X-ERP Help

Desktop menu

The desktop menu brings together the central areas of X-ERP.

Desktop menu

The desktop menu brings together the central areas of X-ERP.

Structure from left to right

  • At the top left you will find the link to the X-ERP website.
  • Start screen is the home desktop.
  • Adjacent you will find all desktops such as email, calendar, intercom, storage, production, service, CRM, finance, sales, purchasing, management and administration.
  • In the drop zone you can drag and drop files so that they can be accessed by every user.
  • The AI assistant Xmiley answers spoken or written questions
  • The multiple monitor function clearly distributes the X-ERP work areas across multiple screens.
  • You can use the help button to get context-related help for the currently displayed area.
  • The language selector changes the language as well as regional number and date formats - only for the logged in user.
  • The user information states the logged in user and the associated details.
  • The version information shows you the currently used X-ERP version.
  • You can safely log out of X-ERP using the log-out button.

Related topics

  1. For Customizer – Customize screens and forms › User interface
  2. For Customizer – Customize screens and forms › User interface › Role menu
  3. For Customizer – Customize screens and forms › User interface › Desktop configurator
  4. For Customizer – Customize screens and forms › User interface › Menu configurator

Frequently asked questions

What is Desktop Menu used for in X-ERP?

Structures access to X-ERP functions and makes frequent work trips quickly accessible.

What should I check for Desktop Menu before finalizing?

Master data, status and responsibility are complete and plausible. The change is saved and can be found again via search or list.