This page covers the Data Processing Configure Options & Settings for the Andersen iQ Module.

For the System settings for this Module, please refer to the Module System Settings  page. 

Tip: The  symbol at the bottom left corner will connect to the main Saberis Support page directly from the Options & Settings form.

1. Run the XpressPOS Options & Settings program from the All Programs Menu. The XpressPOS Options and Settings run command is under the Saberis XpressPOS menu item.
   

2. On the Options & Settings form, select the Andersen Button on the left.
   

3. Then Select the Configure button as shown below.

Andersen Configurations:

1. Configuring General Settings
   

2. Configuring SKUs
   

3. Configuring Descriptions
   

4. Configuring Pricing
   

5. Configuring Composites
   

6. Configuring Comments

1. Configuring General Settings
   
   
   
   Output Processing:
   Under the General Tab for Output Processing, there are two major options. The first check box is used to separate accessories and hardware from the units, and apply a sort order.
   
   The Configure button controls the sort order of these separated items.
   
   
   
   

   To change the sort order just highlight the item and Edit. Then change the sequence number. The Andersen Type is based on the iQ Accessory XML tags.

   If you do not want an item to be removed and sorted after all units and composites, then highlight and Remove.

The second check box is for the combine or "roll-up" feature. All like items based on iQ part numbers will be merged into one record. If you choose this option, then select one of the composite processing options.

• Include Units - All identical units will also be combined from Composites.

• Exclude Units - All Composite units will not be combined.

• Exclude units Factory (Direct) - Only Units in composites that are not Factory mulled will be combined.

Warning: If the unit or item has an adjustment or comment added to it, it will not combine. An added comment to a unit will result in iQ creating the comment in the iQ XML document for ALL accessories attached to that unit.

Document Type:  

There is a check box under Document Type that can allow for processing of the iQ Summary Version. Leave this option unchecked as it does not apply to current versions.

Summary Form:

Check the box (see #6) and this Process Summary form will appear every time you process an order from Andersen iQ.

This form allows the user to make temporary changes to many Options & Settings "on-the-fly". That is, for a specific order.

1. Change the export file name: Edit this text box to whatever name you want including the file extension.
   

2. Customer Number:  If you have “Use a default Customer Number” selected on the Andersen Options & Settings page, the customer number you entered will appear here. If you have selected “Use data from the import file” under Andersen Options & Settings, the customer number is taken from the value of “CustomerID” in the XML document, which can be set by the user in Andersen.
   

3. Store Number: If you are using the Store Number as part of the export file name, you can change it here for an order and the file name will change.
   

4. Sales Person: If you are using the Sales Person as part of the export file name, you can change it here for an order and the file name will change.
   

5. Cost and Selling Price:  The main use of the Summary form is to change the Cost Factor when the default cost factor does not apply to a particular order. You can also edit the selling factor if you are not using the Andersen Factored Pricing option.
   
   The Summary form also allows you to change the method of applying selling and cost factors. If you did not want to use the Andersen selling price, you could select the "Apply a selling factor" option and edit the Selling Factor.
   

6. Show this form: Uncheck this box to hide the Summary form.

Click on Process to continue.

2. Configuring SKUs

XpressPOS adds multiple SKU mapping capability. There is a step-by-step process that XpressPOS carries out if you activate them by checking the boxes shown below. The order shown, is the order that XpressPOS processes the SKUs.

1. Map Andersen Part Numbers to your own POS SKU number.

2. Map the Andersen Part Number to the SKU for the POS system.

3. Apply different "Special Order" SKUs broken down by Product Type.

4. If none of the above mappings are set, or do not apply to the item, then the Default SKU will be used.
   

1- SKU Mapped from Andersen Part Number

To map an Andersen Part Number to your SKU, check the first box and then select the Configure button for that option.

In the SKU Mapping Utility, click ADD.

The Source refers to the imported data for Andersen Part Numbers. Type in the Part Number or paste it in from iQ or another document. Then enter the matching SKU in Target box.

If you enter all the stocked items here, XpressPOS will deliver stock SKUs for only the items you stock. If you use Andersen Part Numbers in your POS system, then the Target value will be the same as the Source value.



NOTE: Saberis recognizes that this operation for a long list of items is not the best solution. If you send Saberis a spread sheet, access file or text (tab, comma delimited, or fixed field), we will do the initial import for you. Please contact us first.

2- Andersen Part Number:

In some POS systems, this option requires that all Andersen Part Numbers have been entered into the POS products table. However, some systems can create matching items during the import process. Check with your POS expert.

3- SKU Mapped From Product Type

This option allows you to break down sales by more than just one "default" SKU. XpressPOS has 7 Product Types listed. This is probably more that you need. If you understand the Tags in the iQ XML document, you can add more Product Types by using the ADD button.

Use the EDIT button to change the pre-set "Your SKU (Target)" values to your own.

4-Default SKU

There must be a Default SKU. Change the pre-set value to the one you have set-up, or create ANDERSEN in your POS system.

3. Configuring Descriptions

There are separate options for description for Composites, Units and Accessories.

1. Composites: You can choose the Standard iQ description as your starting point. Then you can add any, or all, of the additional information shown below (Type, Unit Code, Direction [hinged left or right, etc.], and Mull location).

The other option is to construct your own description from the Type, Unit Code, Direction and Mull location. Select the Custom Description and then Configure.

In the Description Builder, check the attributes that you want in your description.

If you choose this second option you can change the order or sequence of the information by changing the order numbers in the right column.

2. Units: The same applies to Units. Use the Standard description and add to it or use the Custom Description Option

3. Accessories: You can add Part Numbers and/or Unit Codes to the Description Code. There is no need for Custom Descriptions.
   

   Additional processing
    

4. Phrase Mapping: One of the biggest problems with an iQ order, is the amount of information it generates for a description. To reduce the description, XpressPOS has developed "Phrase Mapping". Proper use of this feature will dramatically reduce the number of lines on an invoice.
   
   You can create your own "Phrase Mapping". For example, "High Performance Glass" could be mapped to HPG.

Take a phrase and remove it by mapping it to nothing (a blank).

Another option is to map iQ phrases to your own terminology or your customer's terminology.

Click on Configure and then Add. The source is the exact phrase as it appears in the Andersen description before any processing by XpressPOS.

The Target is the replacement phrase, or leave it blank if you want the whole phrase deleted.

Example:

5. Word Mapping:

You can use word mapping to abbreviate anything. XpressPOS has many words already mapped. You can add, remove or change these. You can also map words to a blank. See Insect for an example.

Remember, phrase mapping is done first, and then the word mapping is processed.

6. Word Wrap:
   
   Word Wrap is almost mandatory for all POS/ERP system that only import 32 characters or so. All words that are beyond the 32 character limitation are made into comment lines for the POS system.
   
   If you do not use "Word Wrap" the descriptions will be truncated. This is not normally recommended. Uncheck this box for BisTrack or any system using the Saberis Standard XML export file settings.

4. Configuring Pricing
   

1. Cost Factor: First apply your cost factor if you want the item cost to be included in the file for your POS system. If the cost factor is not constant for all orders, set the default here and change it in the Process Summary form when the order is processed by XpressPOS.
   

2. Selling Price: It is recommended that you select the "Use Andersen Factored Pricing" option. XpressPOS will deliver the selling price as it is set in Andersen iQ to your main system.
   
   If you want to send list price to your POS/ERP system, then select the "Apply Selling Factor" option and leave the factor at 1.0000.
   

3. Item or Parent Pricing: The default is Item Pricing which will keep all items individually priced.
   
   Parent pricing will roll-up the Accessory pricing to their Units and for Composite, the Units and Accessories will roll-up to their parent, as explained on the form below.
   
   

4. Exclude Accessories: You can Configure the Parent pricing to exclude ALL accessories, or just the type you check as shown below.
   If you want Item pricing except for all Composites, or just Factory Mulled Composites, then use the options under the Composite Tab.
   
   
   

5. Adjustments: iQ Adjustment prices are part of the Parent items data. XpressPOS gives you the option to create a separate record or line for the adjustments.

5. Configuring Composites

Composite processing is the most complicated part of the iQ  Integration process. XpressPOS can generate very little information (short descriptions), very complete information ( many lines of descriptions) or a compromise with all meaningful information without redundancy.

1. Process Composites as one record: If you want Composite processing to give results in one record, then check the box. This will automatically give you parent pricing with all the Units' pricing rolled-up to the Composite parent record.
   

2.  How to process child records:

Remove Unit Records - All the Unit records are deleted

Leave Unit Records as Comments - The comments will have all the details of the units in the composite. If you use this option, set the comment options under the Comment Tab.

Add Unit Descriptions to the Composite Records - This option may be the best compromise between no Unit information and too much.

Remove Mull Parts is an extra option in addition to one of the three above.

3. Apply this rule: The recommended setting is "Only when Mulling  is Factory" (Direct).  This means that one record appears for these composites, however, the individual items appear on the receiving documents for non-factory mulled composites. 

NOTE: See the Pricing Tab to exclude Accessories. You may not want to Exclude ALL Accessories. If so, select Configure and un-check the Accessories that you do not want to exclude.

NOTE: Mull charges are not considered Accessories in this process.

4. Remove redundant information: XpressPOS scans the attributes in the Unit records and adds the common attributes only once to the Composite description.
   

5. Mulling Charges: This option allows all mull parts to be added to the order or only one line item for the total mull charges.
   

6. Group Records: Check this option to remove all Group records from the composite.
    

6. Configuring Comments
   
   If you have selected the comment option under the Composite Tab, you should select the comment option that seems best for your operation.
   
   XpressPOS can add the quantity of units to the comment text. You have the option to have it added for all quantities or only when the quantity is greater than one (1).
   
   You also have control over how the quantity will appear. That is, you can add both a prefix and a suffix to the "qty".
   
   

WARNING: Be sure to click OK to save your work. 

 How to Process an Order for Andersen iQ.