- EBMS Knowledge Base
- Tasks and Work Orders
- Create a Task
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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
Linking Tasks to a Serialized Item
The Task and Work Order module within EBMS can be used to add costs to a serialized item. This feature in combination with the serialized item is a powerful tool to add costs to company-owned equipment, vehicles, and other assets owned by the company. Adding costs to a piece of equipment through a task can be used to manage trade-ins, rental items, upfitted vehicles and trailers. This process allows a user to purchase or trade-in a piece of equipment, add parts and labor, and then resell the equipment with historical detail on the additional costs.
The following process will attach a task or work order to the added costs of a serialized item instead of billing a worker. Complete the following steps to add the labor costs and parts to the original cost of the serialized item:
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Purchase or trade-in a piece of equipment that requires service, labor, or parts.
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Purchase: Review the Purchasing Serialized Items for instructions on purchasing an item.
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Trade-in: Review the Trade-in a Serialized Item section for the steps to process trade-ins within EBMS.
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Attach a work order to a serialized piece of equipment or vehicle in inventory as shown below:
- Open an existing task and click on the Billing tab as shown above.
- Enter the equipment Serial Number. Review the Attaching Work Orders to Equipment or Vehicles section of the inventory documentation for more detailed instructions.
- Click on the Select button in the document section to open the Link to Document dialog as shown above.
- Select the Serialized added costs batch Type option
- Select New if these costs are grouped within a new batch or select Existing.
- Click on the OK button to complete the link. Enable the View the added costs batch after linking option to view the batch.
Review the Tasks & Work Orders Overview section for more task options.
Review the Adding Parts and Other Costs to a Serialized Item section for more details on adding costs to company-owned serialized items.