- EBMS Knowledge Base
- Inventory
- MyInventory and Scanner
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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
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- Automotive
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- Metal Supply
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- Horticulture
- Horticulture | Farm Setup
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-
Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
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- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
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- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
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- 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
-
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)
-
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
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- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
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- 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
-
Manufacturing
Shipping
Select the Scanner app within MyEBMS and select Shipping as shown below:
The shipping mode is used to populated the Shipped or Ordered quantities, create a new order, or process the sales order into an invoice. An invoice is identified using one of the following methods:
- Searching an Order
- Scanning an Order
Searching an Order
Complete the following
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Open MyInventory > Shipping.
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Tap the search bar and enter the appropriate invoice number or other information to search for an order.
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Refer to the Configuring the Shipping Query section at the end of this page.
Scanning an Order
A sales order barcode can be scanned to open an order.
Scan or enter the customer ID to create a new sales order. Tap the camera button 
on the title bar to scan a barcode using the device's camera.
Shipping an Order
Enable the Return mode to decrement the quantities instead of increase them. 
Product can be picked (marked shipped) within a sales order by scanning a UPC code or a printed label. The quantity can be incremented by subsequent barcode scans or by adjusting the Scanned quantity.
The quantities that are increased or decreased by this scanning action are determined by the following user based Settings:
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Set shipped quantity: This is the recommended setting when populating the shipped quantity of a sales order during the picking process.
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Set ordered quantity: Use this option to create sales orders without pulling stock.
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Set ordered and shipped quantities: Select to create new orders and ship orders at the same time.
These settings are user based setting. Review Barcodes > Scanning Barcodes - Increment Counts within EBMS for default settings.
Tap Totals to view the order totals.
Tap Add new 
to add new products to the order.
Enter Product IDs or scan the product's barcode as well as adjust the Shipped and Ordered quantities. Tap save 
to add these items and return to the sales order list.
Tap Process to process and close the Sales Order. Once a sales order has been processed it cannot be open from the scanner.
Tap Print to print the sales order/invoice. This option will print the report that has been set in EBMS for the scanner. Review Configuring the Scanner in EBMS for instructions to set up the report.
Review [Sales] Sales Orders > Entering a Sales Order to view this document within the EBMS software.
Configuring the Shipping Query
The order list shown on the shipping mode of MyInventory is configured within EBMS using the following steps:
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Open the user's MyInventory App Settings by selecting Labor > Worker > App Settings tab from the main EBMS menu.
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Select MyInventory and click Properties.
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Enable the shipping (batch processing) queries from the list that are accessible from MyInventory's shipping mode. Review [Sales] Invoices > Batch Processing to add or remove queries from this list. Click OK.