*These come in email. Open the email and click on the link.

*Log-in using the user name of elizabeth and password of dawn (it usually fills in automatically)

*There will be a list of orders that need to be entered. The oldest one will be at the top, so hit the ‘convert’ button on the that one (make sure it is the same number as the email was)

*In the new screen that pops up, hit ‘Submit Order’ in the upper middle corner.

*In the next screen that pops up, hit ‘View Good’s Proposal’ in the upper right corner.

*A Proposal will then pop up that looks exactly like an EBMS Invoice.  While you are here, copy the PO #.

*In EBMS, go under ‘Sales’, ‘Invoices & SO’s’

*In EBMS, start by typing in the customer ID (make sure the Bill to & Ship to are all correct)

*Hit ‘yes/no’ for any boxes that pop up and then put the proposal ID number in for the Invoice number.

*Paste the PO number into EBMS, and then in the memo box in EBMS, write ‘Thanks! – (salesman’s name)’ , underneath the job name so the shop guys know who quoted it.

*Now what you want to do is just copy and paste all the info from the Concept Proposal into EBMS, using Ctrl-C & Ctrl-V. The correct Order number, all Inventory codes (except we only use a handful), all line item details, prices, etc. Everything has to be EXACT. If there is a space between lines in Concept, it must be in EBMS. Prices that gets copied in the wrong section needs to be deleted. If there are several board feet amounts under one line item, total them for the ‘ordered’ column, but then keep them separate in the description section.

Codes we use:

• GMCSLF = all moulding sold by lineal feet
• GMCSEA = all moulding sold by the unit
• ENDRCS = Eyebrows and some random each stuff
• if it just says ‘each’, you can either use ENDRCS or skip
• *PRE = Delivered to your dock

*Once you have everything copied over, double check the grand totals to make sure they are exact.

*Hit Ctrl-S in EBMS to save that Order. You are now done in EBMS.

*In the concept screen, hit the ‘promote’ button in the upper left hand corner.

*Change the status to ‘Closed’, and hit ‘Submit’

*Close out of concept.

*Go back to the email, and forward it to Elizabeth@GoodsMillwork.com saying ‘Entered in EBMS’

*Repeat whenever a concept email comes in!