
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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, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- 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
Client Installation
The EBMS program will need to be installed on all workstation computers. Review System Requirements to review the hardware and OS requirements for a workstation.
Complete the following steps to install EBMS on a client workstation:
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The client installation program is found on a shared folder within the server drive labeled ClientInstaller and should be accessible from each workstation contains the EBMS client. This path is part of the EBMS install process on the server located in the EBMS folder setting in Server Manager (C:\EBMS)\Server\ClientInstaller. Review Initial Installation on the Server for instructions to install EBMS on the main server.
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Launch Clientinstaller\Setup.Exe to install EBMS on the client:
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Click Next to install client installer:
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Select I accept the terms in the License Agreement after reviewing the license agreement. The license agreement can be reviewed online by clicking here. Click Next.
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Enter the EBMS license Serial Number that was used when installing the server.
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Click on individual features that need to be installed on this workstation. Review Server Manager > Optional Modules for instructions to add features to the license and server.
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Enable the option by selecting Will be installed on local hard drive as shown above.
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Repeat for each option and click Next.
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Click Install to install the EBMS client on the workstation. Repeat for each workstation on the network.
Review Server Manager > User License Allocation for more information on managing user licenses.