Andersen iQ Module Settings

When you first log into your SaberisConnect account, the settings are set to the default values. Some settings must be changed depending on your ERP/POS system.  Then you can run a test order before customizing the other settings affecting the data.

Please see the settings for specific ERP/POS systems.

See the image below for the following options:

  1. 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 Andersen)
    • iQ Project Name
    • Date plus Time (20170308 plus 1127)

  2. 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.  

  3. Export Default Name: This can be anything you want. You may want to shorten it to AW.
  4. 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.             

  5. Use Customer Number: This is needed by BisTrack. You must check it and enter a valid customer number. You will then change the customer number in BisTrack.     

  6. Default SKU: This is needed by SaberisConnect, otherwise you will get all comment lines. Most systems will apply their own unique "special order" SKU.

  7. Use Andersen Part number as SKU (shown below): Check this if you want Saberis to send the part number as a SKU to your ERP System.

  8. Use Phrase mapping: This is highly recommended. It 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 have entered.

  9. Use Pricing Cost Factor: This is usually used for Andersen, otherwise you will get List Price sent to your ERP for cost. Check the box and enter the cost factor.

    The user will get a chance to change this factor on each order when they process it.

  10. Rule for Selling Price: This is set to "Use factored pricing from data". This assumes that you use iQ to set your customer's selling price. If so, Saberis will send the iQ selling price to the ERP system.

  11. Rules for applying price: You can choose between parent pricing or item pricing. Parent pricing will result in a better invoice for your customer, but it will not resemble your receiving documents.  Accessories are rolled up into the parent window or door record. Later on this page you will see how you can exclude certain accessories from rolling up. 

  12. Apply a Sort Order: This box is used to separate accessories and hardware from the units, and apply a sort order. These accessories will be sorted at the bottom of the order.

    To change the sequence of the sort, click on Edit and drag and drop the accessory name.

  13. Combine Like Items: When you check this, all like items based on the iQ part number will be merged into one record. Composite items will not be included.

  14. This section deals with the building of the description you want to send to your ERP system. The DescCode is the basic Andersen description. The other items can be added to the DescCode in the order shown.

  15. Refer to the image below for the Composite options. First is the "Process Composites as one record".

    Check this and all items in a composite window will be rolled up to one record with the total cost and selling price. 

    There are exceptions that you can set.

  16. Descriptions of the sub records, such as the unit windows, will have {} around them. If you don't want the brackets on, check "bracket descriptions". 

  17.  If you want to "Remove Mull Parts" then check the box for this option. 

  18. You have control over whether you want to apply this rule to all composites, or "Only when Factory Mulled". Please select your option. 

  19. "Composite Mulling Option" allows you to select between showing individual mull parts, or one record with small parts. This option is not available if you checked Remove Mull Parts.

  20. The next three options, "Remove redundant information", "Remove Composite Group Records", and "Add quantity data to comment descriptions" are not very important to the user and should be ignored. 

  21. This section applies only if you are using a pricing option. Anderson has many accessories, however, a few of them are more important than others. Many dealers hold back screens, hardware, grills, and extension jams when they ship out the windows to the job site. 

    Saberis provides a special processing for these selected accessories.  If you do not want to include some, or all of these accessories in the roll-up, then "Special Processing for selected accessories".

    The drop-down option provides you with two choices, exclude the pricing from the roll-up along with the item, or roll-up the price but leave the item in at zero cost and selling. This will allow you to keep the items in your ERP system and track them.     

    A very important tip: If you are using item pricing, the Option "Select which accessories get special processing” must be set to “Exclude ALL accessories from special processing”.

After you make all your changes to the settings, press the save button and then process the test order.  If you are conducting a lot of tests to see how the data changes, remember that when you process the order in our SaberisConnect you can just reprocess it using the same uploaded file, and therefore you’ll get a new file with a new date/time stamp. This will allow you check the data in your ERP or Point-of-Sale System.