Xentral

Inquiry

Offer

Adrian Berger

Create offers and requests to generate sales

Offers and requests

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

AI title

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

You're not signed in on this browser. Sign in through this site's Messenger, then reload this page.

Sign in to view your company's tickets

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

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.

Style guide

Article page title

Home hero title

English

Deutsch

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

Projects: Usage and settings

Projectmanagement

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

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?

FAQ Purchasing