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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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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.

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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.

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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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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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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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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 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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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.

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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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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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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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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 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.

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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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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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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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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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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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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.

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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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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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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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