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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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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 long can my item numbers be?

There is no limit to the length of item numbers.

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What does "Error on socket 0" mean?

That error typically indicates there is either an incorrect mail server configuration or a network problem of some kind. Check the mail server options in the xTuple Connect menu. Also check your mail server and network routing to make sure all is in order.

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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 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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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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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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What is the best way to add a state?

Because states are linked to countries, the best approach is to select the country first. Once the country is selected, the list of that country's states (if available) will be presented to you. At that point, simply select the state you need and you're done. For example, if you enter the United States as the country, the list of states will be limited to the 50 U.S. states.

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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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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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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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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 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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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 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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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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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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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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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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How do I open a closed purchase order?

A purchase order is considered closed when all of its line items are closed. To reopen a purchase order, you need to reopen one or more of the closed line items. Once a line item is open, the parent purchase order will be open, too.

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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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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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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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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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