X-ERP Help
Modules
The different desktops guide maintained master data through real business processes - from sales and purchasing to production to CRM and finance.
Modules
The different desktops guide maintained master data through real business processes - from sales and purchasing to production to CRM and finance.
Your quick start
- Open the desired desktop.
- Check existing records, statuses and relationships before creating or changing anything.
- Save consciously and control the result in the immediately following process.
That's what matters
Begin each process in the correct desktop and review handoffs. A clean individual document is not enough if the subsequent process remains incomplete.
Matching depressions
- Sale
- Purchasing
- Production
- Finance
In this chapter
- Documents
- Sales
- Purchasing
- Warehouse operations
- Picking
- Packing
- Shipping
- Production
- Procurement wizard
- Field service
- Equipment service
- Contract management
- Document relationship diagram
- Approvals
- CRM
- Intercom
- Wiki
- Bulletin
- Archiving
- E-Sticky Notes
- Calendar
- DMS
- AI assistant
- Finance
Related topics
- Sale
- Purchasing
- Production
- Finance
Frequently asked questions
What do I use modules in X-ERP for?
The modules guide maintained master data through real business processes - from sales and purchasing to logistics and production to communication and finance.
What should I particularly check?
Begin each process in the correct module and review handoffs. A clean individual document is not enough if the subsequent process remains incomplete.