Settings
Here you can find all of the information regarding settings.
After Saberis personnel sets up a SaberisConnect account for a customer's Administrator, they will send the Administrator their login information.
Upon receiving this information, the Administrator should login and immediately change their password.
Responsibilities of the Administrator
- Creating new user accounts and assigning their rights.
- Setting the required export format properties.
- Selecting the required Vendor Modules.
- Setting all the Vendor Module options.
- Creating Phrase Mapping for description length control.
Only a user with administrator rights can make changes to the settings.
Time Zone Settings
The system may be defaulted to Eastern Time. The company setting can be overwritten by a User if they are in a different zone.
There are two methods to change the time zone:
- Method 1: Click on the time zone next to the date.
- Method 2: Click on your User Name on the navigation bar and select manage account from the dropdown menu.
If using method 2 follow the steps below:
- Click on Manage TimeZone.
- Select your preferred time zone and then click Change Time Zone button to save your changes.
Admin Account
There are three important settings under Account Admin: Modules, Users, and Locations. Locations may not be useful for some ERP systems.
Modules
The Admin can add any number of new Modules by checking the boxes. Your ERP provider or ERP Admin may have to do some setup in the ERP system.
Users
The admin can add unlimited users. Anyone who is responsible for settings, especially for 2020 Kitchens, should be an Administrator.
Locations
The admin can add the company locations.
This is used by BisTrack and Prosperity to direct the orders to the correct store or location. It is not applicable for other ERP systems.
Click on Create New.
Now enter the store name, the store branch code, and if necessary, the customer number. The default customer number can be used by BisTrack to control the process.
Don't forget to Update.
Once you set up all your stores, go back to the user list and edit each user.
Under each user you will find a location drop down menu. Select the correct location to be assigned to that user.
Now Update the user settings.
Saberis will set up these options based on the information given to us at the time the account is created. Only users with Administrator rights will see the Settings on the top Menu Bar.
Click on Settings on the top Menu Bar, then on the side menu click on Export Settings.
Export File Format
This is determined by which POS/ERP system you are using at your company. For more details please see ERP/POS Systems.
Export Adapter
This is a new feature for SaberisConnect. For most ERP systems you will have the choice of "NONE" or FTP (see below for setting if the FTP option is chosen).
Export Adapter: None
This setting will require the user to manually download the document to the necessary folder to be be imported by your ERP system.
Consider using a browser that is different that your regular one to log into SaberisConnect. You can then set the browser download default setting to download to the required folder without a "Save As" pop-up.
Export Adapter: BisTrack
Right now set this to NONE for BisTrack. Saberis does not "push" the document to BisTrack. Instead BisTrack "pulls" the document from the SaberisConnect server. This happens every 30 seconds after the "Go live" date and every minute on their training server.
Export Adapter: FTP (File Transfer Protocol)
This is a method to get the SaberisConnect processed document to your POS/ERP system for importing. Saberis FTP option can eliminate the need for the user to download the document. Ask your IT department to set-up a secure FTP server, and then fill in the necessary domain, user name, password, and target path information.
Selecting a Secure FTPS format (Explicit or Implicit) requires a certificate that is issued by a Certificate Authority. Self-signed certificates cannot be used in our automated FTPS process.
Export Adapter: Kerridge K8 Adapter
Saberis uses the K8 API to "push" data to K8.
Export Adapter: ECi Spruce Adapter
Saberis uses the ECi Spruce API to "push" data to ECi Spruce.
Export Adapter: DMSi Agility Adapter
Saberis uses the DMSi Agility API to "push" data to DMSi.
Saberis will set up these options based on the information given to us at the time the account is created. Only users with Administrator rights will see the Settings on the top Menu Bar.
It is the responsibility of the Company Administrator to verify these settings.
Click on Settings on the top Menu Bar.
Allow Unix Filenames
This should be used for:
- POS/ERP Unix/Linux servers.
- Users of the Saberis FTP option.
This feature will purge a "/" that may be in the Design or project name in the export file name. A "/" could create a new folder on the server with the name of the file name up to the "/".
Wrap Long Descriptions
The different POS/ERP systems have different import description field lengths. SaberisConnect will create "text" or "comment" records, or XML Tags for any part of the description that does not fit into the description field on the POS/ERP system.
Max Description Length
Most legacy systems are 32 characters. The more modern systems have much bigger description fields. Please see POS/ERP Systems for more detailed information.
Saberis has set default values for these options. It is the responsibility of your Company Admin to verify that they are appropriate.
Please view our vendor module support page for vendor specific settings and issues.
Export Filename Source
The default has the User Name, followed by the Default Name, Project Name (if any) or Order Number, and ending with a Date + Time stamp.
If your POS/ERP system is a "legacy" system on a Unix or Linux server, the default setting may be too long. This will probably result in the file not showing up in the system's import list. Shorten the Default name and/or remove the DateTime stamp.
If all users are downloading or using FTP to a single folder on a server, User Name is very important to allow the user to find their file in order to import it.
Export Default Name
This can be anything you want, or it can be blank.
Export Filename Extension Setting
This is used for Epicor's Catalyst and Falcon systems. Change this to the extension that is specified in the OE IMPORT settings in Catalyst/Falcon. This allows for filtering of Vendor specific orders only in the import list.
Specifiy the extension in the "User Defined Export File Extension" box. Example: file for Andersen.
Customer Number
Some systems, like Epicor's BisTrack, must have a customer number in the data. Check the box and enter a valid BisTrack customer number. The customer number can be changed in BisTrack.
Default SKU
This can not be blank. SaberisConnect requires a SKU for its process.
For some systems it is required that a valid "special order" SKU be on every line item. Most systems can now create a unique special order SKU when the quote or order is imported.
For Estimating systems that have valid stock SKUs, this default SKU will be used for any item that has a blank SKU.
Phrase Mapping
Check this box to activate the Phrase Mapping feature. This can reduce descriptions dramatically, by as much as 50%.
See the support page on Phrase Mapping for help in setting this up.
Cost Factor
Some Modules do not require a cost factor because cost is available in the data from the Vendor quote/order system. Others, like Andersen iQ, Marvin OMS and Jeld-Wen QQ, require a cost factor in SaberisConnect in order to send cost to the POS/ERP system. This cost factor can also be entered at "runtime" on an order by order basis.
If no factor is entered, the list price will be sent to the POS/ERP system and the user may be able to apply a factor there.
Selling Price
Most vendor systems allow for the setting of selling factors, and therefore SaberisConnect can "Use factored pricing from data".
Others, like Marvin OMS, will require a default factor, or the user can use the POS/ERP system's tools for applying a factor on cost, gross margin, or "bottom line" total in order to arrive at the selling price.
Do not forget to save your changes.
The Administrator should create a User account for every person or "desk" using SaberisConnect. This will allow the export file to have the User's name in the file name, and therefore it can be easily found among all the other user files that are being downloaded to the same server folder. This is not important for any POS/ERP system that imports the file from the user's desktop.
The other purpose of User accounts is that the User will only "see" their orders in the Document list of processed orders. You might want to consider a "desk" user name if you want all personnel in a department to see all the orders.
Creating a new User
1. Click on Account Admin
2. Click on Users
3- Click on Create New
The password must be 8 characters long and contain at least 1 upper case letter, 1 lower case, 1 number, and at least 1 "special" character eg. ! *()#
Select "Company User" for most users. You don't want all the users to be "Company Administrators" who are able to change company settings.
Since most Admins are IT people, it may be feasible to grant Admin rights to a key person in the design and/or sales department. They may be the ones responsible for the Module Settings and Phrase Mapping.
4. After completing the required information, click on Register
Editing an existing User
- Click on Account Admin
- Click on Users
- Click on Edit
The following settings can be changed:
- User Name
- Disable the User if they are no longer active
- Change the User's rights to Company Administrator
- Password
To change your password follow the steps below:
- Click on your User Name on the Menu bar and select manage account from the dropdown menu
- Click on Change your password
- Enter your password information and click on Change Password to save your new password
