Vendors
Most of the Modules are similar and are pre-set by Saberis. Some, such as 2020 Kitchens, Andersen iQ, and Marvin OMS, have additional options and/or settings in SaberisConnect or the Vendor Quote/Order system.
This page will cover all the stanadard settings. Please refer to the appropriate module page if you don't see a setting you need help with.
Basic Settings
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 depends on module)
- 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 use the module name or acronym.
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 Code
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 if 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.

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
- Upload 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
- Confirm settings as needed for the particular Vendor Module
- Click on Next
- 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.