All about the catalog module

<p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">STEL Order has a module dedicated to products, services, expenses and investments and customer assets. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"><span style="font-weight: 400;">From the catalog, is where you must register all those concepts that you want to have saved to retrieve them when you make invoices, delivery notes / delivery notes, budgets / quotations or expenses. <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <h2 id="01GDDCZRTZZXH16MKHBDP7FYXJ" class="wysiwyg-text-align-justify"><strong>1. Products </strong></strong></h2> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">These are physical products that your company sells and buys and, with STEL Order you can register as many products as you need in a variety of ways:</span></p> <ul> <li style="list-style-type: none;"> <ul class="list-number"> <li><strong>Catalog &gt; Products &gt; + New.</strong></li></li> <li> <span style="font-weight: 400;">From any document, by clicking on </span><strong>+ New line</strong><span style="font-weight: 400;">, you can indicate the product name and clicking on </span><strong> +</strong><span style="font-weight: 400;"> will allow you to add the product to the document. To save it in your catalog you must click on the diskette symbol that appears on the left margin of the line and a window opens for you to complete the information. </span> </li> <li> <span style="font-weight: 400;">You can also import your product listing in bulk via the </span><strong><a href="https://help.stelorder.com/hc/es/articles/7285570004893" target="_blank" rel="noopener noreferrer">import from file</a>.</strong> functionality. </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the product listing you have columns where the information is displayed. You can manage their visibility from the </span><strong>settings button</strong><span style="font-weight: 400;">shown at the top right. The available options are as follows: Image, Name, Description, Barcode, Actual stock, Virtual stock, Minimum stock, Price, Purchase price, Product family, On promotion and Activity.</span></p>. <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can also apply filters from the listing, for more specific searches. </span></p> <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Product family: </strong><span style="font-weight: 400;">allows filtering by product family, which </span><span style="font-weight: 400;">act as categories, to sort and be able to quickly display or find the family you need. </span><span style="font-weight: 400;">To learn how to create product families in the configuration click </span><strong><a href="https://help.stelorder.com/hc/es/articles/7197297840925" target="_blank" rel="noopener noreferrer">here</a>.</strong>. </li> <li> <strong>Rates: </strong><span style="font-weight: 400;">to filter by rate. To learn how to configure rates, access from </span><strong><a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer">here</a></strong>. </li> <li> <strong>Products on promotion:</strong><span style="font-weight: 400;">show those products that are marked on promotion.</span>. </li> <li> <strong>Discontinued: </strong><span style="font-weight: 400;">shows those products that are marked as discontinued.</span> </span> </li> <li> <strong>Under minimum stock: </strong><span style="font-weight: 400;">shows those products where a minimum stock has been established.</span> </span> </li> <li> <strong>Taxes included:</strong><span style="font-weight: 400;">shows the sale and purchase price including taxes.</span> </span><li> </li> <li><li> <li><li>Show the sale and purchase price including taxes. </li> <li> <strong>Stock control: </strong><span style="font-weight: 400;">allows filtering by products that have stock control enabled, no stock control or all.</span> </span> </li> <li> <strong>Attachment status: </strong><span style="font-weight: 400;">shows products according to whether they have attachments in their file; all, with attachments or without attachments.</span> </li> <li> <strong>Shop Status</strong><span style="font-weight: 400;">: allows filtering by those products that have been published in Shop, by those that have not yet been published or by all.</span> </span> </li> <li> <strong>Created from:</strong><span style="font-weight: 400;">shows products by creation source; web, Android, iOS, API.</span><span></span></span><span style="font-weight: 400;"></span></span><span style="font-weight: 400;"></span>. </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">If you have the </span><strong>Multistore</strong><span style="font-weight: 400;">functionality you can filter by stores and know the stock of your products in each of them, to know how to create new stores,<a href="https://help.stelorder.com/hc/en/articles/7103822292509" target="_blank" rel="noopener noreferrer"><strong>click here</strong>.</a></span></span></p> <p class="wysiwyg-text-align-justify"> </p>. <p class="warningES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">Remember that to clear the applied filters you can click on the </span><strong>paper </strong><span style="font-weight: 400;">shown at the top right</span></span></span></p>. <p class="wysiwyg-text-align-justify"> </p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the product listing, if you click on </span><strong>More </strong></strong><span style="font-weight: 400;">you have the following options:</span></p>. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong><span style="font-weight: 400;">You can delete the product, which you will find in the recycle garbage can by logging in with the user Super Administrator.</span><li> </li> <li> <strong>Duplicate:</strong><span style="font-weight: 400;">You can duplicate the product.</span><span> </li> <li> <strong>Publish to Shop:</strong><span style="font-weight: 400;">You can select products and mass publish them to the Shop</span><strong>.<a href="https://help.stelorder.com/hc/es/articles/7105259750429" target="_blank" rel="noopener noreferrer"> Click here</a></strong> to learn more about the Shop functionality.</li> <li> <li> <strong>Export:</strong><span style="font-weight: 400;">You can export your products in Excel or CSV format.</span>. </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p <p class="wysiwyg-text-align-justify"><strong>Online catalog of your products</strong></p></p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Having your entire list of products and services loaded in STEL Order saves you a lot of time when entering all the information in the different documents. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">The better and more complete you have the product sheets, the more information the program displays (yields) and the more information it provides to the customer in the documents (photos, descriptions, etc.)</span></p> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <blockquote class="font-size-lg"> <p><span class="wysiwyg-font-size-medium" style="font-weight: 400;">The structure of the product sheets have the following format:</span></p> <ul> <li><span class="wysiwyg-font-size-small"><span style="font-weight: 400;"><strong>General</strong>: general information. Displays the description field (this product description is the one displayed when adding it to a document) and private remarks (this information remains only within the product file, it is not visible to the customer)</span></span></span></li>. <li><span class="wysiwyg-font-size-small"><span style="font-weight: 400;"><strong>Commercial</strong>: where all selling and purchase prices, minimum price, predefined discounts, tax etc. are set. These will be the prices shown when entering the documents.</span></span></span></li>. <li><span class="wysiwyg-font-size-small"><strong>Rates:</strong><span style="font-weight: 400;"> are the different rates for this product. <span class="wysiwyg-color-black50">For </span>more information on rates,<span class="wysiwyg-color-black50"><strong><a href="https://help.stelorder.com/hc/en/articles/7178779612701" target="_blank" rel="noopener noreferrer"> h</a></strong></strong></span></span><span class="wysiwyg-color-black50"><a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer"><strong>click here</strong>.</a> <span style="font-weight: 400;"></span></span></span><span style="font-weight: 400;"><span class="wysiwyg-color-black50">On this tab</span>you will also find the </span><strong><a href="https://help.stelorder.com/hc/en/articles/6977020783389" target="_blank" rel="noopener noreferrer">special sale prices</a></strong><span style="font-weight: 400;"> and </span><strong><a href="https://help.stelorder.com/hc/es/articles/6977020783389" target="_blank" rel="noopener noreferrer">special purchase prices</a></strong></strong></span></li>. <li><span class="wysiwyg-font-size-small"><strong>Stock:</strong><span style="font-weight: 400;"> control of units in stock. Also from this section you can hire and manage the functionality of Multi-warehouse and keep track of stock from different warehouses, in all warehouses you can click the option Show historical to see all the historical stock movement of the product. To see more information about the stock, </span><span class="wysiwyg-color-black40"><a href="https://help.stelorder.com/hc/es/articles/6905513677597" target="_blank" rel="noopener noreferrer"><strong>click here</strong>.</a></span></span></span></span></li>. <li><span class="wysiwyg-font-size-small"><strong>Images:</strong><span style="font-weight: 400;">where you can put all the product photos.</span></span></span></li><li><li><span class="wysiwyg-font-size-small"><strong>. <li><span class="wysiwyg-font-size-small"><strong>Attachments:</strong><span style="font-weight: 400;"> where you can attach any document to have it always available. Data sheets, specifications, assembly manuals, etc.</span></span></span></li>. <li><span class="wysiwyg-font-size-small"><strong>History:</strong><span style="font-weight: 400;"> where you can see in which documents the product is included (the history can be exported) </span></span></span></li>. <li><span class="wysiwyg-font-size-small"><strong>Shop</strong></strong><span style="font-weight: 400;">: you can configure your product to be displayed in the Shop. </span><span class="wysiwyg-color-black50"><strong><a href="https://help.stelorder.com/hc/es/articles/7105259750429" target="_blank" rel="noopener noreferrer">Click here</a></strong></strong></span></span></span></li><li>. </ul> <footer class="text-gray-500"></footer>. </blockquote> <p class="wysiwyg-text-align-justify"> </p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">On the product sheet, if you click on </span><strong>"More" </strong><span style="font-weight: 400;">it allows you to choose these options:</span></p> <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong><span style="font-weight: 400;">allows you to send the product in the </span><a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer"><span class="wysiwyg-color-black"><strong>recycling garbage can.</strong></strong></span></a></a> </li> <li> <strong>Duplicate</strong><span style="font-weight: 400;">: </span><span style="font-weight: 400;">allows you to make a copy</span><span style="font-weight: 400;">of the product.</span><br><br><span style="font-weight: 400;"></span><br><span style="font-weight: 400;"></span><br><span style="font-weight: 400;">. </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p>. <h2 id="01GDDANQJZQS42RB77NHBC3GM1" class="wysiwyg-text-align-justify"><strong>2. Services</strong></h2> <p class="wysiwyg-text-align-justify"><strong>Services</strong></h2> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">These are services that your company provides. Concepts such as labor, transportation, travel, project study, etc., are classified here.</span></p> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can register all the services you need in different ways:</span></p> <span></p> <ul> <li style="list-style-type: none;"> <ul class="list-number"> <li><strong>Catalog &gt; Services &gt; + New.</strong></li><li> <li> <span style="font-weight: 400;">From any document, by clicking on </span><strong>+ New line,</strong><span style="font-weight: 400;"> you can indicate the name of the service and clicking on </span><strong> +</strong><span style="font-weight: 400;"> will allow you to add the product to the document. To save it in your catalog you must click on the diskette symbol that appears on the left margin of the line and a window will open for you to complete the information. </span> </li> <li style="font-weight: 400;" aria-level="1"> <span style="font-weight: 400;">You can also import your service listing in bulk via the </span><strong><a href="https://help.stelorder.com/hc/es/articles/7285570004893" target="_blank" rel="noopener noreferrer">import from file</a>.</strong> functionality. </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the list of services you have columns where the information is displayed. You can manage their visibility from the </span><strong>settings button</strong><span style="font-weight: 400;">shown at the top right. The available options are as follows: Image, Name, Description, Price, Purchase price, On promotion and Activity.</span></p>. <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can also apply filters from the listing, for more specific searches. </span></p> <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Fees: </strong><span style="font-weight: 400;">to filter by rate. To learn how to configure rates, access <a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer"><strong>from </strong></a></span><strong><a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer">here</a></strong>. </li> <li> <strong>Services on promotion:</strong><span style="font-weight: 400;">show those services that are marked on promotion.</span>. </li> <li> <strong>Discontinued:</strong><span style="font-weight: 400;">shows those services that are marked as discontinued.</span> </span> </li> <li> <strong>Taxes included:</strong><span style="font-weight: 400;">shows the sale and purchase price including taxes.</span> </span><li> </li> <li> <li>Sales and purchase price including taxes. </li> <li> <strong>Attachment status: </strong><span style="font-weight: 400;">shows the services according to whether they have attachments in their file; all, with attachments or without attachments.</span> </li> <li> </li> </li> <li>Show the services according to whether they have attachments in their file; all, with attachments or without attachments. </li> <li> <strong>Created from:</strong><span style="font-weight: 400;">shows services by creation source; web, Android, iOS, API.</span><span style="font-weight: 400;"></span></span> </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p <p class="warningES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">Remember that to clear the applied filters you can click on the </span><strong>paper </strong><span style="font-weight: 400;">shown at the top right</span>.</span></p> <p class="wysiwyg-text-align-justify"><span><span style="font-weight: 400;"></span><span><span style="font-weight: 400;"><span></span><span>. <p class="wysiwyg-text-align-justify"> </p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the list of services, if you click on </span><strong>More </strong></strong><span style="font-weight: 400;">you have the following options:</span></p>. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong>p<span style="font-weight: 400;">you can delete the service and send it to the <strong><a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer">recycling garbage can.</a></strong></strong></span> </li> <li> <strong>Duplicate:</strong><span style="font-weight: 400;"> you can repeat the service.</span></span> </li> <li> <strong>Export:</strong><span style="font-weight: 400;"> you can export your services in Excel or CSV format</span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span>. </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p> <p>. <blockquote class="font-size-lg"> <p><span class="wysiwyg-font-size-small" style="font-weight: 400;">The structure of the services tab have the following format:</span></p> <ul> <li><span class="wysiwyg-font-size-small"><strong>General:</strong><span style="font-weight: 400;"> general information. Displays the description field (this service description is the one displayed when adding it to a document) and private remarks (this information remains only within the service record, it is not visible to the client)</span></span></span></li>. <li><span class="wysiwyg-font-size-small"><strong>Commercial:</strong><span style="font-weight: 400;"> where the selling and purchase prices, minimum price, predefined discounts, tax etc. are set. These are the prices that are displayed when entered in the documents.</span></span></span></li><li> <li> <span class="wysiwyg-font-size-small"><strong>Fees:</strong><span style="font-weight: 400;"> are the different rates for the service. To view more information about the rates,</span><span style="font-weight: 400;"><a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer"><strong>click here</strong></a>. </span><span style="font-weight: 400;">On this tab you will also find the </span><a href="https://help.stelorder.com/hc/es/articles/6977020783389" target="_blank" rel="noopener noreferrer"><strong>special sale prices</strong></a><span style="font-weight: 400;">and </span><a href="https://help.stelorder.com/hc/en/articles/6977020783389" target="_blank" rel="noopener noreferrer"><strong>special purchase prices.</strong></a></strong></span><span class="wysiwyg-font-size-small"></span> </li> <li><span class="wysiwyg-font-size-small"><strong>Images:</strong><span style="font-weight: 400;"> where you can put all the pictures of the service.</span></span></span></li> <li><span class="wysiwyg-font-size-small"></span></span></span></li><li>. <li><span class="wysiwyg-font-size-small"><strong>Attachments:</strong><span style="font-weight: 400;"> where you can attach any document to have it always available. Conditions, specifications, assembly manuals, etc.</span></span></span></li>. <li><span class="wysiwyg-font-size-small"><strong>History:</strong><span style="font-weight: 400;"> where you can see in which documents the service is included (you can export the history).</span></span></span></li><li> </ul> <footer class="text-gray-500"></footer> </blockquote> <p class="wysiwyg-text-align-justify"> </p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the service tab, if you click on </span><strong>"More" </strong><span style="font-weight: 400;">it allows you to choose these options:</span></p> <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong><span style="font-weight: 400;">You can delete the service, which you can always find in the <strong><a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer">Recycle Bin</a></strong> by logging in with the Super Administrator user. </span> </li> <li> <strong>Duplicate</strong><span style="font-weight: 400;">: </span><span style="font-weight: 400;">allows </span><span style="font-weight: 400;">repeat service.</span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span> </li> </ul> </li> </ul> <h2 id="01GDJ2JMF8P9JAYYDGZW9RYVY0" class="wysiwyg-text-align-justify"> </h2> <h2 id="01GDDANQK00N9YSGW31MGFJJ121" class="wysiwyg-text-align-justify"><strong>3. Expenditures and investments</strong></h2>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">These are items that you want to keep but that do not belong to products or services, because they will never be sold. These concepts are used as expenses or as investments of the company and that to have them controlled, you must distinguish between those that carry taxes and those that do not. </span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In this section, you should record those expenses and investments that contain taxes, such as telephone, internet, rent, insurance or payroll, consumable materials, etc. Expenses that do not include taxes should be recorded in the <strong>Purchases &gt; <a href="https://help.stelorder.com/hc/es/articles/6991302541341" target="_blank" rel="noopener noreferrer">Tickets and other expenses</a> section. <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can register all the expenses and investments you need by going to </span><strong>Catalog &gt; Expenses and investments &gt; + New</strong><span style="font-weight: 400;">.</span></p> <span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the list of expenses and investments you have columns where the information is displayed. You can manage their visibility from the </span><strong>settings button</strong><span style="font-weight: 400;">shown at the top right. The available options are as follows: Image, Name, Description, Price, Category, Type and Activity.</span></p>. <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can also apply filters from the listing, to perform more specific searches:</span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"></span></p> <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Taxes included</strong><span style="font-weight: 400;">: </span><span style="font-weight: 400;">show price including taxes</span>. </li> <li> <strong>Expenditure and investment category</strong><span style="font-weight: 400;">: </span><span style="font-weight: 400;">allows filtering by category,</span><span style="font-weight: 400;">to sort and be able to quickly display or find the one you want. </span><span style="font-weight: 400;">To learn how to create expense or investment categories in the configuration<a href="https://help.stelorder.com/hc/es/articles/7197297840925" target="_blank" rel="noopener noreferrer"><strong> click </strong></a></span><strong><a href="https://help.stelorder.com/hc/es/articles/7197297840925" target="_blank" rel="noopener noreferrer">here</a></strong>. </li> <li> <strong>Attachment status:</strong><span style="font-weight: 400;">shows expenses and investments according to whether they have attachments in their file; all, with attachments or without attachments.</span> </li> <li> <strong>Created from:</strong><span style="font-weight: 400;">shows products according to creation source; web, Android, iOS, API.</span><span style="font-weight: 400;"></span></span> </li> </ul> </li> </ul> <p class="warningES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">Remember that to clear the applied filters you can click on the </span><strong>paper </strong><span style="font-weight: 400;">shown at the top right</span>.</span></p> <span></p> <li><li> </ul> </ul> </ul> <li>. <p class="wysiwyg-text-align-justify"> </p>. <p class="wysiwyg-text-align-justify"><span>In the list of expenses and investments, if you click on </span><strong>More </strong><span>you will have the following options:</span></p> <span></span></p> <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong><span style="font-weight: 400;">you can delete the expense or investment, which you can always find it in the </span><a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer"><strong>recycle bin</strong></a><span style="font-weight: 400;"> by logging in with the user Super Administrator.</span><li> </li> <li> <strong>Duplicate:</strong><span style="font-weight: 400;"> you can repeat the spending or investment.</span> </span> </li> <li> <strong>Export:</strong><span style="font-weight: 400;"> you can export your expenses and investments in Excel or CSV format. </li> </ul> </li> </ul> </ul> <p class="wysiwyg-text-align-justify"> </p> <p>. <blockquote class="font-size-lg"> <p><span class="wysiwyg-font-size-small" style="font-weight: 400;">The structure of the expenses and investments tab has the following format:</span></p> <p><span class="wysiwyg-font-size-small" style="font-weight: 400;">In the header you can indicate the name, price, taxes, accounting account as well as the category of the expense.</span></p> <span></p> <ul> <li><span class="wysiwyg-font-size-small"><strong>General:</strong><span style="font-weight: 400;"> general information. Displays the description field (this description is what is displayed when added to a document) and private remarks (this information remains only within the tab, it is not visible in the documents).</span></span></span></li> <li><span class="wysiwyg-font-size-small"><strong>Images:</strong><span style="font-weight: 400;"> where you can put all the pictures of the expense or investment.</span></span></span></li><li><li> <li><span class="wysiwyg-font-size-small"><strong>Attachments:</strong><span style="font-weight: 400;"> where you can attach any document to have it always available. Invoice or receipt of the expense, rental contract of the premises, etc.</span></span></span></li>. <li><span class="wysiwyg-font-size-small"><strong>History:</strong><span style="font-weight: 400;"> where you can see in which documents the expense or investment is included (the history can be exported).</span></span></span></li></li> </ul> </blockquote> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">On the expense and investment tab, if you click on </span><strong>"More" </strong><span style="font-weight: 400;">it allows you to choose these options:</span></p> <span><span style="font-weight: 400;"></span></p> <span><span style="font-weight: 400;"><span style="font-weight: 400;">. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong><span style="font-weight: 400;">allows you to delete the expense or investment, which you can always find it in the </span><span style="font-weight: 400;">recycling garbage can a</span><span style="font-weight: 400;">cceding with the user Super Administrator.</span><span> </li> <li> <strong>Duplicate</strong><span style="font-weight: 400;">: </span><span style="font-weight: 400;">allows repeat spending or investment.</span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span><span style="font-weight: 400;"></span>. </li> </ul> </li> </ul> <h2 id="01GDJJ2JMF86DYBSJ48Q5H5B404" class="wysiwyg-text-align-justify"> </h2> <h2 id="01GDDDANQK04STWYYYFW02AWTRTZ" class="wysiwyg-text-align-justify"> <strong>4. </strong><strong>Assets on customers</strong>. </h2> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Assets at customers are all those machines, computer equipment, or any item that you have sold, installed, or leased to, or are owned by, a customer, and are subject to preventive or ongoing maintenance.</span></p> <span></p> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can register as many services as you need in several ways:</span></p> <span></p> <ul> <li style="list-style-type: none;"> <ul class="list-number"> <li><strong>Catalog &gt; Active in client&gt; + New.</strong></li></li> <li> <span style="font-weight: 400;">From the creation of an issue; by clicking on </span><strong>SAT &gt; Issue &gt; +New,</strong><span style="font-weight: 400;">indicate a customer and in the "Assets" field, click on the</span><strong> +</strong><span style="font-weight: 400;"> button, complete the asset data.</span><span> </li> <li> <span style="font-weight: 400;">From any SAT document, from the </span><strong>More Information</strong><span style="font-weight: 400;"> tab, by clicking the </span><strong>+</strong><span style="font-weight: 400;"> button, complete the asset data. </span> </li> <li> <span style="font-weight: 400;">Also from the added product line </span><strong>in any SAT document, on the product line right click &gt; New asset in client.</strong> </li> <li> <span style="font-weight: 400;">Entering the </span><strong>customer file &gt; Assets tab &gt; +New.</strong> </strong>. </li> <li> <span style="font-weight: 400;">You can also import your list of services in bulk via the </span><strong>import / export</strong><span style="font-weight: 400;">functionality</span></span><li>. </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the list of assets in customers you have columns where the information is displayed. You can manage their visibility from the </span><strong>settings button</strong><span style="font-weight: 400;">shown on the top right. The available options are as follows: Image, Name, Name, Identifier, Serial No., Customer, Address, First Event, Documents, Incidents, Events, Warranty Start and Warranty End.</span></span></p>. <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">You can also apply filters from the listing, for more specific searches. </span></p> <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>All: </strong><span style="font-weight: 400;">filter by pending status, according to pending documents, pending incidences, pending events or pending overdue events. </span> </li> <li> <strong>Subject to maintenance: </strong><span style="font-weight: 400;">shows those assets that are subject to maintenance. </li> <li> <strong>In warranty: </strong><span style="font-weight: 400;">shows those assets that are subject to a warranty.</span></span> </li> <li> <strong>Select a client:</strong><span style="font-weight: 400;">allows you to select a client and will display those assets that it has related assets.</span> </span> </li> <li> <strong>Created from:</strong><span style="font-weight: 400;">shows products according to creation source; web, Android, iOS, API.</span> </span> </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p <p class="warningES wysiwyg-text-align-justify"><span><span style="font-weight: 400;">Remember that to clear the applied filters you can click on the </span><strong>paper </strong><span style="font-weight: 400;">shown at the top right</span>.</span></p> <p class="wysiwyg-text-align-justify"><span><span style="font-weight: 400;"></span><span><span style="font-weight: 400;"><span></span><span>. <p class="wysiwyg-text-align-justify"> </p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the list of assets in clients, if you click on </span><strong>More </strong></strong><span style="font-weight: 400;">you have the following options:</span></p>. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong><span style="font-weight: 400;">you can delete the asset, which you can always find in the recycle garbage can by logging in with the Super Administrator user. </li> <li> <strong>Duplicate:</strong><span style="font-weight: 400;"> you can duplicate the asset.</span><span> </li> <li> <strong>Export:</strong><span style="font-weight: 400;"> you can export your assets in clients in Excel or CSV format.</span> </span> </li> </ul> </li> </ul> </ul> <p class="wysiwyg-text-align-justify"> </p> <p>. <blockquote class="font-size-lg"> <p><span class="wysiwyg-font-size-small" style="font-weight: 400;">The structure of the assets tab has the following format:</span></p> <p><span class="wysiwyg-font-size-small" style="font-weight: 400;">The assets tab structure has the following format:</span></p> <p><span class="wysiwyg-font-font-size-small" style="font-weight: 400;">In the asset header you can indicate the asset name, as well as the identifier, serial number, make and model, you can mark it subject to maintenance and indicate the start date and end date of the warranty.</span></span></p> <ul> <li><span class="wysiwyg-font-size-small"><strong>General:</strong><span style="font-weight: 400;"> general information. <li><span class="wysiwyg-font-size-small"><strong>Images:</strong><span style="font-weight: 400;"> where you can put all the photos of the asset.</span></span></span></li><li> <li><span class="wysiwyg-font-size-small"><strong>Attachments:</strong><span style="font-weight: 400;"> where you can attach any document to have it always available. Conditions, specifications, assembly manuals, etc. You can download these attachments or send them to your customers by email. <li><span class="wysiwyg-font-size-small"><strong>Related:</strong><span style="font-weight: 400;"> where you can see in which documents, incidences and events the asset is included (you can export the history). </span></span></span></li>. </ul> </blockquote> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">In the asset's tab, if you click on </span><strong>"More" </strong><span style="font-weight: 400;">it allows you to choose these options:</span></p> <span><span style="font-weight: 400;"><span></span><span style="font-weight: 400;"></span></span><span style="font-weight: 400;">. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> <strong>Delete: </strong><span style="font-weight: 400;">allows you to delete the asset, which you can always find later in the </span>recycle garbage can <span style="font-weight: 400;">by logging in with the user Super Administrator.</span> </li> <li> <strong>Duplicate: </strong><span style="font-weight: 400;">allows repeating the active.</span> </span><li> </li> <li> <li> <li> </li> <li> <li>Recycle bin>. </li> <li> <strong>Create event:</strong><span style="font-weight: 400;">allows to create an event in the Calendar section.</span> </span> </li> </ul> </li> </ul> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"> </span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"> </span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">The assets in clients are related to the section<strong> <a href="https://help.stelorder.com/hc/es/articles/6995809706909" target="_blank" rel="noopener noreferrer">SAT</a></strong>, in the documents of this section is where you can relate your assets and keep a more exhaustive control and traceability. </span></p> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"> </p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">Assets, you can assign them to a customer or otherwise leave them unassigned until needed, if you have so indicated in the configuration in <strong>C</strong></strong></span><strong>advanced configuration &gt; <a href="https://help.stelorder.com/hc/en/articles/7229159929629" target="_blank" rel="noopener noreferrer">Other settings</a></strong></p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;"> </span></p>. <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">The versatility of assets lies in the control you can do over them; from creating an Event in a<strong> <a href="https://help.stelorder.com/hc/en/articles/8554892688273" target="_blank" rel="noopener noreferrer">calendar</a></strong>, </span><span style="font-weight: 400;">to have a record of when, where and to whom such maintenance needs to be performed; or, (</span><strong>recommended</strong><span style="font-weight: 400;">) generating automatic Tasks with the maintenances. </span></p> <p class="wysiwyg-text-align-justify"><span style="font-weight: 400;">To generate Automatic Tasks linked to assets you must go to </span><strong>Functionalities &gt; <a href="https://help.stelorder.com/hc/es/articles/7100517003549" target="_blank" rel="noopener noreferrer">Automatic Tasks</a> &gt; +New</strong></strong><span style="font-weight: 400;">.</span></p> <h2 id="01GDD637J7NHW557BNRKSCPJGW" class="wysiwyg-text-align-justify"> </h2>. <p><br><br><br></p>.