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What is the difference between contacts and accounts?

Accounts are entities or individuals you do business with (customers, vendors, partners, prospects, etc.), whereas contacts are the people you interact with. Contacts may be assigned to an account, but they don't have to be. Think of your contact list as being your address book and your account list as being a business directory. By assigning contacts to accounts, you can keep track of the people who work at the accounts.

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When should proximo terms be used?

Proximo terms should be used whenever you expect payment on a certain day of the month (e.g., the first day of the month, the fifteenth day of the month, etc.). Use the due days field to enter the day of the month when payment is due. For example, if your due days = 15, then payment would be due on the 15th of the month.

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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.

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Why would you add multiple tax codes to a tax assignment?

You would add multiple tax codes to accommodate complex tax scenarios. Example scenarios might include tiered, nested, or cumulative taxes. The behavior of each tax code can be controlled using tax classes, whose group sequence value helps sort the order in which tax codes are applied.

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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.

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What is an item?

Items are the products or services related to your business. In an inventory business, for example, items would be the products you buy or make or sell. The items in a service business would be the services you provide to your customers. All items must be associated with a class code. The class code is a useful mechanism for grouping similar items together. In addition, items may be sold--or not. If they are sold, items must have a product category assigned to them. Product categories make it possible to group sold items for reporting and also accounting purposes.

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How do I process and approve worksheets?

If you have the appropriate privileges, you can approve and process worksheets from the list view of worksheets. To approve a worksheet, select the worksheet in the list. Notice the gear icon to the far right-hand side of the row. When you select this gear icon one of your options will be to approve the selected worksheet. Other options include the vouchering, invoicing, posting, and deleting of worksheets.

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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.

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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.

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How do I handle customers who have multiple tax zones?

The way to handle customers with multiple different tax zones is to use ship-to addresses. Tax zones can be defined for each ship-to address. In this way, whenever you ship to a different customer address you can be sure the correct tax zone will be used.

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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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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).

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How do I show charts?

To show charts, change the mode to chart in the top left corner. You will then see a selection of charts on the left side.

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Are departments required?

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

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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.

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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.

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Do all accounts need parents?

No, the parent account feature is optional. You would only use it for accounts that are sub-accounts. For example, you might have customers TTOYS-SE and TTOYS-NE that are regional branches of Tremendous Toys. In this case, you would link Tremendous Toys as the parent for both TTOYS-SE and TTOYS-NE.

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Is xTuple available in different languages?

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.

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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. 

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Are incident categories required?

Yes, every incident must be assigned to a category. Because incident categories are the highest-level grouping mechanism available to incidents, they are required.

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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.).

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Can I change the customer on a sales order?

No, once you link a customer to a sales order that relationship cannot be broken. If you enter a customer number in error, your best option is to delete the sales order and start over.

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How does explosion work?

Work order explosion is the process whereby work order material (and routing) requirements are created for a work order. These requirements are pulled from the bill of materials and routing for the manufactured item. If you choose to automatically explode work orders, these requirements will be created when work orders are created. Otherwise, work orders will have to be exploded manually.

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How do translation files work?

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

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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.

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