Sales

<h2 id="01GDMWKTXCBHDJT1VP1MEW4Y7N" class="wysiwyg-text-align-justify">1. Quotes / Quotations</h2>. Sales quotations are economic offers made to customers or potential customers pending their acceptance or refusal. This is the first step in a sales transaction to a customer. You can generate online sales quotes to both customers and prospects and, if a document (order, delivery note or invoice) is generated from a sales quote, it will automatically be left with the status CLOSED, as it is understood that it has been passed to the next stage. To generate a budget, you have these options: <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> <li>Access Sales > Quotations > +New. </li> <li>Another option to generate quotes is directly from the customer's file, click on New and you can create the sales quote. </li> <li>You can also create a quote from the Start screen by clicking on the top right onNew > Sales > Quote.. </li> </ol> </ol> From a quotation you can generate any document according to your needs. To do this click More > Generate > Order, Delivery Note, Invoice. . <h2 id="01GDMWKTXCS32QPY4XRM0CYD50" class="wysiwyg-text-align-justify">2. Ordering</h2>. These are documents that reflect a customer's firm intention to make a purchase, but the material has not yet been delivered. Normally you must generate it when the customer accepts the quotation and you have to execute it. The options available for creating an order are: <ol class="list-number wysiwyg-text-align-justify"><ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> <ol class="list-number"> <li>From a quotation/quote, click on More > Generate Order.</li> <li>Another option to generate orders is directly from the customer file, click on New and you can create the sales order. <li>From the Home screen you can also create a sales order by clicking on New > Sales > Sales order.. </li> </ol> </ol> </ol> Thanks to STEL Order's document traceability, when generating orders from quotes directly, the quote status will be Closed once you save the order. <li> </li> </li> </ol> </ol> From an order you can generate any document according to your needs. To do this click More > Generate > Delivery Note / Invoice. . <h2 id="01GDMWKTXCRWQW0DFZ14HY5JAZ" class="wysiwyg-text-align-justify">3. Delivery notes/delivery notes</h2>. They reflect the delivery of goods or the performance of work. There are several ways to create a delivery note: <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> <ol class="list-number"> <ol class="list-number"> <li>Directly from the Sales> Delivery note> New module and you can start filling in the corresponding data of the new commercial document. <li> Another option to generate delivery notes is directly from the customer file, click on New and you can create the sales delivery note. </li> <li> From the Home screen you can also create it by clicking at the top right on New > Sales > Sales Delivery Note.. </li> </ol> </ol> </ol> </ol><ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> </li> </li> </ul> </li> </ul> </ul> Thanks to STEL Order's document traceability, you can also generate packing slips from quotations or orders directly. For example: <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <ul> <li> If you want to generate a delivery note from a quote, click on Budget > Select quote > More > Generate Delivery Note.. </li> <li>If you need to generate a delivery note from an order, click Order > Select order > More > Generate delivery note. </li> </li> </ul> </ul> From the packing slip you can generate a sales invoice, by clicking on More > Generate > Invoice. You can generate an invoice from multiple delivery notes if you access Sales > Sales Delivery Notes filter by Customer and select the delivery notes/delivery notes you want. Click on More > Generate > Invoice.. If you want the delivery notes to be displayed on the invoice in ascending or descending order by date, you must sort them before generating the invoice. To do this, click on the "Date" column to indicate the order according to your needs. An invoice will be generated with all the delivery notes you have selected. All the documents from which you generate the delivery note, will have their Closed status automatically, since by default they will always remain closed. <h2 id="01GDMWKTXDG60NDGY5JQZHKDB7" class="wysiwyg-text-align-justify">Document display</h2>. Documents can be viewed, either for printing, downloading or sending by email. From the list of documents or from the document itself, by clicking on View/Print you have these options: <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> <ol class="list-number"> <ol class="list-number"> </ol> </ol> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Default: The document that you have saved by default is displayed. </li> <li> More options: Allows you to display the document according to the available options: . </li> </ul> <ul> <li style="list-style-type: none;">. <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li aria-level="1"> Valued: The document is generated with all prices, units, and totals. </li> </ul> </li> </ul> </li> </ul> </ul> </li> </li> </ul> </ul> </li> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li aria-level="1"> Without valuing: The document is generated without prices or totals, only units. </li> </ul> </li> </ul> </li> </ul> </ul> </li> </li> </ul> </ul> </li> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li aria-level="1"> Without tax: The document is generated without tax.(Not available in Delivery notes). </li> </ul> </li> </ul> </li> </ul> </ul> </li> </li> </ul> </ul> </li> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li aria-level="1"> Without totals: The document is generated without total amounts. </li> </ul> </li> </ul> </li> </ul> </ul> </li> </li> </ul> </ul> </li> </li> </ul> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li aria-level="1"> Pro-form: The document is generated with all prices, units and totals (only available for quotations; serves to make a pro-forma invoice). </li> <li>Ticket: The document is presented in ticket mode, to be printed on a ticket printer (thermal). </ul> </li> </ul> </li> </li> </ul> </li> </li> </ul> </ul> </li> </li> </ul> In the PDF options you can also find the following:. <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li> Prices with taxes already included:The base selling price of the products are shown with taxes applied. </li> <li> Letter format: The document is displayed in letter format, so that it can be sent by regular mail. </li> <li> <li> <li>The document is displayed in letter format, so that it can be sent by regular mail. </li> <li> Include main photo of the products/services:The document displays the main photo of the products/services.</li> <li> <li> <li> <li>The document displays the main photo of the products/services. </li> <li>Save this setting as default: Allows you to save the setting you have marked to be saved as default.</li><li> </ul> </li> </ul> </li> </li> </ul> </ul> </li> </li> </ul> </ul> </li> </li> </ul> In the Payments Onlinesection, it allows you to indicate the payment options: <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <li style="list-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li style="list-style-type: none;"> <ul> <li> Paypal: Allows you to pay from the document with this method, as long as the <a href="https://soportestelorder.zendesk.com/hc/es/articles/7087246362653" target="_blank" rel="noopener noreferrer">Online Payments</a> functionality is configured. </li> <li> Card:Allows you to pay with this method from the document, if enabled in the <a href="https://soportestelorder.zendesk.com/hc/es/articles/7087246362653" target="_blank" rel="noopener noreferrer">Online Payments</a>. functionality. </li> <li> Concept: Allows you to indicate text which will be displayed when viewing the document. By default it displays the document reference.. </li> <li> Quantity: By default, it will show the total amount of the document. You can edit it if you wish. </li> </ul> </li> </ul> </li> </li> </ul> </ul> </li> </li> </ul> </ul> </li> </li> </ul> <h2 id="01GDMWKTXDKJYC5XH4PCJJKNBNS" class="wysiwyg-text-align-justify">Customize your documents and instantly know when your customers read them.</h2> With STEL Order it is very easy to customize your documentsaccording to your needs, to do this access Settings > My Company > My templates.. Thanks to STEL Order's Acknowledgement of Receiptfunctionality, you can instantly know when your customer has viewed your documents. When you send it, an orange envelope will be displayed indicating the day and email address. When your customer views the invoice, the envelope will change to green, which will show the date of last shipment, shipping address, first and last reading date and the number of times the invoice has been viewed. <h3 id="01GDMWKTXD598MJEK5RYE6Q3XM" class="wysiwyg-text-align-justify">From within the document, the "More" menu offers these options.</h3> <ol class="list-number wysiwyg-text-align-justify"></h3>. <ol class="list-number"> <ol class="list-number"> <ol class="list-number"> </ol> </ol> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> "Delete": To delete the document.</li> </li> <li> "Download": To download the document in .pdf. The different download options are shown with the different formats that we can use.</li> <li> "Generate": To generate a document from the current one. <li> "Duplicate": To duplicate the document as any other type of document, without affecting the status of the current document.</li> <li> <li> <li> <li>To duplicate the document as any other type of document, without affecting the status of the current document. <li> "Export":To download the business document as an Excel .xlsx file or CSV file. </li> <li>"Pay online": To manage collections via Paypal or via credit cards with the Stripe payment gateway, you must have the <a href="https://soportestelorder.zendesk.com/hc/es/articles/7087246362653" target="_blank" rel="noopener noreferrer">pay online</a> functionality configured.</li></li> <li>"Profitability": Offers the profitability of the transaction covered by the commercial document taking into account the purchase and sale prices of the products or services.</li><li> <li>"Create event": Allows <a href="https://soportestelorder.zendesk.com/hc/es/articles/8554892688273" target="_blank" rel="noopener noreferrer">creating an event</a> in the agenda linked to the document in question.</li></li> <li>"Create automatic task": From this section you can start setting up a new <a href="https://soportestelorder.zendesk.com/hc/es/articles/7100517003549" target="_blank" rel="noopener noreferrer">automatic task</a> to create documents on a recurring basis.</li><li><li> <li>"Create project": Allows you to create a new <a href="https://soportestelorder.zendesk.com/hc/es/articles/7067899760285" target="_blank" rel="noopener noreferrer">project</a>.</li><li> <li>"Relate project": With this option you can relate the document to an existing project.</li><li> </ul> </li> </ul> In the document header, you can find the following options:. <blockquote> <ol class="list-number"> <li aria-level="1">Back: access the list of documents</li> <li>Edit: allows you to edit the document, always taking into account that when you have generated another document, it cannot be edited as it has a Closed status.</li></li> <li>Send: allows you to send the document to the client.</li></li> <li>Navigation: are located at the top right and allow you to switch between documents or access the last or first document respectively.</li><li> <li>View/Print: viewing the documents.</li> <li>Read receipt: shows orange or green envelope depending on the status of the shipment.</li><li> <li>Document history: records all the edits made to the document.</li><li> <li>Profitability: Quickly displays the document's profitability.</li> <li>Project: the light bulb icon allows you to visualize the projects related to the document and access them quickly.</li> <li>Signature: the pencil icon indicates whether the document has been signed.</li></li> <li>Attachments: the paperclip icon lets you know if the document has saved attachments. </li>. <li> Rating: the smiley face icon shows the rating statuses of the document.. </li> </ol> <footer class="text-gray-500"></footer> </blockquote> Within the documents, there are a number of tabs in which you will be able to indicate various information: More information tab:. <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> <ol class="list-number"> <ol class="list-number"> </ol> </ol> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Projects: You can indicate the project to which the document is related. </li> <li> Shipping method: Allows you to indicate a shipping method for your goods. <li>Billing address: The default billing address that the customer has in his file is shown. You can change it manually if you need to. <li>Shipping address: The default shipping address you have created is shown. You can change it manually.</li></li>. <li>Emailing date: To know when you sent the document.</li></li> <li>Currency: Currency in which the amount of the document is shown.</li><li> <li>Currency Rate: Exchange rate of the currency with respect to the company's general currency, for economic reporting purposes.</li><li> <li style="font-weight: 400;" aria-level="1"> Observations: Additional information you want to include in the document. It will appear in the bottom area when viewing or sending the document.. </li> <li style="font-weight: 400;" aria-level="1"> Private Remarks: Additional information that you want to include in the document, but which will not be included in the document nor will the client be able to see it. </li> <li> Attachments: Additional information you want to include in the document, attachments will always be displayed on a second page. . </li> </ul> </li> </ul> Tab Attachments: In this tab you can attach documents and images that you can take with your cell phone or upload them through your browser. Then you can send them by email to your customers at the same time you send them the invoice. . Also available is the option to send only the attachments, for this click on "Send by email (attachments only). You can download the attachments you upload to your document by clicking on the "Download" button. Signature tab: . The signature collected from our client from the App is displayed, as well as the Name and Tax ID number. Related tab: In this tab you will find all documents related to the current document as well as events. In the list of documents, the "More" menu offers these options. <ol class="list-number wysiwyg-text-align-justify">. <ol class="list-number"> <ol class="list-number"> <ol class="list-number"> </ol> </ol> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> "Delete": To delete the document.</li> </li> <li> "Download":To download the document in .pdf. The different download options are shown with the different formats we can use. </li> <li>"Send": To send the document to your client.</li> <li>"Generate":To generate a document from the current one.</li></li> <li>"Duplicate":To duplicate the document as any other type of document, without affecting the status of the current document.</li><li> <li>"Relate project": With this option you can relate the document to an existing project.</li></li> <li>"Send email template": To send an email template that you have previously configured.</li></li> <li>"Export": To download the business document as an Excel .xlsx or CSV file.</li></li> <li>"Pay online": To manage collections via Paypal or via credit cards with the Stripe payment gateway, you must have the <a href="https://soportestelorder.zendesk.com/hc/es/articles/7087246362653" target="_blank" rel="noopener noreferrer">pay online</a> functionality configured.</li><li></li> <li>"Download summary": Allows you to download an excel file with information containing the lines of the selected documents.</li><li> <li>"Analyze": Offers the profitability of the operation contemplated by the commercial document taking into account the purchase and sale prices of the products or services."</li> <li>"Show in Shop": Allows you to show the selected documents in the <a href="https://soportestelorder.zendesk.com/hc/es/articles/7105259750429" target="_blank" rel="noopener noreferrer">Shop</a>. That way your customer will be able to view them from My Area.</li>. <li>"Hide in Shop": To remove the visibility of those documents in the Shop. Your customer will not be able to see those documents from My Area.</li></li>. </ul> </li> </ul> You can also apply filters from the list, to perform more specific searches: <ol class="list-number wysiwyg-text-align-align-justify"> <ol class="list-number"> <ol class="list-number"> <ol class="list-number"> </ol> </ol> </ol> </ol><ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Status: allows filtering by document status. The statuses shown are the ones you have configured in Custom Statuses.. </li> <li>Select a customer: allows you to indicate a customer for related documents to be displayed.</li> <li>Linked to projects: shows those documents that are related to a project.</li><li> <li>Select a project: filters documents as they are related to the project you have selected.</li><li> <li>Created by: shows the documents that have been generated by the selected user.</li> <li></li> <li>Agent: allows to select a user and will display those related documents.</li><li> <li> Validity status: filters quotes according to the validity of the document, based on the date indicated in the "Validity date" field.(Only applicable in Quotes) </li> <li> Submission Status:Allows filtering by document submission status.. </li> <li> Signature status:show documents according to signature status. </li> <li>Rating status: filters by rating status, according to the selected option.</li></li> <li>Attachment status: filter according to whether they have attachments in their file; all, with attachments or without attachments.</li><li> <li>Created from: shows documents according to creation source; Web, Android, iOS, API and Shop.</li><li> </ul> </li> </ul> The date fields allow you to search between dates to filter your documents. In the listing of each sales document you have columns where the information is displayed. You can manage their visibility from the settings buttonshown at the top right. The available options are as follows: Reference, Customer, Business Name, Title, Created by , Agent, Billing Address, Shipping Address, Status, Activity Amount, Profitability, Validity Date (Only applicable in Quotes), Payment method, Shipping method, Remarks, Generated from. The "Search" field allows you to search for information in the document listing. You have the option to search in the document lines, both in product/service lines and Chapters, so that the program filters those results. To do this you have to click on the orange arrow in the "search" field and click on the Search in lines option. Remember that to clear the applied filters you can click on the paper shown at the top right. .

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