This Module is used for some estimating sytems like PrebuiltML and Estima. This Module allows for the passing through of whatever SKU comes from the Quotation Program. If a SKU is BLANK SaberisConnect will insert the "Default SKU". See below.
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 INSTALLEDSALES)
- 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 system for more suggestions.
Export Default Name
This can be anything you want. You may want to shorten it to IS.
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
This can reduce the description by at least 50%. 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.
Descriptions from Installed Sales will probably not need Phrase Mapping. The description will have already been mapped by Saberis if you are using SaberisConnect to feed the quotes into Installed Sales. Or, the description is coming from a database controlled by the dealer.
Pricing Cost Factor
This is not needed for this Module since Cost Price is available or the cost will be picked up in the ERP system.
Rule for Selling Price
This is set to "Use factored pricing from data".
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 to SaberisConnect. Estimating systems such as Renoware, PrebuiltML and Estima use the InstallSales Module in order to pass SKU information to POS/ERP systems.
Sample Export Process:
For Renoware - under the Estimates Tab for the Job, click on "Export BOM". The file for SaberisConnect is saved to the folder indicated in the message.
Now go to your account on SaberisConnect to complete the task.