{"id":8343,"date":"2025-07-22T00:14:12","date_gmt":"2025-07-22T00:14:12","guid":{"rendered":"https:\/\/www.docdigitales.com\/academy\/?p=8343"},"modified":"2025-08-11T20:58:12","modified_gmt":"2025-08-11T20:58:12","slug":"acciones-seccion-proveedores","status":"publish","type":"post","link":"https:\/\/www.docdigitales.com\/academy\/?p=8343","title":{"rendered":"Acciones de la secci\u00f3n de proveedores"},"content":{"rendered":"\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Accede desde el men\u00fa lateral izquierdo <strong>Contactos &gt; Proveedores.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">Se desplegar\u00e1 la pantalla del<strong> listado de proveedores.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-13.webp\" alt=\"\" class=\"wp-image-8575\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-13.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-13-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-13-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/01-2x-13-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Nuevo Proveedor<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">Permite agregar un <strong>Nuevo Proveedor<\/strong> en el sistema. <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/agrega-nuevo-proveedor-2\" target=\"_blank\" rel=\"noreferrer noopener\">Conoce m\u00e1s sobre c\u00f3mo registrar un proveedor.<\/a><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-8.webp\" alt=\"\" class=\"wp-image-8576\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-8.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-8-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-8-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/02-2x-8-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Pesta\u00f1a de acciones<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Listado de Proveedores:<\/strong> Te muestra el listado completo de tus proveedores con su informaci\u00f3n b\u00e1sica. Si deseas ver el detalle completo de un registro, solo da clic sobre el nombre y se abrir\u00e1 la pesta\u00f1a de <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/pantalla-de-detalles-del-proveedor\" target=\"_blank\" rel=\"noreferrer noopener\">Detalle de Proveedor.<\/a><\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/importa-exporta-proveedores\" target=\"_blank\" rel=\"noreferrer noopener\">Importar Proveedores<\/a>: <\/strong>Si ya cuentas con una base de datos de proveedores previa, puedes importarlos masivamente por medio de una plantilla de excel.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-10.webp\" alt=\"\" class=\"wp-image-8569\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-10.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-10-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-10-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/03-2x-10-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Buscar<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">La funci\u00f3n de b\u00fasqueda en la parte superior permite encontrar clientes m\u00e1s r\u00e1pidamente.<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Da clic en la opci\u00f3n <strong>Buscar.<\/strong><\/li>\n\n\n\n<li class=\"has-small-font-size\">Se abrir\u00e1 un men\u00fa desplegable. Ingresa los criterios de b\u00fasqueda que consideres necesarios:\n<ul class=\"wp-block-list\">\n<li><strong>Nombre.<\/strong><\/li>\n\n\n\n<li><strong>Nombre Comercial.<\/strong><\/li>\n\n\n\n<li><strong>Correo electr\u00f3nico.<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-11.webp\" alt=\"\" class=\"wp-image-8570\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-11.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-11-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-11-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/04-2x-11-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li class=\"has-small-font-size\">Para realizar la b\u00fasqueda, da clic en el bot\u00f3n <strong>Buscar<\/strong>. Se mostrar\u00e1n los resultados que coincidan con los campos de b\u00fasqueda.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Si deseas hacer una nueva b\u00fasqueda, da clic en<strong> Limpiar Campos <\/strong>y repite el proceso anterior.<\/li>\n\n\n\n<li class=\"has-small-font-size\">Para cerrar el panel de b\u00fasqueda da clic en el bot\u00f3n <strong>Cancelar.<\/strong><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-10.webp\" alt=\"\" class=\"wp-image-8571\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-10.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-10-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-10-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/05-2x-10-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Panel de acciones administrativas<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">Desde esta secci\u00f3n puedes gestionar a tus prospectos y emitir distintos documentos administrativos.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-5.webp\" alt=\"\" class=\"wp-image-8572\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-5.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-5-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-5-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/06-2x-5-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/importa-exporta-proveedores\" target=\"_blank\" rel=\"noreferrer noopener\">Exportar a Excel<\/a>:<\/strong> Exporta todo el listado de proveedores convertido a un archivo de hoja de c\u00e1lculo en formato .xlsx<\/li>\n\n\n\n<li class=\"has-small-font-size\"><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/crea-una-orden-de-compra\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Nueva Orden de Compra: <\/strong><\/a>Podr\u00e1s generar nuevas \u00f3rdenes de compra con la informaci\u00f3n del proveedor ya precargada.&nbsp;<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong><a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/edita-elimina-proveedores\" target=\"_blank\" rel=\"noreferrer noopener\">Eliminar<\/a>: <\/strong>\u00a0Si seleccionas a uno o varios proveedores podr\u00e1s eliminarlos al dar clic en este bot\u00f3n.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#79abe3;color:#79abe3\"\/>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Listado de proveedores<\/strong><\/h3>\n\n\n\n<p class=\"has-small-font-size\">Muestra el <strong>listado completo de los proveedores<\/strong> que tienes registrados en el sistema, en conjunto con informaci\u00f3n b\u00e1sica y relevante.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-small-font-size\"><strong>Proveedor:<\/strong> Muestra el nombre o raz\u00f3n social del proveedor. Al dar clic sobre el nombre se abrir\u00e1 el <a href=\"https:\/\/www.docdigitales.com\/academia\/manuales\/pantalla-de-detalles-del-proveedor\" target=\"_blank\" rel=\"noreferrer noopener\">detalle de proveedor<\/a>.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>Correo electr\u00f3nico:<\/strong> Correo registrado como medio de comunicaci\u00f3n.<\/li>\n\n\n\n<li class=\"has-small-font-size\"><strong>N\u00famero de tel\u00e9fono:<\/strong> Tel\u00e9fono registrado.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1142\" height=\"642\" src=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-6.webp\" alt=\"\" class=\"wp-image-8573\" srcset=\"https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-6.webp 1142w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-6-300x169.webp 300w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-6-1024x576.webp 1024w, https:\/\/www.docdigitales.com\/academy\/wp-content\/uploads\/2025\/07\/07-2x-6-768x432.webp 768w\" sizes=\"(max-width: 1142px) 100vw, 1142px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Nuevo Proveedor Permite agregar un Nuevo Proveedor en el sistema. Conoce m\u00e1s sobre c\u00f3mo registrar un proveedor. Pesta\u00f1a de acciones Buscar La funci\u00f3n de b\u00fasqueda en la parte superior permite encontrar clientes m\u00e1s r\u00e1pidamente. Panel de acciones administrativas Desde esta secci\u00f3n puedes gestionar a tus prospectos y emitir distintos documentos administrativos. Listado de proveedores Muestra el listado completo de los proveedores que tienes registrados en el sistema, en conjunto con informaci\u00f3n b\u00e1sica y relevante.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10,44,48],"tags":[30],"class_list":["post-8343","post","type-post","status-publish","format-standard","hentry","category-academia","category-contactos","category-proveedores-contactos","tag-facil"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Acciones de la secci\u00f3n de proveedores - Academia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.docdigitales.com\/academy\/?p=8343\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Acciones de la secci\u00f3n de proveedores - Academia\" \/>\n<meta property=\"og:description\" content=\"Nuevo Proveedor Permite agregar un Nuevo Proveedor en el sistema. Conoce m\u00e1s sobre c\u00f3mo registrar un proveedor. Pesta\u00f1a de acciones Buscar La funci\u00f3n de b\u00fasqueda en la parte superior permite encontrar clientes m\u00e1s r\u00e1pidamente. Panel de acciones administrativas Desde esta secci\u00f3n puedes gestionar a tus prospectos y emitir distintos documentos administrativos. 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