Unified Dynamics is proud to include xTuple  as a supported solution

Bridging the gap between desktop accounting and “Big ERP” technology


Unified Dynamics offers the xTuple solution of delivering enterprise-class products and services at an affordable price, one of the lowest Total Cost of Ownership of any ERP system on the market.

xTuple business management software gives growing companies control over operations and profitability, integrating all critical functional areas in one system: sales, accounting and operations — including customer and supplier management, inventory control, eCommerce, manufacturing and distribution — powerful tools to Grow Your World®.

  • Run your business.xTuple is open source business management software to power your entire company with one system ― accounting, time & expense, CRM, sales, purchasing, multi-channel marketing, manufacturing, inventory and distribution.
  • Connect the dots. Harness the collective brainpower of your employees, customers, suppliers and other business partners with next generation financial management software ― no more silos of unconnected information.
  • xTuple powers Commerce for every enterprise — seamlessly connecting manufacturing, retail, distributor, supplier, inside and outside sales

Real-time Web-based Solutions for Business
Online Commerce already integrated with your ERP System

Every business — including yours — needs automated Sales & Marketing.

Conducting business transactions and building relationships via the Web — from the simplest to the most complex — is a competitive advantage over traditional “brick-and-mortar”-only storefronts. And every business, including manufacturers and distributors, can be more successful using digital experience technology to better serve their customers.

Who benefits? Your customers, prospects and trading partners

  • Save energy — shop conveniently from wherever you connect to the Internet, whenever — from your desktop, at the park on your laptop, at lunch via your mobile device.
  • Save time — browse a full selection of products — without running between locations or sorting through shelves — and complete your transaction quickly and efficiently.
  • Save money — compare and evaluate pricing quickly — and simply — between product offerings from the same vendor or multiple vendors.

xTuple Manufacturing Edition

  • Product Module
    • Items by Product Category, Class, Characteristic
    • Support for Standard, Actual and Average Costing
    • Flexibility in defining and describing your Items, including support for Aliases and Substitutes
    • Multiple types of Images suitable for online catalogs, pick lists, engineering diagrams, and more
    • Item Variants, with support for user-defined Options and Attributes to build infinite variations on your standard finished goods
    • Bills of Materials (BOMs), the basic definition of how a product is manufactured, can be as simple or as complex as needed
  • Inventory Module
    • Items have corresponding Item Sites for order parameters, ABC class, lead time, and where/how Items are located in Warehouses
    • Fully multi-warehouse and supports multiple Locations inside Warehouses
    • Able to define whether a Location is Netable for purposes of valuing Inventory
    • Able to define Quarantined or other Restrictive Locations
    • Able to define Warehouse Zones and Aisle/Rack/Bin/Location controls
    • Freeze inventory quantities to minimize the impact on ongoing production during Physical Inventory Count
    • Full lot and serial control, with detailed inventory transaction history
    • Shipping & Receiving supports multiple carriers, user-customized forms and reports
    • Fully integrated with Production, Inventory, Sales, Purchasing and Financials
    • Supports all leading barcode formats, including Code 3 of 9, Code 128, UPC and EAN
    • Supports both tethered and wireless barcode reader solutions
  • Manufacture Module
    • Controls all orders, operations and work centers on the shop floor
    • Multiple stages of Work Orders, including Open, Exploded (materials requirements issued and operations created), Released to the floor, In Process and Closed
    • Control production schedules and priorities at all stages of the manufacturing process
    • Track variances in material usage and labor with precision
    • Maintain and modify Production Bills of Materials (BOMs) and Bills of Operations (BOOs) for maximum flexibility
  • Schedule Module
    • Empowers proactive management of your production and inventory levels
    • Build out Master Production Schedule (MPS) with Production Plans and Forecasts, time-phased over your defined standard calendars, whether absolute or relative
    • Use MRP to determine when to build assemblies, sub-assemblies and order component parts
    • Use Running Availability feature for up-to-the-minute insight across your operations
    • Use Capacity Planning to improve production scheduling and utilization of labor and machinery by tracking activity at individual work centers over time
    • Identify bottlenecks and down time (by Item, Work Center or Planner) and increase efficiency across the organization
    • Use Constraint Management subsystem for simplified Shop scheduling based on Lean and Theory of Constraints concepts
    • —Not available in starter PostBooks® Edition, limited features in Distribution Edition—
  • Sales Module
    • Order entry gives sales representatives complete visibility into real-time inventory availability and production schedule
    • Option of allowing customer demand drive work order production directly (or purchase requests, in the case of purchased items)
    • Supports Quotes, which can be converted to actual Orders when firm
    • Supports multiple levels of tax codes which can be tailored to your customers local markets
    • Allows for a rich array of pricing options, by Customer, Groups, Types and Categories
    • Allows for special promotions and sales, and the ability to adjust customer buying power by credit rating
    • Deep and rich historical sales data available for detailed analysis across multiple time periods, using multiple variables
    • Includes over 200 standard Reports, including 30 in Sales Analysis, all customizable using OpenRPT Report Writer, included with the system
  • CRM Module
    • Adds dimensions to your Customers with a Universal Address Book
    • Allows multiple Contacts and Addresses per Account
    • Allows Accounts to be Prospects, Customers, Vendors, Partners, even Competitors
    • Incident Management and To-Do List subsystems enable rich history and tracking of customer issues and communications
    • Opportunity Management tracks pre-sales prospecting, tightly integrated with other CRM subsystems
    • Allows for association of Quotes, Sales Orders, Work Orders and Purchase Orders with a particular Project
    • Track progress and individual Tasks within each Project
    • Enter and track Time and Expense by Project Tasks
    • Create customer Invoices and employee Vouchers for project work completed
  • Purchase Module
    • Manages all interactions with Vendors, including Purchase Requests, actual Purchase Orders, Vouchers and ReceiptsImage result for xTuple screens
      • Real-time integration with entire system so you can consolidate and optimize purchasing procedures across the organization
      • Keep track of Vendor Performance on Rejected Materials, Delivery Date Variances and Price Variances
      • Both Purchase Orders and Sales Invoices may be sent via email in multiple document formats
  • Accounting Module
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    • Includes a powerful General Ledger, tightly integrated in real-time with the other modules of the system
    • Flexibility in defining your Chart of Accounts, with support for four Segments in Account Numbers, each of any length
    • Define an unlimited number of Accounting Periods per year, and certain users have the option of posting into closed Periods
    • Supports Standard Journals and Standard Journal Groups, with Expiration and Effectivity Dates for simple Period-End Posting
    • Financial Reports are completely user-definable
    • Open architecture facilitates simple interfaces to third party applications such as spreadsheets, payroll and fixed asset depreciation
    • Accounts Payable supports User-Defined Check Formats, assigned on a Bank Account basis, and full Reconciliation capability
    • Control over check runs and look-up of historical purchasing data, user-defined aging of open items and time-phased cash requirements
    • Accounts Receivable allows for easy creation and posting of Invoices, management of Cash Receipts, Debit and Credit Memos
    • Accounts Receivable allows for time-phased cash projections and open receivables

xTuple Distribution Edition

  • Integration of third party pricing services including Trade Service
    • Browse and search the full Trade Service catalog (Electrical, Plumbing, HVAC, Industrial)
    • One-click conversion from catalog to sellable Item including Vendor and pricing setup
    • Option to convert to new sellable Item or to setup as additional sourcing for existing item (to support “Big Bin”)
    • Automatic update of catalog and converted Items
    • Define the Trade Service cost column used by each Vendor
    • Define “parent” relationships between Vendors to consolidate sourcing and payables
    • Integrate Trade Service Commodity Code levels into Item list
    • Import custom Price Sheets with distributor specific (net) pricing
  • Quote and Sales Order Entry and Management
    • Trade Service spec sheet and image are viewable from order entry
    • Trade Service spec sheet and image links available on Quote, Sales Order Acknowledgement and Invoice forms
    • Catalog, Item, and Item Alias search by Customer, Number, and Description
    • Ability to re-sequence lines
    • Industry Standard Margin Calculation
    • Ability to re-price one or many order lines with a targeted margin
    • Ability to select “Customer Favorite Items” based on history and add to order
    • Cost Plus pricing based on Vendor cost
    • Markups defined by Customer Type, Customer, Product Category and Item
    • Ability to issue available inventory and ship from sales order entry window
    • Ability to print shipping and acknowledgement forms from shipping window
    • Field level privileges to protect sensitive cost information
    • Sales Commissions reporting based on gross margin
    • Lost Sales reporting
    • EDI capability (requires xTuple Connect)
  • Purchase Order Entry and Management
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    • Catalog, Item, and Item Alias search by Customer, Number, and Description
    • Ability to re-sequence lines
    • Support for Special Pricing Agreements (SPA) and Contracts
    • Ability to define Vendor “Freight Allowed” by weight or amount
    • Optional creation of missing Item Sourcing information
    • EDI capability (requires xTuple Connect)
  • Inventory Management
    • Ability to filter inventory by “Available to Ship”

xTuple Enterprise Edition

The ultimate solution for your growing business — built upon the core award-winning xTuple PostBooks® Edition — includes all features of Distribution and Manufacturing Editions plus discounted add-on components and complimentary offerings.

  • Connect
    • Integrate outside systems with xTuple using this powerful integration platform, includes full integration of your CRM, accounting and ERP with your existing corporate email systemRelated image
  • Fixed Assets Depreciation and Maintenance Bundle
    • Integrate your fixed asset register and depreciation schedules with xTuple accounting packages
  • Project Accounting
    • Manage projects with this robust budget and financial reporting package
  • Enhanced Commissions
    • Manage your complex sales teams with this sophisticated package
  • Payroll Processing
    • Capture employee time using the Time & Attendance module, with sophisticated time clock functionality for labor expense to be allocated to Projects, Work Orders, or overhead categories
  • Quality
    • Meet standards of excellence and document regulatory and/or ISO compliance
    • Easily manage and/or improve non-conformance with corrective and preventative actions
  • Rentals Management
    • Seamless integration to easily rent and track your equipment directly from xTuple