Export Filename Source
The file name can consist of up to 4 variables. The default is shown below with:
- User Name
- Export Default Name (Default is LUXWOOD)
- Project Name
- Date plus time (EX: 20170308 plus 1127)
You can delete any of the variables or change their order. If you are saving the export files to a desktop, you don't need the User Name.
The string with the variable names will be replaced in the near future with check box options.
Please see your specific ERP/POS system for more suggestions.
Export Default Name
This can be anything you want. You may what to shorten it to LW.
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.
This is used by BisTrack ERP System. BisTrack by default creates a new sales order. If you want BisTrack to create a new Quote instead, then set this to quote.
This is needed by SaberisConnect, otherwise you will get all comment lines. Most systems will apply their own unique "special order" SKU.
Use Phrase Mapping
This can reduce the description. 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 entered.
Use Pricing Cost Factor
This is not needed for this Module. The Cost Price is available, or there is no cost price at all. The cost will be picked up from the ERP database.
Rule for Selling Price
This is set to "Use factored pricing from data". There is probably no selling price. This can be set in the ERP system as a markup on cost, Gross Margin, or even a bottom line amount.
This section will show the step-by-step process to get the data from the quote/order system to a folder where you can upload it to SaberisConnect.
This is based on the latest version of Quote Generator.
The first thing the user has to do to use QG to link to SaberisConnect is setup the Export Options.
Select the correct Default Export format.
Once these have been set, from then on whenever the user wants to transfer a BOM, they would click on File /Export and the following window opens. Here the user can filter the data, choose certain skus to transfer, holding some back for later etc. When ready, the user clicks Export at the top of the screen and the file is transferred in the file format required by the destination program to the default destination.
Now go to your account in SaberisConnect to complete the task.