- EBMS Knowledge Base
- Inventory
- Vendor Catalogs
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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
Accessing the Vendor Catalog from a Proposal or Sales Order
A complete list of available products from multiple vendors can be accessed from a proposal or sales order, even if these items do not exist within the main EBMS Product Catalog. Unlike many inventory and order entry software tools, it is not recommended that the vendor product list be inserted into the EBMS inventory item database before they are purchased or sold.
An inventory catalog within EBMS can be unnecessarily massive if the user imports all part 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:
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Create a quote or proposal: Review Creating a Sales Proposal for instructions in creating a quote within EBMS.
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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 tab > 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.
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MFG: The manufacturer 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 tab.
- UPC: The Universal Product Code (UPC) or other barcode can also be used to search for products 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 items. The following steps can be completed while the customer is placing the order.
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Create new inventory items within the product catalog: Review Creating Inventory Items from a Vendor Catalog to create item that contains descriptions and details.
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Calculate pricing in real time by entering default pricing: Review Default Pricing and Price Levels for configuration steps that calculates pricing based on price levels and margin targets.
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Enter special order sales order: Review Special Orders Overview for instructions to record the special order within a sales order and purchase the product from a vendor.