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Classroom Training — Setup, Configuration and Operations (SCO)

Implementing an ERP system is a major undertaking

For years, we referred to this class as an "introduction" to xTuple ERP, but we've consistently heard from you that it is MUCH more than that.


  • Day One, 8:00 AM — 5:00 PM
  • Day Two, 8:00 AM — 5:00 PM
  • Day Three, 8:00 AM — 5:00 PM
  • Day Four, 8:00 AM — 5:00 PM
  • Day Five, 8:00 AM — 3:00 PM

Note — This training meets 5 times. You are expected to attend all 5 sessions.

Curriculum Overview

  • Day 1 — Brief overview of ERP basic concepts and xTuple demo
  • Day 2 — Build your own xTuple database, populate users, items, BOMs/BOOs, etc.
  • Day 3 — Populate costs, purchasing, sales, CRM, accounting information and financial reports
  • Day 4-5 — Run common business processes from start to finish on your own database
Who Should Attend?
  • ERP Project Managers
  • Accounting professionals
  • Operations leaders
  • IT professionals
  • Implementation team leaders
  • Managers who are live in production
  • Customers, partners, potential users testing the software
Additional Detail on Curriculum — what can you do after completing this course?
  • Create New Users
  • Complete Basic Database Setup
  • Complete Initial Item Setup
  • Complete Product Definition
  • Create Items
  • Create Bills of Materials
  • Create Bills of Operations
  • Complete Product Family Definition
  • Create Master Production Scheduling
  • Create Materials Requirements Planning
  • Understanding and Definition of Costing
    • Standard Costing
    • Average CostingComplete Purchase Definition Set-up
  • Complete Purchase Definition Set-up
  • Configure Sales Process Flows
  • Define within CRM
    • Customers
    • Vendors
    • Prospects
  • Set-up Cash Management and Accounting Periods
  • Create Financial Statement Definitions
  • Take Sales Orders
  • Use Pricing Schedules
  • MRP Scheduling Planned Orders
  • Purchasing
    • Purchase Requests
    • Purchase Orders
  • Receiving
  • Vouchering Receipts
  • Payables
  • Check Runs
  • Work Orders
  • Shop Floor
  • Picking, Shipping and Tracking
  • Accounting
    • Billing
    • Invoicing
    • G/L Review
Instructional Method
  • Group-live
Program Level
  • Basic
  • None
Advanced Preparation
  • None
CPE Credits
  • This class has been reviewed by the National Association of State Boards of Accountancy
  • Qualified attendees are eligible to receive 40 CPE credit hours
  • In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour
Field of Study
  • Specialized Knowledge and Applications
  • $2,500 (package discount available for combined training)


Level of Difficulty 

Classroom Training — Setup, Configuration & Operation

Next Class at xTuple MidWest (Chicago, Illinois) — March 14-18, 2016 — Demo xTuple ERP basics and learn to build your own database, populate users, items, BOMs/BOOs; populate costs, purchasing, sales, CRM, accounting information and financial reports; and run common business processes from start to finish.

Knowledge Management, Training Options

Training options vary from free online resources to paid in-classroom or live group events to specialized content designed for and delivered at your business location. Find out which is right for your staff needs.

Refund Policy and Cancellations

Requests for refunds for Live Classes must be received in writing at least 30 days prior to scheduled start date of training session. All cancellations will be subject to a $100 cancellation fee. No refunds will be granted within 30 days of scheduled start date. For Web-based Classes, all sales are final. No refunds will be granted for Group Internet Classes. Participants of canceled classes will be offered course credits which may be applied to future courses and must be redeemed within 12 months of receipt.

Registered with National Association of State Boards of Accountancy (NASBA)

xTuple is a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.