xtuple ERP Editions Comparison

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xTuple ERP Editions Comparison

Solution Solvers is an xTuple Solution Provider

Overview

Who We Are

Award-winning xTuple makes the world’s leading suite of open source accounting, Corporate

Relationship Management (CRM) and Enterprise Resource Planning (ERP), supply chain

management software for growing businesses to control operations and profi tability. xTuple

integrates all critical functional areas in one modular system: sales, fi nancials, operations —

including eCommerce customer and supplier management, inventory control, manufacturing

and distribution – powerful tools to Grow Your World

_.

Commercial open source xTuple works with a global community of tens of thousands of

professional users to give customers the ability to tailor platform-agnostic solutions to their

needs and to offer fl exible licensing and pricing options.

What We Offer

xTuple applications are fully integrated, end-to-end business management software packages

for manufacturers, distributors and other companies who want to: increase control over

operations; gain greater visibility into supply chain opportunities; and grow sales, profi ts, and

productivity.

xTuple is available in both a free and commercially-licensed PostBooks Edition as well as

Distribution, Manufacturing and premium Enterprise Editions. All products support

multi-currency and feature fully integrated custom reporting (both ad hoc operational reports and

fi nancial reporting).

All Editions are available on-site, in your choice of hosting environment, or in xTuple’s Cloud

service (powered by Amazon.com). Or choose an Annual subscription or Perpetual License to

the software.

Technical Requirements — Use xTuple on-the-go, anytime, anywhere.

xTuple’s multi-client approach empowers customers to leverage today’s — and tomorrow’s

— technology, especially employee preferences to BYOD (bring your own device). Users

may access xTuple via our 100% JavaScript, HTML5 Web

browser-based application, which works on any modern tablet,

smartphone or desktop computer, as well as the classic xTuple

Desktop client, with native apps on Windows, Mac and Linux.

All client options work from the same server, powered by the

world’s most advanced open source database, PostgreSQL.

Security

Several layers of security are available with xTuple. A Secure Sockets Layer (SSL) connection

may be utilized or also enable an enhanced authentication mechanism that scrambles your

users’ passwords. Individual privileges within the system, in as much detail as desired, may

also be assigned.

Modularity

Discrete pieces of the system may be utilized separately, without having to implement an entire

ERP system. More functionality detail is available on these modules:

Accounts

Payable

CRM

Manufacture

Sales

Accounts

Receivable Distribution

Products

Schedule

General Ledger

Inventory

Purchase

System

Accounts

Receivable Distribution

Products

Schedule

General Ledger

Inventory

Purchase

System

Accounts

Payable

CRM

Manufacture

Sales

Accounts

Receivable Distribution

Products

Schedule

General Ledger

Inventory

Purchase

System

Accounts

Payable

CRM

Manufacture

Sales

Accounts

Receivable Distribution

Products

Schedule

General Ledger

Inventory

Purchase

System

Accounts

Payable

CRM

Manufacture

Sales

Accounts

Receivable Distribution

Products

Schedule

Accounts Payable Module

Accounts Payable

Purchase Order (New, List, Unposted, Post)

Voucher (New, Miscellaneous, List Unposted, Post) Memos

New Misc. Credit Memo List Unapplied Credit Memos New Misc. Debit Memo

Payments

Select List Selected Prepare Check Run

Create Miscellaneous Check View/Void Check Run Post A/P Check(s)

Forms

Print Purchase Order, A/P Check, Check Run

Reports

Uninvoiced Receipts and Returns Unposted Vouchers

Open Items by Vendor A/P Aging

Check Register Vendor History

Accounts Receivable Module

Accounts Receivable

Invoice (New, List Unposted, Post) Memos

New Misc. Credit Memo List Unapplied Credit Memos New Misc. Debit Memos

Cash Receipt (New, Edit List, Post) A/R Workbench

Forms

Print Invoices, Re-Print Invoices

Schedule Invoice for Email Delivery (Requires Connect) Print Statement by Customer, Customer Type

Reports

Invoice Information Open Items, by Customer A/R Aging Invoice Register Cash Receipts A/R Applications Deposits Register Customer History Sales Journal Credit Memo Journal

CRM Module

Incident (New, Workbench) To-Do (New, List)

Project (New, List) Opportunity (New, List) Reports

Order Activity by Project Incidents by CRM Account

To-Do List Items by User and Incident

Account (New, List, Search) Contact (New, List, Search) Address (New, List, Search) Master Information Titles Incident Categories Priorities Severities Resolutions Opportunity Sources Stages Types Characteristics

The Corporate Relationship Management (CRM) Module covers much more than just customers. A CRM Account can have any number of relationships, including Prospect, Customer, Vendor, Partner, and Competitor. Individual Contacts are associated with Accounts as well.

Integrated Opportunity Management tracks pre-sales activity. There’s even basic Project Management with the

ability to associate Quotes, Sales Orders, Work Orders and Purchase Orders with individual Projects. The integrated Corporate/Customer Relationship Management functionality is crucial to maximizing xTuple

business software (PostBooks as well as Commercial Editions). xTuple’s CRM allows you to organize,

synchronize and manage ALL of your business contacts and communications, including sales and marketing opportunities, customer incident management, to-do lists and projects, and more.

Distribution Module

Integrated 3rd Party Pricing Services (inc. Trade Service)

Browse and Search Full Trade Service Catalog

Electrical Plumbing HVAC Industrial

One-click Conversion from Catalog to Sellable Item _{Vendor Setup}

Pricing Setup

Option to Convert to New Sellable Item

Option to Setup as Additional Sourcing for Existing Item

Supports “Big Bin”

Automatic Update of Catalog and Converted Items

Defi ne the Trade Service Cost Column Used (by Vendor) Defi ne “parent” Relationships between Vendors

Consolidate Sourcing Consolidate Payables

Integrate Trade Service Commodity Code Levels

Into Item List

Import Custom Price Sheets Distributor Specifi c (net) Pricing

General Ledger Module

General Ledger

Journal Entry (Simple, Series, List Unposted)

Standard Journal (New, List, List Groups, Post, Post Group) Bank Reconciliation

Reconcile New Adjustment Adjustment Edit List

Reports

G/L Transactions, Summarized G/L Transactions G/L Series

Standard Journal History

Bank Rec. History, Summarized Bank Rec. History

Financial Statements

Financial Reports (New, List, View) View Trial Balances

Fiscal Calendar

Fiscal Years, Accounting Periods

Account

Companies, Profi t Centers, Sub Accounts

Chart of Accounts Sub Account Types

Budget (New, List) Tax

Tax Authorities (Search, List)

Tax Codes, Types, Selections, Registrations

Master Information

Terms

Bank Accounts, Check Formats Cost Categories, Expense Categories A/P, A/R Account Assignments

Customer Types, Sales Categories Reason Codes, Adjustment Types

Utilities

Forward Update Accounts Duplicate Account Numbers Purge Invoices

Update Customer Credit Status

Inventory Module Pt. 1

Inter-Warehouse Transfer Order (New, List) Physical Inventory

_{Create Count Tags (by Planner, Class, Item)} Create Cycle Count Tags

Enter Count Slip, Tag Enter Misc. Inventory Count Zero Uncounted Count Tags Freeze/Thaw Item Sites Post Count Slips, Tags

Purge Posted Count Slips, Tags Reports

Frozen Item Sites Count Slip/Tag Edit List Count Slips

Count Tags (by Item, Warehouse, Class Code) Receiving

_{New Receipt}

List Unposted Receipts Purchase Order Return Print Receiving Labels

Shipping

_{Issue Stock to Shipping} Maintain Shipping Contents Ship Order

Recall Orders to Shipping Forms

Packing List (Batch, Batch by Ship Via) Shipping Forms

Shipping Labels (by Sales Order, by Invoice) Reports

Backlog (by Item, Customer, Product Category Summarized Backlog

Shipments (by Sales Order, Date) Transactions _Adjustment Scrap Expense Material Receipt Transform

Inventory Module Pt. 2

Transactions (continued) Warehouse Transfer Relocate Inventory

Forms

Print Item Labels

Reports

Item Sites (by Planner, Cost Cat., Class, Item) Valid Locations by Item

Qty. on Hand (by Class, Item, Location, Item) Location/Lot/Serial # Detail

Expired Inventory Slow Moving Inventory

Inv. Availability (by Planner, Class, Vendor, Item) Substitute Availability

Inventory Status (by Planner, Class, Item Group) Inv. History (by Planner, Cost, Class, Item) Detailed Inv. History (by Location, Lot/Serial #) Usage Statistics (by Warehouse, Class, Item) Time Phased Usage Statistics

Warehouse (List, Locations) Item Site (New, List, Workbench)

Lot/Serial Control (Comments, Location, History, Reassign) Master Information Cost Categories Expense Categories Characteristics Utilities Unbalanced QOH Update Item Controls

ABC Class

Cycle Count Frequency Item Site Lead Times

Reorder Levels (by Item, Planner, Class) Order Up to Levels (by Item, Planner, Class)

Summarize Transaction History Create Item Sites

Purge Shipping Records

Inventory Management

Manufacture Module Pt. 1

Work Order

New

Explode, Implode

Release, Reprioritize, Reschedule Change Quantity

Close

Materials

New Work Order Material Requirement

Maintain Work Order Materials

Operations

New Work Order Operation Maintain Work Order Operations

Transactions

Issue Material (Batch, Item) Return Material (Batch, Item) Scrap

Shop Floor Workbench Post Operation

Correct Operation Posting Post Production

Correct Production Posting Close Work Order

Post Misc. Production

Forms

_{Print Traveler} Print Pick List Print Routing

Print Work Order Form Print Production Entry Sheet

Reports

Work Order Schedule

by Planner Code by Class Code by Work Order by Work Center by Item Group by Item

Buffer Status (by Planner Code, Class Code, Item Group) Material Requirements

Manufacture Module Pt. 2

Reports (continued) by Component Item

Inventory Availability

Pending Material Availability

Operations (by Work Center, Work Order) Operation Buffer Status

Production Time Clock (by Users, Work Order) History

by Class Code by Item

by W/O Number

Job Costing

Material Usage Variance by Warehouse by Item

by BOM Item, Component Item by Work Order

Labor Variance (by Work Center, Item, BOO Item, W/O) Breeder Distribution Variance (by Warehouse, Item) Open Work Orders

with Closed Parent Sales Orders with Parent Sales Orders Utilities

Purge Closed Work Orders

Products Module

Reports

_{Items ( by Product Category, Class, Characteristic)} BOMs (Single Level, Indented, Summarized Sequenced) Where Used (Single Level, Indented)

Pending BOM Changes Operations by Work Center

Standard Operations by Work Center

Capacity UOMs (by Product Category, Class)

Item (New, List, Search, Copy, Workbench)

Bill of Materials (New, List, Copy, Replace, Expire) Bill of Operations (New, List, Copy)

Breeder Bill of Materials (New, List) Costing

Maintain Item Costs

Update Actual Costs (by Item, Class) Post Actual Costs (by Item, Class) Post Standard Costs (by Item, Class) Reports

Costed BOM Item Costs

User Defi ned Costing Elements

Master Information

_{Units of Measure} Class Codes Product Categories Characteristics Standard Labor Rates Work Centers

Standard Operations

Utilities

_{Unused Purchased Items} Undefi ned Manufactured Items BOMs without Component Item Sites Reassign Class Codes

Reassign Product Categories

Purchase Module Pt. 1

Purchase Request (by Planner Code, Item) Purchase Order New Listed Unposted Post Post by Agent Close Reschedule Change Qty. Add Comment

Voucher (New, Miscellaneous, List Unposted, Post) Forms

Print Purchase Orders

Print Purchase Orders by Agent

Schedule P/O for Email Delivery (Requires Connect) Print P/O Form, Vendor Form

Reports

_{Item Sites}

Item Sources (by Vendor, Item) Buy Card

Purchase Requests (by Planner Code, Item) Purchase Orders (by Vendor, Date)

Purchase Order Items (by Vendor, Date, Item) P/O Item Buffer Status

Purchase Order History

Receipts and Returns (by Vendor, Date, Item) Uninvoiced Receipts and Returns

Price Variances (by Vendor, Item) Rejected Materials

Unposted Vouchers

Vendor (New, List, Search, Types) Item Source (New, List)

Master Information

Planner Codes, Reject Codes

Reject Codes Terms

Expense Categories A/P Account Assignments

Purchase Module Pt. 2

Purchase Order Entry and Management

Catalog Search (by Customer, Number, Description)

Item Search (by Customer, Number, Description) Item Alias Search (by Customer, Number, Description) Re-Sequence Lines

Special Pricing Agreements (SPA) and Contracts Defi ne Vendor “Freight Allowed” (by weight, amount) Optional Creation of Missing Item Sourcing Information EDI Capability (requires xTuple Connect)

Sales Module Pt. 1

Quote (New, List)

Sales Order (New, List, Open, Reschedule)

Sales and Order Reservations

Billing

Invoice

Uninvoiced Shipments

Select All Shipped Orders for Billing Select Order for Billing

Billing Edit List Billing Selections Post Billing Selections List Unposted Invoices Post Invoices

Credit Memo (New, List Unposted, Edit List, Post) Forms

Print Invoices, by Ship Via Re-Print Invoices

Schedule Invoices for Email Delivery (requires Connect) Print/Re-Print Credit Memos

Print Sales Order Form

Print Return Authorization Form

Send Adv. Shipping Notifi cation (ASN)(requires Connect)

Packing List Batch, Print Packing List

Returns Management (New, List Open, Workbench) Lookup

Quote (by Customer, by Item)

Sales Order (by Customer, Type, Customer PO, Item) Sales Order Status

Reports

Summarized Backlog

Backlog (by Customer, Type, Group, S/O, Product Cat., Item) Partially Shipped Orders

Reservations by Item

Inventory Availability (by Sales Order, Item) Earned Commissions

Summarized Taxable Sales

Customers (by Customer Type, Characteristic)

Analysis

Sales Module Pt. 2

Billing/Analysis (continued)

Sales History (by Sales Rep, Customer, Type, Group) Sales History (Bill-To-Name, Ship-To, Product Cat., Item) Brief Sales History (by Sales Rep, Customer, Type) Summarized Sales History (by Rep, Shipping Zone/Item) Summarized Sales History (by Customer, Type/Item) Time Phased Sales History (by Customer, Group, Item)

Prospect (New, List, Search)

Customer (New, List, Search, Workbench, Types, Groups) Item Pricing

Item List Price Update List Prices Pricing Schedules

Pricing Schedule Assignment Sales

Update Prices (by Product Category, Pricing Schedule) Reports

Prices by Customer Type, Customer, Item

Master Information

Characteristics Sales Reps

Shipping Zones, Ship Vias, Shipping Charge Types Tax Codes, Shipping Forms

Sales Categories, Terms

Sales, A/R Account Assignments Customer Form Assignments

Utilities

Reassign Customer Type by Customer Type Update Credit Status by Customer

Purge Invoices, Purge Credit Memos Allocate Sales Order Reservations Archive/Restore Sales History

Quote and Sales Order Entry Management

Trade Service Spec Sheet & Image

Viewable from Order Entry

Links on Quote, Sales Order, Invoice Forms

Catalog, Item, Item Alias Search (by Cust., Num., Des.) Re-Sequence Lines

Industry Standard Margin Calculation

Quote and Sales Order Entry Management (Continued) “Customer Favorite Items” Based on History

Cost Plus Pricing (by Customer/Type, Product, Item) Issue Available Inventory and Ship from Sales Order Entry Print Shipping and Acknowledgement Forms in Shipping Window

Field Level Privileges to Protect Sensitive Cost Information Sales Commissions Reporting Based on Gross Margin

Lost Sales Reporting

EDI Capability (requires xTuple Connect)

Schedule Module

Production Plan (New, List) Scheduling

_{New Planned Order} Run MPS

Run MRP (by Planner Code, Item) Firm Planned Orders

Release Planned Orders Delete Planned Order Delete Planned Orders

Constraint Management

Update Status (by Planner Code, Item)

Inventory Status (by Planner, Class, Item Group) Purchase Order Items by Status

Work Order Status (by Planner, Class, Item Group) Capacity Status by Work Center

W/O Operation Status by Work Center

Capacity Planning

Time Phased Capacity Time Phased Load

Time Phased Available Capacity

Time Phased Production (by Planner Code, Item) Time Phased Demand

Capacity Buffer Status

Reports

_{Planned Items (by Planner Code, Item)} Running Availability

Time Phased Availability MPS Detail

MRP Detail

Expedite Exceptions Reorder Exceptions Rough Cut Capacity Plan

Time Phased Rough Cut Capacity Plan Planned Revenue/Expenses

Time Phased Planned Revenue/Expenses

Master Information

Planner Codes Warehouse Week

Warehouse Calendar Exceptions Work Centers

System Module

Schedule System Message Event Manager

View Database Log

Preferences, Rescan Privileges, Maintain Users, Groups Employees (New, List, Search, Groups)

Schedule Server Maintenance, Server Backup

Confi gure Modules Products Inventory Purchase Schedule Manufacture CRM Sales Accounting Master Information _{Database Information}

Confi gure Backup

Images

Forms, Label Forms, Calendars Currencies, Exchange Rates Credit Cards

Countries, Locales

EDI Profi les

Comment Types, Departments, Shifts

Confi gure Data Import/Export

Design

Reports, Screens, Scripts, Custom Commands, Packages

System Utilities

Access Control Serial Columns Import XML