- EBMS Knowledge Base
- Inventory
- Serialized Items
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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
Scanning Serial Numbers
Many serial numbers include a barcode that contains the serial number or VIN. Product labels that contain the serial number barcode can be printed from EBMS to facilitate the following functions.
Scanning Serial Number Barcodes
Serial numbers can be selected within EBMS by scanning a serial number, internal stock number, or VIN number barcode. The following processes can be accomplished using the EBMS scanning modes:
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Add or ship serialized items within a sales order or invoice: $S
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Add serialized items consumed within a manufacturing batch: Manufacturing batch dialog must be open.
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Add or transfer serialized items within a warehouse transfer: $W
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Add or transfer serialized items within a job transfer: $H
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Add serialized items within a rental contract as a rental or as a consumed item: The rental dialog must be open.
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Check out and return serialized items within a rental contract. Review [Sales] Rental > Scanning Serialized Rental Equipment for details.
The $R prefix is used to populate the Serial Number within various documents. Use the document prefix listed above to open a document. Review Barcodes > Purchasing a Barcode Scanner for programming details.
A serialized item with the Use the price and description from item in the sales invoice option enabled will ignore the Sales > Options > Invoices and S.O.s tab combine line option setting. Review Selling an Item > Pricing Serialized Items to set this option within individual serialized product items
Processes that are not scanner enabled using the EBMS scanner mode
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Creating new serial number records:
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Associating serialized equipment or VIN numbers to a task or work order:
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Associating serialized items or vehicles to a sales order header.
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Creating serial numbers within the serial number entry dialog of purchase invoices, trade-in, and finished goods in manufacturing.
Printing Serial Number Barcodes
Serial number barcodes can be printed from EBMS to a label. Complete the following steps to print barcode labels:
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Open the purchase order that contains the purchase of the serialized item as shown below:
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Print the Inventory Labels from Invoice label form from the File > Print menu as shown above. Review the Labels from a Purchase Order section of Barcodes > Printing Barcodes to setup this label form option within the PO's print menu to open the following print dialog:
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Set the following label form prompt options as shown above:
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Enable the Print Barcode option
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Disable Print UPC in Barcode
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Disable Include UOM in Barcode
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Click Print to print serial number label to label printer.
Review Barcodes > Overview for more barcode details.