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 Paradigm)
- 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 PAR, or change it to your vendor's name.
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.
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.
Use Pricing Cost Factor
This is not needed for the Paradigm Module since you will get Cost Price sent to your ERP if you set your factor in Paradigm.
Rule for Selling Factor
This is set to "Use factored pricing from data". This assumes that you use Paradigm to set your customer's selling price. If so, Saberis will send the selling price to the ERP.
Integration Process Videos
Vendors using Paradigm Omni can transfer data to SaberisConnect with Stealth API integration in just a couple clicks. There is no need for manual exporting, uploading, processing, or downloading, providing an enhanced user experience.
See below for sample videos covering the Stealth integration process with a few of our vendor partners. Please note that Stealth integration with Andersen IQ+ uses a seperate module due to differences in settings: Andersen IQ+ Module.
Weather Shield OneSource
Select a Vendor Module
General Import Process Steps
To activate the Saberis export process, first select "General Settings" from your user profile.
Scroll down in the General Settings to "Quote Export Settings" and select "Saberis", then select "save".
Open a quote. Navigate to the "Actions" button.
From the drop down list, select "Export".
When prompted, enter your SaberisConnect credentials, then select "Export".
You should receive a message stating "Quote successfully exported".
Now go to your ERP system if the system is "pulling" down orders from the Saberis Server or if Saberis is "pushing" orders into the system.
If your system does not do the above, then log into your SaberisConnect account and you will see the quote/order already processed and ready for downloading.
If you receive an API error while exporting to SaberisConnect, you can temporarily set the Quote Export Settings to "Download". This allows you to then upload and process the document using the Paradigm module in SaberisConnect.
SaberisConnect integration with the desktop version of Paradigm software requires the downloading of xml files. Please note that at this time, we do not integrate the default xml generated by Paradigm Base Camp.
This section will explain the step-by-step process to get the data from the Paradigm system to a folder where you can upload it to SaberisConnect.
- Bring up the Quote/Order in the Paradigm System.
- Click on the File Menu command.
- Select the Export... command.
- Now select the Export To File... command.
When the Save As window pops up, find the folder where you want to save the Vendor files. For example, you might name it VendorSaberisData folder, under the C: Drive root.
You must give the file a name and the extension ".xml", such as PlyGem.xml. Don't forget the dot in ".xml".
If you are saving the file on a server along with other users, add your name to the file name.
Click on the Save button.
Now go to your account on SaberisConnect to complete the task.