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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 (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- 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
Zip Code and Postal Code Database
The EBMS software contains a city, state, and country database that associates the various addresses to the zip code (in the United States) or postal code (in Canada). This feature allows the user to enter the 5- or 9-digit Zip code, or the Canadian postal code and the software will populate the City, State, and Country settings of any address throughout the EBMS. For example, enter the Zip code or postal code as shown below and EBMS will complete the City, State, and Country settings.
This feature will autofill wherever an address entry is requested such as an invoice, timecard, shipping locations, etc.
The entry of the City, State, and Country combination may populate the Zip or postal code if the postal code is unique for the specific city.
Zip Codes
Select File > System Options > Zip Codes tab from the main EBMS menu to review the postal code database.
Click on any address line or use the Search entry to find a specific City, County, State, or Zip.
Highlight a line in the list and click on the Properties button to view the information recorded for each Zip code or postal code line.
Note that the record contains the following items:
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City name
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County location: This setting is used to calculate County taxes. See the Sales Tax and Use Tax Overview section of the Sales documentation for sales tax settings.
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State: This entry allows for 3-character state setting to meet regional ISO abbreviation requirements.
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Zip or postal code allows for up to 11-character postal codes.
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The Longitude or Latitude settings can be used to locate a specific city location.
The Zip Code list can be changed but is not recommended.
Country
The Country list can also be viewed or changed by clicking on the Country tab as shown below:
The Country records can be added or deleted to restrict the Country options available. The user should NOT delete the United States or Canada Country settings, or the zip code feature will not function properly.
The country settings are important settings when the EBMS eCommerce tools are implemented. Review eCommerce Country Options for more details on how the country settings are used on a website.