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EBMS Knowledge Base

Inventory

Inventory

Purchase, Stock, and Assemble with Powerful Inventory Control

Inventory Control Overview

Product Catalog

Adding and Deleting Product Categories

Changing Inventory Defaults

Entering New Products

Changing Product Information

Inventory Notes and Instructions

Quick Reference Context Menu

Inventory Classifications

Changing an Inventory Classification

Inventory History

Sales and Purchase Activity

Changing IDs or Merging Products

Selecting Product by YMM

Product Returns, Trade-ins, and Sales History

Product Return Reasons

Lost Sales

Manufacturer Settings for Inventory Records

Making an Item Inactive

Substituting an Item

Importing and Exporting Inventory Images

Koble Payments Classification Codes

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Using Product Codes for No Count Items

No-Count Inventory: Service Codes

Product Shortcuts and Credit Offset Switch

Discount & Percentage Pricing Codes Overview

Percentage Pricing

Product Pricing

Pricing Overview

Default Pricing and Price Levels

Price Formula

Updating Costs to Calculate Pricing

Rounding Calculated Prices

Manually Setting Prices

Changing Pricing for a Group of Items

Export & Import to Change Inventory Including Pricing

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Special Pricing

Special Pricing Overview

Promotional Prices based on Date

Volume Discounts and Bracketed Pricing

Special Pricing for Customers

Prioritizing Special Pricing

View Special Pricing from a Sales Order or Proposal

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Tracking Inventory Counts

Inventory Count Overview

Item Count

Cycle Counting

Cost-of-Goods-Sold (COGS) Adjustment Propagation

Adjusting Inventory Count and Value

Adjusting Inventory Counts as a Batch

Reconciling Inventory Value

Inventory Variance

Reserve and Stage Product

Inventory Turnover

Integer or Fractional Quantities

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Unit of Measure (UOM)

Unit of Measure Overview

Adding a New Unit of Measure

Unit of Measure List

Changing a Unit of Measure

Deleting a Unit of Measure

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Purchasing Stock

Purchasing & Special Order Tools Overview

Purchasing Tab

Inventory Purchasing Page

Stock Level Settings

Creating Purchasing Parameters

Stock Level Color

Inventory Forecasting Management

Replenish Stock Based on Sales

Sales Level Classification

Color Coded by Stock Level

Using the Purchasing Page to Create Purchase Orders

Stock Locations

Estimated Time of Arrival (ETA) Date

Vendor Stock Availability

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Special Orders and Drop Shipped Items

Special Order and Drop Shipment Overview

Purchasing Special Orders

Receiving and Processing Special Orders

Generic Special Order Items

Receiving Product

Inventory Receiving Overview

Receiving Dialog

Printing Product Labels and Reports

Barcodes and Inventory Scanners

Barcodes and Inventory Scanners Overview

Entering Barcodes

Scanning Barcodes

Limit Over-Assignment

Manage and Increment Counts using a Barcode Scanner

Printing Barcodes

Programming Scanners and Barcodes

GTIN and ITF-14 Barcodes

Purchasing a Barcode Scanner

Legacy Mobile Scanner

Configuring Legacy Scanner

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Components (BOM) and Accessories

Components & Accessories Overview

Adding Components to Create an Assembly Kit

Adding Accessories to an Item

Optional Components or Accessories

Option and Kit Pricing

Associating Items

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Component Formula Tool

Component Formula Tools Overview

Entering Multiple Dimensions Within a Sales Order or Quote

Formula Setup for Component Formula Tools

Inventory Settings

Purchasing Items with Multiple Dimensions

Linear Feet/Inches Calculation Mode

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Made-to-Order Kitting

Made to Order (MTO) Kitting Overview

Add a Made to Order Item into a Sales Order

Processing a Made to Order Batch

Add a Made to Order Item to a Proposal

Configure-to-Order Kitting

Configure to Order (CTO) Process Overview

Selling a Configure to Order (CTO) Item

Purchasing a Configure to Order (CTO) Item

Multiple Locations: Warehouses, Divisions, Departments

Multiple Locations and Warehouses Overview

Create Warehouses

Associating each Warehouse with a Single Company Division and Department

Associating Multiple Departments for each Inventory Item

Associating a Single Department to an Inventory Item

Managing the Inventory on a Service Vehicle using the Warehouse Module

Managing Inventory within a Warehouse

Purchasing Inventory for a Warehouse

Purchasing Inventory using the Inventory Purchasing Page

Creating a Purchase Order for a Warehouse

Transferring Inventory Between Warehouses

Generate Purchase and Variance Transactions for Warehouse Transfers Option

Selling Inventory from a Warehouse

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Sync Product Catalogs between Companies

Inventory Sync Overview

Implementing the Sync Tool

Viewing Inventory Stock Levels within Multiple Companies

Vendor Catalogs

Multiple Vendor Catalog Overview

Create Relationship with EBMS Product Catalog

Add or Manipulate Data or Fields

Accessing the Vendor Catalog from a Proposal or Sales Order

Creating Inventory Items from a Vendor Catalog

Viewing and Sorting Items

Vendor Catalog Folder Structure

Updating Prices and Other Information From the New File

Bulk Import from Vendor Catalogs

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Serialized Items

Serialized Items Overview

Creating a Serial Number

Classifying a Serialized Item

Manufacturing a Serialized Item

Serialized Item Specifications

Pricing Serialized Items

Selling a Serialized Item

Recording a Vehicle or Equipment by VIN Number

Attaching a Vehicle to a Sales Invoice

Attaching Work Orders to Equipment or Vehicles

Vehicle Identification Number (VIN) Decoding

Scanning Serial Numbers

Non-Inventory Serialized Item

Purchasing Serialized Items

Viewing or Changing Serialized Items from the Inventory Item

Trade-in an Item

Manually Adding a Serialized Item to Stock

Adding Costs within a Serialized Item

Only Post Track Count Inventory Values to General Ledger

Made to Order (MTO) Serialized Items

Viewing Serialized Item Details and History

Viewing or Adding Service Only Items to a Customer

Changing the Ownership of a Serialized Item

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Lots

Lots Overview

Creating Inventory Lots

Assigning Lots to a Sale or Items Consumed

Adjust Inventory Counts for Lots

Lot Tracing and Recording

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Product Attributes

Product Attributes Overview

Set Up Product Attributes

Entering Item Attributes

Purchasing Items with Attributes

Using Attributes within a Sales Order or Quote

Attribute Value Sets and Options

Custom Attributes and Optional Components

Merging Attribute Value Sets

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