When you first log into your SaberisConnect account, the settings are set to the default values. Some settings must be changed depending on your ERP/POS system. Then you can run a test order before customizing the other settings affecting the data.
Export Default Name: This can be anything you want. You may want to shorten it to AW.
Export Filename Extension Setting: This is used for the
Catalyst/Falcon system where the import list can be filtered using a different extension for each Vendor Module.
Use Customer Number: This is not needed by most ERP systems. BisTrack does use a customer number. The default can be set in BisTrack and therefore no customer number is needed from Saberis. This module option is going to disappear by late 2020. If you need a customer number for your ERP system, like BisTrack , then use the location feature. With this feature you can set a different default customer number for each location or branch.
Sales Type: This is used by the BisTrack ERP System. By default, BisTrack creates a new sales order. If you want BisTrack to create a new Quote instead, then set this to quote.
Default SKU: This is needed by SaberisConnect, otherwise you will get all comment lines. Most systems will apply their own unique "special order" SKU.
Use Andersen Part number as SKU (shown below): Check this if you want Saberis to send the part number as a SKU to your ERP System.
Use Phrase mapping: This is highly recommended. It can reduce the description by at least 50%. It is basically a "find and replace" tool. See the
Phrase Mapping instructions. Once you do this mapping, all orders will be processed using the mapping data you have entered.
Use Pricing Cost Factor: This is not needed for the Andersen iQ+ Module since you will get Cost Price sent to your ERP if you set your factor in Andersen iQ+.
Rule for Selling Price: This is set to "Use factored pricing from data". This assumes that you use iQ+ to set your customer's selling price. If so, Saberis will send the iQ+ selling price to the ERP system.
Rules for applying price: You can choose between parent pricing or item pricing. Parent pricing will result in a better invoice for your customer, but it will not resemble your receiving documents. Accessories are rolled up into the parent window or door record. Later on this page you will see how you can exclude certain accessories from rolling up.
Apply a Sort Order: This box is used to separate accessories and hardware from the units, and apply a sort order. These accessories will be sorted at the bottom of the order.
Please note that the feature to "edit" the sort order is not available at this time.
Combine Like Items: When you check this, all like items based on the iQ+ part number will be merged into one record.
This section applies only if you are using a pricing option. Anderson has many accessories, however, a few of them are more important than others. Many dealers hold back screens, hardware, grills, and extension jams when they ship out the windows to the job site.
Saberis provides a special processing for these selected accessories. If you do not want to include some, or all of these accessories in the roll-up, then "Special Processing for selected accessories".
The drop-down option provides you with two choices, exclude the pricing from the roll-up along with the item, or roll-up the price but leave the item in at zero cost and selling. This will allow you to keep the items in your ERP system and track them.
TIP If you are using item pricing, the Option "Select which accessories get special processing” must be set to “Exclude ALL accessories from special processing”.
After you make all your changes to the settings, press the save button and then process the test order.
TIP If you are conducting a lot of tests to see how the data changes, remember that when you process the order in our SaberisConnect you can just reprocess it using the same uploaded file, and therefore you’ll get a new file with a new date/time stamp. This will allow you to check the data in your ERP or Point-of-Sale System.