The settings center hosts all general settings that are available in Xentral. These are settings that are very important, but don’t need to be configured regularly, e.g., your company data or the connection to an online shop.
You can open the settings at any time by clicking the gear icon
on the top right.
Note
The settings are by default only available to users with administrative rights. However, you can also grant access to other users by assigning them the appropriate rights. You can find the necessary rights in the tables in the section. Available settings.
Available settings
The settings are organized in eight groups that represent the core functions of Xentral. Each group contains multiple settings that are listed and described in the following sections.
Basic settings
These are the basic settings you need to set up first. These include your company data, number ranges, connection of emails, design of business letters, and management of your Xentral users.
Section | Setting | Description | Needed permission |
Add your company address, VAT ID and SEPA creditor ID. | Firmendaten > edit | ||
Number ranges | Define number ranges that provide a unique identifier for your documents. | Firmendaten > edit | |
Number ranges | Define deviating number ranges for certain projects. | Projekt > edit | |
Add new and manage existing email accounts. | Emailbackup > list/ show | ||
Edit and create text templates for all your business letters. | Firmendaten > edit | ||
Set up a default email account that will be used for most automatic emails from Xentral. | Firmendaten > edit | ||
Receipts | Design the layout of your business letters. | Firmendaten > edit | |
Receipts | Extend the information of your documents by adding info boxes. | Firmendaten > documentsettings | |
Receipts | Define text templates for different kinds of business letters. | Firmendaten > edit | |
Receipts | Enter translations that allow you to offer documents like sales orders and delivery notes in a different language. | Übersetzungen > list | |
Receipts | Create a template for documents that allows you to insert a set of positions quickly into a document. | Belegevorlagen → list | |
Seperate different areas of your company by giving them, e.g., their own logistics processes or number ranges. | Projekt > list | ||
User management | Keep track of users, add new users and manage their rights. | Benutzer > list | |
User management | Create templates that allow you to assign rights to users more quickly. | Uservorlage > list | |
Printer | Connect your printer to Xentral. | Drucker > list | |
Printer | Connect your printer. | Drucker > list | |
Printer | View print jobs across all spoolers. | Drucker > list |
Master data
Everything about your contact and product master data as well as settings for free fields.
Section | Setting | Description | Needed permission |
Contacts | Group your customers together to offer them special prices or payment conditions. | Gruppen > list | |
Contacts | Set up languages you want to use for translated documents. | Sprachen > list | |
Contacts | Define address types that let you differentiate between B2B and B2C customers. | adresse_typ > list | |
Product | Group products by categories and assign them their own number ranges or link them to a project. | Artikelkategorien > list | |
Product | Build a structured overview of your products based on product categories. | Artikelbaum > list | |
Product | Create units for your products, e.g., kg for kilogram. | Artikeleinheit > list | |
Product > Properties | Define product properties like color or screen size. | Artikeleigenschaften > list | |
Product > Properties | Create templates for properties that alllow you to quickly assign properties to a group of products, e.g., smartphones. | Eigenschaften_vorlagen > list | |
Product > Properties | Translate properties into different languages. | propertytranslation > list | |
Product | Define percentage discounts as well as price discounts for specific customers or groups. | Rabatte > list | |
Product | Link similar products or accessory products with a source product. | Rabatte > list | |
Add free fields that can be displayed in your documents. | Firmendaten > edit |
Sell
Connect online shops/ marketplaces and set up your point of sale (POS).
Section | Setting | Description | Needed permission |
Shops & marketplaces | Maintain the connection to your online shops. | Onlineshops > list | |
Shops & marketplaces | New shop interface for Shopify. | Onlineshops > create | |
Shops & marketplaces | New shop interface for WooCommerce. | Onlineshops > create | |
Shops & marketplaces | Define the shop and warehouse that will be used for the Amazon Seller App. | Amazon > list | |
Shops & marketplaces | Manage your eBay listings. | Ebay > einstellungen | |
Cash register (POS) | Manage the settings, buttons and printers of your point of sale. | Projekt > list | |
Cash register (POS) | Add a cashier to your POS. | Pos_kassierer > list |
Stock & Fulfilment
Get your goods fulfilled by setting up your warehouse, logistics processes, and shipments. Additionally you can set up workflows for your production.
Section | Setting | Description | Needed permission |
Warehouse | Create digital representations of your warehouses and keep track of stock. | Lager > list | |
Warehouse | Decide if returns should be processed with a return document and set up a continuous number for goods receipt. | Wareneingang > settings | |
Warehouse | Enter reasons why a product can be returned. | Rma_vorlagen > list | |
Warehouse | Create labels for your stock. | Etiketten > list | |
Warehouse | Define stock movement types to identify and track the reasons for stock movements | ||
Logistics | Manage your logistics by defining how your sales orders are picked and packed. | Projekt > list | |
Logistics | Control the commissioning process in more detail. | Batches > list | |
Logistics | Define reasons for when a sales order can’t be shipped from the dispatch center. | Versanderzeugen > einstellungen | |
Shipment | Connect your carriers and define how shipping labels should be printed. | Versandarten > list | |
Shipment | Define in which circumstances certain carriers are to be used. | Carrierselect > list | |
Shipment | Define in which cases shipping should be split. | ||
Shipment | Set up delivery conditions for customers or certain documents. | Lieferbedingungen > list | |
Production | Manage your production. | Produktion > list | |
Production | Manage your production processes. | Produktionszentrum > list | |
Production | Create templates with work instructions for production. | Artikelarbeitsanweisung_vorlagen > list | |
Production | Create templates to check if an item in production works correctly. | Artikelarbeitsanweisung_vorlagen > list |
Purchasing
Set up your automatic purchase order proposals.
Section | Setting | Description | Needed permission |
Define time frames for the extended order proposal. | Bestellvorschlag > einstellungen |
Accounting
Everything you need to get your accounting process set up correctly. From connecting bank accounts, to defining currencies & taxes, uploading your chart of accounts, and connecting to DATEV.
Section | Setting | Description | Needed permission |
Payments and business accounts | Set up your bank and payment accounts. | Konten > list | |
Payments and business accounts | Maintain your payment methods. | Zahlungsweisen > list | |
Payments and business accounts | Payment terms | Configure default payment terms and discounts. | Firmendaten > edit |
Payments and business accounts | Set up your dunning system and define when payment reminders should be sent as well as the amount of the dunning fees. | Mahnwesen > mahnweseneinstellungen | |
Payments and business accounts | Activate and configure the mandatory QR code for swiss invoices if you have a swiss bank account. | Swissqrinvoice > list | |
Taxes and currency | Configure system-wide tax and currency settings. | Projekt > list, Steuersätze > list | |
Taxes and currency | Check the current exchange rate of other currencies to Euro. | Waehrungsumrechnung > list | |
Taxes and currency | Define delivery thresholds for certain countries or specific products. | Lieferschwelle > list | |
DATEV | Manage settings for DATEV Rechnungsdatenservice 1.0, e.g. the date filter for liabilities. | Datev > config | |
DATEV | Maintain entries for the DATEV ASCII format. | Buchhaltungexport > einstellungen | |
Bookkeeping accounts | Create and maintain your chart of accounts. It is a list of every account in the accounting system. | Kontorahmen > list | |
Bookkeeping accounts | Create cost centers for items and liabilities and display them on documents. | Kostenstellen > list | |
Bookkeeping accounts | Define tax rates for your liabilities. | Verbindlichkeit > einstellungen | |
Bookkeeping accounts | Define criteria for when a deviating debtor number should be used for a group or customer. | Collectivedebitors > list | |
Define tax rates and currencies for your sales channels. | Projekt > list |
Team
Set up the ticket inbox and follow-ups for your team and configure time tracking templates.
Section | Setting | Description | Needed permission |
Ticket system | Define standard responses to customer inquiries. | Ticket_vorlage > list | |
Ticket system | Set up a queue for your ticketing system. | Warteschlangen > list | |
Add additional fields to the Contacts table and define details of the Follow-up dashboard. | Wiedervorlage > settings | ||
Create templates that you can use to track the time of recurring tasks more quickly. | Zeiterfassungvorlage > list |
Administration
Here you can find the settings that your system admin should keep an eye on.
Section | Setting | Description | Needed permission |
Specify when your system will be updated. | |||
Set up new automations, adjust the interval at which a certain process is executed or restart a process. | Prozessstarter > list | ||
Change system-wide settings. | Firmendaten > edit | ||
Create labels to mark important operations or documents in overviews. | Datatablelabels > list | ||
Define fields in the user interface that need to be filled out, e.g., a best before date. | Mandatoryfields > list | ||
Data exchange | Set up the transfer of data of various formats between Xentral and another system. | Uebertragungen > list | |
Data exchange | Manage your API accounts. | Api_account > list | |
Data exchange | Manage your OAuth connections to third-party tools. | only visible by admins | |
Data exchange | Create and manage webhooks that notify external systems about events in Xentral. | Webhooks > settings |