- EBMS Knowledge Base
- EBMS Main Documentation
- Server Manager
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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
Enabling Access to Company Data
The EBMS Server Manager provides a quick and efficient way for EBMS administrators to allow access to EBMS company dataset.
Each individual company that is available for use within EBMS is represented graphically as a tile in the Main Display Area of the EBMS Server Manager.
For more information on creating 'Company groups' review the Creating Company Groups in EBMS Server Manager section.
Add a Company Data Set that does not show on Server ManagerReview Creating a New Company if the company data set does not exist. Review this information for step-by-step instructions to create a new data set.
Copy an existing data set into the C:\EBMS\EBMS_Data if it exists and restart the EBMS Server Manager. Click on Add Company to enter path of existing data set if the EBMS data does not show within Server Manager.
Enter or select Path to existing company folder and click Add.
Enabling Access to an EBMS Company Database
Enable the Include option to make selected data sets active.
Enable the Enable external services option before MyEBMS, TimeTrack, MyTime, mobile scanner and other external devices will communicate with this EBMS data.
Select a company at EBMS Login:
Only the company tiles with "Include" enabled in EBMS Server Manager are displayed. Review the Login Procedures section for details on logging in from an EBMS workstation.