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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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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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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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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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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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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 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'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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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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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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What does require standard cost mean?

If you configure purchasing to require standard costs, every item you receive into inventory through purchasing will be required to have a standard cost. This feature will be desirable in companies where standard costing is the norm. However, companies using the average (or other) costing method should not set this flag, since it will prevent you from receiving average-cost items into inventory.

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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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Do returns update inventory?

Yes, returns will automatically return stock to inventory, assuming the return line item has the update inventory flag selected. If that flag is not selected, your inventory will not be updated.

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What is included in inventory history?

Inventory history records are generated any time quantity in an item site is changed, either up or down. For example, when quantity is received into inventory, an inventory history record is created. The same is true when quantities are issued to shipping or work orders. Any inventory movement is tracked in the inventory history report.

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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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On an item, what is the difference between inventory units and price units?

Inventory units of measure (i.e., UOM's) are the measure by which items are maintained in inventory. Price units, on the other hand, are the measure for items when they are sold. A single item may have different inventory and price units. Having two different units would apply if you sell items in different units than you stock them in. For example, if you are a beer distributor, you might stock beer in pallets but sell beer in cases. In this example, your inventory unit would be PALLET and your price unit would be CASE.

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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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Can employees belong to more than one employee group?

Yes, there is no limit to the number of employee groups an employee can belong to.

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How are returns and return authorizations different?

The primary difference between returns and return authorization is their relative complexity. Returns are quick to process and complete. They are designed for simple scenarios. Return authorizations, on the other hand, are far more complex. They support complicated business processes in a way that simple returns do not.

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What is the earliest available date?

The earliest date is derived from the item source lead time. The earliest available date is determined by adding the item source lead time to the current date. If you don't configure purchasing to use the earliest date, the due date field will be left blank when entering purchase order line items—requiring users to enter the date manually.

Note: The earliest date configuration applies only to manually-entered purchase orders. This option does not impact the scheduling of purchase orders generated by the MRP planning system.

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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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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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