Document List

This list shows all the processed documents (Quote/Order files), with the most recent at the top.

The user will need to:

  • Click on "Process New Document" in order to start the upload process for the next Quote/Order. See Document Processing for more details.

  • Click on "Processed File" to download the file in order to import it into the main POS/ERP system. This will not be necessary for Epicor's BisTrack, which "pulls" down the Saberis documents automatically, or if you are using the Saberis FTP function (you will need an FTP server setup for this). Please see  POS/ERP Systems for more details.