+1-757-461-3022 x124

Library

Primary tabs

Do you have any freight class examples?

The names given to freight classes are user-defined in xTuple. This means you can set up freight classes however you want to. Some examples of freight classes could include bulkbreak bulkcontainerair, etc. You could also model your freight classes after the National Motor Freight Classification (NMFC).

Was this Helpful?
up
484 users have voted.

How do I add an item group to the product catalog for my xTupleCommerce site?

You are able to add new item groups in the xTuple ERP database via Products > Items > Groups > New. From there, fill out the appropriate fields, add any parent groups or member items, and save.

If you want the item group to have an image on the xTupleCommerce site, you are able to attach documents. Reminder: documents must be in the form of a URL.

Was this Helpful?
up
484 users have voted, including you.

How do I enter my opening balances in the General Ledger?

We recommend entering G/L Chart of Account opening balances using one of two possible methods described in the document Entering Opening Balances.

Was this Helpful?
up
484 users have voted.

What is a worksheet?

Worksheets are used for tracking employee time and expenses. Because they are linked to projects, worksheets can be used for tracking time and expenses on a project-by-project basis.

Was this Helpful?
up
484 users have voted.

How do I become a translator for xTuple?

If you are interested in getting involved with xTuple user interface translation, please review the following articles: Starting a new translation project and Getting and Using xTuple Translation Files. Translators will also find useful the Translation Glossary, which provides explanations of unfamiliar words/terms found in the user interface.

Was this Helpful?
up
482 users have voted.

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.

Was this Helpful?
up
480 users have voted.

How is the vendor unit ratio used?

The unit ratio specifies the ratio between inventory and vendor units of measure (UOM). For example, if you stock an item in single units, but a vendor sells you the item in cases of 12, then you would enter "12" as the vendor unit ratio (i.e., 12:1). If the ratio is 1:1, then enter "1" as the unit ratio. Having a defined vendor unit ratio allows you to purchase inventory in the vendor's UOM. However, on receipt that inventory will be converted automatically to your inventory UOM.

Was this Helpful?
up
479 users have voted.

Are departments required?

No, departments are not required. You don't need to define departments—and associating them with employees is optional.

Was this Helpful?
up
477 users have voted.

Can I change the list of countries?

Yes you can add and delete countries. You can also make changes to existing countries' settings. Use this with caution though, because a non-standard country will not have the available states and provinces by default.

Hint: Use the limit to list setting in off mode to prevent changes to the list of countries.

Was this Helpful?
up
477 users have voted.

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.

Was this Helpful?
up
475 users have voted.

Do tax zones work the same for customers and vendors?

Yes, tax zones work the same way for both sales and purchases. Tax zones help define the amount of tax charged in either scenario.

Was this Helpful?
up
474 users have voted.

How are prospects converted to customers?

To convert prospects to customers, first navigate to the CRM account associated with the prospect. Then locate the CRM account's role panel. From the role panel, select the customer option. This will convert the prospect record to a customer record.

Was this Helpful?
up
473 users have voted.

Can files be linked to opportunities?

Yes, you can link files or other documents to opportunities using the documents tab. Simply browse for files on your system and then attach them. You also can attach other documents (e.g., CRM accounts, incidents, items, etc.).

Was this Helpful?
up
471 users have voted.

If I don't manage inventory do I need cost categories—or item sites?

The short answer is, no. If managing inventory is not part of your business, then you don't need cost categories—or by extension, item sites. It is possible, of course, to have a mixed environment. Many service businesses will handle some inventory. And inventory-focused businesses will have some number on non-inventory parts. xTuple supports all these scenarios.

Was this Helpful?
up
471 users have voted.

Can the customer number be different from the CRM account number?

No, the customer number and the CRM account number are linked and must be the same. The CRM account serves as a kind of parent having several different possible children. Because of this linkage, a single business entity can be stored in xTuple as both a customer and a vendor. This helps to simply and cover the cases where you sell to one company as a customer, but you also buy from them as a vendor.

Was this Helpful?
up
470 users have voted.

How do translation files work?

To learn more about how translation files work, please see the article "Getting and Using xTuple Translation Files."

Was this Helpful?
up
470 users have voted.

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.

Was this Helpful?
up
470 users have voted.

What are characteristic types?

Characteristic types control the behavior of characteristics—and also their fomatting. The following characteristic types are supported: text, list, and date. The text type is a free-form text string. Text type characteristics have access to the input mask and validator options. The list type should be used to present a list of possible values. The date type supports date strings. The formatting of date type characteristics conforms to the user's locale.

Was this Helpful?
up
469 users have voted.

Why do I need opportunity sources?

Opportunity sources are valuable because they tell you where your leads are originating from. By analyzing your lead source information, you can identify which opportunity sources are the most (or least) successful for you. For example, if you're running a commercial on the radio--and it's generating dozens of opportunities for you--then you might want to consider buying radio ads. 

Was this Helpful?
up
469 users have voted.

Are incident severities configurable?

Yes, you can define your severities in any way you wish to meet the needs of your organization. And there is no limit to the number of severities you can create.

Was this Helpful?
up
468 users have voted.

Can customers belong to more than one customer group?

Yes, customers can belong to multiple customer groups. There is no limit to the number of groups a customer can be attached to.

Was this Helpful?
up
468 users have voted.

What is OAuth?

OAuth is a protocol (or framework) that supports authorization workflows. OAuth is not an API or a service: it is an open standard for authorization that any developer can implement. It gives you a way to ensure that a specific user has permissions to do something.

This protocol allows third-party applications to grant limited access to an HTTP service, either on behalf of a resource owner or by allowing the third-party application to obtain access on its own behalf. Access is requested by a client, which can be a website or a mobile application, for example.

xTuple uses OAuth2 (or OAuth 2.0), the second version of the OAuth protocol. OAuth2 simplifies the previous version and facilitates interoperability between different applications. OAuth1 adn OAuth2 specifications are completely different from one another, and cannot be used together: there is no backwards compatibility between them. 

The OAuth2 protocol is constantly evolving and acclaimed by Internet giants such as Google and Facebook.

More on OAuth 2.0 Standards available at Internet Engineering Task Force (IETF).

Was this Helpful?
up
467 users have voted.

Why can't I enter a credit card receipt?

When entering credit card receipts, make sure you've selected credit card as your cash receipt funds type. Second, check with your system administrator to verify your site is configured to use credit cards. Some set up may be required.

Was this Helpful?
up
467 users have voted.

Are freight classes required?

Freight classes are only required if you are using pricing schedules to automatically calculate freight charges during sales order entry. Pricing schedules include freight classes as one factor in their pricing matrix. Using this matrix, it's possible to define pricing schedules by freight class.

Was this Helpful?
up
466 users have voted.

Can my customers update their My Account info on the xTupleCommerce site?

Absolutely. When a user logs in to the xTupleCommerce site, they are redirected to their My Account page.  If they are already logged in and have started navigating to other content, they can click the My Account link at the top of the window.

Once they are on their My Account page, they can select the Edit tab to update their primary contact information.

If they want to manage their Shipping Addresses, they can select the Shipping Addresses tab within their My Account page. From there, they can add a new shipping address or update an existing shipping address. 

Note: Customers are not able to update their billing address in their My Account page. That will need to be done in the ERP.

Was this Helpful?
up
466 users have voted.