Simpson Pipeline LBM

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 Simpson )
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 systems for more suggestions.

Export Default Name

This can be anything you want. You may want to use Simpson.

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.

Use 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

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.

Stealth Integration with Simpson Pipeline LBM

There is no need for manual exporting, uploading, processing, or downloading, providing an enhanced user experience.

To enable the Saberis Stealth API process with the Simpson Pipeline LBM system, your Pipeline administrator can navigate to the Settings page and select Integrations.
Under the Saberis dialog, enter your SaberisConnect Username and Password, along with the Saberis Root URI from the picture below. Please note that all your users will have their documents that they send to Saberis flow through the single SaberisConnect user you enter here.
Now, you can navigate to “Jobs” and select a job.
Navigate to "Job BOM" and click on the 3 dots near the BOM date.
Click on "Send to Saberis".
The message "Successfully Exported Saberis" should appear, indicating that the quote or order has been transferred to the Saberis server and processed.
If you have an ERP system that can be setup to either “pull” the documents from our server, or Saberis can “push” the documents to your ERP server, then the process is fully Stealth. If not, you will have to login to SaberisConnect and manually save the processed document from the Document List to a folder, for importing into your ERP system.