System

Main project: This project is always loaded in the standard. Controls the project proposals when creating new addresses and articles as well as business letter templates

Set project public when created: Controls the visibility of the project. The contents of public projects are visible to all employees. Overrides the role assignment in the address master data.

Evaluate project rights only employee role: Only projects with the right employee role are evaluated

Advanced product search: Allows you to search the short text DE. The short text DE is located in the item master data

Advanced product search: Enables the search for variants. If the check mark is set, the variants for a searched product are also displayed

Advanced product search: Searches free field 1 and free field 2 according to the entered pattern.

Advanced product search: Search is also possible in item numbers of suppliers and customers from purchase or sales price of items. In addition, it can be used to search for item numbers of customers and suppliers when creating parts lists and in the quick search when inserting items in quotations, orders and invoices

Accelerated product search: Searches only in number and description

Overview of product images: Shows the default product image in the item list view

Overview of product tree: Shows the product tree in the item list view

Weight from JIT parts list: Only the weight from the main item of the JIT parts list is used (otherwise the weights from the main item and sub-items are added up)

Standard product unit: Is displayed as a unit for all products that do not have an individual unit stored in the product

Weight unit: Unit in which the weight is represented system-wide. If not otherwise maintained, the default weight unit is kg

Conversion factor weight: The conversion factor to kg

Continue order to production: Select what should happen when an order is continued as a production. The following options are available: "Explode sub-BOMs", "Do not explode sub-BOMs", "Create sub-productions"

Do not start production automatically when continuing: Specify that production is not started automatically when a document has been continued for production

Complete sub-productions with main production: Indication that the sub-productions will be completed when the main production is completed

Do not use production correction: Indication that the production correction is not used

Do not create production for external production items: No productions are created for items with the setting "External production" when continuing from order to production. Also not via the production itself "Dissolve and create sub-productions"

Great parcel acceptance: Optional: goods receipt in two steps: Receipt and distribution. Necessary for scales and camera. In the large parcel receiving area, the numbers of the supplier invoices and supplier delivery notes can be recorded

Only stock items in goods receipt: Only stock items are displayed in the goods receipt (parcel receipt) and booked into the warehouse. If the check mark is not set, ordered non-stock items also appear in the goods receipt

Acceptance with camera/scales: Optional: A camera and scale are available at the goods receiving area (select only then). In combination with large parcel reception

Goods receipt with interim storage: Optional: Internal intermediate storage is preselected in the goods receipt (the goods are placed in the intermediate storage and not in the direct storage (intermediate step intermediate storage)

Display orders for purchase orders in goods receipt: Only for the module: Order to purchase order. If the check mark is set, an additional column with the order number appears in the goods receipt. This is useful if an order has been created via an order

Image type when uploading in goods receipt: Select which image type it is, e.g. label image, data sheet

Behaviour when scanning in goods receipt: Select what happens when goods are scanned at goods receipt. Selection between: "Only record serial numbers", "First record serial numbers, then record remarks", "Record serial numbers and remarks alternately"

Standard printer: Default setting for the standard document printer (if no printer is connected, a PDF printer can be set here first)

Standard label printer: Default setting for the default label printer (if no label printer is connected, a PDF printer can be set here first, so that labels can also be printed as PDF pop-ups)

Label printer goods receipt: Default setting for the standard label printer in goods receipt (if this goods receipt process is used)

DMS Labels for goods receipt: Optional: If a DMS system is used, you can set here that the DMS labels for the order document are printed in the goods receipt

Receipt printer tasks: Selection of a connected receipt printer on which the task slips are to be printed out

Small resolution: Do not show scrollbar on small screens

Parcel label with scales: Only select if this is tied to the packing table

Prefer language: Select which language is preferred

Export button (CSV,PDF,Clipboard) under live table: Enables export of table contents

Order proposal quantity: If an item in the order proposal does not need to be reordered and is not available in any open order, these items are hidden with the option in the order proposal (Purchasing > Order proposal)

Dunning with account reconciliation: The payment statuses of GS and RE are automatically checked and recalculated unless invoices are switched to manual processing

Number of entries live table: Here you can set the number of list entries displayed in the live tables. At 0, the number falls back to the xentral default value of 10

Advanced address search: In the address overview, the contents from free fields 1 and 2 are also searched from the address

Follow-up - only employees can be selected: Specification that only addresses with the role employee can be entered as agents of a resubmission

Show item image in shipping center: Specify that the item image is displayed in shipping

Group for editors: Only shows addresses that are members of this group in the agent/internal service selection in the documents and the large address filter. If empty, all addresses are displayed

Sales group: Only shows addresses that are members of this group in the company employee selection in the documents and the large address filter. If empty, all addresses are displayed

Auto. Pro forma invoice for export "stock items only"

Create documents quickly without an intermediate table: Vouchers are created directly without an intermediate query

Create documents quickly without manual approval: Documents are automatically released after creation. A document number is assigned directly and the status released is set (currently in offer, order, invoice, credit note, delivery note, purchase order). Attention: As soon as several projects are used, this option no longer applies!

One-click approval: After clicking on Approval, the document is approved without an intermediate question

Selection of the cheapest sales prices: The lowest sales price is always suggested in documents. If the check mark is not set, the sales price must be explicitly assigned to the individual customer in the article. If this is not the case, the system continues to use the lowest sales price

Extended position view: The item description is visible in the item view in the quotation, order, invoice, credit note and delivery note

Display stock level in line items: The stock level and the number of reserved items are displayed when items are inserted via Autocomplete in the Items tab in the order and delivery note.

Reload graduated prices if the quantity is changed: Indication that the scale price is to be reloaded if the quantity changes

Adjust sales prices to VPE: If the item has VPE units with graduated prices, the price and quantity are automatically adjusted depending on the quantity entered in the items (orders, quotations, invoices, credit notes)

Adjust purchase prices to VPE: If the item has VPE units with graduated prices, the price and quantity are automatically adjusted depending on the quantity entered in the items (order)

Calculate postage: If the order value exceeds a certain limit, the postage costs can be reduced with this setting

Service items do not take over delivery note: Service items (option in Item - Details) are not transferred from the order to the delivery note for the following actions:

Delivery note free text/internal comment: Red message in the shipping center that must be confirmed by the employee. This only works in conjunction with a logistics process that transfers the delivery note to the shipping center

Dimension in the document: Outputs the item dimension per item on documents

Address type in document: Displays the address type (Mr, Mrs, Company, Own Type) in the address block on the document

Item unit in the document: Displays a column for the item unit on the documents. The unit can be specified individually in each item - if this is not set, the default unit is used

Editor phone in the document: The telephone number of the editor is displayed in the infobox of the document

Processor email in the document: The editor's e-mail address is displayed in the infobox of the document

Manufacturer number in the document: The manufacturer number is displayed in the infobox of the documen

Project in document: The project identifier is displayed in the infobox of the document.

Accept files when continuing: If documents are continued, e.g. order to delivery note, the file (regardless of the file type) is transferred to the new document. No duplicate of the file is created, it is only linked in the next document

Include the original PDF receipt as an attachment when sending: PDFs that are sent with the document are saved as a file in the document. These PDFs then also appear as a PDF icon in the send dialogue

Positions with free fields: Basic setting whether free fields should be displayed in the document. Corresponds to the free field settings in Administration → Settings → Basic settings → Free fields

Positions with EAN: Item items are displayed with EAN on the PDF

Items with customs tariff number: Tick set: The customs tariff number is always mapped in the line items if a customs tariff number exists. Tick not set: The customs tariff number and country of origin are only shown on invoices if they are set to taxation export and a customs tariff number is available

Positions with best before date: Item items are displayed with best before date on the PDF

Positions with batch: Item items are displayed with batch on the PDF

Positions with serial numbers: Item items are displayed with serial numbers on the PDF

Always hide the country of origin: Tick set: the country of origin is never displayed. Tick not set: The country of origin is only displayed on invoices if they are set to taxation export and a customs tariff number is available

Delivery date in KW: Indication that the delivery date is also indicated in calendar week on the receipts

Show product image in order PDF: Product image is displayed in the PDF for all orders

Show product image in delivery note PDF: Product image is displayed for all delivery notes in the PDF

Show product image in invoice PDF: Product image is shown with all invoices in the PDF

Show product image in sales order PDF: Product image is displayed in the PDF for all orders

Show product image in voucher PDF: Product image is shown with all vouchers in the PDF

Show product image in offer PDF: Product image is shown with all offers in the PDF

Documents labeling customer number: Here you have the option to rename the word (display in PDF)

Documents labeling order number: Here you have the option of renaming the word (caption in all documents)

Documents caption editor: Here you have the option of renaming the word (labeling in the order)

Documents lettering sales: Here you have the option to rename the word (Labelling in the order)

Do not fill editor and sales: When creating and editing documents, the (empty) agent and sales field is not automatically filled, but must be filled manually

Hide documents editor: Hides the editor in the info block of the document

Hide documents sales: Hides the sales employee in the info block of the document

Labeling internet number: Displays the order number, if available, from the shop in the info block of the document

Documents labeling internet number: Here you have the option to rename the word (label in all documents)

Show contact person in invoice, credit note: The contact person is then shown in these documents in the 2nd line in the address block

Show contact person in offer, order, purchase order: The contact person is then shown in these documents in the 2nd line in the address block

Designation of promotion codes: Rename the module "Action Codes"

Designation of commission / consignment warehouse: Renaming of the module Commission/consignment warehouse

Labeling different offer: Here you have the option to rename the offer

as standard: Here you have the option of adopting the changed offer caption as the standard subject line

Labeling different from order: Here you have the option of renaming the order

Labeling different from the invoice: Here you have the option to rename the invoice

Labeling different from credit: Here it is possible to rename the word. Note 06/2013 §14 UStG

Cancellation invoice as standard: Here you have the option of adopting the changed labelling of the cancellation invoice/credit note as the standard subject line

Labeling different from delivery note: Here you have the option of renaming the delivery note.

Labeling different from order: Here you have the option of renaming the order

Labeling different from the pro forma invoice: Here you have the option to rename the pro forma invoice

Offer valid until: The number of days for which the offer is to be valid is entered here. The end date is set automatically. This can be output via the variable {GUELTIGBIS}

Offer Days follow-ups: After releasing an offer, a resubmission is automatically created if the days are > 0

Offer stage follow-ups: If an automatic resubmission is generated by an offer, you can define here in which stage the resubmission should be filed

Show graduated prices in the offer for items: In the offer, the scale prices of a position are displayed one below the other. The variable document_staffelpreis_von can be used to translate the "from" in the scale price list.

Show order barcode scanner tab: A new tab 'Barcode scanner' appears in the order. There, article numbers/EANs can be scanned and thus articles can be added to the order items

Do not complete order when proceeding to delivery note and invoice: If the order is continued manually via the action menu to delivery note or invoice, the order is not set to the status 'completed'. This is helpful to create an invoice for orders with advance payment and still leave the order open

Internal remarks in the order mini detail can be edited: If the check mark is set, the internal remark can be edited via the mini detail independently of the right settings

Marking unpaid orders: Unpaid orders are marked red in the order overview

Dissolve sub-parts lists in the order: Sub-BOMs that are just-in-time BOMs are exploded across all levels

Order without prices: No order total is printed in the order document. The individual items are printed with the amount 0. In order to define this setting as standard, the following checkbox must be set

Order with item text: If the check mark is set, the item description is displayed in the order

Order your own product number in the first column: If the check mark is set, the own product number is set in the first column of the order instead of the supplier's product number

Order long product numbers: If checked, the item name and description is moved down one line so that long item numbers do not write into the name or description. This functionality is only available for supplier item numbers

Complete order automatically: Automatically closes orders as soon as all the goods in the order are marked as delivered via the goods receipt. When clicking into the order overview, the open orders are checked to see if they can be set to “completed” with the option. In addition, there is a process starter (close order) that also checks this in the background if the option is set here