SaberisConnect cloud processing starts here.Note: All Modules that use the Saberis "Stealth" process, like 2020 Kitchen Design, Millwork Development (e-Catalogs), Reeb, OrePac, and Palmer-Donavin, do not need this process.
Click on "Process New Document".
For BisTrack users, you can enter the Store Number (Branch code), Sales Person, and Sales Order Number. (Can also be entered in 2020 Design info, under the Design Tab)
The Sales Order Number allows you to merge the current order with an existing sales order in BisTrack.
If you want to override the BisTrack default type of transaction, you can use Sales Type. Example: Normally the Saberis import creates a Sales Order. You want this import to create a quote/estimate, therefore select Sales Type = Quote.
The next step is to change any Cost or Selling factor (multiplier) settings for the current upload. Most Vendor Modules require no changes. Marvin OMS and Jeld-Wen are two that usually need changes. In these cases we recommend that the Factors be left at 1.00.The Default SKU can also be changed. This may be necessary for some Vendor/Main System combinations. Please check the support pages for each Module to see if changes have to be made for each upload.
After making any necessary changes, click on the "Next" button.