{"id":24396,"date":"2025-08-12T06:16:17","date_gmt":"2025-08-12T06:16:17","guid":{"rendered":"https:\/\/mountainstream.co\/docs\/el-proceso-de-configuracion\/"},"modified":"2025-12-12T02:32:54","modified_gmt":"2025-12-12T02:32:54","password":"","slug":"el-proceso-de-configuracion","status":"publish","type":"docs","link":"https:\/\/mountainstream.co\/es\/docs\/el-proceso-de-configuracion\/","title":{"rendered":"El proceso de configuraci\u00f3n"},"content":{"rendered":"\n<h2 class=\"wp-block-heading has-text-color has-link-color has-medium-font-size wp-elements-0ca88d1f2ea2e540671005c7077f61f4\" id=\"h-phase-1-discovery-amp-information-gathering\" style=\"color:#113058\"><strong>Fase 1: Descubrimiento y recopilaci\u00f3n de informaci\u00f3n<\/strong><\/h2>\n\n<p>Esta fase inicial se centra en comprender su funcionamiento. Le pediremos que nos facilite los datos b\u00e1sicos que utilizaremos para crear su entorno Streamline. <\/p>\n\n<p><strong>Lo que necesitaremos de usted:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Tu lista de productos y precios<\/strong>: una lista de los productos que vendes.<\/li>\n\n\n\n<li><strong>Tu hoja de c\u00e1lculo de operaciones:<\/strong> La hoja de c\u00e1lculo que utilizas actualmente para gestionar tus operaciones.<\/li>\n\n\n\n<li><strong>Tus materias primas y recetas:<\/strong> una lista de todos los ingredientes y las recetas que utilizas para elaborar tus productos.<\/li>\n<\/ul>\n\n<p>Al mismo tiempo, le enviaremos un <strong>breve cuestionario<\/strong> para recopilar los detalles espec\u00edficos de su negocio, de modo que podamos configurar el sistema a su medida.<\/p>\n\n<h2 class=\"wp-block-heading has-text-color has-link-color has-medium-font-size wp-elements-397f217924cc889b4c4de8f44d1a3487\" id=\"h-phase-2-system-configuration-amp-build-out\" style=\"color:#113058\"><strong>Fase 2: Configuraci\u00f3n y desarrollo del sistema<\/strong><\/h2>\n\n<p>Una vez que tengamos tu informaci\u00f3n, nuestro equipo se pondr\u00e1 manos a la obra para crear tu configuraci\u00f3n personalizada de Streamline.<\/p>\n\n<p><strong>Lo que haremos:<\/strong><\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Cree sus recetas:<\/strong> introduciremos sus materias primas y recetas en el sistema.<\/li>\n\n\n\n<li><strong>Importar sus clientes:<\/strong> Extraemos su lista de clientes, contactos y direcciones de su cuenta de QuickBooks.<\/li>\n\n\n\n<li><strong>Configure sus ajustes:<\/strong> Configuraremos los detalles espec\u00edficos del cliente, como los gastos de env\u00edo y los d\u00edas de entrega.<\/li>\n\n\n\n<li><strong>Una peque\u00f1a tarea:<\/strong> A continuaci\u00f3n, le daremos algunas peque\u00f1as tareas que deber\u00e1 completar, como revisar los datos importados, para asegurarnos de que todo est\u00e9 perfecto antes de continuar.<\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading has-text-color has-link-color has-medium-font-size wp-elements-a04a3d2fb73865302ced37e822930860\" id=\"h-phase-3-training-amp-parallel-run\" style=\"color:#113058\"><strong>Fase 3: Formaci\u00f3n y ejecuci\u00f3n paralela<\/strong><\/h2>\n\n<p>Esta es la fase pr\u00e1ctica en la que te familiarizar\u00e1s con Streamline con nuestro apoyo total.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Introducci\u00f3n de pedidos:<\/strong> Comenzar\u00e1 a introducir sus pedidos diarios en Streamline.<\/li>\n\n\n\n<li><strong>Funcionamiento en paralelo:<\/strong> durante un breve periodo de tiempo, Streamline funcionar\u00e1 junto con su antiguo sistema. Esto nos permitir\u00e1 comparar los datos y confirmar que todo se ha configurado correctamente. <\/li>\n\n\n\n<li><strong>Creaci\u00f3n de informes:<\/strong> Trabajaremos con usted de forma personalizada para crear informes personalizados, adapt\u00e1ndolos a sus necesidades y preferencias espec\u00edficas.<\/li>\n\n\n\n<li><strong>Asistencia ilimitada:<\/strong> durante todo este proceso, <strong>le guiaremos paso a paso<\/strong>. Ofrecemos asistencia ilimitada a trav\u00e9s de Zoom y correo electr\u00f3nico para responder a cualquier pregunta que tenga. <\/li>\n<\/ul>\n\n<h2 class=\"wp-block-heading has-text-color has-link-color has-medium-font-size wp-elements-98695383dbcc045a65c473d139bc2f74\" id=\"h-phase-4-going-live-amp-final-integration\" style=\"color:#113058\"><strong>Fase 4: Puesta en marcha e integraci\u00f3n final<\/strong><\/h2>\n\n<p>Una vez que se sienta totalmente seguro con el sistema y se hayan verificado los datos, completaremos los pasos finales para que Streamline se convierta en su principal herramienta operativa.<\/p>\n\n<ul class=\"wp-block-list\">\n<li><strong>Invite a sus clientes:<\/strong> Puede enviar invitaciones directamente desde Streamline para que sus clientes comiencen a realizar pedidos en l\u00ednea.<\/li>\n\n\n\n<li><strong>Activar la integraci\u00f3n con QuickBooks:<\/strong> Activaremos la exportaci\u00f3n autom\u00e1tica de facturas a QuickBooks y configuraremos los saldos iniciales de sus clientes.<\/li>\n\n\n\n<li><strong>Habilitar el seguimiento del inventario en tiempo real:<\/strong> Configuraremos sus niveles de inventario iniciales y comenzaremos el seguimiento en tiempo real a medida que se realicen nuevos pedidos y se fabriquen los productos.<\/li>\n<\/ul>\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-text-color has-alpha-channel-opacity has-background\" style=\"background-color:#cccccc;color:#cccccc\"\/>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-right is-layout-flex wp-container-core-buttons-is-layout-765c4724 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button bdocs-custom-btn\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/mountainstream.co\/register-your-company\/\">Get Started<\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Fase 1: Descubrimiento y recopilaci\u00f3n de informaci\u00f3n Esta fase inicial se centra en comprender su funcionamiento. Le pediremos que nos facilite los datos b\u00e1sicos que utilizaremos para crear su entorno&#8230;<\/p>\n","protected":false},"author":10,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[142],"doc_tag":[],"class_list":{"0":"post-24396","1":"docs","2":"type-docs","3":"status-publish","5":"doc_category-comienza-ahora"},"year_month":"2026-04","word_count":467,"total_views":"274","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Leoj Gutierrez","author_nicename":"leoj","author_url":"https:\/\/mountainstream.co\/es\/author\/leoj\/"},"doc_category_info":[{"term_name":"\u00a1Comienza ahora!","term_url":"https:\/\/mountainstream.co\/es\/docs-category\/comienza-ahora\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\r\n<title>El proceso de configuraci\u00f3n - Mountain Stream<\/title>\r\n<meta name=\"description\" content=\"Aprenda c\u00f3mo iniciar el proceso de configuraci\u00f3n en Streamline proporcionando datos operativos esenciales para una configuraci\u00f3n sin problemas.\" \/>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/mountainstream.co\/es\/docs\/el-proceso-de-configuracion\/\" \/>\r\n<meta property=\"og:locale\" content=\"es_ES\" \/>\r\n<meta property=\"og:type\" content=\"article\" \/>\r\n<meta property=\"og:title\" content=\"El proceso de configuraci\u00f3n\" \/>\r\n<meta property=\"og:description\" content=\"Aprenda c\u00f3mo iniciar el proceso de configuraci\u00f3n en Streamline proporcionando datos operativos esenciales para una configuraci\u00f3n sin problemas.\" \/>\r\n<meta property=\"og:url\" content=\"https:\/\/mountainstream.co\/es\/docs\/el-proceso-de-configuracion\/\" \/>\r\n<meta property=\"og:site_name\" content=\"Mountain Stream\" \/>\r\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/MountainStreamUSA\/\" \/>\r\n<meta property=\"article:modified_time\" content=\"2025-12-12T02:32:54+00:00\" \/>\r\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/mountainstream.co\/wp-content\/uploads\/2025\/03\/mountain-stream-bakery-software-logo.png?fit=1761%2C1843&ssl=1\" \/>\r\n\t<meta property=\"og:image:width\" content=\"1761\" \/>\r\n\t<meta property=\"og:image:height\" content=\"1843\" \/>\r\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:site\" content=\"@mountainstream_\" \/>\r\n<meta name=\"twitter:label1\" content=\"Tiempo de lectura\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutos\" \/>\r\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/mountainstream.co\\\/es\\\/docs\\\/el-proceso-de-configuracion\\\/\",\"url\":\"https:\\\/\\\/mountainstream.co\\\/es\\\/docs\\\/el-proceso-de-configuracion\\\/\",\"name\":\"El proceso de configuraci\u00f3n - 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