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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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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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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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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 incident severities configurable?

Yes, you can define your severities in any way you wish to meet the needs of your organization. And there is no limit to the number of severities you can create.

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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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Why do items require units?

Items require units for two primary reasons. First, units are needed to fully describe item quantities. For example, it is not enough to say, "We have 25 sodas in stock." You would expect instead to hear, "We have 25 cases of soda in stock." Second, units make it possible for the system to convert items from one unit to another. If you stock items in one unit and sell them in a different unit, then the conversion is only possible if units are assigned in the first place.

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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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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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Can an item have more than one item source?

Yes, since you might purchase an item from multiple different vendors, it's possible to have multiple item sources for a single item. Use the vendor ranking option to sort your item sources from best to worst. The vendor ranking comes into play when you release planned purchase orders. At the time of release you will be asked to select an item source. The item sources having the highest vendor ranking will appear at the top of the list.

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Are departments required?

No, departments are not required. You don't need to define departments—and associating them with employees is optional.

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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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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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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 create simple invoices?

Yes, if you don't want or need to use sales orders or shipping, you can create simple invoices and get them out to your customers quickly. Just enter an invoice and fill out your line items. You can even update your inventory when the invoice is posted, if you need to.

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Are shifts required?

No, shifts are not required. If your company doesn't use shifts, then you do not need to add them—or assign them to employees.

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Are incident categories required?

Yes, every incident must be assigned to a category. Because incident categories are the highest-level grouping mechanism available to incidents, they are required.

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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 receive my purchase order?

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

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Are employee and user the same thing?

Employee and user are not necessarily the same thing. An employee is a person who works for your company. A user is a person who has an account allowing them to access your xTuple database. There are scenarios where database users would not also be employees. For example, you may give user access to people who are not your employees (e.g., IT consultants). Conversely, there are also scenarios where employees wouldn't need user accounts. For example, you may have employees whose job doesn't require them to use a computer—and so there would be no need for them to have a user account.

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When are expense categories used?

Expense categories are used to automate the accounting for non-inventory transactions. The following transaction types use expense categories: non-inventory purchase order line items; miscellaneous vouchers; miscellaneous payables checks; and expense transactions.

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Where can I find the PostgreSQL documentation?

For more information, please see PostgreSQL Documentation.

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Are sales categories required?

Yes, if you sell miscellaneous (i.e., non-inventory) products and services, then you will need to use sales categories. Miscellaneous items inherit their accounting assignments from sales categories.

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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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