{"id":33244,"date":"2022-02-25T12:51:02","date_gmt":"2022-02-25T17:51:02","guid":{"rendered":"https:\/\/siigopyme2.portaldeclientes.siigo.com\/?p=33244"},"modified":"2023-11-07T17:46:44","modified_gmt":"2023-11-07T22:46:44","slug":"elaboracion-de-cotizaciones","status":"publish","type":"post","link":"https:\/\/siigopyme2.portaldeclientes.siigo.com\/elaboracion-de-cotizaciones\/","title":{"rendered":"Elaboraci\u00f3n de cotizaciones"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"33244\" class=\"elementor elementor-33244\">\n\t\t\t\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-d2cd377 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"d2cd377\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-9fa034e\" data-id=\"9fa034e\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-949a536 elementor-aspect-ratio-219 elementor-widget elementor-widget-video\" data-id=\"949a536\" data-element_type=\"widget\" data-settings=\"{&quot;youtube_url&quot;:&quot;https:\\\/\\\/www.youtube.com\\\/watch?v=mg25Hn8tXWo&quot;,&quot;aspect_ratio&quot;:&quot;219&quot;,&quot;video_type&quot;:&quot;youtube&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-wrapper elementor-fit-aspect-ratio elementor-open-inline\">\n\t\t\t<div class=\"elementor-video\"><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5963fac elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5963fac\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-1f2a45c\" data-id=\"1f2a45c\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t\t\t<div class=\"elementor-element elementor-element-70a38e6 elementor-widget elementor-widget-text-editor\" data-id=\"70a38e6\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">La cotizaci\u00f3n en Siigo es un documento extracontable y tiene efecto solo a nivel administrativo, permitiendo as\u00ed la generaci\u00f3n de informes que discriminan los productos cotizados versus los facturados.<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Para elaborar cotizaciones es posible utilizar el buscador de men\u00fa con el icono o ingresar por la ruta<strong>: Ventas \u2013 Administraci\u00f3n de cotizaciones \u2013 Elaboraci\u00f3n de cotizaciones<\/strong>:<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-51817 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/Elaboracotizas.gif\" alt=\"\" width=\"548\" height=\"484\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">All\u00ed el sistema habilita una ventana donde nos mostrara los tipos de cotizaciones que deseamos seleccionar para su respectiva elaboraci\u00f3n:<\/span><\/p><p><span style=\"color: #333333;\"><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-33248 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/COTIZACIONES1.gif\" alt=\"COTIZACIONES\" width=\"392\" height=\"208\" \/><\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Seguido el sistema solicita los siguientes datos para elaborar el documento:<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #00aaff;\"><strong>1. Datos generales o de encabezado:<\/strong><\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-33249 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/ENCABEZADO1223.gif\" alt=\"ENCABEZADO\" width=\"1276\" height=\"188\" \/><\/p><ul><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Fecha:<\/strong> digitas el d\u00eda de elaboraci\u00f3n, el mes y el a\u00f1o lo tomar\u00e1 de la fecha que tenga asignada en ese momento el sistema. <\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Centro de costos:<\/strong> es necesario tener creado m\u00ednimo uno como principal.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Nit:<\/strong> corresponde al tercero al cual se le realizara la cotizaci\u00f3n, este puede ser previamente creado o desde la elaboraci\u00f3n del documento es posible realizar la creaci\u00f3n.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Fecha de entrega:<\/strong> digita la fecha probable de entrega del producto al cliente, por defecto Siigo traer\u00e1 la fecha de ingreso del programa.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Vendedor:<\/strong> el sistema te trae el c\u00f3digo y el nombre del que este asociado al Nit del tercero.<\/span><\/li><li><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><strong>Forma de pago:<\/strong> campo informativo, este dato se refleja en la impresi\u00f3n del documento y depender\u00e1 de la negociaci\u00f3n acordada con el tercero.<\/span><\/li><\/ul><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><span style=\"color: #f7274e;\"><strong>Importante:<\/strong><\/span> el sistema trae, de forma autom\u00e1tica, los campos de disponible, que se refiere al cupo de cr\u00e9dito asignado en el cat\u00e1logo de terceros; saldo, que se refiere al valor total en cartera del tercero; y mora el valor adeudado ya vencido.<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 16px; color: #00aaff;\"><strong>2. Datos de transacciones:<\/strong><\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">En esta pantalla incluyes los productos que se est\u00e1n cotizando<\/span>. <span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Esto lo puedes hacer por referencia, cuenta contable, c\u00f3digo de barras o por producto (pasas a cada una usando la tecla F7), y se podr\u00e1 ingresar de forma independiente, la l\u00ednea, grupo y c\u00f3digo.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-65045 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2023\/11\/ELABCOTIZADeta.gif\" alt=\"\" width=\"1272\" height=\"284\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><span style=\"color: #f7274e;\"><strong>Importante:<\/strong><\/span> en caso de manejar porcentaje de descuento por producto, el sistema disminuye de manera autom\u00e1tica al valor total, la cifra que d\u00e9 como resultado de la aplicaci\u00f3n del porcentaje asignado para el descuento.<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 16px; color: #00aaff;\"><strong>3. Cargos y descuentos: <\/strong><\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Es posible asignar los porcentajes que apliquen para cada uno de los impuestos y el sistema realiza el c\u00e1lculo en forma autom\u00e1tica.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-53539\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/cargosydesc.gif\" alt=\"\" width=\"600\" height=\"448\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Al momento de terminar de ingresar todos los productos que se van a incluir en la cotizaci\u00f3n, puedes grabar esta informaci\u00f3n con la tecla de funci\u00f3n F1 o el \u00edcono <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-34262\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/03\/finalizar-1-4.png\" alt=\"finalizar-1\" width=\"30\" height=\"30\" \/>.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-35580 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/03\/comrpobante-ok.gif\" alt=\"comprobante-ok\" width=\"224\" height=\"148\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Por \u00faltimo, el sistema te<\/span><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"> informa el n\u00famero con el que fue grabado en Siigo.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"bordegif aligncenter wp-image-54946 size-full\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/MONTO1233-1.gif\" alt=\"\" width=\"672\" height=\"196\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\"><span style=\"color: #f7274e;\"><strong>Importante:<\/strong><\/span> el sistema traer\u00e1 el n\u00famero de la cotizaci\u00f3n si en la parametrizaci\u00f3n del documento se marc\u00f3 el campo \u201cNumeraci\u00f3n Autom\u00e1tica\u201d, en caso contrario el programa habilita el campo para digitar el n\u00famero de consecutivo.<\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Puedes enviar la cotizaci\u00f3n a vista preliminar, o enviarla a la impresora.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-65075\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2023\/11\/ImprCotiza.png\" alt=\"\" width=\"551\" height=\"260\" srcset=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2023\/11\/ImprCotiza.png 551w, https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2023\/11\/ImprCotiza-300x142.png 300w\" sizes=\"(max-width: 551px) 100vw, 551px\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 16px; color: #00aaff;\"><strong>4. Validez de la oferta:<\/strong><\/span><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">En esta ventana ingresas la informaci\u00f3n requerida en los campos: validez de la oferta, a quien va dirigida, los d\u00edas de entrega, forma de pago y el cargo de quien elabora la cotizaci\u00f3n; son datos informativos que se plasmaran en la impresi\u00f3n del documento, para finalizar le das F1 o el \u00edcono <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-34262\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/03\/finalizar-1-4.png\" alt=\"finalizar-1\" width=\"30\" height=\"30\" \/>.<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-54948\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/datoscotiza.png\" alt=\"\" width=\"330\" height=\"269\" srcset=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/datoscotiza.png 330w, https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2022\/02\/datoscotiza-300x245.png 300w\" sizes=\"(max-width: 330px) 100vw, 330px\" \/><\/p><p><span style=\"font-family: verdana, geneva, sans-serif; font-size: 14px; color: #333333;\">Al enviarlo a vista preliminar se ve de la siguiente manera:<\/span><\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-65077\" src=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2023\/11\/ImprCotizac.png\" alt=\"\" width=\"610\" height=\"774\" srcset=\"https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2023\/11\/ImprCotizac.png 610w, https:\/\/siigopyme2.portaldeclientes.siigo.com\/wp-content\/uploads\/2023\/11\/ImprCotizac-236x300.png 236w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>La cotizaci\u00f3n en Siigo es un documento extracontable y tiene efecto solo a nivel administrativo, permitiendo as\u00ed la generaci\u00f3n de informes que discriminan los productos cotizados versus los facturados.<\/p>\n","protected":false},"author":416,"featured_media":42394,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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