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BASICS - ERP - English

Manual: The common thread running through centron.net

This manual describes the most important steps and functions in centron.net for efficiently mapping the entire business process from customer to invoice.

1. Introduction and basic principle

  • After launching centron.net, you will be taken to the Dashboard.

  • The software has a modular structure. Important areas such as Address database, Item management or Order suggestion list (OSL) are transferred via the Module search open.

  • The "common thread" describes the sequence of events:

  1. Create customer

  2. Create a quote

  3. Generate order

  4. Procuring items (BVL, goods receipt, picking)

  5. Delivery (delivery note)

  6. Billing (invoice)

  7. Special cases (collection slip, credit note)

2. Create customer

  • Module: Address database open.

  • About New customer a free customer number is automatically assigned.

  • Important mandatory fields:

    • Customer name, address, postal code, city, country

    • Main contact person with phone number and email address

  • After saving, the address and contact person are immediately available for further documents.

3. Create a quote

  • Select contact person and New offer create.

  • Standard data such as date, delivery and payment terms are set automatically.

  • Add item:

    • Own articles from the article search

    • Third-party items e.g., import via ITscope or Aegis

  • Adjust quantities and prices.

  • Use report preview, then save.

  • Export options:

    • Send by email

    • PDF export

    • Printout

Document processing

  • Changes to documents only via New version possible.

  • Features:

    • Remove position (Delete key)

    • Add free text position (Insert key or right-click)

4. From quotation to order

  • Open offer → Further processing → Order.

  • Selection: Transfer all or only certain items.

  • Check preview, save order.

5. Convert item management and external items

  • Module: Item management open.

  • About Actions → Convert item Transfer third-party items to regular items.

  • Select product group (e.g., hardware).

  • Item is saved with manufacturer data and description.

6. Order suggestion list (OSL)

Two approaches:

  1. Directly above the Module search → BVL

  2. Open order → Open BVL (shows only items from this order)

  • Select supplier and create order.

  • Fill in header data (e.g., payment method).

  • Save order.

7. Goods receipt

  • Open order → Actions → Create goods receipt.

  • Accept ordered quantities (all or individually).

  • Record serial numbers (if necessary).

  • Save → Item stock is automatically adjusted in the warehouse.

8. Order picking

  • Module: Order picking open.

  • Display orders with open positions (filter "incomplete").

  • Mark items and pick quantities.

  • Result: Goods are assigned directly to the order.

9. Delivery (delivery note)

  • Open order → Further processing → In delivery note.

  • Accept all positions.

  • Check preview and save.

  • Delivery options: email, export, printout.

10. Billing (invoice)

  • Open delivery note → Further processing → Invoice.

  • Select items (usually accept all).

  • Check preview, save invoice.

  • Shipping options as specified in the offer and delivery note.

  • About the Document history the quote, order, delivery note, and invoice can be traced.

11. Special cases

Pickup slip

  • From a delivery note → Further processing → In pickup slip.

  • Select item, check report, save.

  • Close the pickup slip in the address master as soon as it has been processed.

Credit

  • From an invoice → Further processing → In credit note.

  • Transfer items for credit.

  • Selection options:

    • Only monetary valuecustomer keeps goods, receives refund

    • With return of goodsmoney back, goods returned to warehouse

  • Save the credit note and close it in the address master.

12. Summary

Complete process in centron.net:

  1. Customer system

  2. Offer → Order

  3. Procurement of goods (BVL, goods receipt, order picking)

  4. Delivery (delivery note)

  5. Billing (invoice)

  6. Special cases (collection slip, credit note)

  • All steps are modular in structure and logically linked to one another.

  • The document history documents the process chain at all times.

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