Excel Module Settings

Data from any Excel Spreadsheet can be processed by SaberisConnect. You must use the Saberis Excel XML Template. Please see the Excel Vendor Process page.

  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 EXCEL)
    • Project Name
    • Date plus time (EX: 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 choose "EXCEL".
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  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 if you have any rows in the Excel sheet that have blank SKUs. SaberisConnect will insert this "Special Order" SKU if there is a Quantity.    

    If there is no Quantity or SKU, SaberisConnect will create a comment line with the Description.


  7. 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.

  8. 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.

  9. 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.