SAT

In the SAT module you have available 3 types of documents which allow you to collect information on your work performed. In the SAT module you have available 3 types of documents which allow you to collect information on your work performed. These documents are explained in more detail below:. <h2 id="01GDZQS7YC4C517YQBS07G1F60" class="wysiwyg-text-align-justify">1. Estimates / Work quotations </h2>. Work quotations are economic offers made to clients or potential clients pending their acceptance or refusal. </h2>. This is the first step in a sales transaction to a customer. You can make online job quotes to both customers and potential customers and, if a document (order, delivery note or invoice) is generated from a sales quote, it will automatically have the status CLOSED, as it is understood that it has passed to the next step. To generate a budget, you have these options:. <ol class="list-number wysiwyg-text-align-justify">. <ol class="list-number"> <li>Acurs SAT / Maintenances > Quotes / Quotations > +New. </li> <li> Another option to generate quotes is directly from the customer's file, click on New + and you can create the SAT quote. </li> <li> You can also create a budget from the Start screen by clicking at the top right onNew > SAT > Budget.<li> <li><li> </li> <li><li> <li><li><li><li>. </li> </ol> </ol> From a quote you can generate any document according to your needs. To do this click More > Generate > Purchase order / work order, Delivery note / Work note, Invoice. . . <h2 id="01GDZWQ0H07S2P18WWWCQ3KSJN7" class="wysiwyg-text-align-justify">2. Orders / Work Orders</h2>. These are documents that state a customer's firm intention to buy something from you, but you have not yet delivered it. Normally you must generate it when the customer accepts the quotation and you have to execute it. The options available to create a purchase order are: <ol class="wysiwyg-text-align-justify"> <li style="list-style-type: none;"> <ol class="list-number"> <li>Dfrom a quote, click on More > Generate Work Order. </li> <li>Accessing the SAT > Work Orders > New.</li> module. <li> Another option to generate orders is directly from the customer file, click on New and you can create the SAT order. </li> <li> From the Home screen you can also create an order by clicking at the top right on New > SAT > Work Order. <li><li> </li> <li><li>. </li> </ol> </li> </ol> From an order you can generate any document according to your needs. To do this click More > Generate > Delivery Note / Invoice. . Thanks to STEL Order's document traceability, you can also generate orders from quotes directly. The status of the quote will be Closedonce you save the order. <h2 id="01GDZWQ0H2ZV8SPT1CF5CM79ZW" class="wysiwyg-text-align-justify">3. Delivery notes / Work notes</h2>. They reflect the delivery of goods or the performance of work. To make a work order you have different ways:. <ol class="list-number wysiwyg-text-align-justify"><ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> <li>Directly from the module SAT > Work delivery notes > New and you can start filling in the corresponding data of the new commercial document.</li><li> <li> Another option to generate delivery notes is directly from the customer file, click on New and you can create the work delivery note. </li> <li> From the Home screen you can also create it by clicking at the top right on New > SAT > Work Delivery Note. <li> </li><li>. </li> </ol> </ol> Thanks to STEL Order's document traceability, you can also generate delivery notes from quotations or orders directly. <li></li> </li> </li>. For example: <ol class="list-number wysiwyg-text-align-justify"> <ol class="list-number"> </ol> </ol><ul> <ul> <li> If you want to make a delivery note from a quote, click on SAT > Quotes. Select the work budget and click at the top onMore > Generate Delivery Note. </li> <li> If you need to make a packing slip from an order, click on SAT > Orders. Select the work order and click at the top onMore > Generate Delivery Note. </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 notesor from SAT > Work 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 specify 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 status Closed automatically, since by default they will always be closed. <h2 id="01GDMWKTXDG60NDGY5JQZHKDB7" class="wysiwyg-text-align-justify">Document display</h2>. Documents can be viewed 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> </ol><ul class="list-check"> <li> Default: The document you have saved by default is shown. </li> <li> More options: Allows you to view 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-style-type: none;"> <ul> <li style="list-style-style-type: none;"> <ul> <li> Valued: The document is generated with all prices, units, and totals. </li> <li> Without valuing:The document is generated without prices and totals, only units. </li> <li aria-level="1"> Without tax: The document is generated without tax (not available on delivery notes). </li> <li aria-level="1"> Without totals: The document is generated without total amounts. </li> <li aria-level="1"> Pro-forma: The document is generated with all prices, units and totals (only available for quotations; it is used to make a proforma invoice). </li> <li> Ticket: The document is presented in ticket mode, for printing on a ticket printer (thermal). </li> </ul> </li> </ul> </li> </ul> </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-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> 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 ordinary mail.</li> <li><li> <li><li>The document is displayed in letter format, so that it can be sent by ordinary mail. </li> <li> Include main photo of the products/services: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 checked to be saved as default.</li> </li> </ul> </li> </ul> </li> </ul> </ul> </li> </li> </ul> </ul> </li> </li> </ul> In the Online Payments section, 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, provided that <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 it is activated 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 know instantly when your customers read them.</h2> With STEL Order it is very easy,to customize your documents according to your needs, to do this access Settings > My Company >My Templates. Thanks to STEL Order's Acknowledgement of Receipt functionality, you can instantly know when your customer has viewed your documents. When you send it, an orange envelope indicating the day and email address will be displayed. When your customer views the invoice, the envelope will change to green, which will display the date last sent, delivery address, first and last read 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> </ol><ul> <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> <li> "Duplicate": To duplicate the document as any other document type, without affecting the state of the current document.</li> <li> <li> "Export": To download the business document as an Excel .xlsx 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 operation covered by the commercial document taking into account the purchase and sale prices of the products or services.</li><li></li>. <li>"Create event": Allows you to create an event in the <a href="https://soportestelorder.zendesk.com/hc/es/articles/8554892688273" target="_blank" rel="noopener noreferrer">agenda </a>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>"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> </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>. <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>Send: allows you to send the document to the client. <li>Navigation: are located at the top right and allow you to switch between documents or to access the last or first document respectively.</li> <li>View/Print: view documents.</li></li> <li>Read Receipt: displays 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 view the projects related to the document and quickly access.</li><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 attachments saved. </li></li> <li>Rating: the smiley face icon shows the document rating statuses.</li></li> </ol> </blockquote> Within your documents, you will find different tabs in which you can indicate different information: . More information tab. <ol class="list-number wysiwyg-text-align-align-justify"> <ol class="list-number"> </ol> </ol><ul> <ul class="list-check"> <li> Projects: You can indicate the project to which the document is related. </li> <li>Assets: Bind assets which will be visible in this field. <li> Assigned to: Allows you to assign the work order to a user.</li> </li> <li> Assignment date: The date and time of the assignment is displayed. It is automatically displayed when assigning the user, but can be changed manually.</li> <li> <li> Assignment date: The date and time of the assignment is displayed. <li>Start date: Indicate the start date of the job.</li><li> <li>End date:Indicate the end date of the job.</li><li> <li>Date of completion: Indicates the date of completion of the work.</li><li>Date of completion: Indicates the date of completion of the work. <li>Shipping method: Indicates the method of shipment of the material.</li><li> <li>Billing address: Indicate the billing address of the document. By default, the document will indicate the address that the customer has on their record.</li>. <li>Work address: Indicate the address of the work you have done. If the customer has only one work address in his file, it will be displayed automatically. You can also indicate it manually.</li>. <li>Email sent date: To know when you sent your invoice. <li>Invoice to: Indicate the client to be invoiced for this work. The invoice will be generated with the data of the client indicated in this field. In this field you do not have to indicate the same client that you indicated in the document.</li>. <li>Currency: Currency in which the document is made. <li>Currency Rate: Exchange rate of the currency with respect to the general currency of the company, for economic reporting purposes.</li><li> <li 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> <li aria-level="1"> Private Remarks: Additional information that you want to include in the document, but will not be included in the document nor will the client be able to see it. </li> <li>Attachments: Additional information that you want to include in the document, but which will be displayed on a separate sheet. You can indicate any text that reflects conditions of sale or work as well as the Data Protection Act.</li>. </ul> </ul> Attachments tab: 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. You also have the option to send only the attachments, 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 the documents related to the current document as well as events. All this information can be exported, simply by clicking on the button provided. In the list of documents, the "More" menu offers these options. <ol class="list-number wysiwyg-text-align-justify">. <ol class="list-number"> </ol> </ol><ul> <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 displayed with the different formats we can use. </li> <li>"Send": To send the document to your client.</li></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>"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 or CSV .xlsx 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>"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 Shop. That way your customer will be able to view them from My Area.</li><li><li>. <li>"Hide in Shop": To remove the visibility of those documents in the Shop. Your customer will not be able to view those documents from My Area.</li></li><li> </ul> </ul> You can also apply filters from the list, to perform more specific searches: . <ol class="list-number wysiwyg-text-align-justify">. <ol class="list-number"> </ol> </ol><ul> <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> <li>Linked to projects: shows those documents that are related to a project.</li><li> <li>Select a project: filter the documents as they are related to the project you have selected.</li><li> <li>Select an invoice to: allows you to filter by a customer which is assigned in the invoice to field.</li></li> <li>Created by: shows the documents that have been generated by the selected user.</li></li> <li>Agent: allows to select a user and will display those related documents.</li><li> <li> Linked to assets: shows those incidents/documents that are related to an asset. </li> <li>Select an asset: allows filtering by selected asset.</li></li> <li> Validity status: filters budgets according to the validity of the document, based on the date indicated in the "Validity date" field.(Only applicable in Budgets). </li> <li> Shipment Status:Allows filtering by document shipment status.. </li> <li> Signature status: shows documents by 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>Created from: shows documents according to creation source; Web, Android, iOS, API and Shop.</li><li> </ul> </ul> Date fields allow you to search across dates to filter your documents. Date fields allow you to search across dates to filter your documents. In the listing of each SAT document you have columns where the information is displayed. You can manage the visibility of them from the settings button shown on the top right. The available options are as follows: Reference, Customer, Business Name, Title, Created by, Agent, Assigned to (Only available on Work Orders), Billing address, Work address, Status, Amount Activity, Profitability, Validity date (Only applicable in Estimates), 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 bin shown in the upper right corner.

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