Renoware

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.

Sales Type

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.

Default SKU

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".