- EBMS Knowledge Base
- Apps
- MyProposals App
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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
Enter a New Quote into MyProposals
Launch MyProposals by selecting MyProposals from the MyEBMS menu.
Quotes can be created on a smart phone, tablet, or PC by tapping the plus sign icon 
on the top of the MyProposals home page.
Tap or click on the menu icon 
to collapse the menu to maximize screen space.
- Enter general quote information by tapping the Sales quote icon
as shown below:
Review the Creating a Sales Proposal for details on the main proposal content and settings.
Review the following information for process details for the buttons on the bottom of the page. - Recalculate all prices: Review Proposal Pricing for the various options available to calculate pricing.
- Est. shipping: Review Calculating and Comparing Freight Charges for more information in this Estimated Shipping calculation.
- Accept: Review Proposal Status Settings for more information on processing or accepting a proposal.
- Click Close to save and close the proposal page.
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Tap the Description icon
to edit order Description, Memo, Internal notes, Next Contact, proposal valid period (Proposal is valid for [number] of days), or Auto Send Status settings.
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Tap shipping icon
to edit shipping settings within a proposal. These settings are copied to the sales order when an order is created from a proposal. Review Shipping Manager Overview for more details on these settings within an order.
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Tap approval icon
to view the approval information. Review Proposal Status Settings for payment details on the Approval date, Approval person, and Reasons. 
Tap the pin icon 
to pin an order or unpin icon 
to unpin from the option menu 
.