- EBMS Knowledge Base
- Tasks and Work Orders
- Customize Task Views
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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 (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- 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
Associated Tasks
Many times other tasks are associated with the current task. EBMS gives the user the ability to quickly review associated tasks by selecting one of the following tabs:
- Same Customer
- Same Invoice
- Same Ticket: Review the instructions below to copy a ticket number
- Same Job/Stage
- Same Job
These tabs are optional based on the task Type Options found in Labor > Task Options > Task Types tab > Properties > General tab as shown below:
Enable the show options that apply to this type of task to show the following task tabs for a quick reference to associated tasks:
Show Same Ticket
Enable the following Use same ticket number option when copying the task.
Review Getting Started > Creating Task Types and Defaults for instructions on other default and view options.