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Sales

Create sales orders and invoices, receive payments, calculate finance charges, and many other customer related items.

Accounts Receivable, referred to as Sales within EBMS, is the module used to create sales orders and invoices for customers as well as print invoices, receive payments, and calculate finance charges.

Customer Accounts & History

The Sales Module retains customers accounts including outstanding invoices and history, customer contact information, shipping options, pricing settings, purchase history, payment history, and many other customer-related items.

Order Entry

EBMS contains many powerful order entry tools including Order Entry POS software. This module is used to create invoices and sales receipts at the time of sale. Payment options such as cash, check, debit, and credit card payments are process within the POS window. Learn More

The module can be used as a point-of-sale station that interfaces with bar code scanners, cash drawers, and receipt printers. Learn More

Features

Powerful Sort & Query options for Customer Lookup and Grouping Processed Invoices
Multiple Sales Tax Schedules
Sub-materials list within the Invoices for Contracts or Assemblies
Powerful Sales Order features
Flexible Credit Memo processing
Associates a specific Price Level to each customer
Convenient Cash Reconciliation and Deposit Processing
Extensive Invoice and Sales Order Document Customizations
Supports one-time customers
Flexible user-defined Contact Fields
Flexible Finance Charge Adjustments and Calculations
Maintains a monthly Receivables Balance for each customer with easy-to-access history
Flexible Shipping Charges and Conditions
Handles Partial Payments and Down Payments
Separate Ship-To and Bill-To Customer Information and History
Custom Messages to prompt users about specific customers
Record and track Lost Sales reasons and information

Looking for more details?

View knowledge base articles.

Documentation

Enhancements

Quotes & Proposals - Create customer proposals, contracts, and quotes
Special Pricing - Create discounts and special pricing for customers
Batch Sales Order & Invoice Processing - Process and print sales orders and invoices as a group
Recurring Billing - Create a scheduled recurring invoice each week, month, annual, or other recurring schedule
Bar Code POS Controls & Fonts - Enhance the efficiency and accuracy of data entry
Salesperson Commission Processing - Manage salespersons and commissions
Customer Signature Processing - Capture and record a customer's signature
UPS/FedEx Shipping Module - Quickly calculate shipping charges and communicate with shipping software
Payware Payment Processing - Integrated payment processing using card device
Payment Portal - Process card payments using virtual terminal and portal.
Dynamic eCommerce - Create product lists, pricing, and details from EBMS to sell online
Advanced Sales Tax - Required for states or provinces that have multiple sales tax rates based on a product group
CRM (Customer Relations Management) - Automatically send sales invoices, purchase orders, statements, and other documents
MyOrders App - Enter orders on the go
MyProposals App - Create and edit quotes on the go