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QuickStart: From Zero to xTuple in 25 minutes (or less) — Part 2

This video focuses on the order-to-cash-flow process. You will learn how to receive inventory, and then turn around and sell it to your customers.


Order to Cash Flow — Part 1

This video introduces the order-to-cash-flow process: here we will learn how to create a new quote from the customer window and convert that quote into a sales order. This is the first step in setting up and understanding the order-to-cash-flow process.


Order to Cash Flow — Part 3

This section of the order-to-cash-flow video series covers the accounts payable process. We will learn about transitioning from purchasing to accounting, processing vouchers, preparing, generating, and posting payment runs, all from the accounts payable workbench.


Order to Cash Flow — Part 4

This section of the order-to-cash-flow process walks us through the manufacturing module and its set up, from identifying materials to posting production, editing work orders, and creating stock.


Order to Cash Flow — Part 5

This step of the order-to-cash-flow process covers issuing sales orders to shipping and creating cash receipts. In this video we will learn how to edit shipping quantities, generate invoices, and make and post cash receipts.


Order to Cash Flow — Part 6

This video shows us the financial results of the order-to-cash-flow process. We will cover how to use the general ledger to track our progress through the order-to-cash flow steps. We will also look at several other key reports tied to inventory and sales history.


Order to Cash Flow — Part 7

In this final video of the order-to-cash-flow series, we will cover the entire order-to-cash-flow process from beginning to end.


Configuring Custom Price Sheets

Get started configuring xTuple to handle your custom price sheet imports. This video shows you how to configure the external vendor catalog, as well as gives you tips for preparing your custom price sheets for importing.


Importing Custom Price Sheets

Explore the xWD price sheet package, both how to set it up and how it's used. We will examine the steps involved when importing price sheets, as well as the various functions needed to ensure the import process goes smoothly.


Installing the Custom Price Sheet Package

In this video you will learn how to install the package for handling custom price sheets. By definition, custom price sheets can vary widely. However, this package provides a starting point to help simplify these custom additions to your external vendor catalog.