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 Jeldwen)
- Project Name
- Date plus time (EX: 20170308 plus 1127)
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.
Please see your specific ERP/POS system for more suggestions.
Export Default Name
This can be anything you want. You may want to shorten it to JW.
Export File Name Extension
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. The BisTrack integration requires this to be populated if you have not set a "company default customer" value in the BisTrack system. If you have multiple locations, you can add default customer numbers by location in your Location Settings.
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.
A value is required in this field in order to pass the quantity, cost and sell values for each item in the document. This value should match the "special order" or non-stock SKU values created for this vendor in your POS/ERP system.
This is highly recommended. It can reduce the description by at least 50%. It is basically a "find and replace" tool that allows you to abbreviate or blank out unwanted text. See the Phrase Mapping instructions. Once you do this mapping, all orders will be processed using the mapping data you entered.
Pricing Cost Factor
If you are using Saberis Stealth integration, this is not needed for this module.
If you are not using Saberis Stealth integration, this is needed since Cost Price is not available in the data.
Rule for Selling Price
If you are using Saberis Stealth integration, this is set to "Use factored pricing from data". This assumes that this Vendor system is set to give Saberis the selling price. If so Saberis will send the selling price to the ERP.
If you are not using Saberis Stealth integration, this is set to "Apply a selling factor". You will have the option to change it with each order when you process them.
Settings for Stealth users:
Settings for manual processing:
There are two ways to import JELD-WEN® quotes through Saberis for processing into your POS/ERP system.
Method 1: Stealth integration with Quick Quote Live™
Users of JELD-WEN® Quick Quote Live™ can update their settings so that the quote or order information is automatically transferred to Saberis with the click of a button!
For more information please refer to the Saberis Setup for QQL Users document.
Method 2: QQE File Download Process
You can still download QQE files for manual processing in Saberis. Please note that these files do not include cost and sell amounts.
The manual export process is a five step process:
- Highlight the order in JELD-WEN® Quick Quote Live™ or JELD-WEN® Quick Quote™.
- Click on the File Menu command.
Select the Export Quote command.
Now select the Export File command. Either one will work.
When the Export Wizard appears, select "File - Export selected items to a file on disk" as shown below.
It is recommended that you save to an easy to find folder such as C:\VendorSaberisData\.
- Now click on the Export As button. The exported file will always be the same name and will be something like epcXXX.qqe where XXX is the user's Quick Quote Live™ ID.
Now go to your account in SaberisConnect to complete the task.