Documents

This list shows all the documents (Quote/Order files) processed, with the latest at the top. It is a never ending log.

The only actions a user needs to take here are:

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 to import into the main POS/ERP system. This will not be necessary for Epicor's Bistrack that "pulls" down the Saberis documents automatically, or if you are using the Saberis FTP function (you will need a FTP server setup for this). Please see POS/ERP Systems for more details.

If an API Adaptor is in used, and extra column appears, "Export Status". This indicates if the transfer of the document to the ERP API or FTP server was successful.

SaberisConnect cloud processing starts here.

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.

Processing a New Document

Upload Document

First, select the Module you would like to run.

Next, click "Choose File". An "Open" dialog window will appear with your computer drives and folders. Navigate to the folder where you saved the Vendor exported Quote/Order file or document.

It is recommended that if the user is processing many different Vendor Modules, that a common folder be set up to receive all vendor files, ready for uploading.

Process Document

Click on the "Process Document" button to start the upload and processing.

Per Upload Settings

For BisTrack users, you can enter the Store Number (Branch code), Sales Person, and Sales Order Number. This can also be entered in 2020 Design information, 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. If you want this import to create a quote/estimate, 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.

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.

The Document process is different for the 2020 Kitchens Module. Please see the 2020 Kitchens Vendor Process page.

Processed File

The Processed file needed by the ERP system must now get into the system. This is done differently depending on the ERP System.

If the "Browser save" method is used below, then full stealth is not possible. The user will have to login to their SaberisConnect account and manually download the file.

Epicor BisTrack

No need to download the Processed File. Bistrack "pulls" all new files down every 30 seconds into the eBusiness Browser.

ECi Spruce

ECi has an API that Saberis uses. (See Export Settings)

DMSi Agility

DMSi has an API that Saberis uses. (See Export Settings)

Epicor Eagle

FTP (See Export Settings)
Browser Save: Click on the Processed file name in the right column, and save it to where Eagle ESTU Import is set to find it. This is usually C:\3apps\catapult\ESTU\ (See Browser Setup for saving.)

Catalyst/Falcon

FTP (See Export Settings)
Browser Save: Click on the Processed file name in the right column, and save it to where Catalyst/Falcon OE Import is set to find it. All Vendor files must be in the same location. (See Browser Setup for saving.)

ECS Pro

FTP (See Export Settings)
Browser Save: Click on the Processed file name in the right column, and save it to where ECS Pro needs it. If the user has access to the spool folder, then a mapped drive can be created to \ecspro\4.3\databases\escpro.data\spool\. If the ECS Pro version is not 4.3, then change the path. (See Browser Setup for saving.)

Kerridge K8

Kerridge has an API that Saberis uses. (See Export Settings)

ProsperityERP

No need to download the Processed File. Prosperity "pulls" all new files down every 30 seconds into ProsperityERP.

Others

FTP (See Export Settings)
Browser Save: Click on the Processed file name in the right column, and save it to where your POS/ERP system is expecting to find it. (See Browser Setup for saving.)

Tips

If there is no file name appearing in the Processed File column, check that the Uploaded file is the correct one for the Module name showing in the Module column.

If the Status column shows an "Error", check to make sure all the steps starting with the Vendor System export or submit, through to the upload and factor settings are correct. If they are, please notify Saberis Support.