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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 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 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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How do I enter a symbol for my currency?

You can enter international currency symbols using standard keyboard shortcuts on your computer. For example, using a Windows keyboard, the Euro currency symbol (€) can be created with ALT + 0128. You can also simply copy a currency symbol from another website and paste it directly into xTuple.

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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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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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Does xTuple support drop shipping?

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

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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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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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What size should my product related images be for them to fit correctly on my xTupleCommerce website?

To ensure that your product-related images appear properly on the xTupleCommerce website, we suggest using the following sizes:

Item Group Image Sizes

  • Item group image - 160px wide x 90px tall

Product Image Sizes

  • Horizontal Product Image - 1000 x whatever is needed
  • Vertical Image - whatever is needed x 1000
  • Maximum Size - 1000 x 1000
  • Minimum Size - 360 x 360

More information about Product Images

The product images are added to the item master in the ERP. The images are automatically resized for the various places they are used which include:

  • All Products Page (thumbnails)
  • Product Details - Main Image
  • Product Details - Thumbnails
  • Product Details - Magnification
  • Suggested Items (thumbnails)

To optimize the user's experience we suggest using large images (maximum of 1000px x 1000px) then letting the system scale them down.

All Products Page - The space that is available for images on the All Products page is 260 x 135. Images that are larger will be sized down to fit in this area and stay in proportion to the original size.

Product Details Page - The space that is available for images is 360 x 360 however, larger images can be used. If the Product image is larger than 360 x 360, when the user rolls over the image with their cursor, a “Magnifying Glass” will zoom into the area that the cursor is over.

Recommended Product Image Size - The best product images are in ratio to 237x125. This size is a perfect fit for the Products page. If you increase this to be a perfect fit for the Product Details page, the size would be 360 x 190. Images in ratio to these sizes will render the best on the website. The ideal Product Image size is 1000 x 528, but we understand not all product images will fit into that space in an optimal fashion.

More image information

To learn more about Image Sizes for xTupleCommerce, see this xTupleU article

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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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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 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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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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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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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 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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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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How do I fix 'ERROR: function “xt.js_init” does not exist' when upgrading to xTuple ERP v4.x?

This is a problem with certain combinations of xTuple ERP upgrade packages and plv8. The solution is to run the following SQL script before upgrading:

-- xtuple/lib/orm/source/create_xt_schema.sql
do $$
declare
count integer;
query text;
begin
/* Only create the schema if it hasn't been created already */
perform *
from information_schema.schemata
where schema_name = 'xt';

get diagnostics count = row_count;

if (count > 0) then
return;
end
if;

query =
'create schema xt;';
execute query;

query =
'grant all on schema xt to group xtrole;';
execute query;
end; $$ language
'plpgsql';

-- xtuple/lib/orm/source/create_plv8.sql
-- dummy function avoids forward reference bug with some plv8 versions
CREATE OR REPLACE FUNCTION xt.js_init(debug BOOLEAN DEFAULT
false, initialize BOOLEAN DEFAULT false) RETURNS VOID AS $$ BEGIN RETURN; END; $$ LANGUAGE plpgsql;

CREATE EXTENSION IF NOT EXISTS plv8;
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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 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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What kind of documents can be attached?

You can attach any type of file you wish. When a file is attached from your computer or file system, that file gets saved into your xTuple database—where it will then be accessible to other users. It is also possible to attach a wide range of xTuple documents which already exist in the system (e.g., incidents, projects, etc.).

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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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How does the allocated credit feature work?

The allocated credit feature enables you to apply open credits (i.e., credit memos, customer deposits) to customer invoices, thereby reducing the invoice total by the amount of the applied credits. In this way you can quickly and easily eliminate open customer credits—cleaning up your receivables in the process.

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How do I add an image to an item for the xTupleCommerce website?

Images for your xTupleCommerce site are not stored in the xTuple ERP database. Instead, they need to be stored on a separate web server, with a unique URL for each image. However, the ERP should contain cross references to these images, via their URL.

To enter image URLs in the ERP, go to the item master for the item in question and follow these steps:

  1. Select the documents tab
  2. Choose the ATTACH button
  3. Next to the "related to" option, choose the "website" option from the list
  4. Enter the URL for the item image
  5. Specify a name to identify it

If you are testing and training from your xTupleCommerce site, you can use an image service, such as Cloudinary, to temporarily store your initial test images and create URLs. However, once your website is live, you can use the xTupleCommerce website to host your images. More information about this process can be found here

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