Training Videos
xTuple Training Videos provide a quick way to jump into the software.
You'll find everything from an introduction to xTuple ERP, to demonstrations
of the latest advanced features of the software.
Please click on any of the titles below to get started. You will need to
have the
Macromedia Flash Player installed to view these videos (free download).
The videos are organized by subject area, as follows:
- Introductory Materials
- A basic, sequential Business Process Flow
- Advanced Topics
- Added in Latest Version
The rightmost column indicates the xTuple ERP version the video was
recorded in. The most recent release is version 3.1.0.
Introductory Materials
| Video Link |
Short Description |
Version |
|
Getting
Started with xTuple, Part 1 |
User Information, User Preferences,
Internationalization and Localization, Hot Keys, Events, Event
Console, Advanced Security.
|
3.1.0 |
|
Getting Started with xTuple, Part 2
|
Images, Report Writer, Calendars, Comments,
Batch Manager
|
3.1.0 |
|
Product Definition |
Item Masters. Item Sites. Bills of Materials.
Bills of Operations. Item Costing.
|
3.1.0 |
|
Inventory Management |
Inventory Availability. Lot/Serial Number
Control. Multiple Location Control.
|
3.1.0 |
|
Corporate Relationship Management (CRM), Part 1 |
Universal Address Book, CRM Accounts
(Customers, Vendors, Parnter, Competitors, etc.), and invididual
Contacts.
|
3.2.0 |
|
Corporate Relationship Management (CRM), Part 2 |
Incident Management, To-Do Lists, Project
Management, Opportunity Management.
|
3.2.0 |
|
Language Localization - QT Linguist |
Get started with PostBooks and OpenMFG
language localization. Start translating using QT Linguist.
|
2.2.1 |
|
ERP Client and Server on Linux |
And of course, both the PostgreSQL database
server and the graphical client also run on Linux. Sample xTuple
ERP client screens, and a look at database query and
administration tools.
|
3.1.0 |
|
ERP Client and Server on a Mac |
That's right, both the PostgreSQL database
server and the graphical client run on Mac OS X. Sample xTuple
ERP client screens, and a look at database query and
administration tools.
|
3.1.0 |
Business Process Flow
| Video Link |
Short Description |
Version |
|
Sales Orders |
Sales Order Entry. Item Pricing. Make-to-Order
Production.
|
3.1.0 |
|
Material Requirements Planning (MRP) |
Planned Replenishment Orders. Running MRP and
Analyzing Results.
|
3.1.0 |
|
Purchasing and Receiving |
Purchase Requests. Purchase Order entry.
Delivering POs via Email. Receiving Purchased Items.
|
3.1.0 |
|
Work Orders |
Travelers. Routings. Work Order Materials.
Work Order Operations. Posting Production.
|
3.1.0 |
|
Shipping and Invoicing |
Packing Lists. Issuing Stock to Shipping.
Billing. Delivering Invoices via Email.
|
3.1.0 |
|
Accounts Receivable |
Posting Invoices. Sales Journals. Cash
Receipts. Account Assignments.
|
3.1.0 |
|
Accounts Payable |
Vouchering. Paying Vendors. Check Runs.
|
3.1.0 |
|
General Ledger |
Account Numbers. G/L Transactions. Exporting
G/L Transactions to Spreadsheets. Intro to Financial Reporting.
|
3.1.0 |
Full Business
Process Flow |
An updated video with version 3.2.x that shows
a full business process, including inventory, sales, purchasing,
manufacturing, and accounts receivable and payable. Filmed with
the free PostBooks Edition of xTuple ERP.
|
3.2.0 |
Advanced Topics
| Video Link |
Short Description |
Version |
|
Customer Returns Processing |
Return Merchandise Authorizations (RMAs) and
related processes.
|
2.3.0 |
|
Master Production Scheduling - MPS |
MPS planning by Product Families, and the
interaction with MRP.
|
2.0.2 |
|
Constraint Management |
How to use Lean Manufacturing and "Theory of
Constraints" best practices to proactively manage production.
(Formerly known as "Buffer Management")
|
2.0.2 |
|
Multi-Currency |
Managing mutiple currencies with customers
(S/O and A/R) and vendors (P/O and A/P). Gain/Loss accounts to
capture fluctuations.
|
2.0.2 |
|
Process Flow Manufacturing and Breeder Bills of Materials
|
Setup and manufacturing processes with Breeder
BOMs, Co-Products, and By-Products.
|
2.0.2 |
|
Project Management |
Managing by Project or Job. Linking Quotes,
Sales Orders, Work Orders, and Purchase Orders.
|
2.0.2 |
|
Financial Reporting Engine
|
xTuple's powerful and customizable editor for
detailed financial reports.
|
3.2.0 |
|
Yahoo Merchant Solutions |
XML-based integration with orders from
external websites; prebuilt map for Yahoo's hosted e-commerce
solution.
|
2.3.0 |
|
Revision Control |
Powerful controls over item revisions, at both
the BOM and BOO level.
|
2.3.0 |
|
Kitting
|
How to manage, sell, and ship Kits -
collections of items - without processing manufacturing Work
Orders.
|
3.1.0 |
|
Average Costing |
Managing inventory under the optional Average
Costing system.
|
3.1.0 |
|
Application Scripting |
Using the new Javascript support in xTuple ERP
to customize menu options, and add or hide functionality in
existing screens.
|
3.1.0 |
|
Sales Reservations
|
Advanced sales and manufacturing controls to
allow allocation of inventory for specific customers or customer
types.
|
2.3.0 |
|
Assemble to Order Configurator |
The world's only open source ERP product
configurator. Change configurable options and attributes at
order time, and have the configuration requirements flow through
to pricing and manufacturing.
|
3.1.0 |
|
Consolidated Invoicing |
Combining multiple Sales Orders and/or
shipments into a single invoice.
|
2.3.1 |
|
Credit Card Processing |
Secure pre-authorization, charging credit
cards, or refunds via YourPay or Authorize.net gateways. Cards
can be processed at Sales Order time, or later as a Cash Receipt
(or Credit Memo.)
|
2.3.1 |
|
CSV Import and API Views |
Using xTuple's powerful API database views to
facilitate clean data import from legacy systems. Introduction
to importing Comma Separated Value (CSV) data.
|
3.1.0 |
|
Customer Returns Processing |
Return Merchandise Authorizations (RMAs) and
related processes.
|
2.3.0 |
|
Multi-Company Financial Consolidation |
Using the Financial Reporting Engine (FRE) to
consolidate reporting over multiple companies (parent and child)
running separate xTuple databases.
|
3.1.0 |
|
Revision Control |
Powerful controls over item revisions, at both
the BOM and BOO level.
|
2.3.0 |
|
Sales Reservations by Location |
Fine-grained control over how inventory marked
as reserved for specific Sales Orders can be managed by
Warehouse Locations.
|
3.1.0 |
|
Screen Builder |
Using the new Screen Builder in xTuple ERP to
create new screens or extend functionality in existing screens.
|
3.0.1 |
|
Service Order Processing |
Managing service and repair orders, as well as
basic job shop functionality.
|
2.3.0 |
|
Splitting Vouchers |
Allowing for multiple Receipts and Vouchers
against a single Purchase Order.
|
2.3.1 |
|
Point of Sale
Package |
A loadable package to expand xTuple ERP (all
Editions) to include retail and cash register functionality.
|
3.2.0 |
Added in Latest Version
| Video Link |
Short Description |
Version |
|
Advanced A/R Management |
Creating recurring invoices for regular
customer activities; automated dunning notices and integration
with CRM Incident Management.
|
3.2.0 |
|
ACH Electronic Payments |
Creating electronic checks and notifications
with NACHA / ACH standard files, uploadable to bank websites.
|
3.2.0 |
|

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