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Introduction to xTuple Dashboards

Learn how to monitor and track key performance indicators (KPIs) using customizable dashboards in xTuple ERP. This video shows how you can quickly and easily set up and customize your own personal dashboards.


Lot/Serial Tracking Overview

This video provides a detailed overview of how to manage lot-controlled and/or serialized inventory in xTuple ERP. The principles discussed here apply to any industry where lot tracking and serialization are used.


Free Trial Basics

Get started with xTuple by learning how to set up the xTuple free trial. This video will teach you all you need to know about signing up, and what information is needed to log into the demo database.


QuickStart: From Zero to xTuple in 25 minutes (or less) — Part 1

You’ll see how to define a default currency, set up accounting periods, create a vendor, a customer, an item, an item site, and then finally enter the item’s cost.


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 2

The material requirements planning (MRP) stage is the next step in the order-to-cash-flow process. Video covers running MRP manually, releasing planned orders, converting purchase requests into purchase orders, and then receiving orders into inventory.


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.