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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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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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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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Are tax assignments required?

Yes, tax assignments are required if you want xTuple to automatically calculate taxes for you. If you do not bill customers for taxes, then tax assignments are not required.

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Are the advanced characteristic options required?

The advanced characteristics options—available only to text type characteristics—are not required. You may use text type characteristics without using the advanced options. The two advanced options are input mask and validator. An input mask creates a template to guide users as they enter values for a characteristic. It is a form of light data validation. For example, if you specify the input mask 00/00/0000, then users will be presented with the following template when they are entering values for the characteristic : "__/__/____". In this case, users will simply have to fill in the blanks between the separators. A validator is used to strictly enforce the format of data users can enter in a field. If you specify a validator for a characteristic, then users will have to conform to the format when entering values for the characteristic. Values which do not conform will not be accepted.

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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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Can one item have multiple item sites?

Yes, items can be located in multiple sites. For example, in a manufacturing environment, you might require an item to be located in a factory, a quality shop, and a storage warehouse. Distribution companies locate items in multiple warehouses, allowing them to transfer inventory between sites as the need arises. Keep in mind, though, you must be running a commercial edition of xTuple to have access to multiple sites. You can read more about the different xTuple editions on our comparison page.

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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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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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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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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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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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How is the xTupleCommerce product catalog structured in the xTuple ERP database?

The product catalog is a collection of categories which items may be grouped into. Think of it as being like the physical catalog department stores might use. The following terms are used:

  • Parent group: The parent group is typically a very generalized group of items. For example, if you had a shoe store, the parent groups might be men’s shoes, women’s shoes, kids’ shoes, etc.
  • Item groups: Item groups are more specific groups within the parent group. If the parent group is women’s shoes, the item groups may consist of sandals, sneakers, pumps, boots, etc.
  • Member items: Member items are the individual items within the item group. If we selected the sneakers item group, the member item would be the exact red sneaker that a customer may add to their cart for purchase. 
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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 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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What size should my product related images be for them to fit correctly on my xTupleCommerce website?

To ensure that your product-related images appear properly on the xTupleCommerce website, we suggest using the following sizes:

Item Group Image Sizes

  • Item group image - 160px wide x 90px tall

Product Image Sizes

  • Horizontal Product Image - 1000 x whatever is needed
  • Vertical Image - whatever is needed x 1000
  • Maximum Size - 1000 x 1000
  • Minimum Size - 360 x 360

More information about Product Images

The product images are added to the item master in the ERP. The images are automatically resized for the various places they are used which include:

  • All Products Page (thumbnails)
  • Product Details - Main Image
  • Product Details - Thumbnails
  • Product Details - Magnification
  • Suggested Items (thumbnails)

To optimize the user's experience we suggest using large images (maximum of 1000px x 1000px) then letting the system scale them down.

All Products Page - The space that is available for images on the All Products page is 260 x 135. Images that are larger will be sized down to fit in this area and stay in proportion to the original size.

Product Details Page - The space that is available for images is 360 x 360 however, larger images can be used. If the Product image is larger than 360 x 360, when the user rolls over the image with their cursor, a “Magnifying Glass” will zoom into the area that the cursor is over.

Recommended Product Image Size - The best product images are in ratio to 237x125. This size is a perfect fit for the Products page. If you increase this to be a perfect fit for the Product Details page, the size would be 360 x 190. Images in ratio to these sizes will render the best on the website. The ideal Product Image size is 1000 x 528, but we understand not all product images will fit into that space in an optimal fashion.

More image information

To learn more about Image Sizes for xTupleCommerce, see this xTupleU article

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Where can I find reporting by department?

The employee search screen allows you to filter employees by department. You can also write custom reports to include department and other employee information.

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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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Does Connect support SSL or TLS?

Yes, beginning with xTuple Connect version 3.8, support is available for SSL and TLS encryption for email sent over SMTP.

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How do I change my xTupleCommerce password?

If you’ve forgotten your password, you can click the tab to request a new password on the login page.

If you know your password but want to change it, you can login to the xTupleCommerce website, go to people on the admin bar, find your username, and select EDIT on the far right. From there, you can change and save your password.

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Does xTuple support drop shipping?

Yes, support for drop shipping is included in commercial editions of xTuple.

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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 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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Where can I find the Qt documentation?

For more information, please see the Qt Product Information.

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