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.
Note on export order: For the first export to SAGA, we recommend exporting and importing in this order: (1) Suppliers → (2) Inbound → (3) Outbound / Clients / Articles. The Inbound file references suppliers — if they are not already imported into SAGA, the inbound entries will not load correctly.
Frequently asked questions
Q: Can I export Z reports from the cash register into SAGA?
A: No. Z reports from the cash register cannot be exported from Ebriza to SAGA. The SAGA integration covers exporting inbound, outbound, suppliers, clients, and articles files in a format compatible with the accounting application's import. Z reports must be generated and handled separately, according to the cash register's procedures.
[tags: saga, inbound, outbound, suppliers, clients, articles]