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How do I add an image to an item for the xTupleCommerce website?

Images for your xTupleCommerce site are not stored in the xTuple ERP database. Instead, they need to be stored on a separate web server, with a unique URL for each image. However, the ERP should contain cross references to these images, via their URL.

To enter image URLs in the ERP, go to the item master for the item in question and follow these steps:

  1. Select the documents tab
  2. Choose the ATTACH button
  3. Next to the "related to" option, choose the "website" option from the list
  4. Enter the URL for the item image
  5. Specify a name to identify it

If you are testing and training from your xTupleCommerce site, you can use an image service, such as Cloudinary, to temporarily store your initial test images and create URLs. However, once your website is live, you can use the xTupleCommerce website to host your images. More information about this process can be found here

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What are ship zones used for?

Ship zones are needed to enable region-specific pricing—and also to allow for sales revenue tracking by ship zone. Regional or ship zone pricing can be set up using pricing schedules. Sales revenue tracking by ship zone is configured using sales account assignments.

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How do I update the subtitle of my item for xTupleCommerce?

Go to the item master in the xTuple ERP database. The second line of the description field contains the default text for the subtitle. However, you can override this subtitle by entering an alternate subtitle on the marketing tab.

If the subtitle (under the description) has content that your internal team needs to see but you don't want your customers to see, use the subtitle field on the marketing tab for the content you want your customers to see.  The content on the marketing tab overrides the subtitle at the top of the window for the website. Your team will continue to see the subtitle that is under the description. 

After you save any item master change, be sure to refresh the web page. If the change does not appear automatically, you may need to flush the cache. 

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How long does xTuple store my backups?

xTuple stores a minimum of the 5 most recent backups plus one backup each week for a minimum of 1 year. Because of network related problems the most recent backups may not always be consecutive by day.

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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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What is an item type?

Item types help to classify items and drive or restrict functionality in the application. For example, manufacturing companies have items that can be manufactured and are of item type manufactured. Other items that are item type purchased make up the raw materials of manufactured items. Check out the Item section of the xTuple ERP Reference Guide for more information on item types and Item master configuration.

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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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Do all items need to be organized in the product catalog for the xTupleCommerce website?

Not every item needs to be organized into your product catalog for it to appear on the xTupleCommerce website. Technically, as long as the attribute to be visible on the website is selected on the item master, then the item will appear on the website. However, it will only show up on the products list and also when a user searches for a word that matches the title, subtitle, description, or product details. Because of this, we generally recommend that you organize your items in the product catalog, to make it easier for users to find them.

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What is the difference between class codes and product categories?

Class codes are used mostly for item management and reporting, whereas product categories are required for sales and sales analysis purposes. Every item you enter must be assigned a class code. This allows you to run reports and perform bulk actions by class code. Product categories, on the other hand, are only required for items you sell. The linking of items to product categories informs sales transaction accounting and also helps structure sales activity reports.

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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 item groups used?

Item groups provide a unique category used for reporting in xTuple. The constraint management system—and several related reports—recognize item groups for planning purposes. It is also possible to create custom reports to gather information about item groups.

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What are item groups?

Item groups provide an alternate means for sorting items into categories. The advantage to item groups is that a single item may belong to multiple item groups. This is in contrast to class codes and product categories, in that single items may belong to only one of each of these categories.

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Why are class codes required for all items?

Requiring that every item is assigned a class code ensures that you have at least one way to group a subset of items together. Grouping items together makes it convenient when performing bulk operations on a group of like items. It also provides a way to create a subset of items to filter views, lists, and reports. Class codes provide a way to filter items independently from other properties an item might have.

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How do I schedule a report?

When xTuple Connect is installed, you will see a SCHEDULE button appearing near the top of most screens. This option, when selected, passes the current list parameters into the report options. Once a report has been scheduled, you can edit the job and also make it recurring from System > xTuple Connect Console. Date-based parameters will also automatically update based on the schedule frequency.

For non-list reports, go to System > Design > MetaSQL Statements and schedule an appropriate query. When processing a MetaSQL job, you will get to the Review EDI screen, where you will see an Attachments tab. On that tab, you can define a report attachment and the name of the report you want scheduled. For these types of reports, it is better to code the variable parameters into a custom report, as the parameters are not set from a screen. In this way, you know what is going to be used to generate the report.

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How do I set a default tax type?

This question applies to the scenario where you want to make a certain tax applicable as a default for every item in your database, without making individual changes on each Item master.

There is a feature in versions 4.11 and beyond to provide default tax set up for in the class code configuration for items. This feature can be found in Setup > Products > Class Codes > NEW (or EDIT if you already have a class code you would like to modify). When you assign a pre-configured class code to an item, it will default to the correct tax types as well.

The other option is to schedule a job to update Items with the correct tax types. Typically, value added tax (VAT) is fairly consistent, (for example all Items must be tax type = Taxable), so we can do this. If your country's tax laws are different, then this logic may not work for you.

There is an API view called api.itemtaxtype which can be used to bulk update item tax types.

This is an example of the code to update all items (you will need to adjust it according to your specific requirements) prior to the class code feature:

INSERT INTO api.itemtaxtype
SELECT item_number, 'Any', 'Taxable'
FROM item i
WHERE i.item_number NOT IN (SELECT item_number FROM api.itemtaxtype)
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