All system-wide settings can be made there. From information to be displayed in the document to performance-relevant set-up options.
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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
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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.
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Evaluate project rights only employee role: Only projects with the right employee role are evaluated
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Advanced product search: Allows you to search the short text DE. The short text DE is located in the item master data
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Advanced product search: Enables the search for variants. If the check mark is set, the variants for a searched product are also displayed
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Advanced product search: Searches free field 1 and free field 2 according to the entered pattern.
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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
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Accelerated product search: Searches only in number and description
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Overview of product images: Shows the default product image in the item list view
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Overview of product tree: Shows the product tree in the item list view
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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)
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Standard product unit: Is displayed as a unit for all products that do not have an individual unit stored in the product
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Weight unit: Unit in which the weight is represented system-wide. If not otherwise maintained, the default weight unit is kg
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Conversion factor weight: The conversion factor to kg
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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"
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Do not start production automatically when continuing: Specify that production is not started automatically when a document has been continued for production
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Complete sub-productions with main production: Indication that the sub-productions will be completed when the main production is completed
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Do not use production correction: Indication that the production correction is not used
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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"
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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
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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
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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
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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)
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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
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Image type when uploading in goods receipt: Select which image type it is, e.g. label image, data sheet
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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"
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Standard printer: Default setting for the standard document printer (if no printer is connected, a PDF printer can be set here first)
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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)
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Label printer goods receipt: Default setting for the standard label printer in goods receipt (if this goods receipt process is used)
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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
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Receipt printer tasks: Selection of a connected receipt printer on which the task slips are to be printed out
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Small resolution: Do not show scrollbar on small screens
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Parcel label with scales: Only select if this is tied to the packing table
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Prefer language: Select which language is preferred
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Export button (CSV,PDF,Clipboard) under live table: Enables export of table contents
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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)
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Dunning with account reconciliation: The payment statuses of GS and RE are automatically checked and recalculated unless invoices are switched to manual processing
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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
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Advanced address search: In the address overview, the contents from free fields 1 and 2 are also searched from the address
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Follow-up - only employees can be selected: Specification that only addresses with the role employee can be entered as agents of a resubmission
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Show item image in shipping center: Specify that the item image is displayed in shipping
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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
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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
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Auto. Pro forma invoice for export "stock items only"
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Manual continuation of the order to the delivery note
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Auto-dispatch of the order with automatic delivery note generation
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Create documents quickly without an intermediate table: Vouchers are created directly without an intermediate query
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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!
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One-click approval: After clicking on Approval, the document is approved without an intermediate question
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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
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Extended position view: The item description is visible in the item view in the quotation, order, invoice, credit note and delivery note
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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.
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Reload graduated prices if the quantity is changed: Indication that the scale price is to be reloaded if the quantity changes
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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)
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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)
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Calculate postage: If the order value exceeds a certain limit, the postage costs can be reduced with this setting
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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:
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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
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Dimension in the document: Outputs the item dimension per item on documents
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Address type in document: Displays the address type (Mr, Mrs, Company, Own Type) in the address block on the document
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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
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Editor phone in the document: The telephone number of the editor is displayed in the infobox of the document
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Processor email in the document: The editor's e-mail address is displayed in the infobox of the document
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Manufacturer number in the document: The manufacturer number is displayed in the infobox of the documen
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Project in document: The project identifier is displayed in the infobox of the document.
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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
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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
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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
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Positions with EAN: Item items are displayed with EAN on the PDF
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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
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Positions with best before date: Item items are displayed with best before date on the PDF
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Positions with batch: Item items are displayed with batch on the PDF
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Positions with serial numbers: Item items are displayed with serial numbers on the PDF
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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
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Delivery date in KW: Indication that the delivery date is also indicated in calendar week on the receipts
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Show product image in order PDF: Product image is displayed in the PDF for all orders
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Show product image in delivery note PDF: Product image is displayed for all delivery notes in the PDF
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Show product image in invoice PDF: Product image is shown with all invoices in the PDF
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Show product image in sales order PDF: Product image is displayed in the PDF for all orders
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Show product image in voucher PDF: Product image is shown with all vouchers in the PDF
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Show product image in offer PDF: Product image is shown with all offers in the PDF
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Documents labeling customer number: Here you have the option to rename the word (display in PDF)
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Documents labeling order number: Here you have the option of renaming the word (caption in all documents)
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Documents caption editor: Here you have the option of renaming the word (labeling in the order)
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Documents lettering sales: Here you have the option to rename the word (Labelling in the order)
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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
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Hide documents editor: Hides the editor in the info block of the document
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Hide documents sales: Hides the sales employee in the info block of the document
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Labeling internet number: Displays the order number, if available, from the shop in the info block of the document
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Documents labeling internet number: Here you have the option to rename the word (label in all documents)
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Show contact person in invoice, credit note: The contact person is then shown in these documents in the 2nd line in the address block
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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
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Designation of promotion codes: Rename the module "Action Codes"
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Designation of commission / consignment warehouse: Renaming of the module Commission/consignment warehouse
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Labeling different offer: Here you have the option to rename the offer
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as standard: Here you have the option of adopting the changed offer caption as the standard subject line
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Labeling different from order: Here you have the option of renaming the order
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Labeling different from the invoice: Here you have the option to rename the invoice
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Labeling different from credit: Here it is possible to rename the word. Note 06/2013 §14 UStG
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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
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Labeling different from delivery note: Here you have the option of renaming the delivery note.
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Labeling different from order: Here you have the option of renaming the order
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Labeling different from the pro forma invoice: Here you have the option to rename the pro forma invoice
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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}
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Offer Days follow-ups: After releasing an offer, a resubmission is automatically created if the days are > 0
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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
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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.
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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
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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
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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
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Marking unpaid orders: Unpaid orders are marked red in the order overview
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Dissolve sub-parts lists in the order: Sub-BOMs that are just-in-time BOMs are exploded across all levels
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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
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Order with item text: If the check mark is set, the item description is displayed in the order
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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
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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
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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
Additional columns and contents can be displayed in the table overviews, e.g. article overview, address overview or order overview. Info: The process starter Article Cache is required for the calculation in the background. This calculates e.g. purchase prices, sales prices, quantities of released productions etc. independently in the background.
Additional columns can be defined here, which are then displayed in the item overview.
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Sales price net: Sales price net (always the lowest price)
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Sales price gross: Sales price gross (always the lowest price)
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Net purchase price: Net purchase price
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Gross purchase price: Gross purchase price
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Pseudo price/UVP: Non-binding price recommendation
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Stock available: Quantity that is in stock
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in supply: Goods already ordered but not yet delivered
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in the restricted warehouse: Quantity that is in the restricted warehouse
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in production: Displays the started quantities in productions
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Properties: Stored property and the associated value of the item
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EAN: European Article Numbering (EAN)
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Manufacturer: Name of the manufacturer, if different from the supplier
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Manufacturer no.: Number of the item at its original manufacturer
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Customs tariff number: Customs tariff number of the article
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Transitory items: Invoices that are passed on to customers in the same amount (without new VAT)
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Free fields: Individually stored free fields
Additional columns can be shown in the address overview, which can be defined here.
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Telephone: Deposited telephone number
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Fax: Stored fax number
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Mobile: Deposited mobile phone number
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Contact person: Name of contact person. This field gets its data from the Details tab of the address, not from the Contact person. tab
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Department: Department of the company (appears in the address block)
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Subdivision: Subdivision (appears in the address block)
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VAT ID: Sales tax identification number
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Tax number: Tax number of the respective address
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GLN: Global Local Number (this is used to identify trading partners)
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Employee number: Consecutive number of the address of an employee
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Free fields: Individually stored free fields
Additional columns can be defined here, which are then displayed in the order overview.
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Internet: Order number when transferring from a shop platform
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Desired delivery date: Desired delivery date
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Delivery warehouse: Date of delivery in in-house logistics
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Shipping method: Selected shipping method
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Distribution: Responsible sales representative
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Editor: Responsible order processor
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Net amount: Order sum net
Additional columns can be shown in the invoice overview, which can be defined here.
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Internet: Order number when transferring from a shop platform
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Shipping method: selected shipping method
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Net amount: Invoice amount (net)
Additional columns can be shown in the delivery note overview, which can be defined here.
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Internet: Order number when transferring from a shop platform
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Shipping method: Selected shipping method
It is possible to display additional columns in the production.
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Delivery warehouse: Date on which the produced goods are transferred to the warehouse
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Deployment start: Date on which the required items are transferred to the workstation in production
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Production Start: Production start date
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End of production: Production end date
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Batch: Batch of production
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Best before: best-before date of the produced products
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Product category: Produced product category
These selected fields then appear in the production overview as additional columns.
It is possible to display additional columns in the order.
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Confirmed delivery date: Delivery date which has been confirmed
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Desired delivery date: Desired delivery date
The following settings concern the standard time recording.
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Allow posting to other employees: General activation that times can be booked to other employees
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Internal comment field visible: An additional "Internal comment" field is displayed in the time recording input mask
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Location field visible: An additional "Location" field is displayed in the time recording input mask
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Extended time indication: Allows to book times on customers, orders, productions, etc. To book times
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Billing preselected: The "Billing" selection box is preselected
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Close time recording: If the tick is set, the number of days can be entered, how many days in the past the booked time may be. If an employee tries to make an older booking, he or she will receive an error message. To exclude certain users from this rule, the user can be given the right 'Allow editing' in the rights block 'Time recording'
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Time recording obligation: If the check mark is set and no times were booked on the last working day, the employee is directed to the time recording interface during login. This applies to all employees, there is no way to limit this to specific employees or groups
Here you can decide which order status indicator icons are to be hidden.
Note: The functionality of the icons is still maintained, they are just no longer visible!
The following icons are available:
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Camp
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Porto
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UST
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Payment
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Cash on delivery
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Auto-shipping
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Customer check
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Delivery date
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Credit limit
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Delivery block
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Production
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Order buffer: Determines the order of the address contents that can be stored in the cache
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Address template: An address can be specified here that is used as a template for newly created addresses (not via the import centre). When creating a new address, most of the fields of the sample address under Address → Details are taken over
With the LDAP connection, the company's internal LDAP client can be connected to xentral in order to identify employees via LDAP when they log in to xentral. Details here.
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Do not hand over email and telephone to the shipping company: The e-mail and telephone fields are not given to the shipping company. When creating a parcel label, the fields with the e-mail address are filled in but not transmitted
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Do not load external URL in the ticket system: No external URLs are loaded in the ticket system
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Additional CSP headers: Allows the integration of external content
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Turn off system emails: System-internal e-mails for warehouse sync status messages, etc. are no longer executed
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System email recipient: Email Address for system emails
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Limit document tables: Switches on automatically if there are more than 5000 vouchers + 1 second query time OR more than 10000 vouchers in a voucher overview → Limited to double the number of display (page 10) - is only important for the number of data found and the number of pages below the live table → It is advantageous to activate the option for performance with large amounts of data → All vouchers are still taken into account in the search - the search only runs in staggered sequence
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Limit product table: Turns on automatically if there are more than 5000 products + 1 second query time OR more than 10000 articles → If you take the option out once, then the option is no longer set automatically
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Limit auto-shipping: Switches on automatically if there are more than 100 open orders that need to be checked for autosend → Takes the oldest orders, checks the first oldest 100 orders (for autosend plus) → If there are significantly more, the cronjob should run more often (autoversand_plus) → 100 should be entered by default - 0 is no limit
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Dispatch emails and feedback to the shop via process starter: Automatically switches on if there are more than 100 orders that need to be reported → Status feedback → Tracking to shop → If significantly more tracking numbers need to be reported, the cronjob should run more often (shop_rueckmeldungen)
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Activate quick search: Activates automatic search for more than 5000 products + 1 second query time OR more than 10000 → Displays a new search field in the product. In this search field, a search term must be confirmed with Enter, so that no superfluous search requests are sent to the database and no search requests accumulate that slow down the search
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Include orders blocked for auto dispatch: Specify that orders blocked for auto dispatch are included in the calculation
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Display filtered by deactivate: Deactivates the calculation below the overview tables of how many results from all products are displayed. This calculation can lead to considerable loading times if there is a lot of data in the table and should therefore be deactivated with the check mark if there are several hundred thousand data in a table (e.g. articles)
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Limit process starters: If server errors appear frequently (e.g. 504), it makes sense to limit the process starters to a maximum of 3 process starters simultaneously. This makes sense for some server systems that produce errors when too many process starters are running simultaneously
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Increase polling time: Specifies in seconds by how much the polling time should be increased. The shorter the polling time, the faster the queries, but the greater the load. We recommend that you tend to increase the time
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Cancel report polling: You can increase this time so that you don't run into timeout on large reports