- EBMS Knowledge Base
- EBMS Metal Supply
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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
Interface Rollforming Controllers
EBMS contains tools to push metal orders directly to the Beck and AMS rollformers. The EBMS order entry system formats order files that meet the specifications defined by the Beck SmartComm Import and Export File Specification. Batch data such as the quantity and lot of the materials consumed is communicated back into the EBMS system to compile an accurate inventory and cost details for each order.
Configuration
Complete the following steps to integrate a approved rollform controller to the EBMS metal order entry system:
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Select Inventory > Options > Roll Options from the main EBMS menu to open the following dialog:
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Select one of the apparoved Roll Form Controllers.
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Set the Export Folder. This user defined folder is used to store the export processes CSV order files. These files must be accesable from the role form controller software.
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Set the Import Folder. The import process will read the Details.CSV file created by the role form controller.
An archive subfolder is created by EBMS to store files to process and archive. -
Use the Complete export buttons to push needed information to the controllers.
- Configure the profile options such as Coverage, Package Capacity, and Machines. Enter a Prifile Name and Description to identify each profile.
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Save options and export a sample order to the roll form machine.
Export to Controller
Orders are exported to the controller by sales order. Complete the following steps to export a completed order to the roll form controller:
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Open an order that includes metal panels
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Select Process > Export for Roll Processing from the sales order menu as shown below:
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The CSV file created and placed in the Export Folder identified within the Inventory > Options > Role Form Options tab. The controller will read, import the file data, and then delete the file from the folder.
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Complete the Import from Controller to import the results of the batch after the metal panels have been created.
Import from Controller
Select Process > Export for Roll Processing from any order to import the information from the controller into the EBMS order system. The quantity of raw materials (coil) used as well as the specific coil or lot used to fulfill the order.
Select Process > Lot Summary to view a summary of the coil stock.