Training Videos

Item Masters. Item Sites. Bills of Materials. Bills of Operations. Item Costing.

Universal Address Book, CRM Accounts (Customers, Vendors, Partners, Competitors, etc.), and invididual Contacts.

An overview of online community tools for internationalization efforts, including the all-new web-based translation portal and country-specific localization resources.

Planned Replenishment Orders. Running MRP and Analyzing Results.

Packing Lists. Issuing Stock to Shipping. Billing. Delivering Invoices via Email.

Vouchering. Paying Vendors. Check Runs.

An updated video with version 3.2.x that shows a full business process, including inventory, sales, purchasing, manufacturing, and accounts receivable and payable.  Filmed with the free PostBooks Edition of xTuple ERP.

Using the new Screen Builder in xTuple ERP to create new screens or extend functionality in existing screens.

Creating recurring invoices for regular customer activities; automated dunning notices and integration with CRM Incident Management.

xTuple's fully-integrated financial reporting tool allows for standard Income Statements, Balance Sheets, etc., but is also highly configurable - allowing for customized groupings of G/L accounts, and any number of column-to-column comparisons.

The world's only open source ERP product configurator. Change configurable options and attributes at order time, and have the configuration requirements flow through to pricing and manufacturing.

Using the new Javascript support in xTuple ERP to customize menu options, and add or hide functionality in existing screens.

Managing inventory under the optional Average Costing system.

Managing mutiple currencies with customers (S/O and A/R) and vendors (P/O and A/P). Gain/Loss accounts to capture fluctuations.

Using xTuple's powerful API database views to facilitate clean data import from legacy systems. Introduction to importing Comma Separated Value (CSV) data.

Secure pre-authorization, charging credit cards, or refunds via YourPay or Authorize.net gateways. Cards can be processed at Sales Order time, or later as a Cash Receipt (or Credit Memo.)

Allowing for multiple Receipts and Vouchers against a single Purchase Order.

Managing service and repair orders, as well as basic job shop functionality.

Fine-grained control over how inventory marked as reserved for specific Sales Orders can be managed by Warehouse Locations.

A simple and intuitive shop scheduling module, based on Lean Manufacturing, Theory of Constraints (TOC), and Drum-Buffer-Rope (DBR) concepts.

The Support Module of the xTuple Web Portal allows you to connect a Drupal website to an xTuple database for managing customer support incidents via the web. Connect directly to your customers online.

Learn how to enter time and expenses in xTuple ERP, tightly integrated with Project Management.  Create invoices and reimbursements for employees and contractors.  Track actual project time and expenses compared to budget.

The B2B Sales Module of the xTuple Web Portal allows you to take orders from your customers online, making your full product catalog available to customers, as well as standard orders, shipping and invoicing history.