Marvin
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 MARVINNEW)
- 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 name it Marvin.
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.
Default SKU
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.
Phrase Mapping
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.
Use Pricing Cost Factor
This is not needed for this Module since Cost Price is available.
Rule for Selling Price
Set this to "Use factored pricing from data", since the Marvin system gives Saberis the selling price. SaberisConnect will send this value to your ERP system.
This section will show the step-by-step process to get the data from the quote/order system to SaberisConnect
In the case of Marvin, no download is required. SaberisConnect will connect to the Marvin server using their Web Services, and retrieve the data for the Marvin quote or order.
Before you can process any orders from the Marvin systems, the user needs "permissions" to access the data on Marvin servers. There is a permission called Export BackOffice, and it is set up through the Marvin Access System. If you buy from a distributor, you may have to contact their support team.
This module offers multiple methods for processing your data: SaberisConnect can access Marvin servers and “bring down” your quotes or orders after you enter your Marvin credentials and a quote/an order number, you can retrieve quotes or orders by time period, or you can upload Marvin files manually.
Change the Marvin Service (Sales Type)
- Click on “Process New Document” on the document list page and then select the “Marvin NEW” Module.
- Click on the Marvin Service drop-down and select your choice. The default is set to the Quote Service.
- Enter your Marvin user credentials.
- Enter either your Marvin quote or order number depending on the service selected.
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Process your document.
- You can use the quote service to transfer information at the earliest stage of the process. As soon as you have a quote, you can transfer it to your ERP system through this module.
- The order service in the new Marvin integration has the same functionality as the previous Marvin OMS module. Orders can be transferred to your ERP system using this service.
- The shipping service provides an itemized breakdown to best match what is coming off the truck. For example, screens that are shipped loose will be displayed as separate items in your POS/ERP system.
Quotes and Orders by Time Period
- Choose your Marvin Service (Sales Type) through the Marvin Service drop-down.
- Enter your Marvin user credentials.
- Select “Get orders by time period” or “Get quotes by time period”.
- Click inside the date range box or on the calendar icon. The first date you click on will be the start date, and the second date you select will be the end date of the range.
- Click "Apply" to save the date range.
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Example: For a time period between June 3, 2024 and June 9, 2024
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Click on “Get Quotes” or “Get Orders”.
- Under Quote or Order Results, select your quotes or orders on the left side of list. You can process multiple quotes or orders at the same time.
- Then, process your document(s).
Unscheduled Items
Marvin's shipping service allows users to see the full order details once it is acknowledged in the Marvin system. They will list all items, including unscheduled items and any accessories that are “shipped loose”, in their shipping service typically within 1-3 business days of the order being submitted for manufacturing from OMS.
To view full order details, make sure that you have enabled “Include unscheduled items” in the Shipping/Order service in SaberisConnect. Please see below for the list of steps.
- Select Order/Shipping Services through the Marvin Service drop-down.
- Enter your Marvin user credentials.
- By default, “Include Unscheduled Items” is enabled.
- You can enter your Marvin order number or select get orders by time period.
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Then, process your document(s).
Orders with Missing Shipping Information
Orders will be greyed out if there is missing shipping information for the shipping service. Hovering over the red asterisk next to the greyed-out box will produce the message “Missing shipping information”. Orders will be flagged in SaberisConnect as missing shipping information if items have not been classified as unscheduled and are not assigned to a truck. Orders typically require a few days of processing in Marvin OMS before items are labelled as unscheduled or assigned to a truck.
Upload Quotes and Orders
- Select “Using Upload” and choose your file.
- Process your document.
- On the Per Upload page, you can select quote or order as the sales type if applicable for your ERP system.
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Click “Next” to finish processing your document.