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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
Exporting Data from EBMS
Data from any EBMS report can be exported to a variety of data files, emailed, or imported directly into an application.
Select an EBMS report from File > Reports by highlighting the report name and clicking the Print button or by double-clicking the report name to open the print dialog.
Click on the Export button within any print dialog or click on the small icon on the print preview dialog to export data.
Selecting either button will open the following dialog:
Emailing a Report:
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Set the Format setting to Excel or Word for Windows Document depending on the application that the e-mail recipient owns on his computer. Use the Rich Text option if you are unsure of the word processing application used by the recipient. Use the Acrobat Format (PDF) if the recipient does not need to modify the received data, or you want a report that must closely resemble the printed copy.
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The Destination setting should be set as Microsoft Mail (MAPI).
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Click the OK button and the Send Mail dialog will appear. Enter the E-mail address, Subject line, and any other notes that you wish to send to the recipient.
The e-mail recipient will receive e-mail with a document icon depending on the Format setting. The recipient should click on the icon to launch the appropriate application containing the report.
Exporting Report to a File:
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Set the Format setting to the desired file format.
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Choose the MS Excel (Data only) option to export a list for mail merges or other database purposes.
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Choose the Acrobat Format (PDF) option to maintain printing quality when the document is printed by the recipient.
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Select Disk File from the Destination option and click the OK button.
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Select the file destination from the file save dialog and click the Save button.
Review the Export and Copy CSV files from EBMS section for detailed instructions on a customer mail merge process.