Training Videos
xTuple Training Videos provide a quick way to jump into the software. You'll find everything from an introduction to xTuple ERP, to demonstrations of the latest advanced features of the software.
Please click on any of the titles below to get started. You will need to have the Macromedia Flash Player installed to view these videos (free download).
The videos are organized by subject area, as follows:
- Introductory Materials
- A basic, sequential Business Process Flow
- Advanced Topics
- Added in Latest Version
The rightmost column shows the xTuple ERP version the video was recorded in. The most recent release is 3.5.0.
| Video Link | Short Description | Version |
|---|---|---|
| Getting Started with xTuple, Part 1 |
User Information, User Preferences, Internationalization and Localization, Hot Keys, Events, Event Console, Advanced Security. |
3.1.0 |
| Getting Started with xTuple, Part 2 |
Images, Report Writer, Calendars, Comments, Batch Manager |
3.1.0 |
| Product Definition |
Item Masters. Item Sites. Bills of Materials. Bills of Operations. Item Costing. |
3.1.0 |
| Inventory Management |
Inventory Availability. Lot/Serial Number Control. Multiple Location Control. |
3.1.0 |
| Corporate Relationship Management (CRM), Part 1 |
Universal Address Book, CRM Accounts (Customers, Vendors, Partners, Competitors, etc.), and invididual Contacts. |
3.2.0 |
| Corporate Relationship Management (CRM), Part 2 |
Incident Management, To-Do Lists, Project Management, Opportunity Management. |
3.2.0 |
| Translation and Localization |
An overview of online community tools for internationalization efforts, including the all-new web-based translation portal and country-specific localization resources. |
3.2.0 |
| ERP Client and Server on Linux |
And of course, both the PostgreSQL database server and the graphical client also run on Linux. Sample xTuple ERP client screens, and a look at database query and administration tools. |
3.1.0 |
| ERP Client and Server on a Mac |
That's right, both the PostgreSQL database server and the graphical client run on Mac OS X. Sample xTuple ERP client screens, and a look at database query and administration tools. |
3.1.0 |
| Video Link | Short Description | Version |
|---|---|---|
| Sales Orders |
Sales Order Entry. Item Pricing. Make-to-Order Production. |
3.1.0 |
| Material Requirements Planning (MRP) |
Planned Replenishment Orders. Running MRP and Analyzing Results. |
3.1.0 |
| Purchasing and Receiving |
Purchase Requests. Purchase Order entry. Delivering POs via Email. Receiving Purchased Items. |
3.1.0 |
| Work Orders |
Travelers. Routings. Work Order Materials. Work Order Operations. Posting Production. |
3.1.0 |
| Shipping and Invoicing |
Packing Lists. Issuing Stock to Shipping. Billing. Delivering Invoices via Email. |
3.1.0 |
| Accounts Receivable |
Posting Invoices. Sales Journals. Cash Receipts. Account Assignments. |
3.1.0 |
| Accounts Payable |
Vouchering. Paying Vendors. Check Runs. |
3.1.0 |
| General Ledger |
Account Numbers. G/L Transactions. Exporting G/L Transactions to Spreadsheets. Intro to Financial Reporting. |
3.1.0 |
| Full Business Process Flow |
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. |
3.2.0 |
| Video Link | Short Description | Version |
|---|---|---|
| CSV Import and API Views |
Using xTuple's powerful API database views to facilitate clean data import from legacy systems. Introduction to importing Comma Separated Value (CSV) data. |
3.1.0 |
| Yahoo Merchant Solutions |
XML-based integration with orders from external websites; prebuilt map for Yahoo's hosted e-commerce solution. |
2.3.0 |
| ACH Electronic Payments |
Creating electronic checks and notifications with NACHA / ACH standard files, uploadable to bank websites. |
3.2.0 |
| Advanced A/R Management |
Creating recurring invoices for regular customer activities; automated dunning notices and integration with CRM Incident Management. |
3.2.0 |
| Point of Sale package |
A loadable package to expand xTuple ERP (all Editions) to include retail and cash register functionality. Available for purchase on the xTuple xChange. |
3.2.0 |
| Financial Reporting Engine |
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. |
3.2.0 |
| Master Production Scheduling - MPS |
MPS planning by Product Families, and the interaction with MRP. |
2.0.2 |
| Service Order Processing |
Managing service and repair orders, as well as basic job shop functionality. |
2.3.0 |
| Kitting |
How to manage, sell, and ship Kits - collections of items - without processing manufacturing Work Orders. |
3.1.0 |
| Average Costing |
Managing inventory under the optional Average Costing system. |
3.1.0 |
| Application Scripting |
Using the new Javascript support in xTuple ERP to customize menu options, and add or hide functionality in existing screens. |
3.1.0 |
| Project Management |
Managing by Project or Job. Linking Quotes, Sales Orders, Work Orders, and Purchase Orders. |
2.0.2 |
| Batch Manager |
Process resource-intensive reports and batch jobs separately from the xTuple ERP client, including automated emailing of orders, forms, and notifications of any system events. Included with Mfg. Edition, available for purchase to plug in to PostBooks and Standard Editions. |
3.2.0 |
| Multi-Currency |
Managing mutiple currencies with customers (S/O and A/R) and vendors (P/O and A/P). Gain/Loss accounts to capture fluctuations. |
2.0.2 |
| Assemble to Order Configurator |
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. |
3.1.0 |
| Multi-Company Financial Consolidation |
Using the Financial Reporting Engine (FRE) to consolidate reporting over multiple companies (parent and child) running separate xTuple databases. |
3.1.0 |
| Splitting Vouchers |
Allowing for multiple Receipts and Vouchers against a single Purchase Order. |
2.3.1 |
| Credit Card Processing |
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.) |
2.3.1 |
| Customer Returns Processing |
Return Merchandise Authorizations (RMAs) and related processes. |
2.3.0 |
| Process Flow Manufacturing and Breeder Bills of Materials |
Setup and manufacturing processes with Breeder BOMs, Co-Products, and By-Products. |
2.0.2 |
| Revision Control |
Powerful controls over item revisions, at both the BOM and BOO level. |
2.3.0 |
| Sales Reservations by Location |
Fine-grained control over how inventory marked as reserved for specific Sales Orders can be managed by Warehouse Locations. |
3.1.0 |
| Sales Reservations |
Advanced sales and manufacturing controls to allow allocation of inventory for specific customers or customer types. |
2.3.0 |
| Screen Builder |
Using the new Screen Builder in xTuple ERP to create new screens or extend functionality in existing screens. |
3.0.1 |
| Consolidated Invoicing |
Combining multiple Sales Orders and/or shipments into a single invoice. |
2.3.1 |
| Video Link | Short Description | Version |
|---|---|---|
| Parameter Widget |
The parameter widget allows for advanced filtering of incidents and todos. |
3.5.0 |
| Drop Shipping |
Drop shipping allows businesses to sell items without ever taking possession of the goods. |
3.5.0 |
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