Installed Sales Module Settings

This Module is used for some estimating sytems like PrebuiltML and Estima. This Module allows for the passing through of whatever SKU comes from the Quotation Program. If a SKU is BLANK SaberisConnect will insert the "Default SKU". See below.

  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 INSTALLEDSALES)
    • 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 shorten it to IS.
  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 comment lines if the SKU from the  Quote program is blank.. 

  7. 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.  

    Descriptions from Installed Sales will probably not need Phrase Mapping. The description will have already been mapped by Saberis if you are using SaberisConnect to feed the quotes into Installed Sales. Or, the description is coming from a database controlled by the dealer.

  8. Pricing Cost Factor: This is not needed for this Module since Cost Price is available or the cost will be picked up in the ERP system.

  9. Rule for Selling Price: This is set to "Use factored pricing from data".