This overview lists all fields that can be maintained for an address in Xentral. They are organized thematically by tab and section and cover all relevant master data, settings, and additional information.
This is where the basic information for an address is recorded — from master data and contact details to special settings such as blocks, assignments, or custom fields.
In this area you can upload files and link them to an address, e.g. contracts, documents, or certificates. This keeps all relevant records stored centrally with the address.
The master address is the central address of a customer, supplier, or partner in Xentral. It serves as the default for documents, processes, and evaluations, and forms the basis for other address types (e.g. delivery or billing addresses).
Field name |
Description |
|---|---|
|
Type |
Selection of the salutation type (e.g. Mr., Ms., Company). Important for net/gross price display in documents. This display can also be configured under Settings > Basic settings > Tax/Currency. |
|
Name* |
Full name or company name. Required field. Corresponds to Line 1 in the address block of the letterhead. |
|
Title |
Academic or professional title (e.g. Dr., Prof.). Appears before the name in the address block of the letterhead. |
|
Contact person |
Responsible person within the company. Corresponds to Line 2 in the address block of the letterhead. |
|
Department |
Associated department. Corresponds to Line 3 in the address block of the letterhead. |
|
Sub-department |
Detailed information about the sub-department. Corresponds to Line 4 in the address block of the letterhead. |
|
Address supplement |
Additional address information (e.g. building, floor). Corresponds to Line 5 in the address block of the letterhead. |
|
Street |
Street name and house number. Corresponds to Line 6 in the address block of the letterhead. |
|
Postal code/City |
Postal code and city. Corresponds to Line 7 in the address block of the letterhead. |
|
State/Province |
State or province (for international addresses). |
|
Country |
Country (default: Germany). Corresponds to Line 8 in the address block of the letterhead when it is not domestic. |
|
Delivery terms |
Defines how, when, and where goods are delivered. Store individually agreed terms with the customer/supplier here — they are automatically applied to orders and documents so that all agreements are documented and taken into account in the process. |
|
GLN |
GLN = Global Location Number: unique identifier for companies or locations in international trade and data exchange. It is required e.g. for EDI processes, logistics, or accounting. If your customer uses a GLN, you can store it here. |
|
Alt. billing address |
If the billing address differs from the general company or delivery address (from the master data), you can store a separate billing address here. This is used automatically when creating invoices. This ensures that invoices go directly to the right contact (e.g. accounting or a specific department) without detours. All fields can be edited freely so that you can store individual contact persons, communication data, or organizational units. |
In this area you maintain all important communication data for an address (master data) in Xentral. The information is used automatically in documents, letters, and emails to ensure customers, suppliers, or partners can always be reached reliably.
Field name |
Description |
|---|---|
|
Phone |
Standard phone number for contact. |
|
Fax |
Fax number of the address (if available). |
|
Mobile |
Mobile number of the contact, also for direct availability. |
|
Salutation |
Formulation of the personal salutation for letters and emails (e.g. "Dear Mr. Miller"). This salutation can be printed on document templates (text templates) using a variable. |
|
|
Central email address for communication with the address. |
|
Website |
Website or URL of the company/organization for information purposes. |
Here you define special defaults and blocks for an address. The settings control core processes in Xentral, e.g. deliveries, documents, communication, or marketing.
Field name |
Description |
|---|---|
|
Delivery block |
Marks an address as blocked for deliveries, with a date. For new orders, the status indicator automatically turns red, signaling that no delivery may take place — this blocks the automatic dispatch process. |
|
Delivery block reason |
Reason for the delivery block. You can document the reason here (e.g. outstanding items, internal clarification, customer request) so the block remains traceable. |
|
Language for documents |
Language for documents, e.g. invoices, delivery notes, etc. |
|
Customer approval |
Status of whether the customer is approved (yes/no). Turns the order status indicator red for every order. Only relevant when a customer-specific check has been programmed. Example: for orders imported from a shop, you first want to verify whether the customer is a student — e.g. a student shop with enrollment verification. |
|
Follow-up confirmation block |
Special function: block for follow-up order confirmations by email. |
|
Tracking email block |
Block for automatic dispatch notifications by email from the logistics process, e.g. for B2B customers. To avoid queries — because the process is handled via EDI or in another way and the customer should be excluded from the standard workflow. |
|
Marketing block |
Block for marketing mailings, for informational purposes. |
|
Lead |
Marks the address as a lead, for informational purposes. |
If the billing address differs from the general company or delivery address, you can store a separate billing address in the form. This is then automatically taken into account when creating invoices. All fields can be maintained individually, so that alternative contact persons, communication data, or specific departments also appear correctly on the invoice.
Field |
Description |
|---|---|
|
Type |
Selection of the address type (e.g. company, private individual). |
|
Name* |
Required field: name of the invoice recipient. |
|
Title |
Optional title of the contact person (e.g. Dr., Prof.). |
|
Contact person |
Name of the responsible person. |
|
Salutation |
Salutation for correspondence (e.g. "Dear Mr. Miller"). |
|
Department / Sub-department |
Organizational unit. |
|
Address supplement |
Additional address information (e.g. "c/o" or part of a building). |
|
Street |
Street and house number of the billing address. |
|
Postal code/City |
Postal code and city. |
|
State/Province |
State or province (if applicable). |
|
Country |
Germany by default, but can be changed. |
|
Phone |
Phone number of the invoice recipient. |
|
Fax |
Fax number (optional). |
|
|
Email address for sending invoices. |
|
GLN |
GLN = Global Location Number: unique identifier for companies or locations in international trade and data exchange. It is required e.g. for EDI processes, logistics, or accounting. If your customer uses a GLN, you can store it here. |
In this area you assign responsible employees, projects, and sales channels to the address. This ensures that responsibilities are clearly defined and processes are handled in the right context — and that your customers see the correct contact persons on their documents.
Field name |
Description |
|---|---|
|
Sales |
Assigned sales employee. Can also be printed on documents as the clerk. |
|
Inside sales |
Responsible inside sales employee. |
|
Main project |
Project linked to this address (e.g. STANDARD or Shop — if the address was created via an online shop import; B2B if a customer is created for this project and should also receive a debtor number from the project number range). |
|
Origin channel (shop) |
Sales channel or shop, for informational purposes. |
This area contains additional custom fields that can be used flexibly for individual information. They allow you to record address-specific data beyond the standard fields.
Field name |
Description |
|---|---|
|
Custom field 1-n |
Custom fields are displayed in this section. |
Here you can store additional information and notes about the address that are relevant for order entry or for internal purposes. This keeps important details centrally documented.
Field name |
Description |
|---|---|
|
Info for order entry |
Text field for quote and order entry: store important notes here that are displayed prominently when creating and processing quotes and orders. This ensures that special requirements or agreements are taken into account — e.g. "Always deliver to address XY" or "No deliveries on Saturdays". You can adjust font size, colors, and formatting so the info stands out immediately. The notes are maintained in the address and cannot be edited in the document. For additional information relating to an ongoing order, use the Internal note field. |
|
Other |
Text field for other address information: additional free text input or supplementary information. |
In this area you manage payment terms for customers and suppliers as well as tax information, currencies, and internal numbers. The settings ensure correct processing of invoices, purchase orders, and accounting transactions — both domestic and international.
Here you define how a customer pays invoices — e.g. payment method, due date, or early payment discount. The settings ensure that invoices are automatically created and processed with the correct terms. If no payment terms are stored, the central or project-specific settings are used.
Field name |
Description |
|---|---|
|
Lock payment terms |
Setting to always use the defined terms — never overridden by a group or price group, e.g. for individually negotiated customer prices. |
|
Payment method |
Default payment method, e.g. invoice, prepayment, direct debit. |
|
Payment due date (for invoices) |
Invoice payment deadline in days. |
|
Early payment discount period (for invoices) |
Deadline for the early payment discount deduction in days. |
|
Early payment discount (for invoices) |
Early payment discount amount as a percentage. |
|
Supplier number at customer |
B2B: supplier number assigned by the customer: the supplier number your customer assigns to you in their ERP system. It allows the customer to identify you uniquely in their system and to correctly assign business transactions. It can be output automatically on outgoing documents to your customers via the variable {ADRESSE_LIEFERANTENNUMMERBEIKUNDE} in document text templates. |
|
Payment method (subscription) |
Alternative default payment method for subscription invoices (from master data — module: Invoice run/subscription run). |
|
Documents to create in auto-dispatch |
Default setting in the customer address: defines which documents are created and, if applicable, sent or printed as part of auto-dispatch. This setting is applied automatically to the order document when you create an order for a customer in Xentral (setting for automatic document dispatch, e.g. invoice and delivery note as part of the logistics process).
|
|
Commission/consignment warehouse |
Option for the special storage type — commission/consignment warehouse at the customer. |
In this area you store the agreed payment and delivery terms with a supplier. The settings control how purchase orders are processed and supplier invoices are handled.
Field name |
Description |
|---|---|
|
Payment method |
Default payment method for supplier purchase orders. |
|
Payment due date (in days) |
Payment deadline for supplier invoices. |
|
Early payment discount period (in days) |
Deadline for the early payment discount deduction on supplier invoices. |
|
Early payment discount |
Early payment discount amount as a percentage for suppliers. |
|
Delivery method |
Default delivery method for purchase orders. |
|
Customer number at supplier |
B2B: customer number assigned by the supplier: the customer number your supplier assigns to you in their ERP system. It allows the supplier to identify you uniquely in their system and to correctly assign business transactions. It can be output automatically on outgoing documents to your supplier via the variable {ADRESSE_KUNDENNUMMERLIEFERANT} in document text templates. |
|
Taxation of liabilities |
Tax treatment of liabilities, e.g. domestic, export. |
|
Supplier notice text |
Special function: free text field for special notes for suppliers. The notice text is displayed when an item is added to a customer document, if the supplier is selected as the default supplier for that item. |
In this area you maintain tax information, the default currency, and customs-relevant data for an address. These settings control the correct handling of documents, payments, and international transactions.
Field name |
Description |
|---|---|
|
VAT ID |
VAT identification number. Enter the full VAT identification number including the country prefix (e.g. DE123456789). Make sure the number is entered without spaces or special characters so it can be used correctly for invoices and tax checks. |
|
Tax number |
Tax number of the company. |
|
Taxation |
Type of taxation (e.g. domestic, EU, export)
|
|
Default currency |
Default currency for business transactions (e.g. EUR). |
|
Do not apply delivery threshold |
Option to disregard the delivery threshold rule. |
|
Display tax on documents |
Option for tax display on documents (e.g. automatic). Display of documents with gross/net values. Further settings available under Settings > Basic settings > Tax/Currency and in the project > Settings > Tax/Currency. Address settings override project settings. Project settings override basic settings. |
|
Customs information |
Additional customs information, if applicable. |
In this area the internal numbers for customers, suppliers, and employees are maintained. These numbers serve as unique identifiers in accounting and document management.
Caution
This approach is typically used for manual number assignment in B2B or for collective debtor accounts in B2C.
Only use alternative debtor or creditor numbers if the automatically assigned internal number is not suitable. Various strategies for number assignment in different models can be found in the article Using Number Ranges - Document Number, Customer Number, Supplier Number, Item Number.
Field name |
Description |
|---|---|
|
Alt. debtor or creditor number |
Option to enter an alternative debtor or creditor number. |
|
Customer no. |
Internal customer number (e.g. 10001). |
|
Supplier no. |
Internal supplier number (e.g. 70001). |
|
Employee no. |
Internal employee number (e.g. 1). |
Here you store the payment data for an address. In addition to standard bank accounts with SEPA mandate, PayPal accounts can also be stored to correctly process bank transfers, direct debits, and online payments.
In this area you store the bank data and SEPA mandate information for an address. These details control payment transactions and ensure the correct processing of transfers and direct debits.
Field name |
Description |
|---|---|
|
Account holder |
Name of the account holder. If this field is empty, the "Name/Company name" from the master data is automatically used as the account holder for transfers/direct debit collections. |
|
Bank |
Name of the bank. |
|
BIC |
Bank Identifier Code for international transfers. |
|
IBAN |
International bank account number. |
|
Mandate reference |
Unique reference for the SEPA direct debit mandate. |
|
Direct debit type |
Type of direct debit mandate (e.g. one-time, recurring). |
|
Mandate reference date |
Date of the initial mandate authorization. |
|
Mandate reference change |
Date of the last change to the mandate. If the mandate reference for this address changes, you can check this box. This generates a different XML in the SEPA format. |
|
Change since last direct debit |
Note whether changes have occurred since the last direct debit. |
|
Corporate SEPA |
Indicates whether the corporate SEPA procedure is used. A different SEPA mandate specifically for companies is generated. |
|
Download SEPA mandate reference |
Function to download the mandate document. |
|
Note |
Text field for additional information. |
In this area you store the PayPal data for an address. The information enables correct processing of PayPal payments and assignment to the correct account.
Field name |
Description |
|---|---|
|
Account holder |
Name of the PayPal account holder. |
|
PayPal account |
Email address or account ID of the PayPal account. |
|
Currency |
Currency stored for PayPal payments. |
In this area you define how documents are sent by default. The settings control whether invoices, orders, or other documents are delivered by post, email, or fax, and which recipients are pre-selected.
Here you define basic settings for invoice dispatch, e.g. whether a paper invoice is always generated or how many printout copies are created by default.
Field name |
Description |
|---|---|
|
Always paper invoice |
During automatic dispatch, a paper invoice is always generated even if an email address is stored. This option is evaluated in the subscription process, so that in addition to the invoice email, a paper invoice is always printed for the customer. The printed invoice can then be sent to the customer separately or included in the package. |
|
Number of invoice printout copies |
Default number of printout copies for invoice dispatch. This is evaluated in the dispatch center (logistics process: delivery note + outbound + scan) and in multi-order picking (legacy: MOP). |
Email Recipients (in the Send Document Dialog when the Email was empty or the document was newly created)
In this section you store default recipients for various document types (e.g. quotes, orders, invoices). These recipients are suggested automatically when no other contact is entered.
Field name |
Description |
|---|---|
|
Quote |
Default email recipient for quotes. The address email is replaced by the email entered here. Only one email address per document possible. Please enter only one address. |
|
Order |
Default email recipient for orders. The address email is replaced by the email entered here. Only one email address per document possible. Please enter only one address. |
|
Invoice |
Default email recipient for invoices. The address email is replaced by the email entered here. Only one email address per document possible. Please enter only one address. |
|
Credit note |
Default email recipient for credit notes. The address email is replaced by the email entered here. Only one email address per document possible. Please enter only one address. |
|
Delivery note |
Default email recipient for delivery notes. The address email is replaced by the email entered here. Only one email address per document possible. Please enter only one address. |
|
Purchase order |
Default email recipient for purchase orders. The address email is replaced by the email entered here. Only one email address per document possible. Please enter only one address. |
|
Dunning |
Default email recipient for dunning notices. The address email is replaced by the email entered here. Only one email address per document possible. Please enter only one address. |
Here you can store additional recipients for certain document types. This ensures that relevant people automatically receive copies of important documents.
Field name |
Description |
|---|---|
|
Quote |
Additional email recipient for quotes. An additional email is sent as a copy to the address entered here. Only one email address per document possible. Please enter only one address. |
|
Order |
Additional email recipient for orders. An additional email is sent as a copy to the address entered here. Only one email address per document possible. Please enter only one address. |
|
Invoice |
Additional email recipient for invoices. An additional email is sent as a copy to the address entered here. Only one email address per document possible. Please enter only one address. |
|
Credit note |
Additional email recipient for credit notes. An additional email is sent as a copy to the address entered here. Only one email address per document possible. Please enter only one address. |
|
Delivery note |
Additional email recipient for delivery notes. An additional email is sent as a copy to the address entered here. Only one email address per document possible. Please enter only one address. |
|
Purchase order |
Additional email recipient for purchase orders. An additional email is sent as a copy to the address entered here. Only one email address per document possible. Please enter only one address. |
|
Dunning |
Additional email recipient for dunning notices. An additional email is sent as a copy to the address entered here. Only one email address per document possible. Please enter only one address. |
In this area you can maintain additional information and settings for the address. These cover special topics such as commission, postage, financial data, or geodata that are not included in the standard fields.
Here you store commission-relevant information for the sales team to make billing transparent and traceable.
Field name |
Description |
|---|---|
|
Commission |
Special function: commission rate for the sales team in percent. This option is evaluated for the legacy module "Sales representative billing". |
In this section you define shipping terms and defaults for shipping processing, e.g. free shipping or age verification.
Field name |
Description |
|---|---|
|
Free shipping active (customer) |
Threshold for free shipping from a certain revenue (net). |
|
Shipping method |
Default shipping method: set the standard shipping method for the customer here (e.g. parcel service, freight forwarder, or pickup). The selected shipping method is automatically applied as the default in orders and documents and can be adjusted if needed. |
|
No age verification required |
Special function: age verification is not required for this address, e.g. B2B retailer. |
Here you maintain thresholds for free shipping on orders from suppliers.
Field name |
Description |
|---|---|
|
Free shipping active (supplier) |
Threshold above which orders from the supplier are free of shipping costs (revenue net). |
Additional personal information such as birthday or the option for birthday cards can be recorded here.
Field name |
Description |
|---|---|
|
Birthday |
Date of birth of the contact; can be displayed in the calendar. |
|
Birthday card |
Special function: option to send a birthday card. This option is evaluated in the separate module "Mail merge". |
In this area you manage accounting-relevant data such as travel expenses, clearing accounts, or credit limits.
Field name |
Description |
|---|---|
|
Travel expenses |
Default setting for travel expense accounting. |
|
Clearing account |
Account stored for clearing transactions. |
|
Credit limit |
Credit limit stored in euros. Indicates whether the stored credit limit is sufficient. If no limit is set, orders can be created without restriction. If the credit limit — including outstanding unpaid invoices — is exceeded, the order status indicator turns red and blocks the dispatch handoff. Open credit notes that have not yet been finalized (credit notes must be set to "Completed" so they are no longer factored in), open orders, and unpaid invoices are all included in the calculation. |
Here you can store personnel-related default values, e.g. weekly working hours.
Field name |
Description |
|---|---|
|
Working hours per week |
Special field: standardized weekly working hours in hours. |
Individually usable additional fields for address-specific information.
Field name |
Description |
|---|---|
|
Custom field 8–20 |
Individually usable fields for additional information. Custom fields are displayed by default in this tab and section ("Custom fields") unless defined otherwise. |
Maintenance of geographic data such as latitude and longitude for location information.
Field name |
Description |
|---|---|
|
Latitude |
Geographic latitude. |
|
Longitude |
Geographic longitude. |
Unique abbreviations for simplified data imports, e.g. for time tracking or item imports.
Field name |
Description |
|---|---|
|
Unique identifier |
Special function: abbreviation for simplified imports (time tracking, item imports, etc.); uppercase letters only, no special characters. |
In this area you can upload files and link them to an address, e.g. contracts, documents, or certificates. The overview allows entries to be filtered, sorted, searched, and managed. This keeps all relevant records stored centrally with the address and makes them quickly accessible at any time.
To upload a new file, drag and drop the desired file into the upload area or select it manually. You can then add a title and description and classify the document using a keyword (e.g. attachment, profile picture, cover sheet). After saving, the file is directly linked to the address and available there.
Here you will find CRM-related information for the address. This includes activities, notes, and interactions that enable transparent tracking of the customer or supplier history. In the CRM tab you can not only view the complete history, but also create new activities directly — e.g. customer letters, emails, phone notes, follow-ups, or appointments. This keeps all interactions centrally documented and traceable at all times.
Further details can be found in the article: CRM in address master data
Roles define what function an address performs in your system (e.g. customer, supplier, employee). Multiple roles per address are possible.
Roles can also be created via the +NEW button (top right). The role list at the bottom displays all existing roles with their details. Entries can be edited using the pencil icon or deleted using the X icon.
Field name |
Description |
|---|---|
|
Role |
Selection of the desired role for the address (e.g. customer, supplier, employee, member). |
|
From |
Context of the role assignment: project (role linked to a project) or group (role linked to an address group, e.g. price group). |
|
Search field |
Input field with autocomplete to select the project or group for the role. |
|
Role list – Role |
Displays the roles already assigned to the address (e.g. employee, member). |
|
Role list – Assignment |
Indicates whether the role is assigned to a project or a group. |
|
Role list – Selection |
Specific project or group assigned to the role (e.g. ALL projects, price group Discount 10%). |
|
Role list – Since |
Start date from which the role is valid. |
|
Role list – Until |
End date of the role, or current if valid indefinitely. |
|
Role list – Actions |
Icons to edit (pencil) or delete (X) an existing role. |
The address automatically receives a customer number and a default project. It can then be used in quotes, orders, and invoices.
The address automatically receives a supplier number and a default project. It can then be used in purchase orders and supplier processes.
The address receives an employee number and is managed as an internal user. Individual user permissions can additionally be assigned in the administration area.
Further details can be found in the article: User Permissions Assignment (Workflow)
In groups you can bundle addresses by freely definable criteria to more easily segment, organize, and evaluate customers, suppliers, or partners. Groups can be used for CRM information (e.g. sales assignment or campaign control) as well as price groups.
If a group is created as a price group, the assigned customers receive different payment or pricing terms.
Caution
The standard price is overridden by the price group — however, this can in turn be overridden by customer-specific prices or settings.
The table lists all existing groups. You can see the group name, identifier, category, and project to uniquely identify groups and filter or assign them as needed. This gives you an overview and lets you manage addresses in a targeted way.
You can filter by active and inactive groups.
Here you maintain the individual contact persons for an address. Each contact can have their own contact details and functions, and can be selected in documents or processes.
Field name |
Description |
|---|---|
|
Type |
Select the contact person type (e.g. purchasing, sales, accounting) to clearly define the role in the customer or supplier context. |
|
Name |
Enter the full last name of the contact person. This is displayed in documents, emails, or evaluations. |
|
Title |
Optional: title such as "Dr." or "Prof." for personalized salutations. |
|
Department |
Indicates which department the contact person works in (e.g. purchasing, IT). Helps with internal assignment. |
|
Sub-department |
Optional: further specifies the department, e.g. "Purchasing – Technical requirements". |
|
Address supplement |
Optional addition to the address, e.g. building or floor. |
|
Street / Postal code / City |
Postal address of the contact person. Used for correspondence or documents. |
|
State/Province / Country |
Defines the region or country. Important for international contacts and shipping addresses. |
|
Phone / Fax / Mobile |
Contact details for direct communication. Mobile number can be used for quick responses. |
|
Salutation |
Template for personalized salutations in emails or letters (e.g. "Dear Dr. Miller"). |
|
|
Main email address of the contact person. Used for communication and notifications. |
|
Responsible / Position |
Role or function in the company (e.g. "Head of Purchasing"). Supports targeted communication. |
|
First name (for legacy data) |
Optional field for migrating older records. |
|
Birthday |
Optional: enables display in the calendar and sending of birthday cards. |
|
Display in calendar |
Enable if birthdays should appear in the internal calendar. |
|
Birthday card |
Enable if a birthday card should be sent automatically. |
|
Marketing block |
Enable if this contact person should not receive marketing communications (GDPR-relevant). |
|
Internal note |
Text field for internal notes that are not communicated to the contact person. |
|
Other |
Text field for further information that cannot be assigned to another category. |
A contact person can also be assigned to a specific group. The table lists all existing groups.
In this area you store alternative delivery addresses for a main address. They can be selected directly in orders or invoices.
Field name |
Description |
|---|---|
|
Type |
Select the type of delivery address (e.g. main address, branch, warehouse). This helps with clear assignment in the dispatch process. |
|
Name |
Enter the full name or designation of the delivery location. This appears on delivery notes and documents. |
|
Department |
Indicates which department the delivery should go to (e.g. goods receipt, logistics). |
|
Sub-department |
Optional: supplement to the department for more precise addressing. |
|
Address supplement |
Additional address information such as building, floor, or gate details. |
|
Street / Postal code / City |
Details of the exact delivery address. Used for shipping and logistics processes. |
|
State/Province / Country |
Defines region and country. Important for international deliveries and tax treatment. |
|
Phone |
Phone number of the delivery address for queries from the freight forwarder or courier. |
|
|
Used for dispatch confirmations or coordination with the delivery location. |
|
GLN |
Global Location Number: unique identifier for locations and partners. Particularly relevant for EDI or logistics processes. |
|
Delivery terms |
An individually agreed delivery term can be stored here and is automatically applied to orders. |
|
VAT ID (if different) |
VAT identification number if this delivery address differs from the main address. Include the country prefix (e.g. DE123456789). |
|
Taxation (if different) |
Defines the tax rule for this delivery address (e.g. domestic, EU delivery, export). Is taken into account in the order. |
|
Default delivery address |
If you enable this option, the address is automatically used as the default for new orders. If multiple delivery addresses exist, this address is pre-selected and also used e.g. for automated dispatch processes. You can change it manually at any time. |
|
Delivery note comment |
Text field for special delivery instructions (e.g. delivery times, on-site contact person). |
|
Internal note |
Internal-only note field for organization and coordination. This information is not transmitted to the customer. |
In this area all documents assigned to an address are displayed. This gives you a complete overview at any time of all business-relevant transactions related to a customer or supplier. Using the integrated filter functions you can narrow down the list and quickly find the data you need — for example by document type, time period, or specific numbers.
You can filter by various document types, such as quote, order, invoice, credit note, delivery note, return, purchase order, or liability. This allows specific transactions to be filtered out quickly without lengthy searching.
The table displays all important document information in a compact view. Doc. no./Seq. no. uniquely identifies the respective document, Document type specifies the type (e.g. quote, order, invoice), and Date shows the creation date. Request and Commission/order no. are used for internal or external assignment. Tracking contains dispatch information, Project the project assignment. Payment status, Amount, Currency, Difference, and Status provide information on the financial and process status. In the Menu you can perform actions directly, such as opening the PDF or switching to the document. The list can be narrowed down using filter and search fields.
This view is particularly well suited for tracking outstanding items, reviewing invoice and order histories, or quickly tracing a customer’s document flow.
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Purpose of the overview:
This view helps you keep all documents for a customer centrally visible at a glance. You can immediately see which invoices are still open and when they have been due. Using the integrated search and filter function you can search for specific documents directly without having to navigate through various areas.
The right sidebar also provides a customer statistics panel with key figures such as credit limit, current revenue for the current year, and current balance. This gives you an immediate clear financial overview of the address.
At the bottom of the table, totals for all displayed documents are shown, which makes evaluation and control easier.
Additionally, you can open the PDF of each document directly or switch to the document itself with a single click to view details or process it further.
The Items tab displays all item movements and transactions assigned to an address. This allows you to trace which items were used when and in what context (e.g. order, purchase order, or return). The table contains important information such as number, item, document type, doc. no., date, quantity, unit price, discount, total, and menu. Using the menu you can open documents or display PDFs with a single click, while filter and search fields facilitate targeted evaluation.
This view provides a clear overview of all item movements and transactions for an address. You can quickly trace which items were used or sold when and in what context (e.g. order, purchase order, or return). Using the integrated search and filter function you can narrow down entries by item number, document type, or time period. The table contains key fields such as number, item, document type, doc. no., date, quantity, unit price, discount, total, and menu. This information gives you a clear overview of the item history per customer or supplier — including quantities, prices, and discounts.
Using the menu you can perform additional actions with a single click, e.g. open the document or display the associated PDF. Totals for all displayed item positions are also shown at the bottom of the table, making quick evaluation easier.
This view displays serial numbers, batch data, and best-before date (BBD) information linked to items of an address. This allows you to trace which specific item variants were delivered, installed, or sold — including their serial numbers or batch information. Using the filters you can specifically choose whether to display serial numbers, batches, or best-before date data, and search the results by specific criteria.
The table contains fields such as date, item no., item, type, serial number, and delivery note, allowing you to clearly track every item movement.
For items with batches, additional information about the respective batch is displayed, e.g. production or delivery batch, which is particularly important for traceability, quality control, or returns. For items with best-before date data, you can keep track of the best-before date to ensure stocks are consumed, rotated, or processed in time. This view is therefore ideal for companies with serial number tracking, batch-required products, or best-before date-relevant items.
The RMA tab (Return Material Authorization) provides a clear overview of returns and complaints for an address. Here you can trace which items were returned, view associated delivery notes and quantities, and document the reason for the return. The integrated search and filter function helps you quickly narrow down entries by specific criteria, e.g. by date, item number, or return reason.
The table contains key fields such as number, item, delivery note, date DN, date RMA, quantity DN, quantity RMA, reason, and menu. This makes returns transparently traceable and easy to reconcile with the original deliveries.
Using the menu you can perform actions such as directly displaying the associated document or editing the RMA. This view therefore provides a quick and structured way to manage and document returns efficiently.
This area contains time tracking information linked to the address. It is used when time is recorded for projects, services, or billing.
Here ongoing subscriptions or recurring services for the address are managed. You can view contract terms, intervals, and billing centrally.
In this area the agreed delivery schedule with the customer or supplier is stored. This keeps planned deliveries and regular call-offs in view.
This area displays all purchase orders linked to the address. This allows orders and purchasing processes to be quickly traced and processed further.
Here you find outstanding items and liabilities towards the address. This facilitates the financial overview and serves as the basis for payments and bookings.