xTuple CRM + ERP Server

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xTuple CRM – ERP Application Server

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 profitability. xTuple integrates all critical functional areas in one modular system: sales, financials, 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 flexible licensing and pricing options.

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.

 

Customer Quotations

Sales Order (New, List, Open, Reschedule)

Sales and Order Reservations

 

Billing and Invoicing

Un-invoiced Shipments

Select All Shipped Orders for Billing

Select Order for Billing

Billing Edit List

Billing Selections

Post Billing Selections

List Un-posted Invoices

Post Invoices

 

Credit Memo (New, List Un-posted, 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 Advanced Shipping Notification (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 Catalogue, Item)

Partially Shipped Orders

Reservations by Item

Inventory Availability (by Sales Order, Item)

Earned Commissions

Summarized Taxable Sales

Customers (by Customer Type, Characteristic)

 

Analysis

Bookings (by Rep, Customer, Group, Ship-To, Product Catalogue, Item)

Time Phased Bookings (by Customer, Product Catalogue, Item)

Sales History (by Sales Rep, Customer, Type, Group)

Sales History (Bill-to-Name, Ship-To, Product Catalogue, 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

 

Catalogue, Item, Item Alias Search (by Customer, Number, Description)

Re-Sequence Lines

Industry Standard Margin Calculation

Re-Price One or Many Order Lines with Targeted Margin

Customer Favourite Items, Based on History

Cost Plus Pricing (by Customer/Type, Product, Item)

Issue Available Inventory and Ship from Sales Order Entry

Print Shipping & Acknowledge Forms in Shipping Window

Field Level Privileges to Protect Sensitive Cost Information

Sales Commissions Reporting Based on Gross Margin

Lost Sales Reporting

EDI Capability (includes xTuple Connect)

 

xTuple’s Manufacturing Edition includes all of the above

Sales Module features in Enterprise Edition.

 

Billing

Forms

Schedule Invoices for Email Delivery (requires add-on xTuple Connect)

Send Adv. Shipping Notification (ASN) (requires add-on xTuple Connect)

 

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 Customer, Number, Description)

Re-Sequence Lines

Industry Standard Margin Calculation

Re-Price One or Many Order Lines with Targeted Margin

Customer Favourite Items, Based on History

Cost Plus Pricing (by Customer/Type, Product, Item)

Issue Available Inventory and Ship from Sales Order Entry

Print Shipping & Acknowledge 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 add-on xTuple Connect)

 

xTuple’s Distribution Edition includes all of the above

Sales Module features in Enterprise Edition, except Billing

Forms

Schedule Invoices for Email Delivery (requires add-on xTuple Connect)

Send Adv. Shipping Notification (ASN) (requires add-on xTuple Connect)

 

Quote and Sales Order Entry Management

EDI Capability (requires add-on xTuple Connect)

 

xTuple’s PostBooks® Edition includes all of the above Sales Module features in Enterprise Edition, except

Sales Order (New, List, Open, Reschedule)

Sales and Order Reservations

 

Billing

Forms

Schedule Invoices for Email Delivery (requires add-on xTuple Connect)

Send Adv. Shipping Notification (ASN) (requires add-on xTuple Connect)

Print Return Authorization Form

 

Returns Management (New, List Open, Workbench)

Reports

Reservations by Item

 

Utilities

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

 

• Catalogue, Item, Item Alias Search (by Customer, Number, Description)
• Re-Sequence Lines
• Industry Standard Margin Calculation
• Re-Price One or Many Order Lines with Targeted Margin
• “Customer Favourite Items” Based on History
• Cost Plus Pricing (by Customer/Type, Product, Item)
• Issue Available Inventory and Ship from Sales Order Entry
• Print Shipping & Acknowledge 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 add-on xTuple Connect)