- EBMS Knowledge Base
- EBMS Main Documentation
- Automotive | Keystone Interface
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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
- Introduction
- 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
Inventory Updates
The Keystone interface to the EBMS software includes a powerful feature that updates parts information directly from eKeystone. Complete the following steps to update automaticly:
- Open the Automotive options by selecting Inventory > Options > Automotive tab from the main EBMS menu.
- Click on Keystone Inventory Update Options to open the options dialog:
- Enable to update Description of the item found in Inventory > Product Catalog > General tab.
- Enable to update Jobber(Base) Price value found in the Inventory > Product Catalog > Pricing tab.
- Enable to update UPC Code value found in the Inventory > Product Catalog > General tab.
- Enable to update Weight value found in the Inventory > Product Catalog > General tab.
- Enable to update Excise Tax value found in the Inventory > Product Catalog > Automotive tab.
- Enable to update Core Charge found in the Inventory > Product Catalog > Automotive tab.
- Enable to update Sales Classification value found in the Inventory > Product Catalog > Purchasing tab.
- Enable to update Manufacturer Information (phone and website) found in the Inventory > Options > Manufacturers tab.
The Keystone Inventory Update utility also updates:
The Discontinued by Keystone Automotive value found in the Inventory > Product Catalog > Automotive tab.
The Superseding Item found in the Inventory > Product Catalog > Automotive tab
The Jobber Discount (from which the cost is figured) found in the Inventory > Product Catalog > Automotive tab
In addition to the settings found in the Keystone Inventory Update Options of Inventory > Options > Automotive tab, exceptions can be made per item (or manufacture line by filtering down the folder defaults) as shown below:
If activated, the Exclude from any inventory updates value disables any updates to this item.
If activated, the Exclude from cost updates value only disables cost updates to this item.
Copy the URL Located at the bottom of the Inventory Update Options dialog as shown above to the Add arguments within the Task Scheduler app instructions below.
Configure the Task Scheduler App to automate this update process. Review Technical > Automate using Task Scheduler App for step by step instructions to configure the automation of this process using the following New Trigger settings: