+1-757-461-3022 x124

Library

Primary tabs

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.

Was this Helpful?
up
1028 users have voted.

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.

Was this Helpful?
up
1019 users have voted.

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.

Was this Helpful?
up
974 users have voted.

How do I purchase support for xTuple?

Commercial support is available for xTuple products. Please see the support options page for more detailed information.

Was this Helpful?
up
872 users have voted.

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.

Was this Helpful?
up
864 users have voted.

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.

Was this Helpful?
up
849 users have voted.

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.

Was this Helpful?
up
845 users have voted.

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.

Was this Helpful?
up
783 users have voted.

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.

Was this Helpful?
up
756 users have voted.

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.

Was this Helpful?
up
746 users have voted.

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}

Was this Helpful?
up
707 users have voted.

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.

Was this Helpful?
up
703 users have voted.

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.

Was this Helpful?
up
702 users have voted.

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. 

Was this Helpful?
up
702 users have voted.

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.

Was this Helpful?
up
701 users have voted.

How do I retrieve API keys from within Authorize.net?

    Neither the xTupleCommerce system nor the ERP stores plain text credit card information in the database. Both systems integrate with Authorize.net via the Authorize.net API. To retrieve API keys from Authorize.net, follow these steps:

    1. Go to Authorize.net 
    2. Log into your account as an admin
    3. Click ACCOUNT in the main menu
    4. In the Security Settings area click on API LOGIN ID and TRANSACTION KEY
    5. Enter the answer to your account’s Secret Question
    6. Click SUBMIT
    7. Capture the keys
    8. Deliver the keys to xTuple - follow the instructions for Sharing API Keys from the bottom of this article

    Note: Every time you create an API key the old key expires within 24 hours. Your keys may be used in various locations (website, ERP, etc). Please save the keys in a secure location (LastPass.com, 1Password, etc) so you don’t have to recreate keys in the future.

    Was this Helpful?
    up
    698 users have voted.

    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.

    Was this Helpful?
    up
    697 users have voted.

    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.

    Was this Helpful?
    up
    691 users have voted.

    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.

    Was this Helpful?
    up
    688 users have voted.

    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.

    Was this Helpful?
    up
    680 users have voted.

    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.

    Was this Helpful?
    up
    680 users have voted.

    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
    Was this Helpful?
    up
    679 users have voted.

    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.

    Was this Helpful?
    up
    669 users have voted.

    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.

    Was this Helpful?
    up
    666 users have voted.

    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.

    Was this Helpful?
    up
    662 users have voted.