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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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How do I change the URL for an image in my carousel on my home page?

After logging into the xTupleCommerce website, locate the Admin bar and go to Structure > Nodequeue.  From there, select Carousel. Click the EDIT button next to the Carousel you'd like to update.

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What is an inventory transaction type?

There are many ways to create inventory transactions. Issuing to shipping, receiving, adjusting inventory, and counting inventory are some examples. Each of these transactions is associated with a unique code (e.g., SH, RP, AD, CC) that identifies the type. These are displayed in many areas throughout the application, mainly within the Inventory module and its reporting screens. You can read more in Appendix A of the xTuple ERP Reference Guide.

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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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Does xTuple have a ticketing system?

Yes, xTuple does have a ticketing system. The ticketing system is one of the modules available for purchase with the xTuple Web Portal. Using the ticketing system, your customers can enter tickets (i.e., incidents) directly on your own public website. Tickets are saved immediately to your xTuple database. Your employees can then manage the tickets using their xTuple client.

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What are opportunities?

Opportunities are a tool used by sales people to identify, track and evaluate revenue possibilities. They are designed to help you build and maintain your sales funnel. CRM accounts are the primary relationship on opportunities, along with the contacts associated with those accounts. Opportunities can be graded, by monetary value and probability of being closed. You can also assign them to users and set target dates. Several statuses are available to help with monitoring the life cycle of opportunities.

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Why aren't certain buttons translated? (SAVE, CANCEL, APPLY, etc.)

There are several common buttons which belong to the internal Qt development framework. These include the SAVE, CANCEL, APPLY, and other similar buttons. Because of this, the text strings for these buttons are not included in xTuple .ts files--and the strings cannot be translated using the Translation Portal. Qt does provide translation files for these common strings, however. These translation files are included with the Qt SDK's that can be downloaded off the web. For example, Qt's Spanish translation file, which is named "qt.es.qm", can be downloaded and then installed in the same directory where your other xTuple translation files are located.

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Which numbering policy should I choose?

The numbering policy allows you to define how numbers for the object in question will be handled when they are first created. Pick the option that best fits your business needs. The following options are available:

ManualNumbers must always be entered manually.

AutomaticNumbers will be generated automatically and will be read-only. New numbers will increment by 1, following the pattern you establish in the next number field.

Override AllowedNumbers will be generated automatically but they may be edited.

Next #: Enter the next number in the sequence. If necessary, you can change this number at a later date.

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How does xTupleCommerce secure credit card transactions?

Both the xTupleCommerce system and the ERP both integrate with a secure credit card payment gateway. The following graphic provides a high-level illustration of how the process works:

 

 

  1. xTupleCommerce sends the submitted credit card information and requested amount to the Credit Card (CC) Gateway to check for a pre-authorization (preauth).
  2. The CC Gateway confirms that the requested amount is available on the credit card and provides a token for the preauth.
  3. xTupleCommerce sends the preauth token to the ERP along with the sales order.
  4. The ERP sends the token to the CC Gateway asking to confirm the preauth for the exact amount of the sales order.
  5. The CC Gateway confirms that the preauth is still valid
  6. The ERP sends confirmation of the order to the CC Gateway and requests that they charge the credit card with the exact amount.


When storing a credit card on file, xTupleCommerce uses the CC Gateway tokens that represent the credit card information and customer data. In addition, the "Blowfish Security" algorithm for encrypting sensitive information is used in the PostgreSQL database, on the ERP side. This ensures that the customer information is never passed or stored as plain text, but rather as an encrypted string of letters and numbers that serve as a key to unlock that information. Without a direct connection to the CC Gateway system through the API integration, the keys are worthless, thus preventing attackers from obtaining the sensitive information.

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What are tax assignments?

Tax assignments create the matrix linking sold items to the correct tax rates. The components of a tax assignment include the tax code, a tax zone, and a tax type.

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Is it possible to change the name of a default country?

Yes, if you want a different country name for your default country, you can switch off the limit to list setting. Be sure to turn this setting off with caution, since manually entered countries will not be kept up-to-date in the same way that standard countries are. In addition, pre-defined states and provinces will not be available to countries with a custom naming convention.

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How are tax classes related to tax codes?

When tax classes are linked to tax codes, the group sequence number on the tax class determines the order in which the tax code will be applied. With the ability to control tax code sequencing, you can build support for complex tax scenarios.

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How do I reset a website customer's password manually?

Once you log in to the xTupleCommerce website, go to the People menu on the Admin bar. Locate the person's username, then select EDIT on the far right. From there, you can change their password.

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How do I find the names of menu objects so I can add a custom screen to a menu?

Follow these steps to get the object name of the menu you want to add to:

  1. Go to the /xtuple/qt-client/ GitHub repository
  2. Find the menu C++ script for the area you want to add to in the /quiclient/ folder (e.g., menuCRM.cpp)
  3. For example, if menu.crm is what you need, search for the setObjectName() for the menu (e.g., setObjectName("menu.crm"))
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How do I run a(n) SQL script?

xTuple's Support, Professional Services, and Development departments often provide SQL scripts to patch databases. This might be a data fix, the addition of an index to the database, a new version of a stored procedure, or other change.

There are at least three ways to do this:

  • command line tool such as psql
  • graphical user interface tool such as pgAdmin
  • the xTuple ERP desktop client's MetaSQL editor

First save the SQL script file to your local machine. You don't have to save the file to the computer running the database server as long as your local machine can connect to the server over the network.

Then start the program of your choice and log in to the database. As always, we strongly recommend that you first try any script on a backup copy of your database, not your production database.

psql Open a terminal or command window and type this:

psql -h db-server-hostname -p db-server-port -U admin -d database-name
pgAdmin
MetaSQL editor
  • Start the xTuple ERP desktop client
  • Log in to the database
  • System > Design > MetaSQL
  • click NEW

The third step is to run the script. If the script is small, just copy it and paste it into the window you just opened. Otherwise, load it from the file:

psql
  • \f relative-or-full-path-to-the-file
  • This runs the script in its entirety

pgAdmin

  • File > Open... or click on the OPEN button in the toolbar
  • Query > Run or click the RUN button

MetaSQL editor

  • File > Open... or click on the OPEN button in the toolbar
  • Tools > Execute Query
  • If the script appears to run successfully, turn off 'Test Mode' and run it again:
    • Tools > Test Mode (make sure there is no check mark next to Test Mode)
    • Tools > Execute Query

 

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How are tax zones used?

Tax zones are geographic areas which have a specific tax jurisdiction and tax assignment. You can define tax zones however you wish: by city, by state, by country, etc. When taxes are calculated using the tax assignment configuration, a key factor in the calculation is the tax zone.

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What do I do if my credit card gateway isn't supported?

You have several options if your current credit card gateway is not supported: 1) You can switch to one of the supported gateways; 2) you can use the "external" gateway option, which records the accounting transactions related to credit card charges but doesn't connect to any gateway; or 3) you can develop—or sponsor the development of—additional gateway options.

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What are user account roles?

User account roles make it possible for groups of users to share the same access privileges. This feature simplifies things for system administrators when it comes to adding new users. Instead of assigning individual permissions to each user, the admin can instead assign user account roles. Each user inherits the privileges associated with the role assigned to them. For example, let's say you create a user account role for customer service reps. In setting up the role, you would carefully decide which privileges customer service reps should have—and you would assign those privileges to the role. When adding a new customer service user to the database, you would simply assign the customer service role to the user and their privileges would be all set.

Hint: Don't add a separate user account role for every user account. Roles are designed to be shared among users who share the same privileges, thereby making it easier for you to add users.

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What are the customer defaults used for?

The customer defaults create a template that is used whenever new customers are created. For example, if you want all your customers to have the same payment terms, specify default terms for your customers—and all newly-created customers will be assigned those terms. You don't need to specify every default to use this feature. To bypass an option, simply turn the option off or specify none.

 

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Which fields on the Marketing Tab in xTuple ERP show up on my xTupleCommerce website?

The Description fields at the top of the Item Master will appear on the site if no content is entered in the Title and Subtitle fields of the Marketing tab. However, once content is added to the Title and Subtitle fields, that information will override the item Description fields. Also, the Marketing tab has its own Desciption field, whose information displays on individual product pages.

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How do I set up a development environment?

The details for setting up the development environment for the xTuple Desktop client can be found on xTuple's GitHub wiki: Desktop Development Environment Setup.

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What are tax authorities?

Tax authorities are any entities legally-authorized to collect taxes—for example, city, county, state, or federal government agencies.

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What is the difference between users and user accounts?

In the xTuple environment there are users and user accounts. Users refers to the log in required to access the xTuple postgres database cluster. Once inside the database cluster, you may access the database(s) established for your organization. There may be multiple databases in a cluster.

User accounts are defined on a per database basis. For example, let's say you want to give someone access to your production database but not the pilot database—because special testing is being performed there. In this case, you would create a user account for them in the production database but not in the pilot.

Users can access only databases where they also have a user account.

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Why am I not seeing taxes on my order?

Missing taxes are generally caused by problems in your tax assignment set up. Check your tax assignment matrix to ensure there is a three-way match between the tax zone of the order, the tax types for the order's line items, and the associated tax code (which determines the tax rate). If any of those pieces are missing, tax will not be calculated.

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Why do some privileges appear greyed-out?

If a user privilege is greyed-out, this means the privilege belongs to a user account role. Bold-colored checkboxes indicate a privilege is assigned individually to the user. It's possible for users to have a combination of privileges—both individual privileges and privileges inherited from user account roles.

Hint: If you manually select a greyed-out privilege and make it bold, that privilege will remain with the user even if the underlying user account role is removed from their user account.

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