This Module allows for the passing through of whatever SKU comes from ResiCAD. 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 RESICAD)
- 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 it to be ResiCAD.
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
Descriptions from ResiCAD 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".
ResiCAD is an estimating service.
- Request that ResiCAD send the document that is used by Saberis for integration with your ERP System.
- Save the document to the folder used for uploading Quotes/Orders to SaberisConnect. EX: C:\VendorSaberisData
- Now go to your account in SaberisConnect to complete the task.