xTuple Essentials Product Details

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

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

Bank Reconciliation

Reconcile
Multiple User Defined Adjustment Types
Multiple Bank Accounts

Budget

Spreadsheet Imports
Budgets by Period

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

Fiscal Calendar

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

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

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

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

Ledger Accounts

Tax Management

Tax
Tax Authorities
Tax Zones
Tax Classes
Tax Codes
Tax Types
Tax Assignments
Tax Registrations
Integration with Avalara

Account Management

Contacts with Full Address Book

Documents

Incidents/Trouble Tickets

Opportunities (Deal Pipeline)

Project Management

Worksheets

Prospect Management

Reports

Worksheet History
Order Activity by Project
Project Summary

Tasks & ToDos

Calendar List

Time & Expense Tracking

Forms

Print Item Labels
Print T/O Forms

Items by Site

New
List
Workbench

Lot/Serial Control

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

Multi-Locations in Warehouse

Multi-Warehouse Inventory

Receiving

New Receipt
List Unposted Receipts
Purchase Order Return
Form

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

Shipping

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

Site

List
Locations

Transactions

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

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

Forms

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

KPI Dashboards

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

Materials

New
Maintain

Operations

Production Time Clock

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

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

Shop Floor Workbench

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

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

Work Order

Purge Closed Work Orders
Reprioritize
Reschedule
Change Quantity

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

Breeder BOMs — Process Manufacturing

Multiple End Product Outputs
Variable Cost Absorption

Costing

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

Integrated 3rd Party Product/Pricing Service

Example: Trade Service

Items

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

Lot/Serial

Reports

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

Revision Control

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

Utilities

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

Contract Management

New
List

Forms

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

Integrated 3rd Party Product/Pricing Service

Item Source

New
List

Lookup

Purchase Orders
Purchase Order Items
Purchase Order History

Purchase Order

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

Purchase Requests

By Planner Code
By Item

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

Vendor

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

Voucher

New
New Miscellaneous
List Unposted
Post

Utilities

Items without Item Sources
Assign Items to Planner Code

Planner Code Assignment

Advanced Sales Margin Handling

Counter Sales

Drop-Ship Purchasing

Integrated 3rd Party Product / Pricing Service

Integrated 3rd Party Product/Pricing Service

Issue Inventory/Ship Directly from Sales Order

More Sales & Purchase Order Sequence/Structure Flexibility

Quotes

Returns/Service Management (RMAs)

Sales Order Reservations

Trade Services (TSE & TSP), External Vendor Catalog

Vendor Special Pricing Agreements (SPAs) with Contracts

Job Quoting

Configure to Order

Full BOM Visibility

Cost/Margin Visibility

Time-Phased Inventory Available to Promise

Sales Kits

On-the-fly Item Creation

Forms

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

Billing

Invoice
Sales Credit
Forms

Lookup

Quote
Sales Order
Return Auth.
Sales Order Status

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

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

Return Authorization

List Open
Workbench

Sales Order Reservations

New Simple
New
List Open
Search Orders

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

Analysis

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

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

Forecasting

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

Lean/Constraint Management

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

Material Requirements Planning (MRP)

Multi-Level MRP

Production Plan

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

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

Utilities

Purge Closed Work Orders