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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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