Tip
This setup guide complements your onboarding by Xentral or a partner.
Initial setup of Xentral: Overview - Let’s get started
Welcome to the Xentral Setup Guide! Here you’ll find everything you need to make the most out of Xentral. Before you dive into sales orders and invoices, you’ll need to take care of the essential setup topics: here you’ll find answers to system setup, login, subscription management, and important features in Xentral.
Use guides and tips to optimize your workflow and business development!
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System setup (Implementation): Explore the Xentral homepage and get to know the key features. Dive into the administration settings and get your team members on board!
First steps - Master data, Sales orders, Sales channels/ Projects (Implementation): Create your first product, contact, bill of materials, and sales order.
Import of master data - Contacts, Products (Implementation): Explore the options for creating contacts and products by importing master data.
Connect shops/marketplaces (Implementation): Connect shop systems with integrations and import sales orders, synchronize data in the order-to-cash workflow. Connect marketplaces.
Logistics and Warehouse (Implementation): From simple processes to logistics automations and complex solutions: Define warehouse structure, manage products, make reservations, conduct inventory.
Accounting and Reporting (Implementation): Invoice creation, credit notes/ cancellation invoices, liabilities for your purchase orders. Chart of accounts, payment methods, and accounting exports e.g., Datev. The most important analytics functions and figures for your business.
Additional modules, industries, and business models (Implementation): Industries such as electronics, commerce, or food e.g., batch and expiration date management. B2B business customer quotation creation, follow-up reminders, and corporate customer correspondence.
Before going live with Xentral, you should have completed the setup guide and worked out and tested the most important process steps for you. The checklist helps you keep track of the most important topics.
Go-Live checklists: Before going live, review your setup and test your configured processes: Setup checklist.