Online — ERP Basics: Learning Business Process Flows

Take care of the heart and lungs of your business

What are the best processes and procedures to get the job done with xTuple open source ERP+CRM?

For years, we've taught an intense five-day, in-the-classroom introduction to xTuple called ERP Boot Camp: Setup and Configuration. Today, we offer you the addition of the ERP Basics class, designed for a hands-on, start-to-finish orientation to using xTuple. And you can join your fellow classmates from the convenience of your home, office, or favorite cafe. 

This class — focused entirely on essential business process flows — complements the Setup and Configuration course. While the two classes are independent of one another, those who plan to take Setup and Configuration will find this class a logical place to get started.

ERP Basics: Learning Business Process Flows is an online class taught in two (2) three-hour sessions on three (3) consecutive days. That's a total of 18 hours of ERP Basics specifically focused on how to most efficiently transact the process flows used every workday. Students will work independently during break-out sessions. Exercises reinforce transacting the process flow with concepts just introduced by the live instructor. Students will connect to our cloud-based training server to work on these exercises.

Do you have new hires in your organization? ERP Basics training should be a fundamental part of on-boarding for all of your new employees.

If you have more than one person from your company who needs this course, contact our VP of Knowledge for the multiple attendee discount.


  • Day One, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM
  • Day Two, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM
  • Day Three, 10:00 AM — 1:00 PM and 2:00 PM — 5:00 PM

Note — This training meets 6 times. You are expected to attend all sessions. Eastern Time (GMT-05:00-US & Canada).

Curriculum Overview

  • Day 1
    • Session 1 — Course Overview
      • Connecting to the xTuple Training Server Introduction to ERP
      • xTuple navigation basics
      • Exercise: Login – Practice Navigation Basics
    • Session 2 — Demo of the full Order-To-Cash business process flow
      • Exercise: Copy an Item
      • Exercise: Display Reports (one from each module)
  • Day 2 
    • Session 3
      • Introduction to CRM
        • CRM Account (Contacts/Addresses, Customers, Suppliers; Opportunities)
      • Quote/ Sales Order (SO) Processing
        • xTuple Connect
        • From an Opportunity
        • From a Customer Workbench
        • From List Quotes / Sales Orders
        • Convert Quote to SO
      • Exercise: Enter Quote and Convert (Manufactured Make-To-Stock)
      • Item Type Processing Review
        • Normal (Manufactured, Purchased)
        • Make-To-Order
    • Session 4
      • Item Type Processing Review (continued)
        • Drop ship
        • Kits
        • Reference
        • Job
        • Configured
      • SO Holds
      • S/O Pre-Payments (Payment tab)
      • Packing List Batch
      • Firming/Softening
      • S/O Acknowledgements
      • S/O Pick List
      • Packing List Batch
      • Issue Stock to Shipping
        • Maintain Shipping Contents
        • Ship Order
        • Shipping Forms
      • Exercise: Issue and Ship an Order
  • Day 3
    • Session 5 — Billing
      • Billing Selections
      • Create Invoice
      • Print/Post/Email Invoice
      • A/R (Accounts Receivable)
      • Enter and Post Sales Credit Memo
      • Apply Credit Memo
      • Enter, Post and Apply Cash Receipt
      • Exercise: Post Invoice, Enter, Post and Apply Cash Receipt
      • Enter Work Order and Print Pick List and Routing
      • Maintain Work Order (W/O):
        • W/O BOM (Bill of Materials)
        • W/O BOO (Bill of Operations)
      • Post Labor
      • Issue Materials
      • Post Production and Close
      • Exercise: Enter and Process Work Order
    • Session 6
      • Enter P/R (Purchase Request) and Convert to P/O (Purchase Order)
      • Review, Update, Print, Email and Approve P/O
      • Receive P/O
      • Post Receipt
      • Exercise: Enter a PO and Receive
      • A/P (Accounts Payable) Processing
        • Enter Voucher and Post
        • Enter a Credit Memo, Post and Apply
        • Approve Voucher for Payment
        • Prepare Payment, Print and Post
      • Exercise: Process A/P from Voucher Through Payment Posting 
Who Should Attend?
  • ERP beginners
  • ERP project staff
  • Accounting staff
  • Operations staff responsible for inventory, order entry, material planning and/or production scheduling
  • Warehouse personnel responsible for production control and materials management
  • Potential users testing the software
  • Any new employee or new xTuple ERP user
Instructional Method
  • Group-live online
Program Level
  • Basic
  • None
Advanced Preparation
  • None
Recommended Follow-up
Field of Study
  • Specialized Knowledge and Applications
  • xTuple reserves the right to cancel any online training with ten (10) days notice
Credit Hours
  • $1,195 (discounts available for package of training classes or for multiple attendees from same company; discounts may not be combined)


Online — ERP Basics: Learning Business Process Flows

Next Class — 2020 or on demand — Learn the processes and procedures to get the job done with xTuple open source ERP+CRM. Three-day online class taught in two (2) three-hour sessions on consecutive days. Credit Hours — 18

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.