Accounts receivable, referred to as Sales within EBMS, is the main order entry and billing module. The Customer record is the central focus of the Sales module. The customer's information such as contact information, terms, notes, quotes, invoice detail, and history can all be accessed from the customer record. The task module can be added to enhance the CRM (Customer Relations Management) features of the EBMS software. Review the Adding and Deleting Customer Folders and Setting Customer Defaults sections before entering customer information. Review the Adding a New Customer section for details on adding customer information. The customer account list can be used to do standard mailing lists, mail merges, and other customer correspondence. Review the Changing Customer Information section for more details.
Review General Ledger Transactions > Sales Transactions Overview for financial transaction details.
Proposals and quotes: Review Proposals > Overview for details on creating quotes and proposals before a sales contact is completed. Proposals can be used as the budget for a job.
Sales order: Review Sales Orders > Overview for instructions to create a sales order when the sale is made.
Remote sales order: Review MyOrders > Overview for instructions to create orders using a tablet, smart phone, or other portable device.
Sales invoice: Review Entering a Sales Invoice for details on creating and processing a sales invoice when product has been delivered.
Deposits: Review Cash Accounts, Deposits, and Reconciling Cash for instructions to manage various payments including cash and checks.
Flexible sales terms: Review Invoices > Payment Methods and Terms to review the wide range of sales terms including discounts and various due terms.
Flexible payment options: Review Customer Payments > Options for instructions to setup various account receivable payment options.
Down payments: Review Customer Payments > Down Payments for instructions to process down payments for product or services that will be delivered in the future.
Partial payments: Review Customer Payments > Partial Payments to information to process a payment plan or other multiple payment agreement.
Statements and finance charges: Review Customer Finance Charges and Printing Customer Statements for details.
Credits: Review Processing Customer Credits to process returns or other credits.
Online payments: Review Payment Card Process > Payment Portal for details on creating an online payment portal with or without a website.
The following apps allow the user to access sales information from a smart phone, tablet, or other portal devices:
Customers: Review Customers > MyCustomer App to access customer information including directions and contact details.
Quotes: Review MyProposals > Overview to create or change quotes.
Sales orders and invoices: Review MyOrders > Overview to create or view sales orders and invoices.
Products: Review [Inventory] MyInventory and Scanner > Overview to review product information, pricing, and availability.
Tasks: Review [Labor] MyTasks > Overview to review sales tasks.
Work Orders: Review [Labor] MyTime > Overview to review work order schedules, track time, add parts, and bill service tasks.
Cash and check payments: Review the Payment Entry Dialog for steps to process cash sales.
Payment card payments: Review Payment Card Processing > Overview for setup and processing credit card payments including gift, EBT, and loyalty cards.
Direct payments ACH: Review ACH Payments to review the ACH options to collect customer payments submitting a NACHA file to the bank.
Barcode technology: Review [Inventory] Barcodes > Overview for more details on programming scanners and using the barcode technology.
Express POS station: Review Express POS Overview for instructions to use a point of sale tool that can be used outside the EBMS network.
POS hardware support: Review the Point of Sale Hardware section to configure the following optional hardware peripherals:
Comprehensive sales tax: Review Tax Overview for details on the advanced sales tax tools to deal with multiple states, locations, and tax jurisdictione.
Configure to order tools: Review the Materials List Overview and Configure to Order sales options.
Integrated shipping: Review Freight and Shipping Calculations for details on setting up shipping methods, calculating freight, and integrating with various shipping company such as UPS.
Sales commission processing: Review Salesperson Commission Overview for instructions on creating a salesperson list with various rates, processing, and payment options.
Customer relationship tools: Review CRM Overview for instructions on integrating EBMS with outlook and setup the powerful Auto Send tool to e-mail various sales documents
Integrated E-commerce solution: Review E-commerce Overview for details to configure a customer B2B portal including payments, create an integrated web catalog from the product catalog, and add an integrated shopping cart to sell product with all the price options in EBMS.
Integrated rental system: Review Rental Overview for details on the contracts, pricing, scheduling, and billing of rental contracts from EBMS.