- EBMS Knowledge Base
- EBMS Main Documentation
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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
- 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
Community Solution Overview
Eagle Business Software has developed solutions for some specific communities. Many of the standard tools within EBMS are used in most of the communities but documentation for individual communities can assist in maximizing the tools within the software. Review Case Studies for customer stories.
The following general documentation is useful for all communities:
Sales
Review [Sales] Overview for customer relation management, quoting, invoicing, and accounts receivable tools.
Inventory
Review [Inventory] Overview for details on inventory management, product catalogs, pricing, barcodes, components (BOM), manufacturing, serialized items, lots, and much more.
Labor
Review [Labor] Overview for information on managing labor, workers, payroll, work orders, time and attendance, portable apps, and more.
Financial
Review [Financials] > Overview for information on an integrated ERP system with complete financials, job costing, and extensive reporting.
Job Costing
Review [Financials] > Overview for details on managing expenses, bank accounts, payments, and job costing.
Communities
Truck upfitters and Automotive
Automotive accessory stores, parts stores, trailer sales, truck upfitters, and other automotive industries: Review Truck Upfitters for an overview of setting parts using EBMS. Review Automotive Overview for tips on using EBMS in the automotive community.
Equipment
Review Equipment for more information on using EBMS within this industry.
Supply Center
Review Supply center for information on using EBMS within a supply center.
Metal Supply
Review Metal Supply Overview for details on using EBMS for metal roll-forming, custom trim bending, and metal manufacturing.
Manufacturing
Review Manufacturing for EBMS tools used by a manufacturer.
Mechanical Contractor
Cocalico Plumbing and Heating Testimonial
Review Mechanical Contractor for information on using EBMS for work orders, billing, parts, and accounting including the MyEBMS remote apps.
Distribution
Distribution, inventory and warehouse management: Review Distributor Community for more details on these and other distributor tools.
Fuel Delivery
Fuel delivery and sales including tank management, refill processes, wet hosing, service management and more: Review Fuel Sales Overview for more details on the ERP, work order, and fuel sales tools.
Growers
Orchards and other growers: Review Horticulture Overview for tips on setting up piecework payroll, farm management, sales, and other orchard or produce grower needs.