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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.


Trade Service Electrical

Learn how to set up the external vendor catalog to allow imports of trade service electrical data: this video goes through the process of setting up the vendor catalog conversion for trade service electrical, and explains each step in detail.


Trade Service Plumbing

Learn about setting up the external vendor catalog for trade service plumbing. This video will show you how to set up the base configuration for vendor catalog conversion, which xTuple uses to import values for trade service plumbing support.


Item Sites — Part 1

Get started learning how to set up item sites. Learn about settings for manufactured items, settings for purchased items, marking items sold, inventory control methods, cost categories, planner codes, and costing methods.


Item Sites — Part 2

Begin to understand how item site settings impact lot/serial and the scheduling systems. Learn about lot/serial control, constraint management, stock buffers, reorder levels, ABC codes, cycle count frequencies, and event fences.


Item Sites — Part 3

Begin to explore multiple location control (MLC) settings on the item site. Learn also about configuration options for purchase orders, sales orders, and drop shipping.


Item Sites — Part 4

Dive deeper into location and lot/serial control. Topics covered include distributing inventory, tracking inventory transactions in the ledger, miscellaneous adjustments, positive and negative quantity on hand (QOH), and location/lot/serial detail.


Item Sites — Part 5

Explore item site parameters related to the planning systems. Learn about MRP and MPS algorithms, order parameters, reorder levels, reorder level, min/max order quantities, order up to levels, safety stock, lead times, grouping, and planned transfer orders.