All about the catalog module

STEL Order has a module dedicated to products, services, expenses and investments and customer assets. 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. <h2 id="01GDDCZRTZZXH16MKHBDP7FYXJ" class="wysiwyg-text-align-justify">1. Products </h2> 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: <ul> <li style="list-style-type: none;"> <ul class="list-number"> <li>Catalog > Products > + New.</li></li> <li> From any document, by clicking on + New line, you can indicate the product name and clicking on + 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. </li> <li> You can also import your product listing in bulk via the <a href="https://help.stelorder.com/hc/es/articles/7285570004893" target="_blank" rel="noopener noreferrer">import from file</a>. functionality. </li> </ul> </li> </ul> In the product listing 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, Name, Description, Barcode, Actual stock, Virtual stock, Minimum stock, Price, Purchase price, Product family, On promotion and Activity.. You can also apply filters from the listing, for more specific searches. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Product family: allows filtering by product family, which act as categories, to sort and be able to quickly display or find the family you need. To learn how to create product families in the configuration click <a href="https://help.stelorder.com/hc/es/articles/7197297840925" target="_blank" rel="noopener noreferrer">here</a>.. </li> <li> Rates: to filter by rate. To learn how to configure rates, access from <a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer">here</a>. </li> <li> Products on promotion:show those products that are marked on promotion.. </li> <li> Discontinued: shows those products that are marked as discontinued. </li> <li> Under minimum stock: shows those products where a minimum stock has been established. </li> <li> Taxes included:shows the sale and purchase price including taxes. <li> </li> <li><li> <li><li>Show the sale and purchase price including taxes. </li> <li> Stock control: allows filtering by products that have stock control enabled, no stock control or all. </li> <li> Attachment status: shows products according to whether they have attachments in their file; all, with attachments or without attachments. </li> <li> Shop Status: allows filtering by those products that have been published in Shop, by those that have not yet been published or by all. </li> <li> Created from:shows products by creation source; web, Android, iOS, API.. </li> </ul> </li> </ul> If you have the Multistorefunctionality 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">click here.</a> . Remember that to clear the applied filters you can click on the paper shown at the top right. . In the product listing, if you click on More you have the following options:. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: You can delete the product, which you will find in the recycle garbage can by logging in with the user Super Administrator.<li> </li> <li> Duplicate:You can duplicate the product. </li> <li> Publish to Shop:You can select products and mass publish them to the Shop.<a href="https://help.stelorder.com/hc/es/articles/7105259750429" target="_blank" rel="noopener noreferrer"> Click here</a> to learn more about the Shop functionality.</li> <li> <li> Export:You can export your products in Excel or CSV format.. </li> </ul> </li> </ul> Online catalog of your products. 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. 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.) <blockquote class="font-size-lg"> The structure of the product sheets have the following format: <ul> <li>General: 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)</li>. <li>Commercial: where all selling and purchase prices, minimum price, predefined discounts, tax etc. are set. These will be the prices shown when entering the documents.</li>. <li>Rates: are the different rates for this product. For more information on rates,<a href="https://help.stelorder.com/hc/en/articles/7178779612701" target="_blank" rel="noopener noreferrer"> h</a><a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer">click here.</a> On this tabyou will also find the <a href="https://help.stelorder.com/hc/en/articles/6977020783389" target="_blank" rel="noopener noreferrer">special sale prices</a> and <a href="https://help.stelorder.com/hc/es/articles/6977020783389" target="_blank" rel="noopener noreferrer">special purchase prices</a></li>. <li>Stock: 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, <a href="https://help.stelorder.com/hc/es/articles/6905513677597" target="_blank" rel="noopener noreferrer">click here.</a></li>. <li>Images:where you can put all the product photos.</li><li><li>. <li>Attachments: where you can attach any document to have it always available. Data sheets, specifications, assembly manuals, etc.</li>. <li>History: where you can see in which documents the product is included (the history can be exported) </li>. <li>Shop: you can configure your product to be displayed in the Shop. <a href="https://help.stelorder.com/hc/es/articles/7105259750429" target="_blank" rel="noopener noreferrer">Click here</a></li><li>. </ul> <footer class="text-gray-500"></footer>. </blockquote> . On the product sheet, if you click on "More" it allows you to choose these options: <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: allows you to send the product in the <a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer">recycling garbage can.</a></a> </li> <li> Duplicate: allows you to make a copyof the product. . </li> </ul> </li> </ul> . <h2 id="01GDDANQJZQS42RB77NHBC3GM1" class="wysiwyg-text-align-justify">2. Services</h2> Services</h2> These are services that your company provides. Concepts such as labor, transportation, travel, project study, etc., are classified here. You can register all the services you need in different ways: <ul> <li style="list-style-type: none;"> <ul class="list-number"> <li>Catalog > Services > + New.</li><li> <li> From any document, by clicking on + New line, you can indicate the name of the service and clicking on + 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. </li> <li style="font-weight: 400;" aria-level="1"> You can also import your service listing in bulk via the <a href="https://help.stelorder.com/hc/es/articles/7285570004893" target="_blank" rel="noopener noreferrer">import from file</a>. functionality. </li> </ul> </li> </ul> In the list of services 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, Name, Description, Price, Purchase price, On promotion and Activity.. You can also apply filters from the listing, for more specific searches. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Fees: 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">from </a><a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer">here</a>. </li> <li> Services on promotion:show those services that are marked on promotion.. </li> <li> Discontinued:shows those services that are marked as discontinued. </li> <li> Taxes included:shows the sale and purchase price including taxes. <li> </li> <li> <li>Sales and purchase price including taxes. </li> <li> Attachment status: shows the services according to whether they have attachments in their file; all, with attachments or without attachments. </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> Created from:shows services by creation source; web, Android, iOS, API. </li> </ul> </li> </ul> Remember that to clear the applied filters you can click on the paper shown at the top right. . . In the list of services, if you click on More you have the following options:. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: pyou can delete the service and send it to the <a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer">recycling garbage can.</a> </li> <li> Duplicate: you can repeat the service. </li> <li> Export: you can export your services in Excel or CSV format. </li> </ul> </li> </ul> . <blockquote class="font-size-lg"> The structure of the services tab have the following format: <ul> <li>General: 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)</li>. <li>Commercial: 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.</li><li> <li> Fees: are the different rates for the service. To view more information about the rates,<a href="https://help.stelorder.com/hc/es/articles/7178779612701" target="_blank" rel="noopener noreferrer">click here</a>. On this tab you will also find the <a href="https://help.stelorder.com/hc/es/articles/6977020783389" target="_blank" rel="noopener noreferrer">special sale prices</a>and <a href="https://help.stelorder.com/hc/en/articles/6977020783389" target="_blank" rel="noopener noreferrer">special purchase prices.</a> </li> <li>Images: where you can put all the pictures of the service.</li> <li></li><li>. <li>Attachments: where you can attach any document to have it always available. Conditions, specifications, assembly manuals, etc.</li>. <li>History: where you can see in which documents the service is included (you can export the history).</li><li> </ul> <footer class="text-gray-500"></footer> </blockquote> . In the service tab, if you click on "More" it allows you to choose these options: <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: You can delete the service, which you can always find in the <a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer">Recycle Bin</a> by logging in with the Super Administrator user. </li> <li> Duplicate: allows repeat service. </li> </ul> </li> </ul> <h2 id="01GDJ2JMF8P9JAYYDGZW9RYVY0" class="wysiwyg-text-align-justify"> </h2> <h2 id="01GDDANQK00N9YSGW31MGFJJ121" class="wysiwyg-text-align-justify">3. Expenditures and investments</h2>. 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. 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 Purchases > <a href="https://help.stelorder.com/hc/es/articles/6991302541341" target="_blank" rel="noopener noreferrer">Tickets and other expenses</a> section. You can register all the expenses and investments you need by going to Catalog > Expenses and investments > + New. . In the list of expenses and investments 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, Name, Description, Price, Category, Type and Activity.. You can also apply filters from the listing, to perform more specific searches: <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Taxes included: show price including taxes. </li> <li> Expenditure and investment category: allows filtering by category,to sort and be able to quickly display or find the one you want. 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"> click </a><a href="https://help.stelorder.com/hc/es/articles/7197297840925" target="_blank" rel="noopener noreferrer">here</a>. </li> <li> Attachment status:shows expenses and investments according to whether they have attachments in their file; all, with attachments or without attachments. </li> <li> Created from:shows products according to creation source; web, Android, iOS, API. </li> </ul> </li> </ul> Remember that to clear the applied filters you can click on the paper shown at the top right. <li><li> </ul> </ul> </ul> <li>. . In the list of expenses and investments, if you click on More you will have the following options: <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: you can delete the expense or investment, which you can always find it in the <a href="https://help.stelorder.com/hc/es/articles/7068728709277" target="_blank" rel="noopener noreferrer">recycle bin</a> by logging in with the user Super Administrator.<li> </li> <li> Duplicate: you can repeat the spending or investment. </li> <li> Export: you can export your expenses and investments in Excel or CSV format. </li> </ul> </li> </ul> </ul> . <blockquote class="font-size-lg"> The structure of the expenses and investments tab has the following format: In the header you can indicate the name, price, taxes, accounting account as well as the category of the expense. <ul> <li>General: 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).</li> <li>Images: where you can put all the pictures of the expense or investment.</li><li><li> <li>Attachments: where you can attach any document to have it always available. Invoice or receipt of the expense, rental contract of the premises, etc.</li>. <li>History: where you can see in which documents the expense or investment is included (the history can be exported).</li></li> </ul> </blockquote> <ul> On the expense and investment tab, if you click on "More" it allows you to choose these options: . <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: allows you to delete the expense or investment, which you can always find it in the recycling garbage can acceding with the user Super Administrator. </li> <li> Duplicate: allows repeat spending or investment.. </li> </ul> </li> </ul> <h2 id="01GDJJ2JMF86DYBSJ48Q5H5B404" class="wysiwyg-text-align-justify"> </h2> <h2 id="01GDDDANQK04STWYYYFW02AWTRTZ" class="wysiwyg-text-align-justify"> 4. Assets on customers. </h2> 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. You can register as many services as you need in several ways: <ul> <li style="list-style-type: none;"> <ul class="list-number"> <li>Catalog > Active in client> + New.</li></li> <li> From the creation of an issue; by clicking on SAT > Issue > +New,indicate a customer and in the "Assets" field, click on the + button, complete the asset data. </li> <li> From any SAT document, from the More Information tab, by clicking the + button, complete the asset data. </li> <li> Also from the added product line in any SAT document, on the product line right click > New asset in client. </li> <li> Entering the customer file > Assets tab > +New. . </li> <li> You can also import your list of services in bulk via the import / exportfunctionality<li>. </li> </ul> </li> </ul> In the list of assets in customers you have columns where the information is displayed. You can manage their visibility from the settings buttonshown 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.. You can also apply filters from the listing, for more specific searches. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> All: filter by pending status, according to pending documents, pending incidences, pending events or pending overdue events. </li> <li> Subject to maintenance: shows those assets that are subject to maintenance. </li> <li> In warranty: shows those assets that are subject to a warranty. </li> <li> Select a client:allows you to select a client and will display those assets that it has related assets. </li> <li> Created from:shows products according to creation source; web, Android, iOS, API. </li> </ul> </li> </ul> Remember that to clear the applied filters you can click on the paper shown at the top right. . . In the list of assets in clients, if you click on More you have the following options:. <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: 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> Duplicate: you can duplicate the asset. </li> <li> Export: you can export your assets in clients in Excel or CSV format. </li> </ul> </li> </ul> </ul> . <blockquote class="font-size-lg"> The structure of the assets tab has the following format: The assets tab structure has the following format: 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. <ul> <li>General: general information. <li>Images: where you can put all the photos of the asset.</li><li> <li>Attachments: 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>Related: where you can see in which documents, incidences and events the asset is included (you can export the history). </li>. </ul> </blockquote> <ul> In the asset's tab, if you click on "More" it allows you to choose these options: . <ul> <li style="list-style-type: none;"> <ul class="list-check"> <li> Delete: allows you to delete the asset, which you can always find later in the recycle garbage can by logging in with the user Super Administrator. </li> <li> Duplicate: allows repeating the active. <li> </li> <li> <li> <li> </li> <li> <li>Recycle bin>. </li> <li> Create event:allows to create an event in the Calendar section. </li> </ul> </li> </ul> The assets in clients are related to the section <a href="https://help.stelorder.com/hc/es/articles/6995809706909" target="_blank" rel="noopener noreferrer">SAT</a>, in the documents of this section is where you can relate your assets and keep a more exhaustive control and traceability. Assets, you can assign them to a customer or otherwise leave them unassigned until needed, if you have so indicated in the configuration in Cadvanced configuration > <a href="https://help.stelorder.com/hc/en/articles/7229159929629" target="_blank" rel="noopener noreferrer">Other settings</a>. . The versatility of assets lies in the control you can do over them; from creating an Event in a <a href="https://help.stelorder.com/hc/en/articles/8554892688273" target="_blank" rel="noopener noreferrer">calendar</a>, to have a record of when, where and to whom such maintenance needs to be performed; or, (recommended) generating automatic Tasks with the maintenances. To generate Automatic Tasks linked to assets you must go to Functionalities > <a href="https://help.stelorder.com/hc/es/articles/7100517003549" target="_blank" rel="noopener noreferrer">Automatic Tasks</a> > +New. <h2 id="01GDD637J7NHW557BNRKSCPJGW" class="wysiwyg-text-align-justify"> </h2>. .

All about the catalog module

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