CONFIGURATION:
Install the SAGA app from the Ebriza Marketplace.
Attention!!!
For the information to be correctly exported to the “SAGA Entries” file, it is necessary to first click the “Print NIR” button in the Costs section for each individual invoice.
This step is mandatory because the NIR series is generated only at the moment of printing. Without completing this step, the documents will not be included in the export, as there are no printed NIRs.
For all inventories, it is necessary to complete the analytical accounts, which you will receive from the accounting department.
These can be added in two ways:
Collectively, from the section Stock management premium > Stock > Bulk editing
2. Individually, from Stock management premium > Stock, by selecting Edit from the options menu (three-dot icon) next to each inventory item.
Access the SAGA app from your Ebriza account.
In the REPORT section, you will find 3 columns that contain: Suppliers, Inbound, and Outbound, where you can download the files in DBF format.
Each column contains buttons to Preview the file in XLS format and to Download the file in DBF format, which will later be uploaded into SAGA.
Note: The downloaded DBF file must keep the same name as when it was downloaded in order to be imported into SAGA.
In the Inbound section, you can download files based on your desired time period. All you need to do is select the time range using the filter and click on the Preview button.
In the newly opened window, you can download both the Inbound file and the file with your Suppliers from Ebriza.
In the Outbound section, you can select the desired time range for which you want to download the files, then click the Preview button.
From here you can download the files containing Outbound, Clients, and Articles.
[tags: saga, inbound, outbound, suppliers, clients, articles]