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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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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 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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What's the difference between inventory and transit sites?

Assuming you are operating in a multi-site environment, the majority of your sites will be inventory sites. An inventory site is a site where inventory is physically produced or stored. Transit sites, on the other hand, are a type of temporary site used by transfer orders to hold inventory when it is in-transit between two sites. A transit site could be a truck, a shipping container, or a ship. If you are not using transfer orders, then you will not have access to transit sites.

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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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Do I need reason codes?

No, reason codes are optional. They add a layer of information which can be useful for reporting purposes. However, they are not required. You do not have to use reason codes if you prefer not to.

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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 are tax zones used?

Tax zones are geographic areas which have a specific tax jurisdiction and tax assignment. You can define tax zones however you wish: by city, by state, by country, etc. When taxes are calculated using the tax assignment configuration, a key factor in the calculation is the tax zone.

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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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What is an opportunity source?

An opportunity source describes the lead source for an opportunity. For example, if the lead originated from an existing customer, the source might be "Customer Referral." Similarly, if the lead heard about you on the radio, the source might be "Radio Commercial." And so on. Using the advanced search feature, you can filter on opportunities by source.

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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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What is CRM?

In xTuple, CRM stands for Corporate/Customer Relationship Management. xTuple CRM includes features such as a universal address book, incident management, opportunity management, to-do lists, project management, and more. What makes xTuple CRM especially unique is that it is fully-integrated with xTuple ERP. This means you can organize and manage your CRM data all within the context of a complete business management solution.

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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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What is an RFQ?

RFQs are requests for quotations. When an organization is looking into the possibility of buying a product or service, they may issue you a request for quotation. You will respond to the request by issuing a quote from xTuple. If your quote is accepted, you can convert the quote into a sales order.

Hint: The terms quote and quotation are used interchangeably because they are the same thing.

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Where does the invoice number come from?

The next available invoice number is defined in the sales configuration. Depending on your numbering policy, invoice numbers will be created either manually or automatically.

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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 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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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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Do I need to configure each database separately?

Yes, the configuration of extensions (e.g., modules, like CRM) needs to be performed on each database used by your company. This flexibility allows you to configure different databases for different purposes. For example, let's say you want to pilot new features in a sandbox database. You would want to enable those new features in the sandbox for testing purposes. However, you wouldn't want to turn those features on in your production database until after you have piloted them.

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How are employee groups used?

Employee groups are used to assign employees to various categories for reporting and other purposes. Since employee groups are user-defined, you can set them up any way you wish. For example, employee groups might be created for geographic regions (U.S., Europe, Asia, etc.) or commuting preferences (car, bike, public transportation, or telecommute).

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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 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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Does xTuple support drop shipping?

Yes, support for drop shipping is included in commercial editions of xTuple.

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How many sales categories do I need?

The number of sales categories you need depends on how granular you want your sales accounting to be. You can get by with only one—or create multiple to provide detailed accounting for a wide range of sales scenarios.

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