Projects

With this functionality you can create and manage unlimited projects within STEL Order.

Allows you to relate all types of documents, both purchase and sale, to keep a better organization of the works, installations, renovations, maintenance or specific interventions that you carry out in your business.

You can link all the documents, events, tasks, images or audios you need through the STEL Order App or from the Web. This way you are going to get real-time profitability based on budgeted, spent and earned, as well as units or price of the products or services indicated.

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You must activate the Projects functionality from Settings > Advanced settings > Other settings, check the Enable Projects module.

Check the box Enable Projects module.

You can register as many projects as you need in different ways:

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    • EnterProjects > +New.
    • From any document, for this you must enter the document and at the top click More > Create project..


In the project list 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: Image, Color, Reference, Name, Description, Customer, Status, Created By, Creation Date, Start Date, End Date, Estimated Amount, Percentage, Project Family, and Activity.

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You can also apply filters from the listing, for more specific searches.

    • Statuses: allows filtering by project status. The statuses shown are the ones you have configured in Custom Statuses..
    • All: you can filter the list of projects by those that are Active or, otherwise, are not active.
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    • Select a customer: allows you to indicate a customer so that related projects are displayed.
    • Created by: shows the projects that have been generated by the selected user. .
    • Attachment status:shows the projects according to whether they have attachments in their file; all, with attachments or without attachments.
    • Project family: allows filtering by project family, which act as categories, to sort and be able to quickly display or find the family you need. To learn how to create project families in the configuration click here..

Remember that to clear the applied filters you can click on the paper shown at the top right.

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In the project list, if you click on More you will have the following options:

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    • Delete: You can delete the project. Attention here because remember that you can't restore a deleted project.
    • Export:You can export your projects in Excel or CSV format.
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The structure of the project sheets have the following format:

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In the project header you can indicate a name, the project family it belongs to, indicate an estimated amount as well as the percentage realized, mark the project as active, indicate a client, a start and end date, upload an image for the project and include your users by granting them permissions:

Click on + , the window will open to select the users, when you add the user and click on the user circle you will have two permissions options.

    • Relate permission: With this permission the user can only link documents to the project, they cannot enter to view the project.
    • All permissions: With this permission the user in addition to link documents, can enter the project module and view the project, related documents, addresses, attachments and reports, always maintaining the permissions that each user has in their role assigned.
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The project file is distributed in tabs, which allow you to record additional information:

  • General: You can indicate description and private remarks of the project.
  • Addresses: You can set all addresses related to the project, you can click on Show on map to display the locations of the indicated addresses on the screen.
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  • Attachments: Where you can attach any document to have it always available. Images, conditions, specifications, assembly manuals, etc. These attachments you can download them or send them to your customers by email.
  • Related: Where you can see the different documents, incidences, events and tasks linked to the project. You can filter by Document Type and Status. In the documents sectionyou can also mark the documents you want to be taken into account and affect profitability.
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  • Reports: shows the entire profitability, sales and cost analysis of a project. Here you will find several sections:


    Summary: shows by document type the total amount and number of documents linked to the project. You can filter by start date and end date, set prices with or without taxes, by document status and by reference, in case you have more than one.


    -Profitability: in this section there are two graphs, the first one shows the current profitability of the project, taking into account the invoices that affect the profitability of the project. The second graph refers to the expected profitability of the project, always starting from a budget or quotation.


    -Income / Expenses: you can see in this section a list of income and expenses of the project. In the first tab Income, the list of products is shown with the number of documents where it has been included, total units included in your documents, the unit sales price per product and the total sales amount per product. The Expenses tab displays the list of products with the number of documents where it has been included, total units included in the documents, the unit purchase price per product (it will take the purchase price you have indicated in the product file at the time of creating the document or the purchase price you have specified in the document) and the total sales value per product. You can export this information.


    -Catalog: In this section all the products and services that have been included in the projects are listed according to document type, it can be displayed in units or by total amounts. You can export this information.
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