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Importing SPA Sample Files

This video illustrates the process for importing Special Pricing Agreement (SPA) files into xTuple ERP. You’ll see the basics for properly using and applying sample SPA data. We will also show how the sample data can be applied to contracts, reports, and sales orders.


Installing the SPA Package

This video shows you how to install the Special Pricing Agreement (SPA) package for xTuple ERP. The video focuses especially on how to locate the package, how to run the update manager, and how to apply user privileges.


Entering Orders using Customer Favorites

This video demonstrates the customer "Favorites" function available during sales order entry. The "Favorites" function utilizes the customer's purchasing history to quickly build orders. Topics covered include adding favorites, sorting items, and setting quantities.


External Vendor Catalog: Converting Items

Learn how to create items for your inventory, by converting items from the external vendor catalog. Video describes the various ways conversions can be done and also how to effectively search for items.


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 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.