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Why am I no longer able to print from xTuple?

If you have recently upgraded your xTuple version and you find you can no longer print reports from xTuple (but you could before you upgraded), you may need to reinstall your print drivers. Another thing to check is your user profile. Try creating a new user profile and test whether you can print from that new user profile.

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How far back does xTuple support old versions?

The older versions supported by xTuple will vary depending on the current shipping release of the product. To learn more, please visit xTuple's Supported Versions (and End of Life policy) page.

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How do I export data from xTuple?

The quick answer is you can right click and use the Export As option to export data from any list in xTuple ERP. The more advanced option is to use the xTuple API.

To learn more, please see the article about using the API to export from xTuple ERP.

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What is an apply-to document?

The apply-to document is an original invoice which a return is applied against. If your billing setup is configured to only allow returns for items appearing on the apply-to document, then you can only return items which were on the original invoice. To issue miscellaneous returns, don't specify an apply-to document—or configure the billing extension to allow non-restrictive line items.

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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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My company has an xTuple support contract. How do I contact xTuple support?

If your company has a support contract with xTuple, you can reach the xTuple support team either by phone or by opening a support ticket using the online ticketing system. Each support contract with xTuple specifies two "named support contacts." The named support contacts are the people at your company who are eligible to contact the xTuple support team for help. If you are not a named support contact but still need help, you should address your questions to the named support contacts at your company. Your named support contacts will either know the answers to your questions—or they will be able to contact the xTuple support team to help get you the assistance you need.

Note: Ticket-only support is included for xTuple Cloud customers and also customers who have purchased Commercial PostBooks®. Ticket-only support allows for one named support contact per company and does not include phone support.

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Why can't I de-select a costing method?

If you have item sites using a costing method, you cannot de-select that costing method on the inventory configuration. Removing the costing method from item sites where it is used will release the costing method—and allow you to disable it.

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Are transit sites required?

Yes, transit sites are required for all transfer orders. Transit sites keep track of your inventory while it is in transit (i.e., in a truck, on a container ship, etc.). Transfer order items are shipped from the shipping site to the transit site and then are received at the receiving site from the transit site. You can configure transfer orders to be automatically received—or you can require a manual receipt transaction.

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My product item is not showing up on the xTupleCommerce website. What could be wrong?

If an item is not showing up on the xTupleCommerce website it is most likely not selected in the ERP database to show up on the website. You can check by going to the product item, selecting the attributes and making sure the checkbox is selected to be published on the web. 

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Should I use location control for my items?

Location control should be used with caution and only if there are solid business reasons for doing so. Multiple location control (MLC) adds transactional overhead that is generally not required by every inventory business. With MLC turned on, every inventory transaction to/from an item site will require users to select from a detailed list of item site locations. This type of granular control is necessary for some businesses. However, many companies will find that storing inventory in an item site (without locations) is sufficient.

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Why can't I ship my order?

If you are having trouble shipping an order, make sure the order has been issued to shipping. Orders must be issued to shipping before they can be shipped.

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Can extra materials be added to a work order?

Yes, once a work order has been exploded you can add extra materials to it. The explosion process creates the standard set of material requirements, which are based on the current bill of materials for the item. Once those standard material requirements are in place, you can add to (or subtract from) them.

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Can I add multiple email recipients?

Yes, to add multiple email addresses to any field (e.g., Cc:, Bcc:), simply separate the addresses with commas, as in the following example: "jsmith@company.com,rjones@company.com".

Tip: Consider using a generalized distribution email address if you have multiple recipients who need to be copied.

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What's the difference between the bill-to and ship-to address?

The bill-to address is where you send customer invoices and other billing-related information. In most cases, the bill-to address will be the customer's address of record. The ship-to address is the physical address where customer shipments are sent. One customer can have multiple ship-to addresses. For example, let's say your customer is a retail chain—and the chain has dozens of outlets. If you ship to each outlet, then the address for each would be entered as a ship-to address. In this way, sales orders can be tailored to each shipment address.

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Can I create a user on the xTupleCommerce website that is associated with an existing Customer in my xTuple ERP?

Absolutely. First, you’ll need to know the user's email address and first and last name from the ERP. Then, log in to your xTupleCommerce website and go to People > Add User in the admin bar. From there, enter their email address, create a password for them—they can and are encouraged to change that. Optionally, you can specify that they receive an email notifying them of their user account.

On the add user screen, it is very important to make sure that the "Create xTuple Association" checkbox is selected. This ensures that the information flows between this user and the user in the xTuple ERP database.

Next, start typing their name in the choose an existing contact field.  Once you start to type their first name, contact options should begin to appear after a short delay. Select the user from the list of options.

The rest of the fields should auto-populate based on the contact information stored in the ERP. To save, click CREATE NEW CONTACT at the bottom.

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What tokens can I use to build my email profiles?

As a general rule, any property on the source document (e.g., incident, customer, order, etc.) is available to be used as a token. For example, to get the email address of a contact on an incident, you would use the following token: {contact.primaryEmail}

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How do I stop the PostgreSQL service on a Mac?

When using the PostBooks® Installer to install xTuple ERP on a Mac, you may run into an issue if you have a previous instance of PostgreSQL running. If you get an error message during the installation that says:

"There has been an error. There is not enough shared memory. PostgreSQL component requires a minimum shared memory segment of 32MB. Please increase "shmmax" kernel parameter (in /etc/sysctl.conf) or close any other PostgreSQL instances before restarting installation."

You can use the Terminal application on Mac OS X to run commands to stop the database service. You'll give yourself Superuser privileges, then switch yourself to the postgres user, then stop the service.

  1. Make sure you've closed all connections to the postgres database, such as PGAdmin or xTuple.
  2. Go to Terminal (It's in Applications/Utilities)
  3. Type: sudo su -
  4. Enter the password you use to login to your Mac
  5. Type: cd /Applications/xTuple/postgresql/bin/ (assuming you installed xTuple in the default directory. If not, you'll need to change the path to where you installed it).
  6. Type: sudo -u postgres ./pg_ctl -D /Applications/xTuple/postgresql/data stop
  7. You can start up the database in the same way, using the start command: sudo -u postgres ./pg_ctl -D /Applications/xTuple/postgresql/data start
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Can I change the contact number?

No, the contact number is a system assigned number that cannot be changed. However, you would typically search for contacts by name or other properties—so not having access to the contact number shouldn't be a problem. Examples of other search criteria for contacts would include phone numbers, address details, linked accounts and characteristics.

Hint: Use the advanced search feature or click the magnifying glass to refine your contact searches.

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Are employee groups required?

No, employee groups are not required. Only use them if you find they will help you organize your employees into different categories.

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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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If I ship the wrong quantity, can I correct it?

Yes, if you ship an incorrect quantity, you can recall the shipment. When an order is recalled to shipping, you can correct the shipping quantity—either by returning stock to inventory or issuing additional stock. The order can then be shipped again using the corrected quantity.

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How are units used?

Units exist so the system can automatically convert items or other objects to the correct measurement when necessary. Items provide a good example for why conversions—and also units—are needed. Let's say you stock an item in units of ea (i.e., each). This is your inventory unit of measure. However, you might sell the item in a different unit. Let's say you sell it by the cs (i.e., case). Because the system sees different units for the item, it will automatically convert the ea to cs when the item is sold.

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Can I sort columns in the inventory history report?

Yes, you can sort the columns in the inventory history report using the sort button found in the main menu. When using the sort tool, you have the ability to sort by multiple values at once. In addition to choosing which values you want to sort on, you can also specify ascending or descending order.

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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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Why do item sites require a planner code?

Planner codes are required on item sites for reporting purposes—and also to support the advanced planning and forecasting capabilities found in commercial editions of xTuple. For example, with planner codes you can create different reports and schedules for raw materials and finished goods.

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