Compare xTuple Products by Module — Sales

xTuple's premium Enterprise Edition includes the following Sales Module features.

Sales

• 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 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 Catalog, 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 Catalog, Item)
• Time Phased Bookings (by Customer, Product Catalog, Item)
• Sales History (by Sales Rep, Customer, Type, Group)
• Sales History (Bill-to-Name, Ship-To, Product Catalog, 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 Customer, Number, Description)
• Re-Sequence Lines
• Industry Standard Margin Calculation
• Re-Price One or Many Order Lines with Targeted Margin
• "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 & 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, 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

• 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 Favorite 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
• 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 Favorite 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)