At STEL Order, we’ve always worked to provide our clients with solutions that support the needs of their businesses. This commitment to improvement, driven by customer feedback, has been part of our philosophy since the very beginning.

Today, we’re taking a look back at all the updates we’ve rolled out during the first half of 2024, which clearly reflect STEL Order’s core approach.

Table of Contents

My Banks in my STEL Order

At the beginning of the year, we launched the My Banks feature to simplify and enhance the financial management experience for our users. This tool is designed to allow automatic synchronization of your bank accounts with STEL Order, providing a smoother and more efficient workflow.

Synchronization with over 100 banking institutions

We’ve partnered with more than 100 European banks so you can link your bank transactions directly to STEL Order. This means your bank activity is automatically updated within your account, giving you a real-time and accurate view of your financial status at all times.

Simplified bank reconciliation

With the My Banks feature, you can easily reconcile payments and collections from your bank account with your invoices, account entries, receipts, and other recorded expenses in STEL Order. This integration automatically matches each transaction with the corresponding accounting record, eliminating manual work and reducing the risk of errors.

Benefits of bank reconciliation in STEL Order

Time-saving: Automatic transaction sync eliminates the need for manual data entry, saving time and reducing errors.
Financial accuracy: Bank reconciliation ensures your financial records are always accurate and up to date, making it easier to manage your cash flow.
Complete financial overview: By connecting your bank accounts to STEL Order, you gain a full picture of your finances in one place, improving decision-making.
Security: We use advanced security protocols to protect your banking data, ensuring your information remains safe at all times.

As part of our ongoing effort to constantly evolve STEL Order, we introduced several improvements to the feature shortly after its launch:

We added a new window that allows you to access detailed information about each bank transaction.
We enabled the option to export transactions in Excel or CSV format.

Bundled Products

Following the launch of My Banks, we introduced the Bundled Products feature in STEL Order. This tool allows you to manage items sold as sets made up of multiple components, enabling businesses to handle products made from several parts or materials efficiently and accurately.

What are Bundled Products?

Bundled products are created by combining several individual items. Simply select a bundled product in any document, and all of its component lines will be automatically added.

We developed this feature with the goal of taking product configuration in STEL Order to the next level.

Flexibility

We’ve designed the feature to give you maximum flexibility when setting up your bundled products:

Set the price of a bundled product as the sum of the sales prices of its components.
Apply a multiplier to include margins or discounts automatically.
Or assign a custom price to the bundled product, independent of its components.

Customize and configure everything

You can define the components, quantities, and prices of a bundled product based on your client’s specific needs. If you prefer to keep the configuration fixed, you also have the option to lock the components, preventing edits when generating documents.

MFA to enhance the security of your account

In recent years, cybersecurity has become a top priority for both businesses and users. At STEL Order, protecting our clients’ data has always been one of our core commitments. That’s why we’ve strengthened account security by introducing MFA, a feature designed to safeguard access and manage the devices connected to your STEL Order account.

The MFA functionality (Multi-Factor Authentication) allows you to secure access and monitor the devices linked to your STEL Order account.

Thanks to 2FA (Two-Factor Authentication), when you sign in for the first time on any device, you’ll be prompted to enter a unique verification code sent to the user’s or Super Admin’s email. This code is valid for 15 minutes.

Multiple improvements

Beyond new features, our commitment to continuous improvement also extends to enhancing existing tools. Here’s a summary of the many updates we’ve rolled out:

More flexible and complete closed job requests

Manage your daily job requests more efficiently with the ability to edit closed job requests and generate multiple documents from a single request.

Automatic job requests in the calendar

The new Job Request Calendar is now available in the STEL Order agenda. This calendar view allows you to:

Drag and reschedule appointments more easily.
Quickly view completed and pending work.
Check a technician’s availability.
Search and click on a job request to open its details instantly.

Online document signing

Need to request a signature after leaving a job site? Or require a signed approval before starting a project? With online document signing, your client receives the document via email and sees the “Sign Document” button.

They simply enter their name, tax ID, and draw their signature. Once signed, it becomes visible on the document. You can view the signature and all related details under the Signature tab in STEL Order.

Supplier references in product cards and documents

In each product’s Pricing tab, you can now include a special purchase price and your supplier’s reference number. This reference will automatically appear in any purchase documents you generate for that supplier.

Attach ownership certificates for bank transfer payments

You can now attach your bank ownership certificate when sending documents that specify bank transfer as the payment method—adding trust and credibility to your business communications.

Easier access to related document attachments

From any client or supplier card, you can now view and download attachments from all related documents. You can also send documents along with attachments from:

Related documents
Projects
Linked assets
Attachments have never been more accessible!

Warehouse & location info in downloaded order summaries

Make warehouse order preparation easier. When viewing your sales or work order lists, click More > Download Summary to get an Excel file that includes product locations (if previously recorded).

Show location info in document lines

In any document view, hover your mouse over the Units field to quickly view the product’s location in your warehouse.

Spell checker in email message editor

We all make mistakes. That’s why we’ve added a spell checker to help you improve your writing when sending documents via email. Errors are underlined in red, and you can press Ctrl + right-click to see correction suggestions.

User type filter in recycle bin

You can now recover deleted STEL Order or STEL Tempo users from the Recycle Bin. The system now displays and filters the user type, so you can easily distinguish between them.

Customize email templates by document type

Create and assign different email templates for each document type. Then, when sending a document by email, you can choose the most suitable template.

Use this feature to remind clients of specific terms, communicate in multiple languages, or change the tone depending on the document.

Just like templates, you can also create custom signatures or use a default one for all communications.

Add more details to your job requests

We’ve improved the Job Request interface to give you faster, more efficient access to your information. The interface is now split into two sections: ‘General’ and ‘More Information’. This way, when you open a job request, you immediately see the most relevant details, such as: Client, Execution Date, Phone Number (this field has been updated to allow two phone numbers if needed), and more.

In the ‘More Information’ tab, you’ll find additional data. Here, you can indicate whether you want to send an email notification to the client when the job request is created or closed. You can also link related assets or projects, or specify if this work should be billed to a different client.

On mobile, you can plan your job requests just as easily, and reorder the priority for each technician.

You can also take advantage of these new features:

The ‘Assets’ field is now more functional, showing assets registered at the selected address first, followed by those registered at other addresses.
In the ‘Type’ field, you’ll see previously created job request types, such as “Maintenance” or “Visit.” If you need a new type, you can create it directly from this view. If you prefer, you can also manage them from Basic Settings > Data Lists > Job Request Types.
The ‘Estimated Duration’ field is used to communicate the expected duration of the job request among team members.
The ‘Resolution’ field allows you to record how the job was resolved once completed. This helps share important details with your team and keep all information in one place.

Create documents faster

We’ve optimized document creation for everyday workflows.

Add multiple products from the cart

In your documents, use the “Add products or services” button to open a cart-style view (similar to the app). You can quickly add, remove, or modify quantities for multiple products in just a few clicks.

Create documents from catalog products or services

From the Catalog list, select products or services and click More > Generate to instantly create a document. This option is also available by:

Right-clicking an item
Opening a product or service card

Pinned tabs in documents

Navigate easily between tabs in documents, even with many line items. The top header stays pinned so you can quickly switch tabs or click actions like “Update lines” without losing your place.