LBM LIFT OFF

General Settings

Allow Unix Filenames: This will purge invalid Unix/Linux characters from export file names.
Wrap Long Descriptions: If the description is longer than the Max Description Length specified below, text or comment lines will be created until the description is fully accounted for.
Max Description Length: 2000

Export Settings

Export File Format: Must be Saberis Standard XML
Export Adapter: None or FTP
None: This will mean that the user will have to manually download the "Processed File" to the folder that LBM Lift Off can import from.

FTP: Using FTP (File Transfer Protocol) can eliminate the need for the user to download the documents. Ask your IT people to set-up a secure FTP server, and then fill in the necessary domain, user name, password, and target path information.

Module Settings

There must be a valid special order SKU entered.
A default customer number must be entered. This customer number must be set-up within the LBM Lift Off software.
Location settings must be set-up so that Saberis can pass the store number in the export data.

In order to use SaberisConnect, please contact your LIFT OFF support representative to have the necessary FTP folder set up that allows for receiving Saberis imports.

This section will show the step-by-step process to get the data from SaberisConnect to LIFT OFF.

In LIFT OFF, navigate to Personal & Admin > Settings > Custom Settings, and locate the EDI Settings section. Set the following two options:
1. Set the default NS Code template to use if no template is associated with the vendor in Saberis. The system will look for a matching product code from the file sent from Saberis. If no matching NS code or product code is found, LIFT OFF will use this NS Code to create the item.
2. Set up the default UOM group to use with Saberis imports. It is recommended to set this to EA (Each).
In Sales Management and under Master Accounts, create the default account you want to use for importing orders from SaberisConnect. It is recommended to create an account with the account number and the name Saberis.
For companies with multiple locations, you can create separate accounts (one for each location) in order to track the orders for each location. It is recommended to set up the account number as Saberis plus the location number.
For example, if you have two locations and you are setting up for Location #1, called Springfield:
1. In the account setup information, the account number would be Saberis1 and the account name would be Saberis Springfield. Please note that it is recommended that users set the Terms to "No Credit" and to remove all acceptable payment methods during the account setup.
Navigate to Personal & Admin, then Settings > Custom Settings > Other Settings, and set the following:
1. Set the Saberis Integration to FTP.
2. Set the Tag Names for Master Account and Product as shown below.
3. Set the Default Master Account for Saberis to use for files sent over with no matching customer account number.
Once these steps are complete, you can set up your Saberis Account to import to the correct account and location within LBM LIFT OFF. In SaberisConnect, go to Account Admin and select Locations. In the Edit Location dialog, you will need to put your location #(Location ID from the Company Details Page) and the customer to use for this location (if you're not using the default customer setup above). Using the previous example of Springfield from above, this is what the Edit Location dialog would look like:

You are now ready to transfer files from Saberis to LBM LIFT OFF. Once a file is successfully sent from Saberis, it will go into the FTP folder in your LBM LIFT OFF server. Every 3 minutes, LBM LIFT OFF will look for new orders and import them as Quotes to your system. It is recommended to set up a filter on the Orders & Quotes LIFT OFF page that will look for all orders imported from Saberis.

Once the order is imported, you can open the quote and change the Account # field to the proper customer.