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 WeatherShield)
- 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.
Please see your specific ERP/POS systems for more suggestions.
Export Default Name
This can be anything you want. You may want to use Weather Shield.
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. The BisTrack integration requires this to be populated if you have not set a "company default customer" value in the BisTrack system. If you have multiple locations, you can add default customer numbers by location in your Location Settings.
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.
A value is required in this field in order to pass the quantity, cost and sell values for each item in the document. This value should match the "special order" or non-stock SKU values created for this vendor in your POS/ERP system.
Use Phrase Mapping
This is highly recommended. It can reduce the description by at least 50%. It is basically a "find and replace" tool that allows you to abbreviate or blank out unwanted text. 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 this Module since Cost Price is available.
Rule for Selling Price
This 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.
Weather Shield has gone Stealth! View our Paradigm Omni page for integration process steps.
Stealth is an automated Saberis integration process that is virtually seamless. It erases the need for manual exporting, uploading, processing, or downloading to provide an enhanced user experience.
For users who have not migrated to Paradigm Omni, this section will show the step-by-step process to get the data from the quote/order system to SaberisConnect with no download required.
SaberisConnect will connect to the Weather Shield server using their Web Services, and retrieve the data for the quote or order.
Before you can process any orders the user needs to be granted the "Can Export Project" permission in Weather Shield to access the data on the servers.
This will allow SaberisConnect to "go get the data" and process it to your main system.
After you "Process New Document" and select the Weather Shield Module, the Upload Document Page will appear.
Fill in your Weather Shield credentials and the Sold To.
If you know the Project Number, select the "Get a Single Project" and enter the Project Number. Then click on Process Document.
If you don't know the Project Number, select "Load List of Available Projects".