+1-757-461-3022 x124

Library

Primary tabs

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
945 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
942 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
919 users have voted.

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.

Was this Helpful?
up
907 users have voted.

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.

Was this Helpful?
up
906 users have voted.

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.

Was this Helpful?
up
870 users have voted.

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.

Was this Helpful?
up
855 users have voted.

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.

Was this Helpful?
up
847 users have voted.

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.

Was this Helpful?
up
828 users have voted.

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.

Was this Helpful?
up
827 users have voted.

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.

Was this Helpful?
up
820 users have voted.

What does this error mean: "connection to specified xtuple erp server cannot be made"?

We have spoken with various users who encountered this error and discovered something in common with both. Both had prior installs of other Open Source solutions on their computer, prior to installing PostBooks®. In both cases the the other product also installed an instance of PostgreSQL. It appears the two installations of Postgres are conflicting, and preventing the PostBooks® installer from finishing the install. If you are done for the moment evaluating the other Postgres-powered application, try uninstalling it, and then running the PostBooks® installer again

Was this Helpful?
up
820 users have voted.

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.

Was this Helpful?
up
790 users have voted.

Can an item belong to multiple groups in the product catalog?

Yes, items may belong to multiple groups within the product catalog. There are two ways you can add an item to groups.

If you’re working at the item group level, go to Products > Item > Groups, select the item group and EDIT. From there, you can add items. Even if the item is in another group, it can still be added to other groups.

If you’re working at the item level, go to the item’s attributes tab and attach groups from there.

Note-The item group will need to be created before you can add an item to the item group.

Was this Helpful?
up
785 users have voted.

What is the contractor option on employee records used for?

The contractor option should be selected and used for employees who are not on your payroll. Time logged by contract employees is accounted for differently than it is for regular employees. The main difference is that contractor time is not considered a labor cost, as it is for employees. Instead, contractor time is considered an expense which can be vouchered and then paid by check. Just as you can for regular employees, contractor time and expenses can also be billed to customers.

Was this Helpful?
up
784 users have voted.

Can time and expenses be charged to customers?

Yes, time and expense information entered on worksheets can be billed directly to your customers. Billing rates can be entered on an ad hoc basis—or you can set up pre-defined rates for your customers at the project task level.

Was this Helpful?
up
782 users have voted.

My product is not showing up in the right group on the xTupleCommerce website. Where do I fix this?

The product catalog is managed in the xTuple ERP database. You’ll want to check the product catalog to make sure the product is in the right group.

Navigate to the item in the xTuple ERP database. Then, under attributes, look at the table on the bottom of the window. The group name will identify which group(s) the item is associated with in the catalog. 

If the item should be showing in a different group, navigate to the item groups via Products > Item > Groups. Then select the group you want to edit and make any needed change. 

Was this Helpful?
up
766 users have voted.

What IP address should I put in my pg_hba.conf file?

That's called CIDR notation. Here's a handly calculator for figuring out an appropriate value: http://www.subnet-calculator.com/cidr.php.

You need to know a little about the network you're setting the server up on and a bit about subnetting. A client may need to allow various networks to connect - they may have several subnets, etc - each network from where you want to allow connections from needs to have an entry in the pg_hba.conf, or at least a rule that fits. 0.0.0.0 is a catch-all - any address will match with that rule.

But, suppose you have a remote office, with a fixed IP on their router - all traffic from inside the office goes out with the same WAN IP of that router, say the WAN IP is 129.42.60.216 - that's a single address from a single device. So, on your postgres server where they are connecting to you would create a pg_hba.conf entry similar to:

host all all 129.42.60.216/32 md5 /32
is the same as
255.255.255.255 ( 1 address) /24
is the same as
255.255.255.0 (254 addresses)

Also, keep in mind that the pg_hba.conf file is read top to bottom. As soon as Postgres finds a rule that allows access, it stops reading rules - so make sure your access rules make sense. You can do all sorts of interesting things with the pg_hba.conf. Read the comments at the top of that file.

Was this Helpful?
up
762 users have voted.

Why are product categories needed?

You need product categories for both reporting and accounting purposes. On the reporting side, it's helpful when analyzing sales activity to have product category data as one of your available options. Running reports by product category allows you to monitor how groups of sold items are performing. It also enables you to evaluate how groups compare to each other. For accounting purposes, the product category is one of the key factors which determines how sales transactions are accounted for.

Was this Helpful?
up
755 users have voted.

What are email profiles?

Email profiles are templates used to format the presentation of outgoing email messages. The profiles can be configured to use contact names, email addresses, and other CRM information stored in the database—thereby increasing automation and reducing the opportunity for errors. Using email profiles, you can standardize your communications with your customers and vendors.

Was this Helpful?
up
752 users have voted.

How do I configure my system?

Each database used by your organization has various extensions associated with it. These extensions may be modules (e.g., CRM) or other free or commercial add-ons. For each extension there will be configuration options. In most cases, your system administrator will be responsible for configuring your extensions. However, anyone with the appropriate privileges may also configure extensions.

Was this Helpful?
up
742 users have voted.

What are projects used for?

Projects are a tool used to plan and track activity related to specific jobs. The are built primarily using project tasks, which serve as a container for time and expenses related to the project. You can link projects to various types of orders (Sales Orders, Work Orders, Purchase Orders, etc.) and in so doing generate order activity reports by project. The Project Accounting add-on package for xTuple offers additional accounting features for building robust financial reports for your projects.

Was this Helpful?
up
735 users have voted.

How can I learn more about job costing?

The topic of job costing is covered in some detail in the manual Managing Projects with xTuple. The book can be read online for free or purchased for download through the xTuple MarketPlace.

Was this Helpful?
up
731 users have voted.

Do I need xTuple Connect in order to send emails?

xTuple Connect is required when you send email notifications using the xTuple Desktop. 

Was this Helpful?
up
726 users have voted.

What is the xTuple REST API?

To answer that question, first we have to answer a few other questions.

What is an Interface?

An Interface is where two things interact. An object's interface is what it presents to the outside world or other objects as the way to interact with it. We incounter interfaces everywhere in the world. A door handle is an interface. You car's stearing wheel is an interface. Writing on a piece of paper with a pen is using an interface. A keyboard, mouse and screen are interfaces to computers.

What is an API?

An API by definition is an Application Programming Interface. Most of the computer applicaitons you work with every day present a User Interface where you can click, type and/or touch things to interact with the application. That interface is for users, people, to interact with the applicaiton. People are not the only things that need to use applications. Other applications may need to use a feature of a different application. Other computers or systems may need to use that feature. An example of this is sending an email. The email client on your phone or computer doesn't actually send emails to other people, it uses an email servers API to send emails.

To make sending emails easy, email servers have defined a standard and implemented and API that conforms to that standard. That allows all kinds of other applications to be able to consistently send email no matter what or where the server is. The email server has an API that any client applications can use. Client applications can be programmed to use that API so they can send emails using that email server.

What is REST?

REST stands for REpresentational State Transfer, which doesn't really tell the average user anything about what REST is. To understand REST, the best analogy is your computer's browser. When you visit a website, you are acessing a web server's API. That API implements a standard called HTTP. REST leverages the HTTP standard to present an API for some application.

So what is the xTuple REST API?

xTuple has build a web server that presents a REST API that client applications can use to interact with the xTuple ERP system. This allows client applications to get data like Products, Customers, Contacts, Addresses, etc. Those client applications can be built to do all kinds of different things with this data. One example of that is the xTupleCommece system. It is a client of the xTuple REST API. xTupleCommerce uses the xTuple REST API to present an eCommerce website to consumers. See the xTuple REST API wiki to learn more about how to use it.

Was this Helpful?
up
726 users have voted.