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xTuple
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Setup & Config
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General Info
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General Info
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General Info
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Localization
Translation
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Setup & Config
Shipping & Receiving
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Sites
Physical Counts
Lot/Serial
History & Reporting
Manuals
Manufacturing
General Info
Advanced Topics
Onboarding
General Info
Training
Products
Setup & Config
Costing
BOMs & Routings
Items
Purchasing
Setup & Config
Item Sources
Vendors
Purchase Orders
Sales
Setup & Config
Customers
Pricing
Sales Orders & Quotes
Sales Reps
Returns
Scheduling
Setup & Config
Planning
Back to home
Knowledge Base
Sales
Accounting
Setup & Config
Ledger/Financials
Receivables
Payables
Taxes
Costing
Admin
Releases & Upgrading
Setup & Config
Database Administration
Users
Troubleshooting
Email
Employees
Reporting & Scripting
Data Import & Export
CRM
Setup & Config
Projects
Time & Expense
Incidents
Contacts & Accounts
Opportunities
Characteristics
Addresses
Tasks
Developer
General Info
Menus
Displays & Screens
Extension Packages
Tools
Distribution
General Info
Trade Services
Special Pricing
General Info
Company & Products
Licensing & Payments
Tips & Tricks
Support & Service
International
Localization
Translation
Inventory
Setup & Config
Shipping & Receiving
Item Sites
Sites
Physical Counts
Lot/Serial
History & Reporting
Manuals
Manufacturing
General Info
Advanced Topics
Onboarding
General Info
Training
Products
Setup & Config
Costing
BOMs & Routings
Items
Purchasing
Setup & Config
Item Sources
Vendors
Purchase Orders
Sales
Setup & Config
Customers
Pricing
Sales Orders & Quotes
Sales Reps
Returns
Scheduling
Setup & Config
Planning
Sales
Setup & Config
Configuring Sales — Part 1
Configuring Sales — Part 2
Configuring Sales — Part 3
Setting up Sales Reps
Sales Master Information — Part 1
Sales Master Information — Part 2
Where do sales categories get used?
Are sales categories required?
How many sales categories do I need?
Where are sale types used?
What are some examples of sale types?
Is there a limit to the number of customer types?
Sales Forms
See more
Customers
How does the allocated credit feature work?
What are customer types?
Setting up Customers — Part 1
Setting up Customers — Part 2
What are the customer defaults used for?
Why is my customer on credit hold?
Is there any limit to the number of customer ship-to addresses?
Can I change a customer's customer type?
Can multiple sales reps be assigned to a customer?
Can customers belong to more than one customer group?
How are customer groups used?
Are there examples of customer groups?
Do I need to create a contact before I create a prospect?
How do I get started with sales analysis?
See more
Pricing
Alternate List Pricing
Pricing Schedules — Part 1
Pricing Schedules — Part 2
Freight Pricing
How do freight classes impact freight pricing?
Does the sale type impact pricing?
Can I prevent automatic discounts?
See more
Sales Orders & Quotes
Can I create quotes for prospects?
Can quotes be converted to invoices?
Can I change the customer on a sales order?
How do I convert quotes to sales orders?
What's the difference between the bill-to and ship-to address?
Does xTuple support drop shipping?
Getting to Know the Sales Order Header
Selling Exclusive Items
How do I open a closed sales order?
How to Reopen Closed Sales Orders
Entering Orders using Customer Favorites
Introducing the Simple Sales Order Entry Feature
How are prospects converted to customers?
Why is my credit card refund being refused?
What is an RFQ?
Assemble-to-Order Configurator
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Sales Reps
How are commissions calculated?
Does xTuple support split commissions?
Where do I mark commissions as paid?
Returns
How are returns and return authorizations different?
Do returns update inventory?