- EBMS Knowledge Base
- Inventory
- Multi-Vendor Catalog
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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
- 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
Accessing the Vendor Catalog from a Proposal or Sales Order
A complete list of available products from multiple vendors can be conveniently accessed from a proposal or sales order even if these items do not exist within the main EBMS inventory file. Unlike many inventory and order entry software, It is not recommended that the vendor product list be inserted into the EBMS inventory item database before they are purchased or sold. A inventory catalog within EBMS can be unduly massive if the user imports all parts numbers from a vendor's catalog. A user normally handles a very small percentage of the items handled by the distributor. The EBMS software gives the user access to all of the vendor's parts without including them in the main inventory catalog. This feature allows a user to quote using any of the various vendor's catalogs that are attached to EBMS. Complete the following steps to quote items that do not exist in the EBMS product catalog:
Create a quote or proposal: Review [Sales] Proposals > Creating a Proposal for instructions in creating a quote within EBMS.
Add items on the quote that do not exist in the product catalog: The following values can be entered into the Product column to access a specific item within the vendor catalog. The Inventory > Options > Vendor Catalog > Properties > Links > Search Catalog when entering a product ID or UPC option must be enabled for each vendor catalog that should be included in the search.
- Product ID: The Product is the main ID used to identify the product.
MFG: The manufacture part number can be used to search product within the EBMS lookup and accessing vendor catalog parts based on the associated Vendor Catalog Expression within the Inventory > Options > Vendor Catalog > Properties > Links settings.
- UPC: The UPC code or other barcode can also be used to search product in EBMS and the vendor catalog.
Review Creating Inventory Items from a Vendor Catalog for details on accessing product information and pricing from multiple vendor catalogs.
Special order items can also be conveniently sold using EBMS even if the items are not listed in the product catalog. Create a sales order with special order item quickly. The following steps can be completed while the customer is placing the order.
Create new inventory items within the product catalog: Review Creating Inventory Items from a Vendor Catalog to create item that contains descriptions and details.
Calculate pricing in real time by entering default pricing: Review Pricing > Default Pricing and Price Levels for configuration steps that calculates pricing based on price levels and margin targets.
Enter special order sales order: Review [Inventory] Purchasing > Special Orders > Overview for instructions to record the special order within a sales order and purchase the product from a vendor.