- EBMS Knowledge Base
- Sales
- Gift Cards and Loyalty Cards
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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
Configuring a Customer Record to Use a Loyalty Card
Configuring a customer record to use a loyalty card is very simple once an EBMS user has set up an account with a loyalty card provider. Review the Loyalty Cards Overview section for the steps to complete this process if needed.
Open the customer record through the main EBMS menu by clicking Sales > Customers. Select the Terms tab and click on the Loyalty button to open the Loyalty Card dialog.
- Enter the dollar amount that equals one loyalty point.
- Enter the loyalty card number.
- Click the Activate button.
- Click the Save & Close button.
Continue with the Adding and Redeeming Loyalty Points section for instructions on adding points to a loyalty card once it has been activated.