Xentral

Adrian Berger

Facilitate selling your products or services with xentral

Sales

Sales - Overview

An overview of all topics in this category

Overview

Inquiry

Offer

Create offers and requests to generate sales

Offers and requests

Introduction to Order Management

Order Form Structure – All Fields and Options in an Order

Sales order creation and data management

Using the order status indicator

Central sales order overview

Prioritizing sales orders - Fast lane functionality

Order: Partial Delivery

Managing Open Order Items

Merging Sales Orders

Importing and exporting sales orders

Steps for manual sales order processing

Transferring sales orders to logistics processes (Xentral auto-shipping)

FAQ – Order Processing & Logistics Transfer

Orders in Xentral govern the selling process as the focal point

Order: Creation and Automation

Extended Discounts

Vouchers

Free Gifts, Promotional Items, or Giveaways for New Customers (Xentral Free Item)

Rental (Legacy)

Discounts, credit notes, free products, rentals

POS (Point of Sale): Overview

POS Functions and Operation

POS Setup

Setting up the cash register backup (TSE) for POS

POS (alt) – Dokumentation zur Vorgängerversion

Setting up and using POS and cash register in xentral

Point of Sale (POS)

Updating Positions (Receipts)

Follow-up

Sales Funnel

Framework agreement (Customer)

Receipts Importer

Receipt Templates

Automatischer Versand von Belegkopien per E-Mail oder Drucker (Kopie Belege Empfänger)

States

Country List

Service Order

Service Order Scan

Miscellaneous features for selling your products and services to your customers

Miscellaneous sales features

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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.

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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.

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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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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