Última actualización: 25/03/2019

In this article, we will briefly discuss STEL Order settings – you should configure them if you want to begin using our software. To get to know more and read a detailed explanation, click on the links we have provided you with.

  • Create new users and their roles: When we start using STEL Order, only one user will be present – Super Administrator. In order to add new users, we go to Settings/Users/New. We will introduce all the data of our new employees and we will assign them a “Role” – we can select the role from the list of roles which are available or create a new one. If we do that, we will be able to specify permissions.
  • Company data: There are three tabs available in this section. In the first one, “General”, we will introduce the data of our company. In “Location Settings”, we can specify our time zone, country, number of decimals and other information. Finally, we can attach a logo of your company, recommended size: 250×125, and file extension: .jpg, .jpeg, .gif, .bmp. Our logo will be visible in the templates. You can also watch a video tutorial.
  • Taxes: We’ve got two types of taxes – consumption and income taxes. It’s necessary to activate and create them in this section. This is a very important step because taxation methods are different from country to country and therefore, they can’t be specified automatically.
  • Bank accounts: It is a very important part – we have to add our bank accounts here to have them accessible when creating documents.
  • Expense Categories: We can create different expense categories and, later, use them when making purchases.
  • Payment options: All the different payment methods can be specified in this section. Click here to get to know more.
  • Payment terms: Here, we will create payment terms – they are not created automatically. One remark – if we write “0” here, respective payment will be processed immediately.
  • References: There’s a list of references created automatically. If we want to edit a reference, we have to first duplicate it and adjust the copy to our needs, or we create a new one. In this article, we have explained how to do that.
  • Event types: In this section, we can change the colors that are assigned to each event. Later, we will use this option in our calendar.
  • Email configuration: If we want to have an option of sending documents using our email address, we have to configure all the data in this section. It’s important to do it manually, instead of copying and pasting information, and to use your email password. In this article, we explain step by step how to configure your email information.
  • Template customization: We can customize templates any way we want to. Within each tab, all the information can be adjusted to our company’s needs.
  • Price rates: Here we can create new price rates, however, in order to specify how they will work, we need to go to Catalog/Products (or Services)/Select a Product or Service/Rate/Click on Rate you want to change/Save. In this article, you can read more about price rates.
  • Automatic tasks: Automatic tasks will allow us to create recurring invoices, or other documents, and prepare maintenance schedules in an automatic way. Click here  to get to know more.
  • Online Payments: This is another, recently introduced feature which will allow you to pay via PayPal or a credit card. In order to be able to make online payments, necessary details must be specified here.
  • Other configuration: Here, various STEL Order functionalities can be turned off, therefore, we should be careful when configuring this section.

 

 

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