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Despite epic, well-publicized failures of Enterprise Resource Planning (ERP), small business owners lack options when they outgrow QuickBooks / spreadsheets. While what doesn’t kill you makes you stronger, too many small businesses run out of cash and time before ERP delivers that promised strength.

Learn how your company can avoid one of the deadly small business killers: technology.

 

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Training Classes

Choosing the right ERP software doesn't ensure ERP success. What does? Find out at ERP Boot Camp. Learn to build your own database, populate users, items, BOMs/BOOs; populate costs, purchasing, sales, CRM, accounting information and financial reports; and run common business processes from start to finish.

Next Class — 2020 or on demand

 

Course Details

Schedule
  • Day One, 8:30 AM — 5:00 PM
  • Day Two, 8:30 AM — 5:00 PM
  • Day Three, 8:30 AM — 5:00 PM
  • Day Four, 8:30 AM — 5:00 PM
  • Day Five, 8:30 AM — 3:00 PM
Note — This training meets 5 times. You are expected to attend all 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
  • Implementation team leaders
  • Managers who are live in production
  • Customers, partners, potential users testing the software
Additional Curriculum Detail — after completing this course you can:
  • 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
  • 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
  • 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
Prerequisites
  • None
Advanced Preparation
  • None
Recommended Follow-up
  • Online Class — ERP Basics: Learning Business Process Flows
Field of Study
  • Specialized Knowledge and Applications
Total Class Hours
  • 40
Cost
  • $2,500

Empower yourself with an intensive 4-day session. Focused on getting the most out of xTuple, so you can take advantage of its advanced capabilities. Curriculum covers PostgreSQL, Qt, Packaged Extensions and Add-Ons.

Next Class — 2020 or on demand

 

Course Details

Schedule
  • Day One, 8:30 AM — 5:00 PM
  • Day Two, 8:30 AM — 5:00 PM
  • Day Three, 8:30 AM — 5:00 PM
  • Day Four, 8:30 AM — 3:00 PM

Note — This training meets 4 times. You are expected to attend all sessions.

Curriculum with PostgreSQL, Qt, Packaged Extensions and Add-Ons
  • Structured Query Language
    • SQL Review - the key to xTuple business logic!
    • Advanced MetaSQL - powerful conditional scripting on top of basic SQL
  • Data Exchange
    • CSV Import tool
    • API views for interfacing with third-party applications
    • XML import/export via XSLT
    • xTuple Connect (formerly Batch Manager)
  • Database Maintenance and Development
    • PostgreSQL Advanced Topics
    • pgAdmin GUI client
    • xTuple ERP Database maintenance
  • xTuple Application Development Environment
    • Intro to Qt/Designer and code structure
    • Create Sample Client Application
    • Intro to Qt/JavaScript in xTuple ERP
    • Intro to xTuple Extension Packages
  • Much more, dependent upon class interest
Instructional Method
  • Group-live
Program Level
  • Advanced
Prerequisites
  • None, although ERP Boot Camp: Setup and Configuration is recommended
Advanced Preparation
  • None
Recommended Follow-up
  • Advanced Manufacturing and/or Advanced Distribution Online Classes
Field of Study
  • Specialized Knowledge and Applications
TOTAL CLASS Hours
  • 32
Cost
  • $2,000

Learn the processes and procedures to get the job done with xTuple ERP+CRM. Three-day online class taught in two (2) three-hour sessions on consecutive days.

Next Class — 2020 or on demand

 

Course Details

Schedule
  • Day One, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM
  • Day Two, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM
  • Day Three, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM

Note — This training meets 6 times. You are expected to attend all sessions.

Curriculum Overview
  • Day 1
    • Connecting to the xTuple Training Server Introduction to ERP
    • xTuple navigation basics
    • Exercise: Login – Practice Navigation Basics
    • Exercise: Copy an Item
    • Exercise: Display Reports (one from each module)
    • Session 1 — Course Overview
    • Session 2 — Demo of the full Order-To-Cash business process flow
  • Day 2 
    • Introduction to CRM
      • CRM Account (Contacts/Addresses, Customers, Suppliers; Opportunities)
    • Quote/ Sales Order (SO) Processing
      • xTuple Connect
      • From an Opportunity
      • From a Customer Workbench
      • From List Quotes / Sales Orders
      • Convert Quote to SO
    • Exercise: Enter Quote and Convert (Manufactured Make-To-Stock)
    • Item Type Processing Review
      • Normal (Manufactured, Purchased)
      • Make-To-Order
    • Item Type Processing Review (continued)
      • Drop ship
      • Kits
      • Reference
      • Job
      • Configured
    • SO Holds
    • S/O Pre-Payments (Payment tab)
    • Packing List Batch
    • Firming/Softening
    • S/O Acknowledgements
    • S/O Pick List
    • Packing List Batch
    • Issue Stock to Shipping
      • Maintain Shipping Contents
      • Ship Order
      • Shipping Forms
    • Exercise: Issue and Ship an Order
    • Session 3
    • Session 4
  • Day 3
    • Billing Selections
    • Create Invoice
    • Print/Post/Email Invoice
    • A/R (Accounts Receivable)
    • Enter and Post Sales Credit Memo
    • Apply Credit Memo
    • Enter, Post and Apply Cash Receipt
    • Exercise: Post Invoice, Enter, Post and Apply Cash Receipt
    • Enter Work Order and Print Pick List and Routing
    • Maintain Work Order (W/O):
      • W/O BOM (Bill of Materials)
      • W/O BOO (Bill of Operations)
    • Post Labor
    • Issue Materials
    • Post Production and Close
    • Exercise: Enter and Process Work Order
    • Enter P/R (Purchase Request) and Convert to P/O (Purchase Order)
    • Review, Update, Print, Email and Approve P/O
    • Receive P/O
    • Post Receipt
    • Exercise: Enter a PO and Receive
    • A/P (Accounts Payable) Processing
      • Enter Voucher and Post
      • Enter a Credit Memo, Post and Apply
      • Approve Voucher for Payment
      • Prepare Payment, Print and Post
    • Exercise: Process A/P from Voucher Through Payment Posting 
    • Session 5 — Billing
    • Session 6
Who Should Attend?
  • ERP beginners
  • ERP project staff
  • Accounting staff
  • Operations staff responsible for inventory, order entry, material planning and/or production scheduling
  • Warehouse personnel responsible for production control and materials management
  • Potential users testing the software
  • Any new employee or new xTuple ERP user
Instructional Method
  • Group-live online
Program Level
  • Basic
Prerequisites
  • None
Advanced Preparation
  • None
Recommended Follow-up
  • Classroom Training — ERP Boot Camp: Setup and Configuration
  • Classroom Training — ERP Advanced: Power User Training
Field of Study
  • Specialized Knowledge and Applications
Total Class Hours
  • 18
Cost
  • $1,195

Learn how to make changes and create a custom report with OpenRPT, the SQL-based report writer included with xTuple.

Next Class — 2020 or on demand

 

Course Details

Schedule
  • 10:00 AM — 1:00 PM
  • 2:00 PM — 5:00 PM

Note — This live, online training meets one (1) time with a mid-day break. You are expected to attend all sessions.

Curriculum Overview
  • Features of OpenRPT
    • Report definitions are saved in XML format, and support "grades" or versioning
    • Stand-alone or embeddable WYSIWYG Report Designer
    • Embeddable report renderer renders to local printers, including PDF and Postscript distillers
    • Support for All/Even/Odd/First/Last Page Headers and Footers
    • Support for multiple column detail sections
    • Support for static and database sourced images
    • Support for static and/or database sourced watermarks and page identifiers
    • Support for multiple detail sections and optional, multiple group headers and footers for each detail section
  • Database Familiarization and Introduction to SQL and meta-SQL
    • Views
    • Table
    • Procedures
    • PG Admin
    • Meta-SQL Editor
  • Introduction to Report Writer and Making Cosmetic Changes
    • Capabilities
    • Structure
    • Making Changes
    • Components
  • Adding a New Field to an Existing xTuple Report
    • Change a Query
    • Change the Report Layout
    • Test
Who Should Attend?
  • Implementation team leaders
  • Financial managers
  • Operations managers
  • Customers, partners
Additional Detail on Curriculum — after completing this course you can:
  • Understand how SQL and meta-SQL are used in a report definition
  • Use OpenRPT for report-writing and make cosmetic changes to reports
  • Edit existing xTuple reports
  • Create a custom report in xTuple and deploy it
Instructional Method
  • Group-live online
Program Level
  • Basic
Prerequisites
  • None
Advanced Preparation
  • Download OpenRPT
  • Install PG Admin locally
  • xTuple (latest version) database installed and ensure PG Admin connection before first session
  • Review OpenRPT Product Guide
Recommended Follow-up
  • None
Field of Study
  • Specialized Knowledge and Applications
Total Class Hours
  • Six (6)
Cost
  • $345

Learn essential (and proven) strategies and methods for successfully managing the process of implementing xTuple into your company, from start to finish. Choosing the right software doesn't ensure success. Proper on-boarding planning and execution does.

Next Class — 2020 or on demand

 

Course Details

Schedule
  • Day One, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM
  • Day Two, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM

Note — This training meets 4 times. You are expected to attend all sessions.

Curriculum Overview
  • The importance of establishing a clear vision and expectations
  • Building the project team
  • Components of a successful pilot program
  • Executing a pilot program to reduce risk and accelerates the schedule
  • Setting reasonable timeline expectations
  • Basic Postgres administration and pgAdmin
  • The role of accounting during the implementation
  • Beginning balance techniques and considerations
  • Methodologies for data migration importing data
  • Introduction to the application infrastructure including reports, scripts, screens and packages
  • Introduction to CSV import
  • Using the xTuple Updater
  • Comparison of xTuple ERP versions
  • xTuple Connect capabilities that push information to users, customers, and suppliers
  • Case studies and lessons learned
  • Preparing end users for a smooth transition
  • Evaluating the pros and cons of a clean break versus a parallel go live
Who Should Attend?
  • Implementation team leaders
  • Financial managers
  • Operations managers
  • Customers, partners
Additional Detail on Curriculum — after completing this course you can:
  • Assemble the proper project team
  • Articulate a clear vision and plan to end users and management that garners support
  • Develop a comprehensive project plan centered around the piloting process
  • Use basic feature of pgAdmin to administer the project piloting process
  • Work with accounting to setup financial mappings, financial reporting and develop a plan for establishing beginning balances
  • Prepare source data that can be used with CSV import for data migration
  • Understand how xTuple Connect can be utilized to facilitate data exchange between xTuple and external entities
  • Use the xTuple Update tool
  • Leverage lessons learned from implementation case studies
Instructional Method
  • Group-live online
Program Level
  • Basic
Prerequisites
  • None
Advanced Preparation
  • Online Training — ERP Basics: Learning Business Process Flows (optional)
Recommended Follow-up
  • Classroom Training — Setup and Configuration, also known as ERP Boot Camp (optional)
Field of Study
  • Specialized Knowledge and Applications
Total Class Hours
  • 12
Cost
  • $695

This class is equally applicable to those who are new to xTuple or current xTuple users who want to bolster their knowledge of both basic accounting principles and fundamental configuration and operation of core xTuple accounting functionality.

Next Class — 2020 or on demand

 

Course Details

Schedule
  • Day One, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM

Note — This training meets 2 times. You are expected to attend all sessions.

Curriculum Overview
  • What is accounting?
  • Why is accounting important?
  • Why is accounting important in ERP?
  • Who is involved in the accounting process in an integrated business?
  • What are the basic account types?
  • What is a debit and a credit?
  • What are the debits and credits throughout the entire order to cash flow process?
  • What is a trial balance and how is it derived?
  • What is the purpose of the different financial statements?
  • Where does activity post and how is it reported?
  • Other concepts such as
    • Costing, Standard, Average and Job Cost
    • Manufacturing Accounting
    • Subledger
  • Specifically for xTuple
    • What is the core setup?
    • How are accounting periods defined?
    • How are general ledger accounts created?
    • What are the ways to post journal entries?
    • What are the basics of general ledger account mappings?
    • How is a payable processed from voucher to check?
    • How is a receivable processed from invoice to cash receipt?
    • How are financial reports generated?
Instructional Method
  • Group-live online
Program Level
  • Basic
Prerequisites
  • None
Advanced Preparation
  • None
Recommended Follow-up
  • None
Field of Study
  • Specialized Knowledge and Applications
Total Class Hours
  • Six (6)
Cost
  • $345
Package discount available for combined training

Sign up for both xTuple classroom sessions for your best value: ERP Boot Camp: Setup and Configuration and ERP Advanced: Power User Training — the ultimate preparation to launch a successful implementation of xTuple ERP for your business. 

Multiple Attendee Discount

If you have more than one person from your company who needs a course or a combination of courses, please contact us.

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Training Locations & Logistics

Fly into Norfolk International Airport (ORF), approximately 20 minutes from downtown Norfolk in the heart of the Virginia waterfront. And extend your stay to enjoy the Virginia Beach resort area nearby. Easy ground transportation and walkable from many local hotels and restaurants. Meet the headquarters staff!

xtuple-building-bute-street-norfolk_MAR16

Bute Street reception entrance

 

Location — Norfolk, VA (USA) 23510

  • Parking lot entrance 119 W. York Street
  • Reception entrance 118 W. Bute Street (use this address for GPS directions)

 

Activities — visit DowntownNorfolk.org

 

Parking — limited on-street, metered parking and close walking distance from these City of Norfolk garages. (xTuple HQ parking lot is not available during regular business hours)

  • 215 W. York Street (corner of Bute and Boush, entrances on York and Bute)
  • 161 Freemason Street (corner of Boush and Freemason, entrance on Freemason)
  • Wells Fargo Center (corner of E. Freemason and Bank, entrances on each)
  • 201 Brambleton Avenue @Scope (corner of St. Paul's and Brambleton, entrance on St. Paul's)
  • 500 City Hall Avenue @MacArthur Mall (entrances on Market and City Hall)

 

Hotels — all listed are within walking distance in order of proximity to xTuple

 

AirBnB — check for any downtown condos for rent

 

Flying — Norfolk International Airport (ORF), 20 minutes away; Newport News/Williamsburg International Airport (PHF), 45-60 minutes away

 

F.R.E.D. (Free Ride Every Day) — on-demand courtesy shuttle available in downtown Norfolk at no cost 1-757-478-7233

 

If you fly domestically, choose nearby Reagan National Airport (DCA). International travelers may find Dulles Airport (IAD) more convenient. Training is easily accessible from either airport via the metro and offers a location convenient to major highways for those who may be driving. Your evenings are free and offer you the opportunity to explore the very walkable Northern Virginia, just outside the Nation's Capital.

training-washington-DC-univ-phoenix

University of Phoenix, Northern Virginia — DC Metro Campus

 

Location — 4401 N. Fairfax Drive, Suite 100, Arlington, Virginia 22203 Student Resource Center: +1-571-227-7105

 

Venue — visit University of Phoenix, Northern Virginia — DC Metro Campus

 

Hotels — many options are available within walking distance or a short ride on public transportation; suggestions:

 

Flying — easy access from Ronald Reagan Washington National Airport (DCA)

 

Metro Transportation — easily accessible from Ballston Metro, 4230 Fairfax Drive, Arlington, VA 22201 (see WMATA for schedules)

 

Things to do — learn more about the Ballston Neighborhood in Arlington or the Ballston Quarter Mall

 

Class Schedule — 8:30 a.m. to 5:00 p.m. Eastern Time (GMT-05:00-US & Canada)

 

Take the train or fly into Reagan National Airport (DCA) or Dulles International Airport (IAD). Training is easily accessible via the metro and convenient to major highways for those driving. This location is near Amtrak's Union Station, Smithsonian museums, the National Mall and the Capitol Building. Free evenings will urge you to explore the Nation's Capital with new friends from class.

training-washington-DC-univ-phoenix_0

University of Phoenix, Washington D.C. Campus

 

Location — 25 Massachusetts Ave NW, Suite 150, Washington DC 20001-1431

 

Venue — visit University of Phoenix, Washington D.C. Campus

 

Parking — Public garages are nearby or more on getting around in Washington, D.C.

 

Hotels — many options are available within walking distance or a short ride on public transportation

 

Flying — easy access from Ronald Reagan Washington National Airport (DCA)

 

Metro Transportation — easily accessible from Union Station Metro, 701 First St. NE , Washington, DC 20002 (see WMATA for schedules)

 

Class Schedule — 8:30 a.m. to 5:00 p.m. Eastern Time (GMT-05:00-US & Canada)

 

Held at Kellogg West Conference Center & Hotel (3801 W. Temple Avenue, Pomona, CA 91768) on Cal Poly Pomona campus. Less than 30 miles east of Los Angeles with easy proximity from San Bernardino/Ontario, Orange County/Anaheim or Pasadena. Make guest room reservations, if needed: +1-909-869-2222, mention xTuple for $95/night rate which includes breakfast, free Wi-Fi, parking. Upon arrival for the event, obtain your Parking Pass at front desk, complete and place inside your vehicle.

If you fly, choose O’Hare International (ORD). Training is easily accessible from the airport and offers a convenient location perfect for walking to the preferred hotel and restaurants nearby.

Easily fly into the city that never sleeps — xTuple classes are held at various locations in and around Las Vegas. What happens in Vegas training doesn't stay in Vegas! You'll take valuable insights and newly learned skills back to your company.

Venue provided courtesy of Toronto-based Niigon Machines Ltd., conveniently located at the intersection of Highways 7 & 427 close to the Toronto International Airport. Evenings are free. Explore Downtown Toronto's city centre and main central business district as well as Old Toronto. There's lots happening in Toronto.

Athena_Building_05_0

Niigon Machines Ltd.

 

Location — 327 New Enterprise Way, Woodbridge, ON L4H 0S8 (Canada)

 

Venue — courtesy of Niigon Machines Ltd.

 

Parking — on-site

 

Hotels — many options are available within a short driving distance

 

Flying — located close to the Toronto International Airport at the intersection of Highways 7 & 427

 

DirectionsGoogle Map for Niigon Machines Ltd.

 

Class Schedule — 8:30 a.m. to 5:00 p.m. Eastern Time (GMT-05:00-US & Canada)

 

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Events

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Refund Policy & Cancellations

Requests for refunds for Live Classes must be received in writing at least thirty (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 thirty (30) days of scheduled start date. For Online Classes, all sales are final. No refunds will be granted for Group Internet Classes. Participants of canceled classes will be offered course credits which may be applied to future courses and must be redeemed within twelve (12) months of receipt.

Training Options & Earning Credits

Training options vary from free online resources to paid in-classroom or live group events with specialized content designed for and delivered at your business location. Find out which is right for your staff needs.

Every annual Support Contract includes — at no additional cost — an allowance of Training Credits to be used for any regularly scheduled xTuple training offering. For every $200 spent, earn one (1) Training Credit hour. Example: Spend $3600/year earns a free ticket to the 18-hour online ERP Basics class.

Upcoming Events 

5 Pain Points of Choosing (and Implementing) ERP

October 23, 2019
10AM (PST) / 1PM (EST)

 

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