XTuple PostBooks. The free open source ERP platform is PostBooks Edition (PostBooks) for small and medium-sized enterprises. It has a PostgreSQL open-source database and a Qt open-source C framework and gives a range of enterprises and industries the ultimate in power and flexibility. My job is to run the xTuple web sites and the xTuple xChange. But one of the benefits of ERP is the ability to consolidate data from all kinds of sources into a single ERP accounting system. In our case, we export customer and order info from the xChange and import it into xTuple ERP (see our docs on xTuple e-commerce integration for more info.

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The user account preferences section enables users to customize the look and feel of their main application window. Users can also specify various application defaults. While users have the ability to modify their own preferences, only those users granted the MaintainUsers privilege can change another user's preferences. To access the user account preferences area, go to xTuple > Preferences. The following screen will appear:

When establishing user account preferences, you are presented with the following options:

Select to edit user account preferences for the current user account. This is the only option available to users who do not have the MaintainUsers privilege.

Select an individual user account to view and/or edit preferences for that user account. This option is only available to system administrators and others who have been granted the MaintainUsers privilege. Only users who have been granted this privilege can edit the preferences of other user accounts. The usernames of all user accounts who are registered on the current database will appear in the list.

Select one of the following background image options:

Select if you do not want to add digital wall paper on the main application work space.

A letter from home pat metheny. Specify an image definition to create digital wall paper on the main application work space.

Choose from the following options:

Select to make non-modal screens open within the main desktop window. When this option is selected, you can choose cascaded, tiled, or tabbed window views from the Window menu.

For new xTuple installations, this is the default selection. With this option turned on, all screens will be free-floating and not constrained by the main desktop.

Select to turn on alternating row colors (white and gray) where lists are displayed in xTuple. If not selected, all displayed rows will appear on a white background with no color distinction between them.

If you are in a different time zone than your database

would like to override the

Up until this point, Postgres was the dictating the server. Overrides the Postgres connection for my session only.

Select to maintain the legacy interface styling for xTuple ERP. If not selected, the application will use the newer application style.

Select to manually update the Comment Console on the Social desktop. If not selected, the application will automatically populate the Comment Console with the most recent comment, regardless of type or source.

Select to bypass the warning message which may be presented at log in to indicate that a translation file is missing. The warning may be irrelevant in some cases. This option will be useful in situations where the default language is acceptable, even though the country designation on the user's locale might indicate otherwise. For example, in the United Kingdom (UK), the language may be English and the country United Kingdom—allowing for date and time localizations specific to the UK. However, because the default English language translation is acceptable, there's no need for an alternate translation file just for the UK (e.g., xTuple.en_uk.qm).

Select if you want to enable spell checking in most comment, note, and text areas throughout the application. xTuple uses the widely-adopted, open source Hunspell spell checker as the basis for its spell checking feature. By default, the English dictionary files (English.dict and English.aff) are distributed with the product. However, Hunspell dictionaries for other languages are also available for download from many sites on the Internet. The spell checking feature has been designed to operate with a user's locale settings—which means that if you are using a locale other than English (and you have the correct Hunspell dictionary files installed) the spell checker should work in your specified language.

Select to download spell check dictionaries to match the language defined on your user's locale. A message will alert you if no dictionaries are available for your language.

Value entered dictates the number of minutes before the client automatically shuts down. To turn the idle timeout feature off, simply set the value to 0.

Select to have your personal dashboard launch in a browser (instead of in the desktop) when you log in to xTuple. If not selected, the My Dashboard will launch in the desktop. For more information about the dashboard feature, please see Section 1.2.8, “My Dashboard Desktop”.

Select to make the dashboard the first tab on all the workbenches where dashboards are used. If not selected, the dashboard will display as the final tab on the workbenches.

Select one of the following default site preferences:

Select if the user does not have a preferred site.

Specify the preferred site. Sites designated as preferred will appear at the top of site list by default—eliminating the need to search the menu for the desired site code. The user may access other sites in these lists in the normal way. Assigning a preferred site is simply a time-saving feature and does not affect user access to site data.

Specify how you want text (e.g., displayed lists) to be copied to your computer's clipboard:

With the NHX 4000 2 nd Generation and NHX 5000 2 nd Generation, DMG MORI presents compact and dynamic general-purpose horizontal machining centers enabling high-efficiency, continuous machining and mass production machining in various areas such as the automotive and other mechanical fields. Standard automation and customized solutions in VERTICO design Automation is a key element of digital production. Every DMG MORI machine can be upgraded with standard automation or with a customized automation solution for flexible manufacturing systems: NHX 4000 with RPP 21.

Select to preserve font, coloring, and other formatting information for pasting into office applications like Open Office Calc or Excel.

Select to copy only the most basic text information for pasting into simple text editors.

Define how much data the application will attempt to export when right-clicking on lists and choosing the Export As or Copy to Clipboard options. Setting this limit can help prevent application crashes. For example, if you set the limit to 0.5 GB, then load a list where the total data from all the column headers and cells is greater than 0.5 GB, the exporting process will throw a warning to let you know you've exceeded your limit. If the limit is set to 0, this will be interpreted to mean there is no limit.

Choose the default delimiter character to use when copying data (e.g., comma, tab, etc.).

Specify preferences for the following defaults:

Select to list numeric item numbers before alphabetic item numbers in displays featuring item numbers.

Select to prevent mouse scroll wheels from scrolling through drop-down lists (i.e., ComboBoxes). If selected, users will need to manually open drop-down lists to select the desired option.

Specify whether you want to launch a List view or a Search view after selecting the lookup feature to look up information. The List view corresponds to the standard keyboard shortcut functionality; whereas the Search view corresponds to functionality.

The system allows you to show only those menus which you want to see. To define your menu preference, select the Menu tab. The following screen will appear:

Why Should I Enroll In Xtn Xtuple Open Source Erp For Mac Download

When specifying a preferred menu style, you are presented with the following options:

Note

For a complete list of all the toolbar buttons available for each module, see Section 2.2.7, “Toolbar Buttons”.

Select to display the Inventory module menu on the user's main application window.

Select to display the Inventory module toolbar buttons on the user's main application window.

Select to display the Products module menu on the user's main application window.

Select to display the Products module toolbar buttons on the user's main application window.

Select to display the Schedule module menu on the user's main application window.

Select to display the Schedule module toolbar buttons on the user's main application window.

Select to display the Purchase module menu on the user's main application window.

Select to display the Purchase module toolbar buttons on the user's main application window.

Select to display the Manufacture module menu on the user's main application window.

Select to display the Manufacture module toolbar buttons on the user's main application window.

Select to display the CRM module menu on the user's main application window.

Select to display the CRM module toolbar buttons on the user's main application window.

Select to display the Sales module menu on the user's main application window.

Select to display the Sales module toolbar buttons on the user's main application window.

Select to display the Accounting module menu on the user's main application window.

Select to display the Accounting module toolbar buttons on the user's main application window.

Each user has the option of setting up custom keyboard shortcuts, otherwise knows as Hot Keys. These hot keys make it possible to launch individual screens using the keyboard. To set up user-defined hot keys, select the Hot Keys tab. The following screen will appear:

The Hot Keys tab displays information on all existing hot keys, including keyboard keystroke and related action. For more information, please see Section 5.1, “Hot Key”.

To define or modify a user's event notification preferences, select the Events tab. The following screen will appear:

Note

For a complete list of user-defined events see Section 1, “ Inventory Transaction Codes”.

When defining or modifying a user's event notification preferences, you are presented with the following options:

Displays the complete list of system-defined events. Highlight an event and then select a site in the adjacent site column to set the user's event notification preference for that site. Selecting Yes means the user will be notified if the specified event occurs in the specified site. Selecting No means the user will not be notified about the event if it occurs in that site. To globally affect the settings for all sites, double-click on an event. Double-clicking on an event causes the site settings to toggle back-and-forth between Yes and No.

Note

When an event occurs, the event notification button will appear in the lower left-hand corner of the application desktop. This alerts the user that one of the events they subscribe to has occurred. Open the Events screen to view and respond to the event.

Displays the complete list of sites. Highlight an event in the adjacent Event column and then click a site to set the user's event notification preference for that site. Selecting Yes means the user will be notified if the specified event occurs in the specified site. Selecting No means the user will not be notified about the event if it occurs in that site. To globally affect the settings for all sites, double-click on an event. Double-clicking on an event causes the site settings to toggle back-and-forth between Yes and No.

Alarms offer a method for alerting users when tasks or tasks are due or near due. The preferences may be changed at the local level, but to define a user's global alarm preferences, select the Alarms tab. The following screen will appear:

When defining or modifying a user's global alarm notification preferences, you are presented with the following options:

Select if you would like an alarm to alert you when an event occurs.

Select if you would like an alarm to alert you when a system email has been sent to you.

Select if you would like an alarm to alert you when a system message has occurred.

System administrators typically set the initial password for their users. But then users often like to set their password to something different. If you are a user and want to change your password, select the Password tab. The following screen will appear:

When changing your password, you are presented with the following options:

Displays your username.

Enter your current password.

Enter your new password.

Retype your new password to verify it. The next time you log in you can use your new password.

To specify advanced user preferences, select the Advanced tab. The following screen will appear:

When specifying advanced user preferences, you are presented with the following options:

Select to enable automatic script debugging using the Qt Script debugger. If selected, any custom script that contains the debugger command will launch the Qt Script debugger at that point. If you are trying to develop your own custom scripts and want to use the Qt Script debugger, xTuple recommends starting your script with this command.

Choose the type of warning level for outdated scripts. The available options are Debug, Info, Warning, Critical, and Fatal.

If you have purchased xTuple Connect, it is possible to integrate email with xTuple ERP. You can learn more about email integration in the xTuple Connect Product Guide. To enable email integration for xTuple ERP, select the Email tab. The following screen will appear:

When enabling email integration for xTuple ERP, you are presented with the following options:

Select if you want your email to be synchronized with xTuple ERP while xTuple ERP is running. If you don't select this option, your email will not be synchronized.

Browse your computer for the location you want your email data to be stored.

The following buttons are unique to this screen:

Select to begin synchronizing your email.

Select to stop the email synchronization.

Select to start the Trojita email client, which is used to integrate your email with xTuple ERP. Enter the details of your IMAP mail settings into the Trojita email client

Why Should I Enroll In Xtn Xtuple Open Source Erp For Mac Os

Recently I had the opportunity to present one of the keynotes at xTupleCon 2014, xTuple’s second annual user conference. After last year’s inaugural event I posted a recap, referring to xTuple itself, an open source ERP solution provider, as A Small Company with a Big Reach. If you are (still) not familiar with xTuple, and/or are (still) not aware of the premise behind open source, you might want to click on the link above and read last year’s post.

This year, in his opening keynote, xTuple President and CEO Ned Lily (also the author of The ERP Graveyard Blog) started out with a brief history of the company, which you can also see summarized as an infographic on the xTuple website:

• Company 1.0 (2001 to 2004): The company was originally named OpenMFG and provided software for manufacturing functions only, relying on other third party (external) solutions for financials.
• Company 2.0 (2004 to 2007): Still known as OpenMFG, the product expanded to include fully integrated CRM, multicurrency, and more advanced manufacturing functionality. While built on open source technology, during this phase the company business model and the product itself weren’t open source – software wasn’t available for free. But it did start to leverage the community and began incorporating user contributions into the solution.
• Company 3.0 (2007 to 2011): The company changed its name to xTuple to denote growth and more functionality (beyond manufacturing functions), as it “jumped off the cliff and made it real open source. ” It released its core product, PostBooks as free and open source (FOSS) with support for scripting for customizations and extensions.
• Company 4.0 (2011 to the present): The company remains xTuple, and although it still operates on the premise of open source, as Ned put it, they are “knee deep in R&D on multiple fronts.”

In fact the R&D efforts over the past 3 years are now culminating in a variety of enhancements, including:

• Mobile Web Client – This is more than just the ability to run xTuple on a mobile device. While it is called the “Mobile Web” it is not a mobile-only solution. However, the desktop client has not gone away and the two are fully interoperable. But beyond the web interface, the Mobile Web Client introduced new object oriented architecture. It is a 100% JavaScript, HTML5-based application, which works on any modern tablet, smartphone or desktop web browser.
• xTuple Server – Think of this as a pre-configured version of the software for an on-premise server-class (not a desktop) computer. The result is a more secure, standardized appliance for easier implementations and upgrades.
• xTuple Cloud – This is a secure, hosted model that emphasizes portability. Mint Jutras research has confirmed that many companies are attracted to the concept of being able to move freely between cloud and on-premise deployment, however we see much more movement from on-premise to the cloud than vice-versa. Companies that move to the cloud, particularly SaaS (software as a service) deployments, get hooked and almost never go back. But this portability is an attractive feature for existing xTuple customers wanting to move to the cloud without re-implementing.
• REST API – Short for REpresentational State Transfer, REST is a technical approach that most business users will not necessarily understand or care about. Suffice to say it is an architectural style that exploits existing technology and web protocols (like HTTP and XML) and is simpler to use than other styles.
• xTupleCommerce – xTuple is currently overhauling its web portal for B2C and B2B sales. Originally built for xTuple itself to use, it was admittedly a “little clumsy” as a product. xTuple is working on that. A first step in the process is a real-time interface back into the xTuple order system. Most eCommerce solutions available today take more of a “bolt on” approach. With further work, this is an area where xTuple could build out some differentiation in the market.
• Business Intelligence – the Mobile Web Client integrates with open source business intelligence tools (Pentaho Open BI Suite) to provide an integrated open source toolset for analytics and dashboards.
• xTuple Distribution – A dedicated new edition for wholesale distribution was introduced last year at xTupleCon 2013 and continues to be further developed

Why Should I Enroll In Xtn Xtuple Open Source Erp For Mac Osx

xTuple’s stated mission is to “help companies of all sizes successfully implement powerful and easy-to-use open source ERP software to grow their business profitably.” While not the only open source ERP on the market, it is probably the most well known and perhaps even the leader. It provides a potentially attractive alternative for small companies to move away from entry-level solutions like Sage One (formerly Peachtree) and Intuit’s Quicken or QuickBooks at a very low price – maybe even for free! But xTuple is not just installed in small companies. With companies like Nordic Naturals, UHaul and Good-lite to its credit, it has proven it can also address the needs of larger companies, but must continue to broaden and deepen its offering.

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Meanwhile, even as some industry observers still claim ERP is dead, I see the market moving more quickly than ever. Solutions are expanding far more rapidly than ever before as new technology enables more rapid innovation. Will the open source business model allow xTuple to keep pace with the pace of the market? It will need a very engaged community and will need to effectively tap into the strength of that community and channel those efforts back into the product. If those in attendance at xTupleCon are a good indication, they are very well engaged. While it might not have the deep pockets that other ERP vendors might have, with the continued help from its friends and customers, it doesn’t appear that xTuple is in danger of winding up in the ERP Graveyard any time soon.