Create and manage your contacts, products, and projects
- Introduction: Contact master data
- Importing contact master data
- Creating contact master data
- Maintaining contact master data
- Introduction: Contacts - CRM
- Starting CRM activities via the contact master data
Working with products - the basics
- Introduction: Product master data
- Importing product master data
- Creating product master data
- Maintaining product master data
- Matrix product - Create product variants
- Using (Just in time) bill of materials
Working with products - advanced features
- Defining the behavior of bill of materials (BOMs) on documents
- Creating units for items
- Promotional codes
- Price adjustments
- Alcohol Tax Calculator
Working with projects
Master data - import, export, and more
- Data import
- Export of master data and company data
- Properties templates
- Restore deleted records
- Duplicate numbers
FAQ Master data
- How do I create a dummy product or a voucher as product?
- How can I delete products?
- How can I upload multiple product images?
- How do I proceed if the previously defined stationery does not appear in the project?
- How can I archive my data, receipts, etc. if I have quit?
- How can I migrate/import my existing data to xentral?