To create orders, purchase orders, or other documents in Xentral, you have several entry points available. You can flexibly choose whether to start the process from the master data, via Smart Search, or directly in the relevant document module.
Tip
Address master data: Ideal when you start from an address and want to create a document directly.
Smart Search: Convenient for quickly finding customers or suppliers and jumping straight into document creation.
Document modules: The standard route when you want to create a new document directly in a specific module such as "Order" or "Purchase order".
In addition to the classic way of creating a new order or purchase order via Sales (Xentral Order) or Purchasing (Xentral Purchase order), you can also create new documents directly from the address master data of a customer or supplier.
Steps:
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Navigate to Sales > Addresses.
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Open the desired address master data, e.g. a customer.
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In the upper area, you will find the Create New section.
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Available buttons for customers: Quote, Order, Invoice, Delivery note, Credit note.
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Available buttons for suppliers: Purchase order.
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Click on any of these buttons to jump directly to the relevant module and create a new document.
With Smart Search, you can not only find customers or suppliers quickly, but also create new documents directly — without going through address master data or the individual module.
Steps:
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Open Smart Search (e.g. via the search bar at the top left).
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In the upper area of Smart Search, you will find the Create new buttons, which take you directly to document creation:
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Order
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Invoice
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Product
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Quote
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Address
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Click on any of these buttons to immediately open the relevant module for creating a new entry.
Example: If you click on Order, the "Order" module opens directly with a new document. You can then select the desired address from the master data and add the remaining information.
Note
You can also use Smart Search to find a customer or supplier and start the document process from there via their address:
Steps:
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Search specifically for an address: Enter the name of the customer or supplier in the search bar — or alternatively the Xentral customer or supplier number.
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Select the result from the list.
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In the address master data, the buttons in the Create New section are then available as described above (e.g. Quote, Order, Invoice, Purchase order).
Alternatively, you can create a new document directly in the relevant module. The address is inserted from the master data.
Steps for an order:
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Navigate to Sales > Order.
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Click on +New.
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Select the desired address from the master data.
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Add the remaining information and save the document.
Note
This approach works for all document types, e.g. quotes, invoices, credit notes, delivery notes, or purchase orders.