Xentral

Adrian Berger

Xentral in a nutshell

Xentral in a nutshell - Overview

An overview of all topics in this category

Overview

Welcome to the Xentral Helpcenter!

Submitting support requests to Xentral via the ticket system

Activating a service account for the customer support team

Welcome to Xentral! Basic information to get you started

Welcome

Overview: Implementation

System setup (Implementation)

First steps - Master data, Sales orders, Sales channels/ Projects (Implementation)

Import of master data - Contacts, Products (Implementation)

Connect shops/marketplaces (Implementation)

Logistics and Warehouse (Implementation)

Accounting and Reporting (Implementation)

Additional modules, industries, and business models (Implementation)

Setup checklists

Get to know Xentral and its functionalities

Implementation of Xentral

Elements of the homepage in Xentral

Smart Search in Xentral

Your Guide Through the Xentral Interface

System Settings Overview

System Navigation & User Interface

Logging in to Xentral

Change Language & Appearance of the User Interface

Customize Menu Bar (Xentral Main Menu)

Change Password & Login Details

My User Account

Multi-Factor Authentication (MFA)

Activating Apps and Modules in Xentral

Managing and checking your Xentral subscription

Checking the amount of sales orders during a billing period and your subscription

License Information

Testing with Xentral Demo Data

Account Management Admin, Subscription

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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