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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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Where can I find the Qt documentation?

For more information, please see the Qt Product 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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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.

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    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.

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    Where do sales categories get used?

    The primary use for sales categories is to account for miscellaneous (i.e., non-inventory) line items on invoices. Sales categories may also be used optionally on the following document types: receivable credit/debit memos and cash receipts.

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    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.

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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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    I use partial quantities on my bills of materials (BOMs), so why are my costs so inflated?

    If this is happening to you, check your Item masters for the Items in question. Make sure the "Fractional" option is selected for any Items which you plan to use in partial quantities. If that flag is not selected, then the costs for the Item will be rounded up to the next whole number. This upward rounding would explain your inflated costs.

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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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    Are opportunity sources required?

    Yes, an opportunity source is required when creating an opportunity. That means you must have opportunity sources defined before you can successfully save an opportunity.

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    Are there examples of customer groups?

    One option would be to define customer groups by geographic region. For example, you might organize customers by country (e.g., U.S., Mexico, Canada) or by state (e.g., VA, NY, CA). Another possibility would be to create groups that organize customers by sales volume (e.g., small, medium, large). Customer groups are user-definable. You can set them up however you wish.

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    Can I delete an account?

    No, once you successfully create an account, you cannot delete it. You can, however, mark accounts as inactive. In addition, you can detach contacts from accounts to free them up to be attached elsewhere. For example, in the toytrucks demo database you cannot delete the Tremendous Toys account. But you can detach Frank Farley's contact record from the Tremendous Toys account.

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    What is landed cost?

    Landed cost is the total price of a product once it has arrived at a buyer's door, including the purchase price plus all freight, tariff and any other handling charges. Often times, landed costs need to be added retroactively to a product after it has been received.

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    Where do I mark commissions as paid?

    Commissions can be marked as paid from any of the sales history reports. To do this, open a sales history record for editing—and then select the paid option. The commission will now be shown as paid in sales commission 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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    Does xTuple use Pentaho for sales analysis?

    Yes, xTuple uses Pentaho for sales analysis. The Pentaho Business Analytics engine brings full business intelligence (BI) capability to your sales history and trends.

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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 are item sources?

    Item sources identify the relationship between items and the vendors who supply them. Having item sources pre-defined helps accelerate purchase order entry. Purchase order accuracy also improves when item sources are used.

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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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    Can I create quotes for prospects?

    Yes, you can create quotes for prospects. However, before the quote can be converted (to an order or invoice) the prospect must also be converted. Orders and invoices must be associated with a customer. Converting prospects to customers is an easy process.

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    Can I use abbreviations for state names?

    Yes, you may abbreviate state names. However, before manually adding a state (or province) you should check whether the state already exists in the database. (Hint: If you enter the country first, the corresponding states, if available, will appear.) For example, the default list of states for the United States uses the standard two-letter abbreviations. New York appears as NY and Virginia appears as VA in the list of U.S. states.

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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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    Do I need to enter a base currency?

    If you are using only xTuple CRM, then currency is optional. However, once you begin to use xTuple accounting, you must have a base currency defined. The base currency is your currency of record. It is used by the general ledger to record accounting transactions.

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    How do I figure out what version of PostgreSQL I'm running?

    If you don't remember which version of PostgreSQL you're running, you can always find out with the following SQL statement:

    select version();
    

    This is easy to do if you're familiar with pgAdmin. Simply connect to your server with pgAdmin. Select one of your databases. Open the SQL editor tool. Paste in the above command. Then execute the query. Your PostgreSQL version will be displayed in the results window.

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