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 MARVIN)
- 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 OMS.
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 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.
This is needed by SaberisConnect, otherwise you will get all comment lines. Most systems will apply their own unique "special order" SKU.
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 needed for the Marvin Module since Cost Price is not available in the data.
Rule for Selling Price
This is set to "Apply a selling factor". Marvin does not supply Saberis with the selling price. You will have the option to change it with each order when you process them.
This section will show the step-by-step process to get the data from the quote/order system to SaberisConnect
In the case of Marvin OMS, no download is required. SaberisConnect will connect to the OMS server using their Web Services, and retrieve the data for the Marvin order.
Before you can process any orders from the Marvin OMS program,the user needs "permissions" to access the data on Marvin servers. There is a permission called Export BackOffice, and it is set up through the Marvin Access System. If you buy from a distributor, you may have to contact their OMS support team.
In order for SaberisConnect to get the data from Marvin OMS, you must have created an order in the Marvin system. Quote data is not available. There will be a Marvin PO for every product line in the quote.
This leads to a dilemma. You do not have a PO number from your POS/ERP system until you import the data, so you cannot convert the quote to an order. In the past you would have to create a "blank" PO in the POS/ERP system, get a PO number, and then enter it into the Marvin system. You would then have to run the SaberisConnect process and import the order into your POS/ERP system, then somehow "merge" the data into the "blank" PO.
Marvin has addressed this problem by allowing an order to be created in Marvin without a PO Number. This will allow SaberisConnect to "go get the data" and process it to your main system. After you create a PO in your system, you then go back to the Marvin system and enter your PO number. The Marvin system will then move the order into production. Please contact your Marvin OMS support contact for help with this procedure.
When you process the order you will enter your Marvin User Name and Password. Then enter the Marvin order number.
When you click on Process Document, SaberisConnect will access the OMS server and "bring down" the data.