2020 Kitchen Design

Jump to: Description Settings | Attachment Settings

General Settings

When you first log into your SaberisConnect account, the settings are set to the default values. Some settings must be changed depending on your ERP/POS system. Then you can run a test order before customizing the other settings that affect the data.

Please see the settings for specific ERP/POS systems.

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 2020)
  • 2020 Design 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 systems for more suggestions.

Export Default Name

This can be anything you want.

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. 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.

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.

Combine Like Items

This will combine all of the identical items as long as they have no attachments, item notes, or dimensional changes.

Use Product Code as SKU

This will use the 2020 User Code for the SKU instead of a default one. The usefulness of this depends upon the ERP system and what it does with the imported SKU.

Use Phrase mapping

This 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 have entered. An example would be to change "Wall Door Upcharge=" to "Wall Style:" or to blank out {+25%}.

Use Pricing Cost Factor

This is usually used for 2020 Kitchens, otherwise you will get List Price sent to your ERP for cost. Check the box and enter the cost factor on the Catalog page settings.

The user will get a chance to change this factor on each order when they process it.

Do not check this box if you are using 2020 "Rate" settings. See below.

Rule for selling price

There are three options:

  1. Do not apply a factor: Use this if you want list price sent to the ERP system. You will then use the ERP system's tools to set the selling price by Gross Margin, mark up on cost, or by a bottom line total price.

    Also use this if you use the 2020 "Rate" records. The 2020 Rate set up can allow a user to select a Catalog Charge that will result in 2020 calculating both the selling price and the cost price.

    The downside with Rate records is the maintenance. They need to be setup in all the new catalogs.
  2. Applying the selling factor: If you don't use 2020 to set the selling price, you can enter a default selling factor (multipier) in SaberisConnect by selecting this option.
  3. Use factored pricing from data: Use this option if you are applying a selling discount in the 2020 Catalog Charges.

Rules for applying price

This applies to attachments:

  1. Item Pricing: All attachments are shown as individual items with their quantity and price.
  2. Parent Pricing: All the attachment pricing is rolled up to the parent item. The attachment description is left as the text line or comment. Please see the attachment page for the option to roll up the description to the parent item.

Apply Upcharges

This option is one of the key features of SaberisConnect. All global options such as drawer fronts, glazing, drawer boxes, soft close doors, construction, and other up-charges are applied to the item they belong to. This means the price in the ERP system will reflect the true cost and selling price of the item.

If you want the ERP system to show the pricing as it appears in 2020 than uncheck this box.

Make sure you click on Save.

Description Settings

This option page controls the item descriptions. There are also settings for the different comment or text lines that are sent to the ERP system at the top of each group of items. Each catalog in the 2020 design forms a group in the data.

These settings apply to all catalogs:

  • The Description can be built from the 2020 User Code, Manufacture Code, the 2020 Description, or any combination.

    Since SaberisConnect is mainly processing orders, we recommend that the Manufacture Code be used and not the User Code. The User Code in most 2020 catalogs is programmed to change if the cabinet is altered by width, height, or depth. The original code should be what the ERP system receives.

    SaberisConnect has an option that will insert a comment or text line with the exact dimensions if any one is changed.

    The Product Description (2020 Description) may not be desired if you use the Attachment option to roll up the attachment code and description to the parent cabinet. The result can be wordy.

  • Item Notes are the notes that can be added to any item in 2020. Check this box if you want them to appear in the ERP system.
  • The 2020 Catalog Name can be displayed in a comment line. Check the box if this is desired.
  • The Price Level Description can also be displayed by checking the appropriate box.
  • The last option is needed, otherwise the data will not indicate what the door style, species, finish or other global options are. This option creates a comment or text line for each of the options in the 2020 Styles and Pricing Catalog Styles tab.

Attachment Settings

This option page controls the Attachments (Item Options).

These settings apply to all catalogs.

  • Roll Attachments into their parent will delete all attachment records and roll the price and description to the parent item.

    If Item Pricing was selected under "Kitchen Settings", this setting will overrule it and apply parent pricing.

    This option is recommended to result in the least lines in the ERP order.

  • Add a prefix will add two dots or periods ( .. ) in front of the Attachment Description. In effect it indents the attachments item or comment description. Not used for "Roll Attachments.." option.
  • Add dimensional comments for modified items will create a comment line under the cabinet, or panel if any dimension was changed.

    Add finished side comments for catalogs with automatic finished sides will create a comment line indicating LEFT, RIGHT, or BOTH. This applies only to catalogs that use the 2020 automatic finished side option. There are not very many catalogs that use this anymore since pricing is not very accurate.

  • Click on Save.