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xTuple ERP Reference Guide

  
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Introduction
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Introduction

1. Getting Started
1.1. Log In Options
1.2. xTuple Desktop
1.2.1. CRM Desktop
1.2.2. Sales Desktop
1.2.3. Accounting Desktop
1.2.4. Manufacture Desktop
1.2.5. Social Desktop
1.2.6. Maintenance Desktop
1.2.7. Asset Management Desktop
1.2.8. My Dashboard Desktop
1.3. Exit the Application
2. Application Fundamentals
2.1. Searching for Information
2.1.1. Auto-Complete
2.1.2. Search Filters
2.2. Keyboard Shortcuts
2.2.1. TAB Key
2.2.2. CTRL Key
2.2.3. ALT Key
2.2.4. ENTER Key
2.2.5. Date Shortcuts
2.2.6. Calendars
2.2.7. Toolbar Buttons
2.3. Right-Click Options
2.4. Column Memory
2.5. Screen Position/Size Memory
2.6. Check Box Memory
2.7. Common Application Buttons
2.8. Spell Checking

Welcome to the reference guide for xTuple enterprise resource planning! This reference guide is designed as a screen-by-screen reference for anyone using any of the following xTuple ERP editions:

  • xTuple ERP: PostBooks edition

  • xTuple ERP: Distribution edition

  • xTuple ERP: Manufacturing edition

  • xTuple ERP: Enterprise edition

Note

To learn more about the differences between xTuple ERP editions, please visit www.xtuple.com/comparison.

The screenshots and examples used throughout this reference guide are taken from the Enterprise edition for Windows. However, there is no functional difference between the Windows, Mac, or Linux versions. You will only find minor graphical user interface differences.

Tip

For additional documentation and end-user training materials, please visit xTuple University.

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xTuple ERP Reference Guide Home 1. Getting Started