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 Moss)
- Project Name
- Date plus time (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 use Moss.
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 not needed for the Paradigm Module since you will get Cost Price sent to your ERP if you set your factor in Moss.
Rule for Selling Factor
This is set to "Use factored pricing from data". This assumes that you use Moss to set your customer's selling price. If so, Saberis will send the selling price to the ERP.
This section will explain the step-by-step process to get the data from the Moss system to a folder where you can upload it to SaberisConnect.
The Export process is a five step process:
- Bring up the Quote/Order in the Moss System and select "Import-Export".
- From "Other Actions", select "Export".
- From the "Export Quote" pop up window, select the Saberis button
- Save the file to your desktop folder (ex. "Downloads" or a user created folder such as "VendorSaberisData".
- Close all pop up windows.
Now go to your account on SaberisConnect to complete the task.