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List of data

1. Payment methods

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STEL Order allows you to choose the payment method for your invoices. To be able to use this functionality, you first have to create the payment methods you are going to use.

To configure the payment methods, you have to click on: Settings > Basic settings > Data list > Payment methods. Here you can see that you have four payment methods by default, but you can edit, modify and add as many as you need.

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If you want the bank accounts to be shown in the business documents as information, you have to check the option "Associated to bank account" in the payment methods you want.

This way, every time you choose this payment method in a commercial document, a new field will appear where you can choose the bank account you want to add in the document.

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Also, if you need to make bank remittances, you should mark those payment methods with the option "Remittanceable".

The "Default" option allows you to check that form so that when you create a customer, it indicates that form of payment by default.

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2. Customer and supplier families

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In STEL Order, you can set up families of customersand suppliers, which will help you organize your customer and supplier data.

They act as categories, to sort and filter customers/suppliers to quickly display or find what you want. You can group items of the same origin or destination. For example, you can group customers from the same geographic area, delivery routes, suppliers of a certain product.

You can create as many customer or supplier families as you need.

To create customer and supplier families, you have to go to Settings > Basic settings > Data list > Customer and supplier families > New.

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3. Product families

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product families are categories, which serve to sort and filter the products in the catalog to quickly display or find the desired product.

To create the product families you have to go to Settings > Basic settings > Data list > Product families > New. Enter a name and click Save

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4. Shipping methods

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Shipping methods refer to the manner in which the goods detailed in a commercial document are to be shipped.

Shipping methods refer to the manner in which the goods detailed in a commercial document are to be shipped.

In STEL Order you can automatically add in the commercial documents the shipping method that the customer requires.

To create a shipping method, you have to go to Settings > Basic settings > Data list > Shipping methods > New. Indicate a name as well as a description and click on Save.

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You can also create them from any order, delivery note or invoice from either Sales or Purchasing, by clicking on More Information > Shipping method > New.

5. Event types

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In the agenda there can be multiple event types. Each event can have a different color to better visualize them at a glance.

To create the event types, you have to go to Settings > Basic Settings > Data List > Event Types. In this section you can create as many events as you need, sorting them by color.

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6. Expenditure categories

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Expenditure categories refer to the "Expenditures and Investments" section within the "Catalog"".

In this section, you should enter all those items that will be needed on vendor invoices and expense tickets that are not goods or services that will later be sold to customers.

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In STEL Order different expense categories come by default, but you can modify them or create new categories that fit your business model.

To create and edit the spend categories, you have to go to Settings > Basic Settings > Data List > Spend Categories. Indicates the Name as well as the type of expense.

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7. Project family

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To manage projects in an organized way you can create project families from: Basic Settings > Data Lists > Project Family + New. Specify the name as well as a description and color and click on Save.

In the data list section, you can delete each option by clicking on Delete, note that once deleted you will not be able to recover it and will have to create it again.

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