- EBMS Knowledge Base
- EBMS Main Documentation
- EBMS Features
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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
Sorting Data
Information within a list window can often be sorted by different columns. This information can be sorted in ascending or descending order by clicking on the column header. For an example, complete the following steps:
- Go to Sales > Customers to open the Customer list window.
- Click on the Id column header and notice that the entire list is sorted by the ID. The arrow on the ID column header indicates whether the information is sorted in ascending or descending order. The arrow sign also indicates which column is being used to sort the table. (If the arrow is on the ID column, ID is the sort column for the table. If the arrow is on Last Name, that is now the sort column.)
- Click on ID again to reverse the sort direction (ascending to descending order or descending to ascending order).
Data sorting can only be done on selected columns. A column cannot be sorted if neither sort arrow appears when the user clicks on the column label.