ERP Basics:
Learning Business Process Flows

Next Class — 2020 or on demand

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About the Class

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.


Note — This training meets 6 times. You are expected to attend all sessions. There is a one (1) hour break everyday between 1:00PM and 2:00PM.

Course Schedule

Day 1
  • Connecting to the xTuple Training Server Introduction to ERPxTuple 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/OReceive 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

Course Details

  • 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

Group-live online



  • Classroom Training — ERP Boot Camp: Setup and Configuration
  • Classroom Training — ERP Advanced: Power User Training



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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.

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