Xentral

Waldemar Schmidt

Adrian Berger

Create and manage your contacts, products, and projects

Master data

Master data - Overview

An overview of all topics in this category

Overview

Overview: Addresses – Managing Customers, Suppliers, and Contacts

Addresses (Basics) - Introduction to Master Data Management for Customers and Suppliers

Creating and managing customers in Xentral

Creating and managing suppliers in Xentral

Addresses - All Fields

Using the address overview

Document Creation from Addresses, Modules, and Smart Search – (Starting the Purchasing / Sales Process)

Overview: CRM Features in Xentral

CRM in address master data

Address types: Salutation and B2B net display

Address Filter – Flexibly Segmenting Address Groups

Advanced address search - additional column search fields

Importing address master data

Exporting address master data

Creating contact master data (Legacy)

Maintaining contact master data (Legacy)

FAQ Addresses - Frequently Asked Questions

Create and maintain contact data of customers, suppliers, and employees

Manage addresses

Introduction: Product master data

Importing product master data

Manually creating products

Maintaining product master data

Matrix product: Creating product variants

Parts list

Using product images

Creating and maintaining product properties

Item Number Ranges and SKU (Item Categories Module)

Item tree

Central product overview

External Numbers in Xentral: Mapping Item Numbers from Shops and Marketplaces

Exporting product master data

FAQ Products - Frequently Asked Questions

The most important features for creating and working with your products

Working with products - the basics

Creating units for products

Calculated purchase price

Dynamic GLD Calculation (Moving Average in Accordance with German Commercial Code (HGB))

Defining the behavior of bill of materials (BOMs) on documents - BOM details

Automatic Deposit Calculation (Xentral Deposit Product)

Properties templates

File browser

Cross-selling

Beyond the basics: Further useful features for working with products

Working with products - advanced features

Projects: Usage and settings

Projectmanagement

How to effectively use projects in xentral

Working with projects

Import of master data and company data (data import)

Export of master data and company data (data export)

Self-service data export from Xentral

Variables for data import and export

Duplicate numbers

CSV-Import: Überblick

CSV-Import: Artikel importieren

CSV-Import: Einkaufspreise importieren

CSV-Import: Medien importieren

CSV-Import: Stückliste importieren

CSV-Import: Freifelder importieren

CSV-Import: Aufträge importieren

CSV-Import: Kategorien (Artikelbaum) importieren

CSV-Import: Kunden importieren

CSV-Import: Kontenrahmen importieren

CSV-Import: Rechnungen importieren

CSV-Import: Bestellungen importieren

CSV-Import: Proforma-Rechnungen importieren

CSV-Import: Angebote importieren

CSV-Import: Lieferscheine importieren

CSV-Import: Fremdnummern importieren

CSV-Import: Gutschriften importieren

CSV-Import: Artikel Online-Shops importieren

CSV-Import: Artikel Kategorie Zuordnungen importieren

CSV-Import: Tag-Zuweisungen importieren

CSV-Import: Crosssellings importieren

CSV-Import: Verbindlichkeiten importieren

CSV-Import: Individueller Datenimport

CSV-Import Fehlermeldungen und Abhilfe

CSV-Import: Verkaufspreise importieren

Further useful features for your master data

Master data - import, export

FAQ – Master Data: Addresses, Items, Projects, Data Migration

CSV formats: Changes to import and export of CSV files

How do I create a dummy product or a voucher as product?

How can I delete products?

Can I store different tax rates for the components in a bill of materials?

FAQ Master data

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