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Compare xTuple Products by Module — Sales

xTuple's premium Enterprise Edition includes the following Sales Module features.

Sales

  • Quote (New, List)
  • Sales Order (New, List, Open, Reschedule)
    • Sales and Order Reservations
  • Billing
    • Invoice
      • Uninvoiced Shipments
      • Select All Shipped Orders for Billing
      • Select Order for Billing
      • Billing Edit List
      • Billing Selections
      • Post Billing Selections
      • List Unposted Invoices
      • Post Invoices
    • Credit Memo (New, List Unposted, Edit List, Post)
    • Forms
      • Print Invoices, by Ship Via
      • Re-Print Invoices
      • Schedule Invoices for Email Delivery (requires Connect)
      • Print/Re-Print Credit Memos
      • Print Sales Order Form
      • Print Return Authorization Form
      • Send Advanced Shipping Notification (ASN) (requires Connect)
      • Packing List Batch, Print Packing List
    • Returns Management (New, List Open, Workbench)
    • Lookup
      • Quote (by Customer, by Item)
      • Sales Order (by Customer, Type, Customer PO, Item)
      • Sales Order Status
    • Reports
      • Summarized Backlog
      • Backlog (by Customer, Type, Group, S/O, Product Catalog, Item)
      • Partially Shipped Orders
      • Reservations by Item
      • Inventory Availability (by Sales Order, Item)
      • Earned Commissions
      • Summarized Taxable Sales
      • Customers (by Customer Type, Characteristic)
    • Analysis
      • Bookings (by Rep, Customer, Group, Ship-To, Product Catalog, Item)
      • Time Phased Bookings (by Customer, Product Catalog, Item)
      • Sales History (by Sales Rep, Customer, Type, Group)
      • Sales History (Bill-to-Name, Ship-To, Product Catalog, Item)
      • Brief Sales History (by Sales Rep, Customer, Type)
      • Summarized Sales History (by Rep, Shipping Zone/Item)
      • Summarized Sales History (by Customer, Type/Item)
      • Time Phased Sales History (by Customer, Group, Item)
    • Prospect (New, List, Search)
    • Customer (New, List, Search, Workbench, Types, Groups)
    • Item Pricing
      • Item List Price
      • Update List Prices
      • Pricing Schedules
      • Pricing Schedule Assignment
      • Sales
      • Update Prices (by Product Category, Pricing Schedule)
      • Reports
      • Prices by Customer Type, Customer, Item
    • Master Information
      • Characteristics
      • Sales Reps
      • Shipping Zones, Ship Vias, Shipping Charge Types
      • Tax Codes, Shipping Forms
      • Sales Categories, Terms
      • Sales, A/R Account Assignments
      • Customer Form Assignments
    • Utilities
      • Reassign Customer Type by Customer Type
      • Update Credit Status by Customer
      • Purge Invoices, Purge Credit Memos
      • Allocate Sales Order Reservations
      • Archive/Restore Sales History
  • Quote and Sales Order Entry Management
    • Trade Service Spec Sheet & Image
      • Viewable from Order Entry
      • Links on Quote, Sales Order, Invoice Forms
    • Catalog, Item, Item Alias Search (by Customer, Number, Description)
    • Re-Sequence Lines
    • Industry Standard Margin Calculation
    • Re-Price One or Many Order Lines with Targeted Margin
    • "Customer Favorite Items" Based on History
    • Cost Plus Pricing (by Customer/Type, Product, Item)
    • Issue Available Inventory and Ship from Sales Order Entry
    • Print Shipping & Acknowledge Forms in Shipping Window
    • Field Level Privileges to Protect Sensitive Cost Information
    • Sales Commissions Reporting Based on Gross Margin
    • Lost Sales Reporting
    • EDI Capability (includes xTuple Connect)

 

xTuple's Manufacturing Edition includes all of the above Sales Module features in Enterprise Edition, except

  • Billing
    • Forms
      • Schedule Invoices for Email Delivery (requires add-on xTuple Connect)
      • Send Adv. Shipping Notification (ASN) (requires add-on xTuple Connect)
  • Quote and Sales Order Entry Management
    • Trade Service Spec Sheet & Image
      • Viewable from Order Entry
      • Links on Quote, Sales Order, Invoice Forms
    • Catalog, Item, Item Alias Search (by Customer, Number, Description)
    • Re-Sequence Lines
    • Industry Standard Margin Calculation
    • Re-Price One or Many Order Lines with Targeted Margin
    • "Customer Favorite Items" Based on History
    • Cost Plus Pricing (by Customer/Type, Product, Item)
    • Issue Available Inventory and Ship from Sales Order Entry
    • Print Shipping & Acknowledge Forms in Shipping Window
    • Field Level Privileges to Protect Sensitive Cost Information
    • Sales Commissions Reporting Based on Gross Margin
    • Lost Sales Reporting
    • EDI Capability (requires add-on xTuple Connect)

 

xTuple's Distribution Edition includes all of the above Sales Module features in Enterprise Edition, except

  • Billing
    • Forms
      • Schedule Invoices for Email Delivery (requires add-on xTuple Connect)
      • Send Adv. Shipping Notification (ASN) (requires add-on xTuple Connect)
  • Quote and Sales Order Entry Management
    • EDI Capability (requires add-on xTuple Connect)

 

xTuple's PostBooks® Edition includes all of the above Sales Module features in Enterprise Edition, except

  • Sales Order (New, List, Open, Reschedule)
    • Sales and Order Reservations
  • Billing
    • Forms
      • Schedule Invoices for Email Delivery (requires add-on xTuple Connect)
      • Send Adv. Shipping Notification (ASN) (requires add-on xTuple Connect)
      • Print Return Authorization Form
    • Returns Management (New, List Open, Workbench)
    • Reports
      • Reservations by Item
    • Utilities
      • Allocate Sales Order Reservations
      • Archive/Restore Sales History
  • Quote and Sales Order Entry Management
    • Trade Service Spec Sheet & Image
      • Viewable from Order Entry
      • Links on Quote, Sales Order, Invoice Forms
    • Catalog, Item, Item Alias Search (by Customer, Number, Description)
    • Re-Sequence Lines
    • Industry Standard Margin Calculation
    • Re-Price One or Many Order Lines with Targeted Margin
    • "Customer Favorite Items" Based on History
    • Cost Plus Pricing (by Customer/Type, Product, Item)
    • Issue Available Inventory and Ship from Sales Order Entry
    • Print Shipping & Acknowledge Forms in Shipping Window
    • Field Level Privileges to Protect Sensitive Cost Information
    • Sales Commissions Reporting Based on Gross Margin
    • Lost Sales Reporting
    • EDI Capability (requires add-on xTuple Connect)

 

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