- EBMS Knowledge Base
- Sales
- Freight and Shipping Tools
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
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Sales
- Customers
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- Proposals | Sets and Templates
- MyProposals
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- Sales and Use Tax | TaxJar
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- Freight and Shipping Tools
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- Point of Sale | Xpress POS System
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
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- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
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- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
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- MyDispatch
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Financials
- Introduction
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- Vendors | Miscellaneous Vendors
- Purchase Orders
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- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Entering a Shipping Rate for a Customer
Shipping rates are normally calculated based on shipping method formulas. The shipping method rate can be altered based on the customer by setting the freight charge setting within the customers Terms tab.
Complete the following steps to set a shipping rate for a customer.
- Select Sales > Customers from the main EBMS menu and click on the Terms tab.
Select a Default Shipping Method from the list of options. This shipping method will be copied to the sales order or invoice when the invoice is created. The shipping method (Ship Via in the invoice screen) can be changed within the invoice.
The Freight Charge rate option within the Terms tab of the customer is used only when directed to use a customer specific rate from the Ship Via settings. See Formula setting within the Ship Via settings.
Additional templates can be added to EBMS. Contact an EBMS customer service representative for details. Click OK to save.