- EBMS Knowledge Base
- Sales
- Freight and Shipping
-
Client Resources
-
EBMS Main Documentation
-
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
-
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
-
Expenses
-
Labor
-
Financials
-
Tasks and Work Orders
-
Job Costing
-
Manufacturing
-
Rental
-
Apps
-
E-commerce
-
EBMS Automotive
-
EBMS Horticulture
-
EBMS Metal Supply
-
EBMS Fuel Sales
Connecting directly to UPS rate tables
EBMS contains an optional UPS WorldShip interface to calculate shipping rates directly from the UPS rate table and communicate customer information and desired shipping method from EBMS to UPS WorldShip. The freight cost can be determined by adding a markup to the standard UPS rates and also adding a flat handling charge. The destination-based UPS rates can be used to calculate FedEx rates with a FedEx label since EBMS does not contain the means to connect to the FedEx rate table.
Complete the following steps to create UPS shipping methods:
Go to Sales > Options > General tab as shown below:
Create a Shipping Method for each UPS service type by selecting New. The follow dialog will appear:
Click on the Preferences option to open the follow dialog:
- If selected, the Use Web to Calculate UPS option will connect to UPS's website to get rates and details on the sales invoice.
- The Shipping Markup (%) field adds a percentage markup to the UPS Calculated Shipping Cost. Review the Calculating and Comparing Freight Charges section for more details.
- The Handling Fee field adds a handling fee in addition to the UPS Calculated Cost.
- The Default Notification E-mail from Customer Info option sends the customer an email note through UPS. This option is automatically selected.
- The Service Type drop-down menu allows the user to select the preferred shipping service type.
- The Suppress options popup when entering shipping method option allows the user to hide the options popup on the invoice.
- The Default to Residential option defaults the UPS switch to residential shipment rather than commercial delivery shipment.
To edit an existing Shipping Method from Sales > Options > General tab, select a shipping method and click the Properties button to edit default settings for the method.
Contact an EBMS representative for more details concerning the UPS / FedEx shipping module option.
This optional EBMS module is not included on all versions of the EBMS software. Review the Optional EBMS Modules within the main manual for specific instructions used to identify or add optional modules.