Configuring settings in Xentral NextGen – Xentral help center

You can access the Settings page from the Xentral NextGen homepage by clicking the icon on the bottom left. The Settings are divided into basic and advanced settings. By default only the basic settings are displayed. You can activate the advanced settings by clicking Advanced settings on the bottom left.

The following table contains information on where you can find the respective setting, links to more detailed help center articles and a short description of what you might expect in the setting itself:

Section	Basic settings	Advanced settings	Description
Set up your System	Company data		Add your company address, VAT ID and SEPA creditor ID.
	Email accounts		Add new and manage existing email accounts.
	Email templates		Edit and create text templates for all your business letters.
	Text Templates		Define text templates for different kinds of business letters.
	Letterhead		Design the layout of your business letters.
		System settings	Change system-wide settings.
Sell	Online shops		Maintain the connection to your online shops.
Stock	Warehouses		Create digital representations of your warehouses and keep track of stock.
	Logistics for sales channels		Manage your logistics by defining how your sales orders are picked and packed.
	Shipping labels/ carriers		Connect your carriers and define how shipping labels should be printed.
		Shipping rules	Define in which circumstances certain carriers are to be used.
		Pick list profiles	Control the commissioning process in more detail.
		Clarification cases for dispatch center	Define reasons for when a sales order can't be shipped from the dispatch center.
		Goods receipt	Decide if returns should be processed with a return document and set up a continuous number for goods receipt.
Buy		Extended order proposal	Define time frames for the extended order proposal.
Accounting
	Accounting settings per sales channel		Define tax rates and currencies for your sales channels.
	Payment methods		Maintain your payment methods.
	Payment terms		Configure default payment terms and discounts.
	Tax/Currency		Configure system-wide tax and currency settings.
		Tax rates	Add new tax rates that you can then select in the Account for sales channels menu.
		Currencies	Check the current exchange rate of other currencies to Euro.
	DATEV Unternehmen Online		Manage some DATEV settings, e.g. the date filter for liabilities.
	Point of Sale (POS)		Manage the settings, buttons and printers of your point of sale.
		DATEV ASCII format	Maintain entries for the DATEV ASCII format.
		Bank & payment accounts	Set up your bank and payment accounts.
		Liabilities	Define tax rates for your liabilities.
		Dunning system	Set up your dunning system and define when payment reminders should be sent as well as the amount of the dunning fees.
		Collection debitors	Define criteria for when a deviating debtor number should be used for a group or customer.
		Number ranges	Define number ranges that provide a unique identifier for your documents.
		Chart of accounts	Create and maintain your chart of accounts. It is a list of every account in the accounting system.
		Cost centers	Create cost centers for items and liabilities and display them on documents.
Team	Ticket templates		Define standard responses to customer inquiries in the Service & Support module.
	Ticket queues		Set up a queue for your ticketing system.
	Sales funnel		Add additional fields to the Contacts table and define details of the Follow-up dashboard.
	Time tracking		Create templates that you can use to track the time of recurring tasks more quickly.
Administration	User management		Keep track of users, add new users and manage their rights.
	Printer setup		Connect your printer.
	System health		Observe key metrics that determine the health status of your system.
	Logs		View logs of user activities throughout your system.
		Process starters	Set up new automations, adjust the interval at which a certain process is executed or restart a process.
		OAuth	Manage your OAuth connections to third-party tools.
		APIs	Manage your API accounts.
		Transfer module	Set up the transfer of data of various formats between Xentral and another system.
		Custom fields	Add custom fields that can be displayed in your documents.
Integrations	Amazon Seller App		Define the shop and warehouse that will be used for the Amazon Seller App.
Integrations	Webhooks		Create and manage webhooks that notify external systems about events in Xentral .

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