- EBMS Knowledge Base
- Sales
- Freight and Shipping
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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
Configuring ODBC Database Drivers for Shipping Manager
An ODBC database driver must be configured within the Windows operating system on the shipping computer before EBMS Shipping Manager can interface with shipping software. The following technical configuration instructions should be completed by IT staff.
Complete the following steps to install the ODBC Driver:
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Install EBMS client on the shipping computer that contains the shipping software, such as UPS WorldShip or FedEx Shipping Manager.
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EBMS will create an ODBC driver the first time a report is printed. Select File > Reports and print preview any report on the shipping computer if an EBMS report was never generated.
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Log into MS Windows as an administrator.
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Open Windows Control Panel select Administrative Tools > Data Sources (ODBC).
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Click Add on the System DSN or User DSN tab to open the following dialog: Some 64-bit Machines require the 32-bit ODBC Data Source Administrator found in C:\Windows\SysWow64 folder\odbccad32.exe.
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Select EbmsOdbcClient for EBMS Client/Server as shown above and click Finish.
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Click Configure to configure the ODBC connection to open the following dialog:
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Enter a descriptive Data Source Name and Description: The example above is an ODBC configuration to connect to UPS WorldShip.
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Enter the EBMS Data Source Name. This 3-character code for the EBMS data set can be identified within the File > Company Information > Advanced tab as shown below:
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The Host is the computer name of the EBMS data server where your data resides.
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The Port is normally set to default Port of 1583 and click OK.
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Create a UPS user within EBMS: This shipping software user is tagged whenever the shipping software edits or adds information into EBMS. Review the Creating Users and Assigning Rights for more details on creating users and setting passwords.
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The following prompt will appear during the configuration of the maps. Enter the following settings:
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Enter the Servers setting.
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Enter the EBMS login User Name and Password: The user name must be prefixed with the EBMS Company ID found in Step #9 above. In the User Name example shown above, the CO1 represents the Company ID and the UPS text is the user name.