In short: Customer master data in XOS: a customer file with contacts, addresses, payment details and a link to the CRM company, used by Sales Orders, quotes and invoices.
As of November 12, 2026 · ProzessXOne customer record shared by all ERP documents.
What this module handles for you.
A customer file with five sections
Overview, payments, contacts, addresses and link all live in one file.
Payment details and credit limit
Store the IBAN, SEPA mandate and a credit limit. Sales Orders checks the limit against the customer file, not the name.
Multiple contacts and addresses
As many contact persons and addresses per customer as you like, each one can be created, edited and deleted.
B2B or B2C, status and custom fields
Every customer has a type and a status (prospect, active, inactive, archived). You create custom fields yourself.
Link to the CRM company
Search for the matching company in the CRM and link it. XOS points out similar companies so no duplicates are created.
Invoice history at a glance
Once a CRM company is linked, you see its invoices directly in the customer file.
From new customer to order.
An example of how a customer moves through the ERP.
Also in the chat: the Chat Agent can read and create customers. XOS rates changes to existing customers as higher risk.
Frequently asked questions.
Do I have to maintain customers twice if I use the CRM?
No. You link the CRM company to the customer file. XOS shows existing similar companies before you create a duplicate.
See Customers in your daily work.
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