Export Default Name: This can be anything you want. You may want to choose "EXCEL".
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.
Default SKU: This is needed by SaberisConnect, otherwise you will get all comment lines. Most systems will apply their own unique "special order" SKU.
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.
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.
Phrase Mapping is probably not useful for Excel imports.
Use Pricing Cost Factor: This is not needed for this Module. The Cost Price is available or there is no cost price at all. The cost will be picked up from the ERP database.
Rule for Selling Price: This is set to "Use factored pricing from data". There is probably no selling price. This can be set in the ERP system as a markup on cost, Gross Margin, or even a bottom line amount.