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 WEYERHAEUSER)
- 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.
Please see your specific ERP/POS systems for more suggestions.
Export Default Name
This can be anything you want. You may want to use WEYERHAEUSER.
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. The BisTrack integration requires this to be populated if you have not set a "company default customer" value in the BisTrack system. If you have multiple locations, you can add default customer numbers by location in your Location Settings.
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.
A value is required in this field in order to pass the quantity, cost and sell values for each item in the document. This value should match the "special order" or non-stock SKU values created for this vendor in your POS/ERP system.
Use Phrase Mapping
Probably not needed for this Module. It is basically a "find and replace" tool that allows you to abbreviate or blank out unwanted text. 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 since not cost is avaiable.
Rule for Selling Price
Do not apply a factor.
It is assumed that the SKUs in Stellar or Javelin have matching SKUs in the ERP system with the same UOM.
To Export a file from Stellar that can be imported into the Saberis software, follow these instructions:
Open the Jobs and highlight the Job you want to process through Saberis.
Right Click on the Job name and then "Export Point of Sale File".
In the "Save Weyerhaeuser POS Output File" window, find the folder that you have chosen to upload the files to SaberisConnect from. You can also change the File Name if desired.
- After specifying the desired location, and naming the file with a meaningful name, click the “Save” button.
Now go to your account on SaberisConnect to complete the task.