Vendors

Most of the Modules are similar, but they may have variations in the settings. Some, such as 2020 Kitchens, Andersen iQ, and Marvin OMS, have additional options and/or settings in SaberisConnect or the Vendor Quote/Order system.

The pages in this section will cover these settings.

Most Module settings are the same and are pre-set by Saberis. That is, most Vendor data has cost and selling and therefore no factors are needed. So the only changes that have to be made may be Default SKU and the Default Customer setting.

This section will show the step-by-step process to get the data from the Vendor quote/order, design or estimating system.

Basic Process

The basic process is the same for most Vendor Modules except Marvin OMS. Please select a Vendor Module after clicking on the respective button to view the specific Vendor export process.

Vendor Quote/Order System

Open or sign into Vendor system
Find Quote or Order
Select Order
Export or Submit the Quote/Order
Save the file to a folder that is easy to reach from the SaberisConnect upload browser

It is recommended that the files from all vendor systems be downloaded to the same, easily accessed folder. Consider creating a new folder under the C: drive called VendorSaberisData

SaberisConnect

Log into your account
Process New Document
Select Module
Choose File
Find the file in the "Open" form and double click on it or highlight it and "Open"
Click on Process Document
Change any Cost and/or Selling Factors as needed for the particular Vendor Module
Click on Save
If FTP is used to transfer the file, skip to POS/ERP Import
Click on the "Processed File"
Save it in a folder where the POS/ERP Import process can find it

POS/ERP Import

Depending on the POS/ERP system, you will either import the file or it will be in the system waiting for approval.

Please see the support pages for the import process for your System.