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Where are reason codes used?

The following document types can have reason codes associated with them: receivable credit memos, receivable debit memos, and return authorizations.

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How do I change my xTupleCommerce password?

If you’ve forgotten your password, you can click the tab to request a new password on the login page.

If you know your password but want to change it, you can login to the xTupleCommerce website, go to people on the admin bar, find your username, and select EDIT on the far right. From there, you can change and save your password.

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How do I purchase support for xTuple?

Commercial support is available for xTuple products. Please see the support options page for more detailed information.

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Where can I find the Qt documentation?

For more information, please see the Qt Product Information.

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Can I issue stock with a barcode scanner?

Yes, xTuple supports issuing stock to shipping with barcode scanners. Barcode scanners provide a great way for companies to expedite the shipping process.

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Can I create quotes for prospects?

Yes, you can create quotes for prospects. However, before the quote can be converted (to an order or invoice) the prospect must also be converted. Orders and invoices must be associated with a customer. Converting prospects to customers is an easy process.

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Can I sort the order of images for xTupleCommerce?

At this time, there is no easy way to make images show up in a particular order. However, you can try detaching and then re-attaching image records on an item's document tab in the ERP. Doing so will assign a new system identifier to the records. Item records having the oldest (i.e., lowest) system identifier will be displayed first.

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Is it possible to change the name of a default country?

Yes, if you want a different country name for your default country, you can switch off the limit to list setting. Be sure to turn this setting off with caution, since manually entered countries will not be kept up-to-date in the same way that standard countries are. In addition, pre-defined states and provinces will not be available to countries with a custom naming convention.

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Where do sales categories get used?

The primary use for sales categories is to account for miscellaneous (i.e., non-inventory) line items on invoices. Sales categories may also be used optionally on the following document types: receivable credit/debit memos and cash receipts.

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How do I update an item image for xTupleCommerce?

To update an item image, go to the item master in the xTuple ERP database. Once there, navigate to the documents tab and DETACH the old image you no longer wish to use. Then, this is very important, SAVE. This will close the item window. Next, reopen the item window and ATTACH the new image. That should do it.  

Note: If you do not save the item after detaching, the xTupleCommerce site will not recognize that there was a change and, therefore, the image will not show up properly.

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How do I configure my system?

Each database used by your organization has various extensions associated with it. These extensions may be modules (e.g., CRM) or other free or commercial add-ons. For each extension there will be configuration options. In most cases, your system administrator will be responsible for configuring your extensions. However, anyone with the appropriate privileges may also configure extensions.

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What is XTN?

XTN (xTuple Network) is a commercial business continuity service, featuring off-site backup and xTuple ERP version upgrades. Please follow this link to learn more about xTuple's XTN service.

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Can I select multiple costing methods?

Yes, you can enable all of the available costing methods—if that's what your business requires. However, in many cases, one of the costing methods (average or standard) is generally sufficient. When you enable a costing method, that means item sites will be able to use that costing method. Inventory costing is specified at the item site level.

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Does Connect support SSL or TLS?

Yes, beginning with xTuple Connect version 3.8, support is available for SSL and TLS encryption for email sent over SMTP.

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What is landed cost?

Landed cost is the total price of a product once it has arrived at a buyer's door, including the purchase price plus all freight, tariff and any other handling charges. Often times, landed costs need to be added retroactively to a product after it has been received.

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What is the contractor option on employee records used for?

The contractor option should be selected and used for employees who are not on your payroll. Time logged by contract employees is accounted for differently than it is for regular employees. The main difference is that contractor time is not considered a labor cost, as it is for employees. Instead, contractor time is considered an expense which can be vouchered and then paid by check. Just as you can for regular employees, contractor time and expenses can also be billed to customers.

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Can I transfer inventory between sites?

Yes, you can transfer inventory between sites using either transfer orders or an inter-site transfer transaction. For bulk operations, the transfer order is by far the best method for transferring inventory from one site to another. Both transfer orders and multiple sites are features of xTuple commercial editions. You can read more about the different xTuple editions on our comparison page.

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How are the change log options used?

The change log options, if enabled, provide a mechanism for recording changes made to item site and/or site records. For example, if a user modifies the parameters on an item site, the change log for that item site would include a record of who made the change and when it was made. If these options are not enabled, changes made to item site and site records will not be tracked in the change logs.

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How do I change the URL for an image in my carousel?

All of the content relating to the carousel is managed on the xTupleCommerce website. In order to change the URL when a user clicks on a particular carousel image, follow these instructions: 

  1. After logging in to the xTupleCommerce website, go to the Admin > Structure > Nodequeue.  
  2. Find the carousel you would like to update and click VIEW.
  3. From there, you select the EDIT view.   
  4. Once you're on the carousel’s edit page, scroll down closer to the bottom and update the URL. You can make the carousel point to one singular product or a category of products. All you need is the URL.
  5. When you've completed the update, SAVE the change. 

Note: You can also update the carousel title and image on this page. 

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Are opportunity sources required?

Yes, an opportunity source is required when creating an opportunity. That means you must have opportunity sources defined before you can successfully save an opportunity.

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What API keys and fields are required to use FedEx with xTupleCommerce?

If you want to include FedEx in the list of shipping options for your xTupleCommerce customers, you'll need to acquire API keys from FedEx, for both your production and development environments. Once you have the information and have added the keys to the ERP, the keys will need to be added to the xTupleCommerce website.

Here is an outline of the fields you need for both the production and development keys: 

Production Keys

  • Account Username
  • Account Password
  • Authentication Key
  • Meter Number
  • Account Number
  • Production API Password
  • Production URL

Development Keys

  • Account Username
  • Account Password
  • Test Key
  • Test Key Password
  • Test Account Number
  • Test Meter Number
  • Test URL
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Where do I mark commissions as paid?

Commissions can be marked as paid from any of the sales history reports. To do this, open a sales history record for editing—and then select the paid option. The commission will now be shown as paid in sales commission reports.

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Are there examples of customer groups?

One option would be to define customer groups by geographic region. For example, you might organize customers by country (e.g., U.S., Mexico, Canada) or by state (e.g., VA, NY, CA). Another possibility would be to create groups that organize customers by sales volume (e.g., small, medium, large). Customer groups are user-definable. You can set them up however you wish.

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Do I need more than one cost category?

You can certainly run your business using only one cost category. That's all you need to set up item sites and track inventory movements in the general ledger. If you want more detailed inventory accounting, though, you should consider implementing multiple cost categories. For example, you might have a cost category for finished goods and a different one for raw materials. In this way you can track particular item types or groups by different accounts—thus leading to more detailed financial reporting.

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Do I need to enter a base currency?

If you are using only xTuple CRM, then currency is optional. However, once you begin to use xTuple accounting, you must have a base currency defined. The base currency is your currency of record. It is used by the general ledger to record accounting transactions.

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