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.
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 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. 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
This 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.
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 Estims use the InstallSales Module in order to pass SKU information to POS/ERP systems.
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.