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What does this error mean: "connection to specified xtuple erp server cannot be made"?

We have spoken with various users who encountered this error and discovered something in common with both. Both had prior installs of other Open Source solutions on their computer, prior to installing PostBooks®. In both cases the the other product also installed an instance of PostgreSQL. It appears the two installations of Postgres are conflicting, and preventing the PostBooks® installer from finishing the install. If you are done for the moment evaluating the other Postgres-powered application, try uninstalling it, and then running the PostBooks® installer again

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What's the difference between an item and an item site?

An item is the definition for a product, describing things such as what item type the item belongs to, its unit of measure, whether it's sold, etc. Item sites, on the other hand, define an item's physical location within a site. You need item sites if you want to track inventory. The movements of inventory, planning for inventory, and inventory accounting are all tied to the item site.

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Which file types can I add to the database?

There are no restrictions on the file types you can add to the database. Everything from office documents to image files to CAD drawings and more is supported.

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Why can't I ship my transfer order?

If you are trying to ship a transfer order but it doesn't appear in the list of orders to be shipped, there's a good chance the transfer order has not been released yet. Transfer orders must be open/released before they can be shipped. To release a transfer order, change its status from unreleased to open.

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Why doesn't xTuple work on my PowerPC Mac?

As of version 3.6.0, xTuple no longer supports the PowerPC Mac platform. Only the Intel Mac platform is supported. Prior versions of xTuple did support PowerPC Macs, but beginning with version 3.6.0 xTuple no longer supports PowerPC Macs.

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Can I filter by opportunity type?

Yes, you can see all opportunities belonging to a particular opportunity type, you can see them using the opportunity type filter. All the opportunities linked to that opportunity type will be displayed. To view a different opportunity type, select that type and the results will automatically update.

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Do you have any product category examples?

Let's say you sell home products. Your product categories might include furniture, bedding, bathroom products and appliances. By contrast, if you sell only one type of product, like toys, you could categorize by the material the toys are made of (i.e., wood, metal, plastic, etc.). Services you sell also need product categories. Sample service categories might include consulting, repairs, and cleaning.

Hint: Consider using the characteristics feature available on items to allow more detailed, custom reporting on the products you sell.

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How can I learn more about job costing?

The topic of job costing is covered in some detail in the manual Managing Projects with xTuple. The book can be read online for free or purchased for download through the xTuple MarketPlace.

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How do I import data into xTuple?

There are two methods for importing data into the database of xTuple ERP.

  • CSVimp
    First, xTuple offers a free application called CSVimp that is designed to migrate Comma Separated Value (CSV) files into the database for the xTuple Applications (The same tool works for PostBooks®, Standard and Manufacturing Editions). You can download CSVimp from our SourceForge project site. And detailed instructions for using CSVimp are available in our documents section.
  • xTuple API
    The second method is to use the API. The goal of the xTuple Application Programmer Interface (API) is to make migrating data directly into the database much safer and easier than it is going directly into the regular table structure. Our appoach is to allow users to create, access, and update xTuple documents using a special database schema that closely mirrors the graphical user interface (GUI). You can read more about using the API to import data into xTuple ERP in the docs section.
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What are incident status colors?

Incident status colors make it easier to quickly identify the incidents you are looking for. To assign a color to an incident status, simply type the name of the color (or its hexadecimal equivalent) in the field next to the status name. For example, let's say you want all incidents with the status feedback to be highlighted in red. In the field next to Feedback, you could enter either the word red or #FF0000, the hex code for red. Now whenever you view the incident list you will see your color-coding.

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What are the customer defaults used for?

The customer defaults create a template that is used whenever new customers are created. For example, if you want all your customers to have the same payment terms, specify default terms for your customers—and all newly-created customers will be assigned those terms. You don't need to specify every default to use this feature. To bypass an option, simply turn the option off or specify none.

 

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Are files stored in the database?

When adding a file, you have the option to specify that you want the file to be saved in the database. Saving a file in the database makes the file easily accessible to other users of the database. If you prefer not to save files in the database, your other options are to store them locally on your machine or on a network drive.

Hint: Keep in mind that storing large files in your database will increase the size of your database and will require you to monitor your hard drive consumption.

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Do invoices flow from sales orders?

If you are using sales orders to capture customer orders, then invoices do flow from sales orders. The typical progression goes as follows: sales order -> shipping -> billing/invoicing. You can also enter invoices without first having a sales order. This is more common in service businesses, where inventory is not a major focus.

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How are customer groups used?

Customer groups are used for reporting purposes. By associating similar customers with the same customer group, you can generate sales reporting and analysis for the entire group.

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How can I make items tax exempt?

The easiest way to make an item tax-exempt is to make sure it is not linked to a tax type. For an item to be taxable, it must have a tax type associated with it. If there's no tax type linked to an item, then tax won't be charged.

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How do I add tasks to a project?

To add tasks to a project, double-click on the project to display the project detail. Navigate to the tasks tab and press new. Fill in the detail for the task. After you've added tasks to a project, you can also view them on the project tasks master list.

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How do I get started with sales analysis?

To get started analyzing your sales performance, follow these steps:

  1. Select a cube
  2. Select a dimension (e.g., customer)
  3. Select a dimension level (e.g., customer name) or drag the level to columns or rows
  4. Select a measure (e.g., amount, booking) or drag the measure to columns or row

You should now see a table of measures organized by the dimension you chose. You can continue selecting dimensions and measures to analyze your data in other ways.

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Is there a report which shows shipment tracking numbers?

Yes, there are several reports which provide historical tracking number information. Look under Inventory > Shipping > Reports > Shipments. All of the reports in this section include a tracking number column. If you entered a tracking number for an order when you shipped it, then that information will be shown in all of these reports.

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What are due days?

Due days refers to the number of days after the document date (i.e., invoice date, voucher date) when payment is considered overdue. For example, if the invoice date is May 10 and the due days = 10, then payment would be due 10 days later, on May 20. For proximo terms, the due days refers to the day of the month when payment is due—that is, due days = 10 means due on the 10th day of the month.

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What are receivable applications?

Receivable applications are records generated when a receivable is either applied or applied to. For example, when a credit memo is applied to an invoice, that's a receivable application. Similarly, receivable applications occur when cash receipts are applied to open invoices.

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What are some examples of sale types?

Because sale types are user-defined, you can set them up any way you want to. Some examples of sale types might include in-networkout-of-networkretailwholesale, etc. Depending on how granular you want your revenue reporting to be, you can link your sale types to different revenue accounts using the sales account assignment interface.

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What are to dos used for?

Most people use to dos to remind themselves of things that need to get done in the future. When combined all together, your to dos are known as your to do list. Using the advanced search feature, you can sort your to do list by any of of the available criteria: due date, CRM account, assigned to user, etc. In this way you can monitor the to dos that are most important to you. To dos are a useful tool for managers, as well. Managers can use the assignment feature to assign to dos to people on their team—thus creating a work flow management system.

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What if an employee changes shifts?

If an employee is going to be changing shifts, a manager or other administrator needs to assign the new shift to the employee's master record. If the new shift isn't assigned to the employee, the rules of the old shift will continue to apply to the employee.

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What is an opportunity source?

An opportunity source describes the lead source for an opportunity. For example, if the lead originated from an existing customer, the source might be "Customer Referral." Similarly, if the lead heard about you on the radio, the source might be "Radio Commercial." And so on. Using the advanced search feature, you can filter on opportunities by source.

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What is a person's last name?

On the contact screen the contact's last name is also referred to as their surname or family name. On the other hand, the first name refers to their given name. The system only requires you to enter one name—first or last. However, it is common to enter both.

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