- EBMS Knowledge Base
- Inventory
- Multi-Vendor Catalog
-
Client Resources
-
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
-
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
-
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
-
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
-
E-commerce
-
Rental
-
Job Costing
-
Manufacturing
Folder Structure
The optional folder structure settings within the vendor catalog configuration identifies the product category. This setting can be ignored to prompt the system to be selected by the user when the product is added to the EBMS catalog. An alternative method is to identify the inventory folder structure using information from within the vendor catalog as explained below.
Scenario: Automotive accessory store has created a Folder Structure for a vendor that supplies automotive products including various License Plates items. The company can use the default settings for these folders to create part number prefixes such as the manufacture code or product item prefix. This configuration allows the manager to setup product defaults so that the creation of new product SKU# within EBMS is consistent and simple.
Scenario: A hydraulic shop has setup the Folder Structure of their main hydraulic parts supplier to map the parts within the main catalog under the category label Hydraulic Parts. The catalog is organized by product type and then a sub-catagory. This organization can be created by the vendor catalog if the main supplier's vendor catalog contains the main category and the sub-category of each part. This creates a three level Folder Structure: Hydraulic parts > Power Units > DC Power Units that contains various models of hydraulic DC power unit SKU#.
The folder structure settings for a vendor catalog is set within the Folder Structure tab of the vendor catalog record. Complete the following steps to configure these folder settings:
- Open the Vendor Catalog tab by selecting Inventory > Options > Vendor Catalogs from the main EBMS menu.
- Open a specific vendor catalog record by clicking Properties and selecting the Folder Structure tab as shown below:
Set the Parent Folder by selecting a folder within the category folder pane. This root folder can be at any level within the product catalog including the top level folder (Parent in the example shown above) . The Subfolder Hierarchy will be within the Parent Folder. Click Clear to remove the Parent Folder which removes the Folder Structure feature from the current vendor catalog. A blank Parent Folder will cause the system to prompt the user to identify the product category each time an item is inserted. This setting is required to use the Bulk Import tool
Set one or more optional subfolders within the Subfolder Hierarchy. The Catalog Field setting is selected from the available columns within the vendor catalog. All items will be inserted within the Parent Folder if the Subfolder Hierarchy is blank.