Silverline

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 SILVERLINE)
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 want to shorten it to SL.

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 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 entered.

Use Pricing Cost Factor

This is not needed for the Silverline Module since Cost Price is avaiable.

Rule for Selling Price

This is set to "Use factored pricing from data". This assumes that the Vendor system is set to give Saberis the selling price. If so, Saberis will send the selling price to the ERP.

This section will show the step-by-step process to get the data from Silverline iQ to a folder where you can upload it to SaberisConnect.

IMPORTANT:

Before you process the order, check to make sure that on the Submit Projects form, "Purchase Order" is showing. If not, go to step 2 below.
Download the RQ Saberis Setup program that Silverline has provided.
The above program from Silverline RQ will setup the Export Manager. If the download folder it sets up is not sutable, go and change it in the Silverline Edit/Manage Export Settings. Instructions are in the EdgeNet Export Manager tab.

Do not "Export" the Project. That will give you the "CIP" file. SaberisConnect needs the XML file from the Submit process.

The Submit process can be done four different ways. Highlight the Project first and then:

Click on Submit on the Icon Bar.
Right Click on the highlighted Project and select Submit Order from the drop down menu.
Select Project on the Menu Bar and then select Submit Order from the drop down menu.
Press Ctrl-B.

The Submit Projects Form (Window) will pop-up. Some Andersen Dealers will have two check boxes.

Click on the Submit Order Button
The "Save As" window will appear.
Find the folder where you want to save the Vendor files to. In this sample we are saving it to VendorSaberisData folder under the C: Drive root.
Now give the file a name. In this sample we gave it the project name, "Sample Project". You could simply name it Silverline or better still, a project name. Choose a name that will make it easy to find when mixed in with other vendor files that may be saved to the same folder.
Now click on Save.
You will get this notice next:

Be careful not to submit an order to Silverline.

Now go to your account on SaberisConnect to complete the task.

EdgeNet m2o Export Manager

This page will help you set up the "Submit" feature in the EdgeNet m2o software for Silverline.

In the m20 software, select File, and then Manage Export Settings.
Select Add.
Type in Saberis.
On the Delivery Instructions, check that it is set to Local File.

The Default file location that is shown as a default may not even exist. Browse and find the folder that you want to use for uploading to SaberisConnect. EX: C:\VendorSaberisData\

Now click on "Define Filename".
If there is already a "Custom eo" listed, highlight it and remove it.
Now highlight {Custom} on the left side, and click on Add>>. Enter the name you want to have as the file name to upload to SaberisConnect. We recommend that you name it Saberis.
We recommend that you uncheck the Counter Size box unless you want every Submitted file to be kept with a suffix number on it.
Now notice the Sample Filename. Click on OK, then Next, Next and Finish to save the schema.
Now, in order to have the proper check box on the Submit form, select Manufacturer Solutions.
In the section that has "Local" and not a submit to the manufacturer, select the dropdown.
Select Saberis.
Click OK to Save.