Export File Name Source
The file name can consist of up to 4 variables. The default is shown below with:
- User Name
- Export Default Name (Default is PONDEROSA)
- 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 systems for more suggestions.
Export Default Name
This can be anything you want. You may what to use PONDEROSA or the vendor like CLEARY or MMI.
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.
Use Phrase Mapping
Phrase mapping is highly recommended. It can reduce the description at least in half. It is basically a "find and replace". 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
Pricing Cost Factor is not needed for this Module since Cost Price is available.
Rule for Selling Price
Rule for Selling Factor is set to Use factored pricing from data. This assumes that this Vendor system is set to give Saberis the selling price. If so Saberis will send the selling price to the ERP. Depending on the version of Ponderosa that the vendor is using, you may have to change the Rule for pricing to "Apply a Selling factor". This because the Ponderosa system may not have the selling price in the data it exports.
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 it to SaberisConnect.
Bring up the Quote list.
In the far right column (Options), put the mouse on the line of the Quote that you want to export. Select the "Save as XML" option.
The "Host Initiated file download" form will appear. Right click on the image and select "Save link as..."
Select the desired location to save the file to, and click on save.
Now go to your account in SaberisConnect to complete the task.