- EBMS Knowledge Base
- Sales
- Point of Sale and XPress POS
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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
Point of Sale (POS) Overview
EBMS contains many powerful Point-of-Sale (POS) features. These options are used to create invoices or sales receipts at the time of sale. Payment options such as cash, check, debit, and credit cards payments are processed within the POS window.
The EBMS software contains three primary ways to process POS transactions:
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The standard EBMS Invoice and Sales Order Window: This option is documented within the Sales Order and Invoices documentation.
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Review the Sales Orders section for more details on creating sales orders
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Review the Invoices section for more details on creating and processing sales invoices
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Review the Customer Payments section for more details on processing payments
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The Xpress POS System: This POS option is used primarily as a cash register replacement. This option can be used for a remote location, a multi-lane store, or any store that requires quick checkout options.
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Review the following Xpress POS Overview section of this manual for more details.
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The Online E-commerce Website: This powerful browser-based option can be used for retails sales or online ordering for distributors and wholesales sales.
- Review the E-commerce documentation for more details on creating the POS option for the web.
Review Penny Rounding Cash Payments to round cash payments to the nearest nickel.
Credit cards, debit cards, and other specialty cards can be used as payments within each one of these POS options. The system uses the Verifone PAYware software so the user can interface to a variety of merchant accounts and card programs. Review the Payment Processing Overview section for more details on PAYware service and setup.
Technology such as barcode scanners, cash drawers, and receipt printers can be interfaced within the EBMS software to create a powerful and connected point-of-sale solution. Product and bin labels containing barcodes can be printed directly from the EBMS software. Electronic signature pads, credit card processing, customer pole displays, and weigh scales are some additional devices supported by EBMS. Review the following Point of Sale Hardware sections for hardware configuration instructions: