xTuple: Setup, Configuration and Operation (Class)

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Implementing an ERP system is a major undertaking.

This class pays for itself even if you gain only a single insight over the course of the week. For years, we referred to this class as an "introduction" to xTuple ERP, but we've consistently heard from customers — and Partners alike — that it is MUCH more than that.

Classes are presented as follows:

  • Day One, 8:00 AM - 5:00 PM
  • Day Two, 8:00 AM - 5:00 PM
  • Day Three, 8:00 AM - 5:00 PM
  • Day Four, 8:00 AM - 5:00 PM
  • Day Five, 8:00 AM - 3:00 PM
    • Note: This training meets 5 times. You are expected to attend all 5 sessions.

Curriculum Overview

  • Day 1: Brief overview of ERP basic concepts and xTuple demo
  • Day 2: Build your own xTuple database, populate users, items, BOMs/BOOs, etc.
  • Day 3: Populate costs, purchasing, sales, CRM, accounting information and financial reports
  • Day 4-5: Run common business processes from start to finish on your own database

Who Should Attend?

  • ERP Project Managers
  • Accounting professionals
  • Operations leaders
  • IT professionals

Whether you're just getting started with your implementation or are already live in production, this class will help you identify ways to do more with xTuple for a better return on your investment.

Additional Detail on Curriculum

In this class, you'll learn everything you could possibly ever want to know about ERP, in general, and xTuple ERP in particular. It's a comprehensive class, intended for xTuple partners and implementation team leaders at xTuple end-user sites. You won't know it all after this class, but you'll be well on your way.

After Completing this course, you will be able to:

  • Create New Users
  • Complete Basic Database Setup
  • Complete Initial Item Setup
  • Complete Product Definition
  • Create Items
  • Create Bills of Materials
  • Create Bills of Operations
  • Complete Product Family Definition
  • Create Master Production Scheduling
  • Create Materials Requirements Planning
  • Understanding and Definition of Costing
    • Standard Costing
    • Average Costing
  • Complete Purchase Definition Set-up
  • Configure Sales Process Flows
  • Define within CRM
    • Customers
    • Vendors
    • Prospects
  • Set-up Cash Management and Accounting Periods
  • Create Financial Statement Definitions

xTuple ERP Processing

  • Take Sales Orders
  • Use Pricing Schedules
  • MRP Scheduling Planned Orders
  • Purchasing
    • Purchase Requests
    • Purchase Orders
  • Receiving
  • Vouchering Receipts
  • Payables
  • Check Runs
  • Work Orders
  • Shop Floor
  • Picking, Shipping and Tracking
  • Accounting
    • Billing
    • Invoicing
    • G/L Review

Instructional Method

  • Group-live

Program Level

  • Basic


  • None

Advanced Preparation

  • None

Refund Policy

  • Requests for refunds for Live Classes must be received in writing at least 30 days prior to scheduled start date of training session. All cancellations will be subject to a $100 cancellation fee. No refunds will be granted within 30 days of scheduled start date. For Web-based Classes, all sales are final. No refunds will be granted for Group Internet Classes.

Cancellation Policy

  • Participants of canceled classes will be offered course credits which may be applied to future courses and must be redeemed within 12 months of receipt.

CPE Credits

  • This class has been reviewed by the National Association of State Boards of Accountancy. Qualified attendees are eligible to receive 40 CPE credit hours. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

Contact Information

  • For more information regarding refunds, complaints and/or program cancellation policy or for general questions, please contact xTuple Training Team.

Field of Study

  • Specialized Knowledge and Applications


NASBAxTuple is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Visit: www.nasba.org.


Washington, DC
Next Class Date: 
August 10, 2015
Class Level: