---
title: xTuple ERP Product Details
description: xTuple ERP is a comprehensive ERP system by CAI Software with the functionality to efficiently manage the entire manufacturing and distribution process.
---

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# xTuple ERP Full Product Details

- [All](https://www.xtuple.com/xtuple-erp-features#all)
- [Accounting](https://www.xtuple.com/xtuple-erp-features#accounting)
- [CRM](https://www.xtuple.com/xtuple-erp-features#crm)
- [Inventory](https://www.xtuple.com/xtuple-erp-features#inventory)
- [Manufacturing](https://www.xtuple.com/xtuple-erp-features#manufacturing)
- [Products](https://www.xtuple.com/xtuple-erp-features#products)
- [Purchasing](https://www.xtuple.com/xtuple-erp-features#purchasing)
- [Sales — Distribution](https://www.xtuple.com/xtuple-erp-features#sales-distribution)
- [Sales — Manufacturing](https://www.xtuple.com/xtuple-erp-features#sales-manufacturing)
- [Scheduling](https://www.xtuple.com/xtuple-erp-features#scheduling)

##### **

##### **

##### Accounts Payable

- Purchase Order Matching
- Vendor Invoices
- Three Way Match
- Credit/Debit Memos
- Electronic Payments
- Customizable Check Formats
- Multi-Currency
- Vendor Management
- Customizable PO Forms by Vendor
- Customizable Terms by Vendor

accounting

##### **

##### **

##### Accounts Receivable

- Sales Invoicing
- Ad-Hoc Invoicing
- Customizable Invoices by Customer
- Credit/Debit Memos
- Customer Statements via Email
- Customer Invoicing via Email
- Cash Receipts
- Collections Management
- Dispute Management
- Credit Card Processing
- Multi-Currency
- Customer Management
- Customizable Terms by Customer

accounting

##### **

##### **

##### Bank Reconciliation

- Reconcile
- Multiple User Defined Adjustment Types
- Multiple Bank Accounts

accounting

##### **

##### **

##### Budget

- Spreadsheet Imports
- Budgets by Period

accounting

##### **

##### **

##### Financial Statements

- All Basic Statements Included
- All Statements Customizable
- Ad-Hoc Statements
- Unlimited Iterations
- Print/Export Feature
- Live, Real-Time Trial Balance
- Drill down to General Ledger
- Drill back to Source Transactions
- Multi-Company Consolidation

accounting

##### **

##### **

##### Fiscal Calendar

- Multiple Open Fiscal Years
- User Defined Accounting Periods
- Optional Posting to Closed Periods
- Ability to Re-Open Closed Periods

accounting

##### **

##### **

##### Fixed Assets

- Multi-Level Asset Tracking
- Asset Serial Tracking
- Real-time Book Value Tracking
- Location Tracking
- Multiple Depreciation Methods
- Purchase & Warranty Tracking
- Multiple Disposition Options
- Full Transaction History
- Scheduled and Ad-Hoc Maintenance Orders

accounting

##### **

##### **

##### General Ledger

- User Defined General Ledger Account Numbers
- Included (and editable) Chart of Accounts
- Multi-Segment Account Number
- Multi-Company
- Multi-Currency
- Currency Gain/Loss Reporting
- Standard Journal Templates
- Ad-Hoc Journal Entries
- Audit Trail on every Transaction
- Drill Down on Source Transactions

accounting

##### **

##### **

##### KPI Dashboards

- A/R Balance (Aging A/P)
- A/R Balance (Aging A/R), A/R Turnover Ratio
- Average Customer Receivables
- Days in A/R, Average A/R
- Sales by Product
- Top Customers by Revenue

accounting

##### Ledger Accounts

accounting

##### **

##### **

##### Tax Management

- Tax
- Tax Authorities
- Tax Zones
- Tax Classes
- Tax Codes
- Tax Types
- Tax Assignments
- Tax Registrations
- [Integration with Avalara](https://www.xtuple.com/partners/integrations/avalara?hsLang=en)

accounting

##### Account Management

crm

##### Contacts with Full Address Book

crm

##### Documents

crm

##### Incidents/Trouble Tickets

crm

##### Opportunities (Deal Pipeline)

crm

##### **

##### **

##### Project Management

- Worksheets

crm

##### Prospect Management

crm

##### **

##### **

##### Reports

- Worksheet History
- Order Activity by Project
- Project Summary

crm

##### **

##### **

##### Tasks & ToDos

- Calendar List

crm

##### Time & Expense Tracking

crm

##### **

##### **

##### Forms

- Print Item Labels
- Print T/O Forms

inventory

##### **

##### **

##### Items by Site

- New
- List
- Workbench

inventory

##### **

##### **

##### Lot/Serial Control

- Location Detail
- Detailed Inventory History
- Reassign Lot/Serial $
- Quick Relocate

inventory

##### Multi-Locations in Warehouse

inventory

##### Multi-Warehouse Inventory

inventory

##### **

##### **

##### Receiving

- New Receipt
- List Unposted Receipts
- Purchase Order Return
- Form

inventory

##### **

##### **

##### Reports

- Valid Locations by Item
- Quantities On Hand
- Quantities On Hand By Zone
- Quantities On Hand By Location
- Location/Lot/Serial # Detail
- Expired Inventory
- Slow Moving Inventory
- Substitute Availability
- History
- History by Location
- History by Lot/Serial #
- Usage Statistics
- Time Phased Usage Statistics
- Inventory Status

inventory

##### **

##### **

##### Shipping

- Issue to Shipping
- Maintain Shipping Contents
- Ship Order
- Recall Orders to Shipping
- Forms
- Reports

inventory

##### **

##### **

##### Site

- List
- Locations

inventory

##### **

##### **

##### Transactions

- Adjustment
- Scrap
- Expense
- Material Receipt
- Transform
- Reset QOH Balances
- Site Transfer
- Relocate Inventory

inventory

##### **

##### **

##### Warehouse Transfer Orders

- New
- List Open
- Release by Agent
- Physical Inventory
- Create Count Tags
- Create Cycle Count Tags
- Enter Count Slip
- Enter Count Tag
- Enter Misc. Inventory Count
- Zero Uncounted Count Tags
- Thaw Item Sites
- Post Count Slips
- Post Count Tags
- Purge Posted Count Slips
- Purge Posted Count Tags
- Reports

inventory

##### **

##### **

##### Configuration

- Make-to-Order (MTO)
- Make-to-Stock (MTS)
- Hybrid MTO/MTS
- Parent-Child Work Nested Work Orders
- Work Orderless Production
- Assembly
- Configure-to-Order
- Shop Floor Control
- Pick-to-Order Kitting

manufacturing

##### **

##### **

##### Forms

- Print Traveler
- Print Pick List
- Print Routing
- Print Work Order Form
- Print Production Entry Sheet

manufacturing

##### **

##### **

##### KPI Dashboards

- On-Time Delivery (OTD)
- RMAs & Returns
- Scrap %
- Units Produced by Product
- Work Order Schedule
- Work Order Status
- Inventory Availability
- Pending Material Availability

manufacturing

##### **

##### **

##### Materials

- New
- Maintain

manufacturing

##### Operations

manufacturing

##### **

##### **

##### Production Time Clock

- History
- Work Order Costing
- Material Usage Variance
- Labor Variance
- Breeder Distribution Variance

manufacturing

##### **

##### **

##### Reports

- Dashboard
- Work Order Schedule
- Work Order Status
- Material Requirements
- Inventory Availability
- Pending Material Availability
- Operations
- Operation Buffer Status
- Production Time Clock
- History
- Work Order Costing
- Material Usage Variance
- Labor Variance
- Breeder Distribution Variance
- Where Used
- Cost Variances — Material
- Cost Variances — Labor
- Scrap Details
- Pending BOM Changes
- Exploded Item Material Availability

manufacturing

##### Shop Floor Workbench

manufacturing

##### **

##### **

##### Returns/Service Management (RMAs)

- Issue Material
- Return Material
- Scrap
- Shop Floor Workbench
- Post Operation
- Correct Operation Posting
- Post Production
- Correct Production Posting
- Close Work Order
- Post Misc. Production

manufacturing

##### **

##### **

##### Transactions

- Issue Material
- Return Material
- Scrap
- Shop Floor Workbench
- Post Operation
- Correct Operation Posting
- Post Production
- Correct Production Posting
- Close Work Order
- Post Misc. Production

manufacturing

##### **

##### **

##### Work Order

- Purge Closed Work Orders
- Reprioritize
- Reschedule
- Change Quantity

manufacturing

##### **

##### **

##### Bill of Materials (BOM)

- Data Effectivity
- Drawing/Document Linkage
- Unlimited Levels
- Fixed & Variable Quantities
- Planned Scrap %
- BOM Specific Substitutes
- Routing Step Assignments
- Percentage BOM
- Simple Same as Except Copying
- Tooling

products

##### **

##### **

##### Breeder BOMs — Process Manufacturing

- Multiple End Product Outputs
- Variable Cost Absorption

products

##### **

##### **

##### Costing

- Standard Costs
- Actual Costs
- Cost Variance Tracking
- Job Costing
- Average Costing
- User-Defined Costing Elements

products

##### **

##### **

##### Integrated 3rd Party Product/Pricing Service

- Example: Trade Service

products

##### **

##### **

##### Items

- Parent Child User-Defined Item Groups
- External Vendor Catalog
- Catalog Cost
- Item Master Information
- Item Transformations
- External Vendor Commodity Codes

products

##### Lot/Serial

products

##### **

##### **

##### Reports

- Bills of Materials (BOM)
- Where Used
- Pending BOM Changes
- Operations
- Standard Operations
- Capacity UOMs

products

##### Revision Control

products

##### **

##### **

##### Routing (Bills of Operations)

- Rate Effectivity
- Drawing/Documents Linkage
- Routing Templates
- Set Up/Rum Time
- Multiple Overhead Messages
- Batch Size Definitions
- Instrucitons
- Raw Material Assignements
- Sequencing
- Simple Same as Except Copying
- Tooling Assignments

products

##### **

##### **

##### Utilities

- Unused Purchase Items
- Undefined Manufacturing Items
- Bills of Materials without Component Item Sites

products

##### **

##### **

##### Contract Management

- New
- List

purchasing

##### **

##### **

##### Forms

- Print Purchase Order
- Print Purchase Orders by Agent
- Print P/O Form
- Print Vendor Form
- Send Electronic Purchase Order

purchasing

##### Integrated 3rd Party Product/Pricing Service

purchasing

##### **

##### **

##### Item Source

- New
- List

purchasing

##### **

##### **

##### Lookup

- Purchase Orders
- Purchase Order Items
- Purchase Order History

purchasing

##### **

##### **

##### Purchase Order

- New
- List Open
- Release
- Release by Agent
- Close
- Reschedule
- Change Quantity
- Add Comment

purchasing

##### **

##### **

##### Purchase Requests

- By Planner Code
- By Item

purchasing

##### **

##### **

##### Reports

- Item Sites
- Item Source Prices
- Buy Card
- Receipts and Returns
- Uninvoiced Receipts and Returns
- Price Variances
- Delivery Date Variances
- Rejected Material
- P/O Item Status

purchasing

##### **

##### **

##### Vendor

- New
- List
- Workbench
- Special Pricing Agreements (SPA) with Contracts
- Groups

purchasing

##### **

##### **

##### Voucher

- New
- New Miscellaneous
- List Unposted
- Post

purchasing

##### **

##### **

##### Utilities

- Items without Item Sources
- Assign Items to Planner Code

purchasing

##### Planner Code Assignment

purchasing

##### Advanced Sales Margin Handling

sales-distribution

##### Counter Sales

sales-distribution

##### Drop-Ship Purchasing

sales-distribution

##### **

##### **

##### Integrated 3rd Party Product / Pricing Service

- Integrated 3rd Party Product/Pricing Service

sales-distribution

##### Issue Inventory/Ship Directly from Sales Order

sales-distribution

##### More Sales & Purchase Order Sequence/Structure Flexibility

sales-distribution

##### Quotes

sales-distribution

##### Returns/Service Management (RMAs)

sales-distribution

##### Sales Order Reservations

sales-distribution

##### Trade Services (TSE & TSP), External Vendor Catalog

sales-distribution

##### Vendor Special Pricing Agreements (SPAs) with Contracts

sales-distribution

##### Job Quoting

sales-manufacturing

##### Configure to Order

sales-manufacturing

##### Full BOM Visibility

sales-manufacturing

##### Cost/Margin Visibility

sales-manufacturing

##### Time-Phased Inventory Available to Promise

sales-manufacturing

##### Sales Kits

sales-manufacturing

##### On-the-fly Item Creation

sales-manufacturing

##### **

##### **

##### Forms

- Print Sales Order Form
- Print Return Authorization Form
- Packing List Batch
- Print Packing List
- Send Electronic Sales Order Form
- Send Electronic Quote

sales-manufacturing

##### **

##### **

##### Billing

- Invoice 
- Sales Credit
- Forms

sales-manufacturing

##### **

##### **

##### Lookup

- Quote
- Sales Order
- Return Auth.
- Sales Order Status

sales-manufacturing

##### **

##### **

##### Pricing

- Item List Price
- Update List Prices
- List Pricing Schedules
- Update List Pricing Schedules
- List Pricing Schedule Assignments
- Pricing Schedules
- Update Pricing Schedules
- Pricing Schedule Assignments
- Sales
- Reports

sales-manufacturing

##### **

##### **

##### Reports

- Summarized Backlog
- Backlog
- Partially Shipped Orders
- Reservations by Item
- Inventory Availability
- Availability by Sales Order
- Availability by Customer Type
- Earned Commissions
- Brief Earned Commissions
- Gross Margin Commissions
- Lost Sales
- Tax History

sales-manufacturing

##### **

##### **

##### Return Authorization

- List Open
- Workbench

sales-manufacturing

##### **

##### **

##### Sales Order Reservations

- New Simple
- New
- List Open
- Search Orders

sales-manufacturing

##### **

##### **

##### Utilities

- Reassign Customer Type by Customer Type
- Update Credit Status by Customer
- Purge Invoices
- Purge Sales Credits
- Allocate Reservations
- Archive Sales History
- Restore Sales History

sales-manufacturing

##### **

##### **

##### Analysis

- Bookings
- Time-Phased Bookings
- Sales History
- Brief Sales Hisotry
- Summarized Sales History
- Time-Phased Sales History

sales-manufacturing

##### **

##### **

##### Capacity Planning

- Capacity by Work Center
- Schedule Load by Work Center
- Net Available Capacity by Work Center
- Time-Phased Capacity
- Time-Phased Load
- Time-Phased Available Capacity
- Time-Phased Production
- Time-Phased Demand
- Capacity Buffer Status

scheduling

##### **

##### **

##### Forecasting

- Production Plan by Product
- Production Plan by Product Family
- Production Plan by Customer

scheduling

##### **

##### **

##### Lean/Constraint Management

- Work Order Buffer Management
- Work Center Buffer Management
- Capacity Buffer Management
- Purchase Order Buffer Management
- Capacity
- W/O Operation

scheduling

##### Material Requirements Planning (MRP)

scheduling

##### Multi-Level MRP

scheduling

##### Production Plan

scheduling

##### **

##### **

##### Reports

- Planned Orders
- Running Availability
- Time-Phased Availability
- MRP Exceptions
- MPS Detail
- MRP Detail
- Expedite Exceptions
- Reorder Exceptions
- Lead-Time Analysis
- Rough Cut Capacity Plan
- Time-Phased Rough Cut Capacity Plan
- Planned Revenue/Expenses
- Time-Phased Planned Revenue/Expenses

scheduling

##### **

##### **

##### Scheduling

- New Planned Order
- Run MPS
- Run MRP
- Firm Planned Orders
- Release Planned Orders
- Delete Planned Orders

scheduling

##### **

##### **

##### Utilities

- Purge Closed Work Orders

scheduling

Contact  
xTuple  
A CAI Software Company![capterra-featured-top2-mrp-xTuple](https://www.xtuple.com/hs-fs/hubfs/Images/CMS%20Images/Misc/capterra-featured-top2-mrp-xTuple.png?width=113&name=capterra-featured-top2-mrp-xTuple.png)  
24 Albion Rd, Suite 230   
Lincoln, RI 02865  
+1-757-461-3022

About  
"xTuple" (verb) — to grow; to increase exponentially. Our mission is to help manufacturing and inventory-centric companies use management software and best practices to grow their business profitably.

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