Xentral

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

Adrian Berger

Orders in Xentral govern the selling process as the focal point

Order: Creation and Automation

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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

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

Ordering from your suppliers