xTuple logo

xTuple Connect Guide
Defining Characteristic Values for each Customer
Prev Entering the Required Customer Data Next
Defining Characteristic Values for each Customer

To send FTP to your Customers, you'll need to get the address for their FTP servers, either a host name (e.g., ftp.xtuple.com) or an IP address (e.g., 192.168.57.122), and a user name and password. You might also get a directory name in which to put the transferred files. In the example below, we'll use "localhost" for the FTP server, "xtedi" for the login and password, and the Customer Number for the directory.

The process to set up the Characteristics and enter values for each Customer depends on whether your Customers have a Customer Type that Enables Characteristics Profiles or not. For Customers who have Characteristics Profiles enabled, first follow these steps to add the Characteristics to the Characteristic Profile:

  1. Follow this path: Sales > Customer > Types

  2. Select a Customer Type with Enabled Characteristics Profiles (e.g. "NORMAL")

  3. Click the EDIT button

  4. Set the "Characteristic" field to "ftpserver"

  5. Click the Save button

  6. Repeat for "ftplogin", "ftppassword", and "ftpdirectory"

  7. Click the SAVE button on the Customer Type window

Next, set the individual Characteristic values for each Customer you want to send EDI to. Follow these steps to do so:

  1. Follow this path: Sales > Customer > List

  2. Select one of your Customers from the list that has the Customer Type you just edited (e.g. TTOYS)

  3. Click the EDIT button

  4. Click on the "Characteristics" tab

  5. Double-click on the "Value" column of the "ftpserver" row

  6. Type "localhost"

  7. Double-click on the "Value" column of the "ftplogin" row

  8. Type "xtedi"

  9. Double-click on the "Value" column of the "ftppassword" row

  10. Type "xtedi"

  11. Double-click on the "Value" column of the "ftpdirectory" row

  12. Type the Customer Number (e.g. "TTOYS")

  13. At this point, the Characteristics tab of the Customer window should look like this:

    Sample settings of Customer Characteristics for FTP EDI

Repeat this last set of steps for every Customer you want to set up to use the FTP EDI Profile just created. The process for adding Characteristics to a Customer without the Enable Characteristics Profiles limitation is much simpler. See the xTuple ERP Reference Guide for more information.

Prev Up Next
Creating Customer Characteristics for FTP Home Attaching the EDI Profile to each Customer