We needed a solution that would allow us to forecast for materials, with a lead time of up to 16 weeks and help us take control of our manufacturing costs. xTuple has proven to be a valuable tool for all areas of the company.
xTuple Comparison — Sales
Sales Module
Download xTuple Comparison - Sales PDF
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| Quote (New, List) |  |
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| Sales Order (New, List, Open, Reschedule) | |
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| Sales and Order Reservations | |
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| Billing | |
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| Invoice | |
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| Uninvoiced Shipments | |
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| Select All Shipped Orders for Billing | |
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| Select Order for Billing | |
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| Billing Selections | |
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| Post Billing Selections | |
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| List Unposted Invoices | |
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| Post Invoices | |
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| Credit Memo (New, List Unposted, Edit List, Post) | |
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| Forms | |
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| Print Invoices, by Ship Via | |
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| Re-Print Invoices | |
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| Schedule Invoices for Email Delivery (requires Connect) | |
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| Print/Re-Print Credit Memos | |
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| Returns Management (New, List Open, Workbench) | |
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| Lookup | |
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| Quote (by Customer, by Item) | |
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| Sales Order (by Customer, Type, Customer PO, Item) | |
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| Sales Order Status | |
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| Forms | |
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| Print Sales Order Form | |
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| Print Return Authorization Form | |
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| Send Adv. Shipping Notification (ASN) (requires Connect) | |
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| Packing List Batch, Print Packing List | |
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| Reports | |
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| Summarized Backlog | |
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| Backlog (by Customer, Type, Group, S/O, Product Cat., Item) | |
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| Partially Shipped Orders | |
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| Reservations by Item | |
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| Inventory Availability (by Sales Order, Item) | |
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| Earned Commissions | |
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| Summarized Taxable Sales | |
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| Customers (by Customer Type, Characteristic) | |
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| Analysis | |
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| Bookings (by Rep, Cust., Group, Ship-To, Product Cat., Item) | |
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| Time Phased Bookings (by Customer, Product Cat., Item) | |
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| Sales History (by Sales Rep, Customer, Type, Group) | |
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| Sales History (Bill-to-Name, Ship-To, Product Cat., Item) | |
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| Brief Sales History (by Sales Rep, Customer, Type) | |
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| Summarized Sales History (by Rep, Shipping Zone/Item) | |
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| Summarized Sales History (by Customer, Type/Item) | |
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| Time Phased Sales History (by Customer, Group, Item) | |
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| Prospect (New, List, Search) | |
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| Customer (New, List, Search, Workbench, Types, Groups) | |
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| Item Pricing | |
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| Item List Price | |
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| Update List Prices | |
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| Pricing Schedules | |
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| Pricing Schedule Assignment | |
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| Sales | |
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| Update Prices (by Product Category, Pricing Schedule) | |
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| Reports | |
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| Prices by Customer Type, Customer, Item | |
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| Master Information | |
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| Characteristics | |
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| Sales Reps | |
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| Shipping Zones, Ship Vias, Shipping Charge Types | |
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| Tax Codes, Shipping Forms | |
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| Sales Categories, Terms | |
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| Sales, A/R Account Assignments | |
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| Customer Form Assignments | |
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| Utilities | |
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| Reassign Customer Type by Customer Type | |
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| Update Credit Status by Customer | |
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| Purge Invoices, Purge Credit Memos | |
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| Allocate Sales Order Reservations | |
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| Archive/Restore Sales History | |
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