Gerkin Process

This section will show the step-by-step process to get the data from the quote/order system to a folder where you can upload it to SaberisConnect.

  1. Bring up a Quote in the Gerkin system. Select the Orders Tab.

  2. Click on the Print Icon.                                

  3. A Quote Print form will pop up. Select the "CSV Export (With Headers)" option.

    Click on the Save Icon (Export to CSV).

  4. A "Save As" form will then come up. Save the file to a convenient folder for uploading to SaberisConnect.            

Now go to your account on SaberisConnect to complete the task.