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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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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 I protect sensitive employee information?

Yes, you can control access to sensitive employee information using privileges. The privileges controlling access to employee information can be found in the System module set of privileges. Users who have not been granted privileges to view or maintain employee information will be blocked from seeing that information. At the same time, you can selectively grant privileges to users whose job role requires them to maintain employee information.

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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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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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Does xTuple support drop shipping?

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

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Can one item have multiple item sites?

Yes, items can be located in multiple sites. For example, in a manufacturing environment, you might require an item to be located in a factory, a quality shop, and a storage warehouse. Distribution companies locate items in multiple warehouses, allowing them to transfer inventory between sites as the need arises. Keep in mind, though, you must be running a commercial edition of xTuple to have access to multiple sites. You can read more about the different xTuple editions on our comparison page.

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Is it possible to have more than one site?

Yes, most commercial editions of xTuple allow unlimited sites. The PostBooks® edition limits users to one site. You can read more about the different xTuple editions on our comparison page.

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Should I enable routings?

If you want to the ability to track production labor costs on an operation-by-operation basis, then you need to turn on routings. Routings provide the most granular method for tracking labor costs. If granular tracking of labor costs related to production is not a concern, then you can keep routings disabled.

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Can I prevent automatic discounts?

Yes, if you don't want the system calculating price discounts for you, then turn off the allow price discounts option. When this option is turned off, the system will always use the list price for sold items.

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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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Why can't I choose my bank account when writing checks?

If you don't see the bank account you want when writing a check, make sure the bank account is set up to be used by payments. A bank account must be enabled to be used by payments—otherwise, the bank account won't be available when you write checks.

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How do I organize my to do list?

It's easy to organize your to do list using filters. For example, let's say you want to view all the to dos assigned to you. When you enter your user name into the Assigned To field, the to do list will automatically update to show only those to dos where you are the assignee. In this way you can sort and re-sort your to do list using any of the available criteria.

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What is XSLT?

XSLT stands for Extensible Stylesheet Language Transformations, which is a part of the XSL family defined by the World Wide Web Consortium (W3C). To learn more, please see our article describing a simple XSLT example.

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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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Why is my credit card refund being refused?

If you are using the Authorize.net payment gateway, the reason could be that the charge was made on the same day as the refund attempt. According to the Authorize.net documentation, Authorize.net does not allow you to refund a transaction that was charged on the same day.  Around midnight, Authorize.net takes all of the transactions that occurred during that day and submits them to the bank for settlement.  After this process, the transaction is considered "settled".  You can only refund a transaction which has been previously settled.

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How do I edit MetaSQL without rebuilding the entire database?

You can edit MetaSQL from inside the Desktop client, by navigating to System > Design > MetaSQL Statements.

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What do the different work order statuses mean?

Open ("O") is the initial state a work order receives when it is first created. Work orders are considered exploded ("E") once material requirements (and routings) have been generated for the order. Released ("R") is the status work orders reach when they have been released to the shop floor. Some actions—such as time clock entry—cannot be performed until a work order is released. Work orders are considered in-process ("I") once material requirements have been issued to the order. Closed ("C") is the final status reached when a work order is closed.

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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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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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How do I install uuid-ossp?

The extension uuid-ossp is distributed with most newer versions of PostgreSQL. To confirm your PostgreSQL installation includes the extension, check for the uuid-ossp files in the following directory: install_directory\PostgreSQL\9.x\share\extension\.

Assuming the extension is installed, simply run the following SQL statement against your target database:

create extension if not exists "uuid-ossp";

You should add the entension to each database you use. Also add it to the template1 database, so that any future databases you create from template1 will inherit the extension.

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In project tasks, what is the difference between budgeted and actual?

Project tasks feature budgeted and actual fields for both time and expense entry. The budgeted value should be the amount (of time or money) the project manager forecasts for a project task. As actual work is done on a task, values are added to the actual fields. Having both allows you to compare how close you are to hitting or exceeding your budgeted time or expenses. Keeping on top of budgets vs. actuals is one of the key roles played by project managers.

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What is the importance of incident categories?

The category is the highest level grouping option available for incidents. The category describes the kind of incident an incident belongs to. For example, you may define categories for "Customer" and "Vendor" to distinguish between incidents belonging to each group. You can filter incidents by category using the advanced search feature. This makes it possible to view all your customer incidents or all your vendor incidents, for example.

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Can privileges be assigned on top of roles?

Yes, you may assign extra individual privileges to users who also have a user account role assigned to them. For example, let's say one of your users is assigned to a customer service role—but because she is a supervisor, she needs a few additional permissions. In this case you could either A) create a new supervisory role or B) add the individual privileges the user needs beyond the standard role.

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In the tax system, how is the calculation basis used?

The calculation basis is used to determine how taxes should be applied. Choose the base price option to have taxes calculated off the base price of sold items. For those requiring more complex tax scenarios (i.e., nested taxes or "tax on tax"), the calculation basis can be linked to any other tax code which uses the same tax class. When another tax code is chosen as the calculation basis, taxes will be calculated against the derived amount from the referenced tax code.

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