- EBMS Knowledge Base
- Sales
- MyOrders
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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
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
- Quick User Guide | Sales Staff
- Quick User Guide | General Staff
- Features
- Reports
- Reports | Excel Add-In
- Reports | Excel Add-In | Troubleshooting
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- 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
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- 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
Shipment
The shipping setting with MyOrders gives the user the ability to communicate the shipping method to the main office using EBMS facilitating a seamless shipping process between the sales person using MyOrders, the accounts receivable staff, and the shipping department.
Complete the following steps to complement the powerful shipping tools within EBMS.
Tap the Shipment label on the order summary page, select the Shipment icon, or touch the Shipment tab to open the Shipment information as shown below.
The Ship date of expected shipment will default to the invoice date. Set this date to reflect the promised ship date.
The Ship via setting is the most important setting of this dialog. Review Freight and Shipping > Creating Shipping Methods for setup instructions for various powerful ship via settings within EBMS. The Shipping Methods used within the Ship Via setting within an order are edited by selecting Sales > Options > General tab from the main EBMS menu.
The Ship via setting will default to the Shipping Method set within the Terms tab of the customer record within EBMS. Review Freight and Shipping Charges > Entering a Shipping Rate for a Customer for setup instructions within the customer record.
Setup Batch Processing within EBMS to view orders in real time the orders created remotely by MyOrders.
Follow the steps described in Invoices > Batch Processing to setup the query needed to view remote orders as they are created in MyOrder. Some ideas:Query the orders by Ship Via settings: Review Freight and Shipping Charges > Creating Shipping Methods for instructions to create Ship Via settings.
Query by Ordered Date and/or Department setting located on the header of the invoice: Review [Financials] Departments and Profit Centers > Using a Department as a Company Division or Profit Center to identify the optional department setting.
Document printed status: Review [Main] Reports > Print Logging to review the print log options to identify as the document status. This option is only available when the document status is set based on what document was printed.
Process and ship product using the various shipping tools included with EBMS. Use the Process button within the Batch Processing dialog to progress a batch of orders. Review Freight and Shipping > Overview for a list of the many integrated shipping options.