Xentral

Projects: Usage and settings

Projectmanagement

Adrian Berger

How to effectively use projects in xentral

Working with projects

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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

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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.

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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.

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

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

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

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AI Agents

Available AI features

How to get started with AI in Xentral

Get to know AI: First Steps & Overview

Your AI colleagues in detail

Creating custom agents

Use AI: How it helps you in everyday life

Agent-Hub: Setup & Settings

AI Control: Settings, Control & Safety

How AI supports you in your daily work

Why AI is transforming ERP – and what it means for your business

How AI is changing your work

Master data

Master data - Overview

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

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

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

Working with products - advanced features

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

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

Purchasing

Purchasing - Overview

Purchase Order

Price inquiry

Order/Price Inquiry to Order

Store Purchase Order

Ordering from your suppliers

Order Proposal

Order Proposal Email

Extended order proposal

Using order proposals

Framework agreement (Suppliers)

Miscellaneous purchasing features

In an order, the supplier does not deliver all items. How can I mark the order as "completed" and write off the missing items?

How can I automate reorders?

Which options for goods receipt can I use in Xentral?

FAQ Purchasing