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Sales
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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.

Customer Information

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

Order Entry

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


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