System (System settings - global settings)

Main project

This project is always loaded by default. 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 content of public projects is visible to all employees. Overrides the role assignment in the contact master data

Project rights only evaluate employee role

Only projects with the right employee role are evaluated

Advanced product search (short text)

Allows you to search for content from the 'Kurztext DE' item field in the product overview.

Advanced product search (variants)

Enables variant search. When checked, variants for a searched product will also be displayed.

Advanced product search (Free field 1,2)

Enables searching within the content of Free field 1 and Free field 2 in the product overview.

Advanced product search (item number)

Enables searching for customer and supplier item numbers in the product overview, contact master data, and document positions. Supplier item numbers can be specified when creating purchase prices, while customer item numbers can be specified when creating sales prices for the product.

Accelerated product search

In the product overview search, only the item number and item description DE are searched. This option overrides the selection of the upper checkbox for product search (e.g., search by Free field / Short text).

Overview of product images

Displays the default product image in the product list view. If no image is stored under Product > Files, a sample image will be displayed. Note: This option slows down the rendering of the product overview and should only be used when few results are displayed per page.

Overview of item tree

Displays the item tree to the left of the product list in the product overview. You can click on a category to filter the product list by that category.

Product units and calculations

Weight from JIT parts list

For JIT (Just-In-Time) bill of materials, only the weight from the main product is used for the sales order protocol and package label printing. If the option is not activated, weights, if maintained, from both the main product and individual items in the JIT bill of materials are summed. In this case, the main product could serve as a packaging component, for example. For a standard bill of materials, only the weight of the main product is used if it is maintained. If no weight is maintained in the main product, then the weight of all individual items is used here as well.

Standard product unit

Displayed for all products, that do not have an individual unit specified in the product details.

Weight unit

Unit in which weight is displayed system-wide. If not otherwise specified, the default weight unit is kilograms (kg).

Conversion factor weight

The conversion factor to kilogram.

For example: For a ton it would be 0.001. For a gram, it would be 1000.

Standard unit length

Unit in centimeter or inch: cm or in

Behavior Forward order to production

Here, the behavior of the bill of materials to be produced is defined when they are to be produced from a sales order:

Do not start production automatically when continuing

Production is not automatically started when proceeding from the sales order. The start occurs through the action menu in the respective production.

Complete sub-production with main production

Sub-productions are automatically closed when the main production is completed. You should work on sub-productions in logical order and confirm and close the production as finished last.

Do not use production correction

The closing dialogue with the production correction is not used.

Do not create any production for external production items

For items configured as "External Production," no productions are created when proceeding from a sales order to production. Similarly, no sub-productions are created through the production option "Resolve and create sub-productions."

Great parcel acceptance

Goods receipt in two steps: Acceptance + Distribution. In the case of a large goods receipt, for example, a scale and camera can be used, and the numbers of supplier invoices and supplier delivery notes can be recorded. You can find instructions for this process here.

Only stock items in goods receipt

Only items defined as inventory items are displayed in the goods receipt.

Acceptance with camera / scale

Connected camera and scale are used in goods receipt. Works only in conjunction with the "Great parcel acceptance" option.

Goods receipt with interim storage

Internal interim storage is preselected in goods receipt. This allows the goods to be stored in the interim storage and can be distributed to the actual storage locations via Warehouse > Interim Storage.

Display orders for purchase orders in goods receipt

Only for the "Order to Purchase Order" module. When checked, an additional column with the sales order number is included in the goods receipt. This is particularly useful when creating a purchase order via an order.

Image type when uploading in goods receipt

Standard product image (shop image)

Standard group picture

Label image

Other picture

Data sheet

Print image (300dpi)

Certificate

attachment (PDF)

Other file

Cover page

Attachment

Behavior when scanning in goods receipt

Record serial numbers onlyRecord serial numbers first, then comments

Record serial numbers and comments alternately

Standard printer

Default setting for the standard document printer, which is preselected for printing operations. It can be overridden per user in the user settings. If you do not connect physical printers, it is advisable to initially set up a PDF printer here. See instructions.

Standard label printer

Default setting for the standard label printer. If you do not connect a label printer, it is advisable to initially set up a PDF printer here. This allows labels to 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

Printing of labels with barcode for documents in goods receipt on/off.

Tasks receipt printer

Selection of a connected receipt printer on which the task slips should be printed.

Small resolution

Hide scrollbar on small screens.

Shipping label with scales

The weight for the shipping label is determined not by the weights stored in the product, but by a connected scale. Requirements: Integration of a scale at the shipping station.

Prefer language

German, English.

Export button (CSV, PDF, clipboard) under live table

In many live tables, this option displays buttons for PDF, CSV, Excel export below. Note: Only what is currently visible on the table page is exported - for example, 10 out of 1000 entries. If more entries need to be exported, the number of items per page can be set to 1000.

Order proposal quantity

If a product does not need to be reordered in the purchase order proposal due to calculations and is not present in any open purchase orders, these products are hidden with the option in the purchase order proposal (Buy > Purchase Order Proposal).

Dunning with account reconciliation

The payment status of goods receipt (GR) and invoice (IN) is automatically checked and recalculated unless manually fixed in the invoice. This check is initiated when accessing the dunning process, recording a payment on the invoice/goods receipt, or directly clicking on the document.

Number of entries live table

Here, you can set the number of displayed list entries in the live tables (e.g., product overview, address overview, invoice overview, etc.), such as 10, 25, 50, 200, or 1000. If the value is set to 0, Xentral reverts to the default value of 10. Note: When adjusting the setting (quickly testing different values), it may be necessary to delete the cookies in the browser.

Advanced address search

In the contact overview, the contents of Free field 1 and Free field 2 from the contact are also searched.

Follow-up - only employees can be selected

With this setting, you determine that in the "Follow-ups" module, only addresses with the role "Employee" can be entered as the assignee of a follow-up. If the option is deactivated, all addresses, regardless of their role, can be entered as the assignee of a follow-up.

Show product picture in dispatch center

The product picture is also displayed in the logistics processes at the packing station.

Group for editors

In the editor/inside service selection in documents and the large address filter, only the addresses that are members of this group are displayed. If empty, all addresses are shown.

Sales group

In the sales representative selection in documents and the large address filter, only the addresses that are members of this group are displayed. If empty, all addresses are shown.

Auto. Pro forma invoice for export "stock items only

When automatically generating a proforma invoice in shipping or proceeding from a sales order, only inventory products are included in the proforma invoice, not service items.

Receipts

Create receipts quickly without an intermediate table

Receipts are created directly without a prompt for existing drafts. Without this option, you are directed to an intermediate screen to continue editing existing drafts.

Create receipts quickly without manual approval

Receipts are automatically approved after creation without the document entering draft mode and needing to be approved from there. A document number is assigned directly, and the status is set to approved (currently applicable to quotation, order, invoice, credit note, delivery note, purchase order). Note: Once multiple projects come into play, this option no longer applies!

Price and Position

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Selection of the cheapest sales prices:

In receipts, the cheapest sales price is always proposed. If the checkbox is not selected, the sales price must be explicitly assigned to the individual customer in the product. If this is not the case, the system continues to use the lowest sales price.

Extended position view

The product description is visible in the product view of receipts. Currently applicable to Offer, sales order, invoice, credit note, and delivery note.

Display manufacturer in position view

The product description is visible in the product view of receipts. Currently applicable to Offer, sales order, invoice, credit note, and delivery note.

Display stock levels in document items:

The stock level, as well as the number of reserved products, are displayed when inserting products via autocomplete in the products tab in the sales order and delivery note.

Reload graduated prices if the quantity is changed

The graduated price is reloaded into the product when the product quantity is changed.

Adjust sales prices to PU:

If the product has sales tier prices with packaging units (PU), the price and quantity are automatically adjusted based on the entered quantity in the products (currently applicable in sales orders, quotations, invoices, credit notes).

Example:

Sales: from quantity 1 | 10 Euro | PU 10

Sales: from quantity 10 | 9 Euro | PU 10

Input of 5: Quantity automatically changes to 10 and unit price to 10.

Input of 13: Quantity automatically changes to 20 and unit price to 9.

Note: A packaging unit quantity must be specified in the price for the function to take effect.

Adjust purchase prices to PU

If the product has purchasing tier prices with PU units, the price and quantity are automatically adjusted based on the entered quantity in the products (purchase order).

Example:

Purchasing: from quantity 1 | 10 Euro | PU 10

Purchasing: from quantity 10 | 9 Euro | PU 10

Input of 5: Quantity automatically changes to 10 and unit price to 10.

Input of 13: Quantity automatically changes to 20 and unit price to 9.

Note: A packaging unit quantity must be specified in the price for the function to take effect.

Calculate postage

With this option, the shipping costs of a sales order can be set to 0, making the sales order eligible for free shipping. For this, a price group must be created to which all customers who are eligible for free shipping belong. In the price group, the minimum order value is defined (e.g., €50), from which the sales order should be eligible for free shipping.

Take over from delivery note

Service items do not take over delivery note:

Service items (option in item details) are not included in the sales order for the delivery note in the following actions:

Manual continuation of the sales order to the delivery note

Automatic sending of the sales order with automatic creation of the delivery note

Delivery note free text / internal comment

The free text and internal note of a delivery note appear as a red message in the shipping center as a popup that needs to be confirmed by the employee. This only works in conjunction with a logistics process (Project > Settings > Logistics / Shipping) that transfers the delivery note to the shipping center.

Receipt data

Dimension in the document

If height/width/length is saved in the product, this is displayed in the product table on the document.

For example: 'Dimensions: 10,00 x 20,00 x 30,00'

Function available in offer, sales order, invoice, delivery note, purchase order, credit note.

Address type in the document

Displays the address type (Mr., Mrs., Company, custom type) in the first line of the address block on the document.

Note: The type of the address itself is displayed, not the type of the contact person.

Function available in offer, sales order, invoice, delivery note, credit note.

Item unit in the document

Displays a column for the item unit on the documents. The unit can be specified individually for each item - if not set, the default item unit is used (see next option).

Editor phone in the document

The telephone number of the processor is displayed on the document in the info box. The requirement is a stored telephone number in the 'Phone' field in the address linked to the user.

For example: 'Phone: 01234/123123123'

Function available in offer, sales order, invoice, delivery note, credit note.

Editor email in the document

The email of the processor is displayed on the document in the info box. The requirement is a stored email address in the 'Email' field in the address linked to the user.

For example: 'E-Mail: maxmuster@test.de'

Function available in offer, sales order, invoice, delivery note, credit note.

Manufacturer number in the document:

If a manufacturer number is stored in the item, it is displayed in the item table on the document.

For example: 'Manufacturer number: 123456789'

Function available in offer, sales order, invoice, delivery note, purchase order, credit note.

Project in document

If the project identifier is available, it is displayed on the document in the info box.

For example: 'Project: STANDARD'

Function available in offer, sales order, invoice, delivery note, purchase order, credit note.

Continue Receipts

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Accept files when continuing

When files are continued, for example, from sales order to delivery note, the file (regardless of the file type) is transferred to the new document. No duplicate of the file is created. The file is only linked in the next document.

Function available for:

Inquiry to offer

Offer to sales order

Offer to proforma invoice

Sales order to Invoice

Sales order to delivery note

Sales order to production

Sales order to purchase order

Purchase order to production

Delivery note to invoice

Invoice to credit note

Include the original PDF receipt as an attachment when sending

PDFs that are sent with the submission dialog in the receipt are saved as files in the receipt. These PDFs also appear as PDF icons in the submission dialog.

Document item

Positions with free fields

To display custom fields within receipt positions, the document where the custom field should be displayed must be selected: To be selected under Administration > Settings > Basic Settings > Custom Fields. The name of the custom field and its content are displayed in the item table in the document.

For example: 'Name of free field 1: Content of free field 1'

Function available in offer, sales order, invoice, credit note, picking run, delivery note, purchase order, pro forma invoice, price inquiry, and production.

Positions with EAN

If an EAN number is stored in the product, it is displayed in the product table on the document.

For example: 'EAN: 123456789'

Function available in offer, sales order, invoice, delivery note, credit note.

Items with customs tariff number

Box checked: The customs tariff number is always displayed in the document items if a customs tariff number is available.

Box unchecked: The customs tariff number and country of origin are only displayed on invoices when they are set to tax export and a customs tariff number is available.

Function available in offer, sales order, invoice, delivery note, credit note.

Positions with best before date

If available, the best before date of a product is displayed in the product table on the invoice and delivery note. It's important to consider the logistics settings from the project of the document regarding the expiration date (scanning in the shipping center / FIFO).

For example: 'Best before: 13.10.2020'

Function available in invoice, delivery note.

Positions with batch

Batch of a product is displayed in the product table on the invoice and delivery note if available. It's important to consider the logistics settings from the project of the document regarding batches (scanning in the shipping center / FIFO).

For example: 'Batch: 123456789 (2)' (The quantity of every batch is in brackets)

Function available in invoice, delivery note.

Positions with serial numbers

Serial numbers of a product are displayed in the product table on the invoice and delivery note if available. It's important to consider the logistics settings from the project of the document regarding serial numbers (scanning in the shipping center / FIFO).

For example: 'S/N: 123456789'

Function available in invoice, delivery note.

Always hide the country of origin

Box checked: The country of origin is never displayed.

Box unchecked: The country of origin is only displayed on invoices when they are set to tax export and a customs tariff number is available.

Function available in offer, sales order, invoice, delivery note, credit note.

Delivery date in CW

The checkbox "Calendar Week (CW)" as the delivery date is set by default in the document item for all inserted positions after activation.

Function available in offer, sales order, delivery note, invoice, credit note.

Display item picture

Show item picture in order PDF

The item picture is displayed in the PDF for all sales orders.

Show item picture in delivery note PDF

The item picture is displayed in the PDF of all delivery notes.

Show item picture in invoice PDF

The item picture is displayed in the PDF of all invoices.

Show item picture in purchase order PDF

The item picture is displayed in the PDF for all purchase orders.

Show item picture in credit PDF

The item picture is displayed in the PDF for all credit notes.

Show item picture in offer PDF

The item picture is displayed in the PDF for all offers.

Document labeling

Documents labeling customer number

The label for 'Customer Number' in the info box on documents can be renamed here. Clicking on the globe icon allows translations to be added for other languages.

Documents labeling order number

The label for purchase 'Order Number' in the info box on documents can be renamed here. Clicking on the globe icon allows translations to be added for other languages.

Documents caption editor

The label for 'Editor' in the info box on documents can be renamed here. Clicking on the globe icon allows translations to be added for other languages.

Documents lettering sales

The label for 'Sales' in the info box on documents can be renamed here. Clicking on the globe icon allows translations to be added for other languages.

Do not fill Editor and Sales

When creating and editing documents, the (empty) processor and sales fields are not automatically filled and must be filled manually.

Hide documents editor

Hides the editor in the info block of the document.

Hide documents sales

Hides the sales in the info block of the document.

Labeling Internet number

The label for 'Internet Number' in the info box on documents can be renamed here. Clicking on the globe icon allows translations to be added for other languages.

Documents labeling Internet number:

The label for 'Internet Number' in the info box on documents can be renamed here. Clicking on the globe icon allows translations to be added for other languages.

Show contact person in invoice, credit note

The contact person is shown or hidden on the document in the invoice and credit note in the second line of the address block.

Display contact person in offer, order, purchase order:

The contact person is shown or hidden on the document in the quotation, sales order, and purchase order in the second line of the address block.

Designation promotional codes

The field for entering promotional codes in the order can be renamed.

Designation of commission / consignment warehouse

Only for the extra module 'Commission / Consignment Warehouse'. Here you can rename the field in the order for the consignment warehouse.

Document type-labeling

Alternate designation for offers

In the offer, there is a checkbox to rename the subject of the offer document. With this option, the name of the alternative document designation is determined.

as standard

With this option, you set the alternative designation in the offer (option above) as the default. This means that the checkbox is always selected when creating a new offer.

Alternate designation for sales orders

In the sales order, there is a checkbox to rename the subject of the sales order document. With this option, the name of the alternative document designation is determined.

Alternate designation for invoices

In the invoice, there is a checkbox to rename the subject of the invoice document. With this option, the name of the alternative document designation is determined.

Alternate designation for credit notes

In the credit note, there is a checkbox to rename the subject of the credit note document, for example, to 'Cancellation Invoice'. With this option, the name of the alternative document designation is determined.

Caution: §14 UStG (Germany)

Stornorechnung as standard

With this option, you set the alternative designation in the credit note (option above) as the default. This means that the checkbox is always selected when creating a new credit note.

Alternate designation for delivery notes

In the delivery note, there is a checkbox to rename the subject of the delivery note document. With this option, the name of the alternative document designation is determined.

Alternate designation for purchase order

In the purchase order, there is a checkbox to rename the subject of the purchase order document. With this option, the name of the alternative document designation is determined.

Alternate designation for pro forma invoice

In the proforma invoice, there is a checkbox to rename the subject of the proforma invoice document. With this option, the name of the alternative document designation is determined.

Offer Sales Settings

Offer valid until

Here, the number of days is entered for which an offer should be valid. The end date is automatically set accordingly. This can be output using the variable {GUELTIGBIS}.

Offer days follow-ups

After approval of an offer, a reminder is automatically created if the number of days is greater than 0.

Offer stage follow-ups

'Stage' of the follow-up that should be inherited from the offer for the follow-up.

Show graduated prices in the offer for items

In the offer, the tiered prices of an item are displayed vertically in the position table.

Example:

from 1 pc. 10,00 EUR

from 5 pc. 9,00 EUR

from 10 pc. 8,00 EUR

"Pc." is used as the unit of measurement for the article itself (e.g., liter, etc.). If this field is empty, the default unit specified in the system settings is used. If that is also empty, "pc." is used.

Sales order settings

Show order barcode scanner tab

In the sales order, a new tab 'Barcode Scanner' appears. There, you can conveniently scan product number / EANs and thus add products to the order positions.

Do not complete the order when proceeding to the delivery note and invoice:

If the sales order is manually continued to a delivery note or invoice using the action menu, the sales order status is not set to 'completed'.

Internal comments in the order mini details can be edited:

The internal note of a sales order can also be edited in the mini-detail of a sales order in the sales order overview. This also works for read-only orders.

Marking unpaid orders

Unpaid sales orders are highlighted in red in the sales order overview. Once a payment is received for the sales order or its associated invoice, or if the invoice is manually marked as paid, the color changes from red to black.

Dissolve sub-parts lists in the order

Sub-bills of materials that are Just-In-Time bills of materials, are dissolved across all levels. This functionality is only available if the first level is allowed to explode.

To enable this feature, you need to check the box in: Project Settings > Resolve/Explode Just-In-Time Bills of Materials.

Purchase order Settings

Order without prices

In the purchase order document, no total order amount is displayed. Instead, each individual line item is represented with a value of 0 in the line item table.

Order with item text

The item description is displayed on the purchase order document below the product name in the line item table.

Purchase order own item number in the first column

In the first column of the line item table of the purchase order, the internal product number is set instead of the supplier's item number (from the procurement).

Order long product numbers

In the purchase order document, within the line item table, the product name and description are shifted down by one row to accommodate long product numbers and prevent them from overlapping with the name or description.

Note: This option only applies to supplier item numbers in the first column.

Complete purchase order automatically

Automatically closes purchase orders once all goods from the purchase order are marked as delivered via goods receipt. When navigating to the purchase order overview, open purchase orders are checked to see if they can be marked as closed with this option enabled. Additionally, there is a process starter (bestellungabschliessen) that also checks this in the background.

Sales net

Display net sales price of the product. Standard price.

Sales gross

Display gross sales price of the product. Standard price, group prices can be viewed in the group.

Buy net

Display net purchase price of the product. Standard price.

Buy gross

Display gross purchase price of the product. Standard price. If you purchase a product from multiple suppliers, you can view all prices in the product or in the price overview for the specific supplier in the master data.

Pseudo price / SRP

Display of the suggested retail price (SRP).

Stock available

Calculated stock availability. This figure can also be found in the product's warehouse information. Here, you can see stock on hand, reservations, open orders, calculated stock, sellable units, and calculated stock with open orders.

on order.

Quantities that are already in transit from your supplier. This includes dispatched and approved orders.

in the blocked warehouse

Quantity of product is booked into blocked warehouse.

in production

Quantity of products in production. For example, if you pre-produce batches of hundreds for your own assortment or provide customer-specific products on demand and have concluded framework contracts with your customers.

Properties

Stored property and its associated value of the product.

EAN

Display of the EAN (= European Article Number) of the product.

Manufacturer

Display of the manufacturer of the product.

Manufacturer number

Display of the manufacturer number of the product.

Customs tariff code

Display of the customs tariff code.

Free field 1-40

Display of a custom field content for your product.

Phone

Display of the phone number

Fax

Display of the fax number.

Mobile

Display of the mobile phone number

Contact person

Display of the contact person of the address.

Department

Display of the department information.

VAT-ID

Display of the VAT-ID of the customer

Tax ID

Display of the tax ID

GLN

Display of the GLN (Global Location Number).

Employee number

Display of the employee number associated with this address (if an employee number is available).

Free field 1-20

Display of a free field content for the address.

Internet

Shop or marketplace ID. This ID is imported into Xentral during shop import and is searchable in the search function. The number can be manually maintained in the sales order.

Desired delivery date.

Desired delivery date of the customer.

Delivery warehouse

Your internal delivery date. For example, two days before the customer's requested delivery date, ensuring the package arrives on time.

Shipping method

Shipping method / Carrier. Assigned in the sales order via shop import, manually, or through master data.

Distributor

Sales representative. Alternatively, the import channel.

Editor

Internal editor.

Net amount

Total amount sales order sum net.

Internet

Shop or marketplace ID. This ID is transferred to Xentral during the shop import and is searchable in the search function. The number is transferred from the order to the invoice. It is editable in the order.

Shipping method

Shipping method / Carrier. Transferred from the order to the invoice or pulled from the master data.

Net amount

Total amount invoice sum net.

Sales order

Associated sales order number.

Internet

Sales order number when transferring from a store platform.

Delivery warehouse

Date on which the produced goods are transferred to the warehouse.

Deployment start

Date on which the required items are transferred to the workstation in production.

Production start

Starting date of the production.

End of production

Ending date of the production.

Batch

Batch of the production.

BBD

Best before date of the produced products.

Product category

Category of the produced products.

Confirmed delivery date

Confirmed delivery date from the supplier. Purchase orders can be set as confirmed. Additionally, you can enter a date to which the supplier has committed.

Desired delivery date

Your desired delivery date that you set when submitting the order.

Invoice receipt date

Date on which the supplier invoice was received. Additionally, there is the invoice date. You can set in the accounting which date should be used for the input tax deduction.

Due date

Date on which the liability for payment is due.

Account assignment total

Total of your manual or automatic accounting entries. Here you can verify if the liabilities amount matches the accounting entries for your accounting and equals zero.

Allow posting to other employees

Displays the option "Book time for another employee" in the "Time tracking" interface, allowing you to record time for colleagues as well.

Internal comment field visible

Displays an additional text field for internal notes in the "Time tracking" interface.

Location field visible

Displays an additional text field for a location entry in the "Time tracking" interface.

Extended time indication

Displays the following additional options in the 'Time Tracking' interface:

billing preselected

The "Billable" checkbox is set by default in the 'Time Tracking' interface.

Close time recording

When the checkbox is selected, you can enter the number of days for how many days in the past a booked time may be. If an employee tries to make an older booking, they will receive an error message. To exempt specific users from this rule, you can grant the user the 'bearbeitenerlauben' permission in the 'Time Tracking' permission block.

Time recording obligation

When the checkbox is selected and no times were booked on the last working day, the employee will be directed to the time tracking interface upon login.

Warehouse

Display which products are in stock and available for shipment.

Postage

Display whether the sales order includes a shipping product. The absence of the shipping product (i.e., missing shipping cost calculation) results in an orange indicator. Shipping costs can also be entered as zero euros.

VAT

Intra-Community Acquisition. The VAT ID (Value Added Tax Identification Number) of the other business is verified. Otherwise, the tax liability rests with you.

Payment

Has the payment been received or has the sales order been marked as paid (this can also be an automatic marking in the payment method during order import from a shop)?

Cash on delivery

Verification of cash-on-delivery products plus shipping cost products.

Auto-shipping

Approval for an automatic batch logistics process (e.g., shipping process) such as auto-shipping. Depending on the settings, sales orders are transferred hourly or, for example, at 8:00 a.m. If you want to block a completely green sales order, you can control this via the auto-shipping approval.

Customer check

If you want to set up a customer check per sales order, you can control this via this indicator. For example, for high monetary amounts on your B2B project.

Date of delivery

Delivery date has been reached or the delivery date for dispatch from warehouse. If the indicator is green, the sales order can be shipped today.

Credit limit

Setting the credit limit in the customer master data. The credit limit applies when the total of currently outstanding invoices exceeds the entered limit.

Delivery block

Setting a delivery block in the customer master data. The delivery block can be activated. Once a new sales order is entered for this customer number, the status indicator turns orange and blocks the transfer to logistics. Alternatively, you could also set the payment method to advance payment. If the sales order comes from a shop, you may not be able to influence which payment method was chosen.

Production

For this sales order, there is a completed production. The goods have been fully assembled/manufactured and stored.

Sequence buffer

Specifies the order and data that you can directly place in the contacts clipboard using the 'Contacts to Clipboard' button. You can then output the content again using Ctrl/CMD + V.

Address template

Here you can specify an address to serve as a template for newly created addresses (not via the import center). When creating a new address, most fields of the sample address under Contact > Details are adopted.

Server-URL

Warning: Only for old systems with custom installation before 2021. Server URL and Port. (Legacy and deprecated).

LDAP URI

The URI to reach your LDAP client.

LDAP RDN

Main user group allowed to log in.

LDAP base DN

Specifies where in the directory tree the search for specific objects should begin.

LDAP filter

Within the directories, data can be filtered based on specified criteria. For example, you can check if the user belongs to the appropriate group and if they are indeed a person. (Specifying the LDAP filter is mandatory; otherwise, authentication will not work.)

Do not hand over the email to the shipping company:

The email field is not passed to the shipping service provider. When creating a shipping label, the field is filled with the email address but not transmitted.

Do not hand the phone number over to the shipping company

The phone field is not passed to the shipping service provider. When creating a shipping label, the field is filled with the phone number but not transmitted.

Do not load external URL in the ticket system

In the ticketing system, external URLs are not loaded to prevent attacks.

Additional CSP headers

Additional CSP headers to allow the inclusion of external content.

Turn off system emails

Internal system emails for warehouse sync status updates, etc. are no longer being executed.

System email recipient

Email address to which system emails should be sent. The option above to disable system emails must, of course, not be activated.

Limit document tables

Activates automatically when there are more than 5000 documents + 1 second query duration OR more than 10000 documents in a document overview.

Limited to double the number of displayed items (page 10) - this is only important for the number of found data as well as the number of pages below the live table.

Activating this option is beneficial for performance with large amounts of data.

All documents are still considered in the search; however, the search process is staggered.

Limit product table

It automatically activates when there are more than 5000 products or when the query duration exceeds 1 second, OR when there are more than 10000 items.

If the option is removed once, it will not be automatically set again.

Limit address table

It automatically activates when there are more than 100 open sales orders that need to be checked for automatic shipment.

It takes the oldest sales orders and checks the first oldest 100 sales orders (for Auto-shipping Plus). If there are significantly more, the cron job (auto-shipping_plus) should run more frequently. The standard setting should be 100 - 0 means no limit.

Limit auto-shipping:

Limit automatic shipping to X records. This is the maximum number of sales orders to be checked during automatic shipping (0 means no limit).

Dispatch emails and feedback to the shop via process starter.

Number X per run. Emails (0 means no limit).

Activate quick search

Automatically activates when there are more than 5000 products + 1 second query duration OR more than 10000 products.

Adds a new search field to the product. In this search field, pressing Enter must confirm a search term, preventing unnecessary search requests to the database and avoiding a buildup of search requests that could slow down the search.

Include orders blocked for auto shipping

Calculates the sales order status indicators for blocked orders. Note: a large quantity of non-canceled but blocked orders can significantly slow down the calculation. If you don't cancel blocked orders as a rule, you should not include the traffic lights in the calculation.

Display filtered by deactivate

Disables the calculation below the overview tables of how many results are displayed from all products. This calculation can lead to significant loading times with many data in the table and should therefore be disabled with the checkbox when there are several hundred thousand data in a table (e.g., items).

Limit process starters:

Maximum number X (Standard 3)

Increase polling time

On X seconds (Standard 5)

Cancel query report

To X seconds (Standard 300)

Number format

Localization settings, such as setting the global number format to 1,234.56 or 1.234,56.

Date format

Localization settings, such as setting the global date format.

dd.mm.YYYY

mm/dd/YYYY

dd-mm-YYYY

mm-dd-YYYY

dd/mm/YYYY

YYYY/MM/DD

Time format

Localization settings, such as setting the global time format.

HH:mm:ss (13:00:99)

hh:mm:ss am/pm (01:00:00 PM)