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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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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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When are expense categories used?

Expense categories are used to automate the accounting for non-inventory transactions. The following transaction types use expense categories: non-inventory purchase order line items; miscellaneous vouchers; miscellaneous payables checks; and expense transactions.

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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 can I learn more about project accounting?

The topic of project accounting is covered in some detail in the manual Managing Projects with xTuple. The book can be read online for free or purchased for download through the xTuple MarketPlace.

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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 are incident status colors?

Incident status colors make it easier to quickly identify the incidents you are looking for. To assign a color to an incident status, simply type the name of the color (or its hexadecimal equivalent) in the field next to the status name. For example, let's say you want all incidents with the status feedback to be highlighted in red. In the field next to Feedback, you could enter either the word red or #FF0000, the hex code for red. Now whenever you view the incident list you will see your color-coding.

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How are discount days used?

Discount days specify the number of days within which a payment must be made to take advantage of any terms discount. For example, if your terms are 2% discount in 10 days, net 30, then the discount days would = 10—in other words, the discount applies if paid within 10 days.

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Can I use multiple currencies?

Yes, xTuple software is multi-currency. This means you can use xTuple to conduct business in any currency you wish. A base currency is defined for each database and is your currency of record. After a base currency is established, you can add as many foreign (i.e., non-base) currencies as you like. Then you can perform transactions using any of the currencies you have defined. The system automatically converts all foreign currency transactions to the base currency, using exchange rates.

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Are tax assignments required?

Yes, tax assignments are required if you want xTuple to automatically calculate taxes for you. If you do not bill customers for taxes, then tax assignments are not required.

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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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Does it matter which account type I choose?

The account type is informational only and does not impact banking transactions. However, you can use the account type to help you distinguish between the different kinds of bank accounts you may have. For example, one account might be your checking account. Another might be set up as your credit card account, to be used whenever you process credit card transactions.

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What are reason codes?

Reason codes provide a means for explaining to customers why they are being given sales credit. They are also useful for reporting purposes, as they help explain more why associated documents were created.

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Can multiple sales reps be assigned to a customer?

By default, each customer is assigned a single sales rep. However, the system supports tiered commissions, split commissions, and more with the addition of the xTuple Enhanced Commissions package.

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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.

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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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Do ship zones support regional pricing?

Yes, regional pricing is supported using ship zones. To create regional pricing, go to the pricing schedule interface—where it's possible to create special pricing for individual (or multiple) ship zones.

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What is a person's last name?

On the contact screen the contact's last name is also referred to as their surname or family name. On the other hand, the first name refers to their given name. The system only requires you to enter one name—first or last. However, it is common to enter both.

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When do I use receivable debit and credit memos?

Debit and credit memos are accounting documents used to adjust the receivable balances of your customers. Debit memos (like invoices) are used to indicate when your customer owes you money. Credit memos are the opposite. They are used to indicate when you owe money to your customer. For example, let's say a customer sends you a check for $1,000 but they only owe you $850. This would leave you owing your customer $150, an amount which would be contained in a credit memo.

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Can I clock into a shift without clocking into a work order first?

Yes, you can clock into a shift without first clocking into a work order. That's how you document you've started your shift in cases where work orders aren't immediately available to clock into. When work orders become available, you can clock into them later in your shift.

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Can I sort the order of the promo images on my xTupleCommerce website?

Yes, the sort order of promo images is managed on the xTupleCommerce website.  After logging into the xTupleCommerce website, navigate to Admin > Structure > Nodequeues.  You'll see a list of the nodequeues for your site. One of the operations you can perform is View. 

You can reorder the carousel images by moving the image records up or down,  using the arrows on the far left.  Make sure you save when you're done, otherwise the new order will not apply.

Note: In order to add a carousel image, you will need to create it from the promo content type first. 

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Can I change the sequence for incident numbers?

Yes, by simply typing a new number in the incident's next number field, you can change the incident number sequence. Keep in mind that incident numbers must be numeric—and you cannot use the number of an incident that already exists.

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How do freight classes impact freight pricing?

Freight classes are one part of the matrix making up freight pricing schedules. Other parts of the matrix include shipping zones, sites, ship vias, and weight. Freight classes are linked to items on the item master—where other important information (such as item weight) is also stored. It is this link to item records which gives freight classes their greatest impact on pricing schedules. You can learn more about freight classes and pricing by reading the freight pricing specification.

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Can I report on activity by site type?

Yes, you can write custom reports to capture information about your sites according to their site type.

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