Harmonize Your Business


PostBooks/xTuple & Shopify – Lifecycler Technology Overview

Posted by on 3:29 pm in Harmonize Your Business, Lifecycler | 0 comments

OK, so to geek out on all y’all a little bit … here is some of the “inside baseball” technology that connects your Shopify® webstore to your PostBooks/xTuple instance.  At its core, Lifecycler is a cloud-based service that synchronizes certain events as they occur on Shopify® and PostBooks/xTuple. Other than some initial setup to point your webstore’s Lifecycler connector at your xTuple installation and prepare your product catalog, all of the events are processed in the normal flow of operations without adding any new steps. In our next technical blog we will describe in a bit more detail how we manage the interactions between the two systems. More details on how to work with Lifecycler are available in our online documentation. Identify products to offer in PostBooks/xTuple and then publish your product catalog right from within PostBooks/xTuple.  Lifecycler takes the images, descriptions, prices – all the interesting and relevant information – from your system and then loads it into your Shopify® store. When your online customer places an order, Lifecycler transmits the order to your PostBooks/xTuple instance as a sales order.  When you ship the order to your online customer, Lifecycler alerts Shopify® that the order is fulfilled, and Shopify® notifies the customer. Payments are streamlined as well.  Just post the invoice for the order in PostBooks/xTuple, and the payments made at Shopify® are applied to the invoice. What if something goes wrong? While not terribly likely if everything is configured properly, it is possible that an order comes in from Shopify® that can’t be processed automatically in xTuple.  In such a case, Lifecycler saves the order and its payments, providing a reason why the order could not be processed.  Resolve the problem and then  just select the saved order and try to process it again. Want more info?  Use the handy contact form below: Name(required) Email(required) Website Comment...

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Lifecycler PostBooks/xTuple Connector for Shopify

Posted by on 4:11 pm in Harmonize Your Business, Lifecycler | 0 comments

Paladin Logic recently introduced Lifecycler – a direct connection to Shopify® webstores for PostBooks-based ERP systems (PostBooks, xTuple Distribution, Manufacturing, and Enterprise Editions). The announcement (email campaign mostly) met with a resounding “thud.” Perplexing.  We have been that told there are (tens of) thousands of PostBooks users around the world. Maybe one of them is you. Everyone knows that anyone who is serious about their business these days knows that they must have an online presence. So, of the thousands of PostBooks users, it seems that at least some of them would be interested in selling B2C (or B2B) online as part of their online presence. But. There appears to be a serious lack of interest. Why?  My suspicion is that we have not caught the attention of the PostBooks community rather than that there is just no interest.  The $10,000 question in inbound marketing is always: “how do I break through the incessant noise of the internet to get my message across to my prospective customers?” Here’s how.  We are going to write a series of blogs that not only address the business problems that you can (and will) resolve using Lifecycler, but also some of the “inside baseball” aspects of the technology that supports this integration.  This helps you understand what the value is in the package and subscription. If there is anything I have learned in the past 2 years of working the in-bound marketing for various of our systems – even if you build a better mousetrap, the world will not beat a path to your door.  So this blog will focus for the next several weeks on describing how Lifecycler will increase sales, decrease expenses, and lead to profit, growth, and wealth.  It will also focus on how it all came about.  What technical problems were resolved to bring you an end-to-end business management solution.  One that integrates the online customer experience directly into the enterprise. Save...

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Shopify eCommerce Integration with PostBooks and xTuple

Posted by on 12:12 pm in Harmonize Your Business | 0 comments

If you are running PostBooks or xTuple 4.8.1 or later and want a quick, easy and inexpensive eCommerce ERP integration for selling some (or all) of your products online then we have the solution for you! Paladin Logic introduces Lifecycler: Shopify® integrated with PostBooks-based ERP systems.  We have unified the power of the world’s leading open-source ERP solution – xTuple – with the the reach of the world’s most popular eCommerce platform! Check it out:   Lifecycler manages the lifecycle of B2C eCommerce between your Shopify webstore and your xTuple/PostBooks ERP system.  Orders flow in from your online store and then are managed, tracked, fulfilled and reported on just like any other order in the system.  No more moving spreadsheets of data from your eCommerce solution to your business management system. Lifecycler is offered in a combination of a perpetual site license for your xTuple/PostBooks system and a subscription for the Shopify app. The xTuple/PostBooks package is a perpetual site license for $2,500.  Includes: Package(s) to be installed on your xTuple/PostBooks system. Training (video with live “ask me anything” sessions) Email/web-based support The subscription is $250 per month charged to your credit card beginning the month of implementation. Be the first to recommend us to one of your friends (or competitors!) and when we implement their Lifecycler Shopify® integration you will be handsomely rewarded … contact us for specifics once you are up and running. If  you want the advantages of a Shopify® eCommerce webstore and are rev-locked somewhere back before PostBooks/xTuple 4.8.1 then just let us know – we can bring you up-to-date … or put you in touch with a nearby partner who can help you. Finally, if you want (or have) a bricks’n’mortar retail operation that could use an integrated, mobile Point of Sale … then let us know that and we can help with that, too! Name(required) Email(required) Website Comment...

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MemWars KickStarter

Posted by on 11:12 pm in Blog, MemWars | 0 comments

What kind of technology company invents a new board game? The cool kind. Paladin Logic just (on March 8th) launched the KickStarter campaign for MemWars. MemWars is a new memory game for ages 11+.  MemWars is derived from an innovation – the Macunx structure – developed by Dr. Aaron Ralby of Linguisticator and an old game – “Mark Twain’s Memory Builder Game” – developed and patented by Mark Twain in 1885. KickStarter is a crowdfunding platform that funds creative projects (like a new board game).  Per KickStarter’s website: “… can be anything that you want to create and share with others. It could be a book, a film, a piece of hardware… pretty much anything you dream up can find a home on Kickstarter.” We will blog about this currently on-going experience through the website.  We have 30 days (i.e. until April 7, 2017 to complete the KickStarter. The gamification of the Macunx makes improving memory enjoyable.  And once the memory techniques and the Macunx structure itself are mastered, memorization becomes easier and quicker as does recall, recollection and remembering.  ...

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Paladin Rule-Based Configurator Rev. 1.1

Posted by on 11:03 am in Harmonize Your Business | 0 comments

The moment you have all been waiting for has arrived!  The newest version of the Configurator – PRBC 1.1 – is now available!  Not to go all “features and benefits” on you, but the new stuff is: Added the ability to specify an option as the default option in the category for the purposes of ordering. Added the ability to specify the order in which options appear on the quote and sales order screens. Added support for MSRP. Added a new method for calculating option prices as a pricing schedule discount from the MSRP. Added new display features on the quote/sales order screen: Single or two-column layout Settings to show/hide the option Cost, MSRP, and Price of each option while ordering. Setting to display the option description in place of the option name while ordering. Setting to display options on the side of the quote/sales order screen rather than in a tab. Setting to modify the appearance of the option widget using CSS. Added a setting to determine whether option adjustments should create child work orders by default. Wow!  With interest in the PRBC at an all-time high, you might be wondering what we were going to do to celebrate this most auspicious event.  For a limited time … very limited time … the month of June, actually, we will be offering PRBC 1.1 at an introductory discount of 20%.  So, if we receive your PO by June 12th, you will only pay $10,000 for PRBC 1.1 plus the usual $1,250 for maintenance. Act now, while supplies last! Info,...

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Madrigal 4.8: Mobile xTuple Client

Posted by on 4:05 pm in Blog | 0 comments

Paladin Logic is pleased to announce the upcoming release of Madrigal 4.8, the latest version of our complete mobile client for xTuple.  Expect 4.8 on or before 02-01-2015.  Let’s take a preview at what’s coming. Mobile xTuple Client Madrigal is still the only mobile app that includes the entire xTuple client.  All of the screens available on the desktop are available on the iPad with the familiar desktop look and feel.  We’ve gone a step beyond and have built Madrigal against Qt 5.4. In addition to all the new features of xTuple 4.8, this version brings support for custom screens, such as those in the Paladin Rule Based Configurator.  Mobile quotes and sales orders (even with make-to-order options) are now available with Madrigal 4.8, as is the display of the xTuple desktop.  Advanced xTuple packages, such as distribution or manufacturing, as well as your custom screens and scripts, are now fully accessible from Madrigal. We still recommend the use of a stylus, as the user interface scales to fit the iPad form factor. Team with iTuple Another great thing about Madrigal is how it and iTuple complement one another.  Many inventory tasks are more easily handled with a bar code scanner, which is where iTuple, with its intuitive scan-ready workflows really shines.  Madrigal, on the other hand, while not as specialized, makes the xTuple desktop more accessible without compromising any of the powerful features you need to run your business. Ready for Make-to-Order Perhaps the most powerful and valuable feature of Madrigal is its ability to capture mobile sales orders.  As long as you have connectivity to the database, you can prepare quotes and orders from an iPad in real time.  Furthermore, with the PRBC and Madrigal’s support for its screens, you could have a fully mobile workstation, taking make-to-order quotes and sales without the need for a laptop computer.  If your iPad has 4G capabilities, you can even take orders where there is no WiFi. See Madrigal on the App...

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iTuple 2.2 Released

Posted by on 6:17 pm in Blog | 0 comments

Over the last few months, we’ve mentioned that big things are in store for iTuple. We’ve also given a sneak peak at some cool mobile manufacturing technology available in the next iTuple release. Now the wait is over. iTuple 2.2 is here. With support for new inventory, shipping, simple receiving, and work order processing capabilities (with Enhanced Manufacturing), iTuple has never done so much! Add to that the convenience that comes with a mobile form factor and Captuvo or Line Pro bar code scanner, and you’ll find the inventory tasks you perform most have never been easier to put into the xTuple system. One complaint about previous versions of iTuple was that they did not support secure connections to the database. With iTuple 2.2, that is no longer the case, as SSL connections are now fully supported. As always, iTuple connects directly to the PostgreSQL database that runs your xTuple system, so it is directly integrated with xTuple yet doesn’t require running the full client. iTuple 2.2 physically brings the xTuple system to the actual work your team performs. That alone improves accuracy and efficiency, but it also helps form a culture in your organization dedicated to following your processes and using xTuple as it was designed. The effect is that both the shop floor and management are confident that the system reflects the true state of the work effort. iTuple 2.2: The synthesis of process and system. Get iTuple 2.2 Now More iTuple 2.2 Info View Add-on...

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Make-to-Order: Paladin’s Rule-Based Configurator

Posted by on 5:05 am in Blog | 0 comments

Paladin Logic is pleased to announce the upcoming release of the Paladin Rule-Based Configurator: an extensive and powerful add-on package to xTuple designed to provide make-to-order capability. Rather than define an item for each variation on a product, you can use the Paladin Rule-Based Configurator to organize variations as sets of options which can apply to many items.  Make-to-order quotes and orders are fully integrated with xTuple’s line item entry screens, making option selection simple. Update: documentation is now available! Click below to request your free copy of the Paladin Rule-Based Configurator User Documentation. Request My Free Copy Features Overview Here is a very brief overview of some of the capabilities and features the Paladin Rule-Based Configurator has to offer: Define and assign an unlimited number of options for sold items which are selected at the time of quoting or ordering. Create simple and nested rules (of arbitrary depth) to control which options may be ordered with other options. Evaluate rules on the fly as the order takes place. Convert option-aware quotes to sales orders. Adjust work order materials requirements automatically when work orders are exploded (can add and remove materials). Manage option-aware inventory using lot/serial control. Sneak Peek Conveniently select make-to-order options on the quote and sales order.  In the screen to the left, the user has selected the standard toolbox option for the line item. The user could also have selected the deluxe toolbox, or any other toolbox option assigned to the item. With split capability, the user can even assign both a standard and deluxe toolbox to the line item. Any number of options may be selected from this view. Once options and rules are defined, your sales team will be empowered to know – right from the quote or sales order screen, without having to call you or anyone on the production floor – what custom make-to-order products your customers can purchase and whether there are ever any rule exceptions. Privileged users may override the rules, if desired. View total cost, price, and rule evaluations as options are selected. Requisite Features The Paladin Rule-Based Configurator requires xTuple version 4.3.1 or later.  We strongly recommend the use of lot/serial control to maintain a detailed inventory of which items have which options. Availability and Pricing The Paladin Rule-Based Configurator will be available for purchase through the xTuple xChange beginning on November 17, 2014. We are offering a special pricing promotion through the end of the year: purchase the Paladin Rule-Based Configurator prior to December 31, 2014 and receive 20% off the list price (a savings of $2,500!). On January 1, 2015, the package price will return to the list price of $12,500. Have Questions? Want a Demo? Want a free copy of the user documentation? User documentation is now available! Click the below button to request your free copy of the Paladin Rule-Based Configurator User Documentation. Request My Free Copy For all other items, contact us by filling out the form below. Let us know how we can help, and one of our team members will reach out to you. [contact-form to=’wbralick@paladinlogic.com’ subject=’Paladin Rule-Based Configurator Questions/Demo Request’][contact-field label='Name' type='name' required='1'/][contact-field label='Email' type='email' required='1'/][contact-field label='Company/Organization' type='text' required='1'/][contact-field label='Are You an xTuple Partner?' type='select' options='Yes,No'/][contact-field label='Comments'...

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Shop Floor Productivity with iTuple

Posted by on 7:01 pm in Blog | 0 comments

Following up on a previous post, I’d like to preview with you some of the great, new features coming in iTuple for the shop floor, features that will greatly benefit shop floor productivity, efficiency, and accuracy. What is Enhanced Manufacturing? Nearly two years ago, we sat down with a customer and drafted the original design documents for something we’ve come to know as “Enhanced Manufacturing” or EM for short.  The concept for EM had come out of years of xTuple use and the customer’s drive for continuous improvement, not to mention the occasional “How did that happen?” moments that every manufacturer deals with.  EM began as a plan to improve quality and eliminate mistakes made on the shop floor.  Today, it is a product and a process for xTuple manufacturers that realizes that plan. We (together with the customer) observed that the xTuple system was too far removed from the people who worked on the shop floor.  The system had all of the information the shop floor needed, only it was half-way across the room on a laptop or desktop computer.  This condition implied that the system which guided and recorded the shop floor activities was detached from the actual manufacturing process.  Our goal was to close that gap. A second challenge for the customer was human error.  Too often, incorrect or mislabeled materials were issued during production runs, resulting in the wrong final product.  Sometimes that product made it all the way to the customer before the mistake was discovered, and this condition impacted the bottom line.  A quality control step was imperative.  Again, all the information was there in xTuple, but it was too far away from the materials and actual work. Already, we had something of a proof of concept with our iTuple offering.  We had put fixed asset tracking and inventory counts into a handheld form with a direct connection to the xTuple database.  With the attachment of a bar code scanner, inventory counts were faster and more accurate and fixed assets could be moved about with ease.  What would it require to adapt this technology to manufacturing? The answer to that question and the rest of story of how EM came to be is probably the topic of a future post.  Now that we have iTuple EM, let’s take a brief look at its features. Manufacturing with iTuple EM Below is a short list of the raw, mobile features of iTuple EM. Select a work order from a work center according to scheduling and assignment rules set up at the back office. Optionally identify a machine at which work is about to take place. View the entire traveler for the work order as a list of operations, materials, and characteristics. Start work on an operation if allowed. Start and stop the work order time clock. Issue materials to a work order or work order operation. Return or scrap issued materials as needed. View item images and PDF documents on the device. Scan just about everything related to the work order, including items, locations, lot/serial number, expiration and warranty dates and machines. View operational requirements and instructions. Post operations (partial or complete), dividing clocked time between setup and run time. Post production on operations where inventory is received. Record incidents that occur on machines during production...

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Big Things are in Store for iTuple

Posted by on 5:23 pm in Blog | 0 comments

Mobile Inventory Management: Big Things are in Store for iTuple Big things are in store for iTuple in the near future, and the folks who have tried out the pre-release are very excited.  We’ve added some extraordinarily cool features that let businesses work faster and smarter.  In particular, iTuple 2.2 brings convenience, speed, and accuracy to a number of important inventory processes by leveraging an iPhone and a Honeywell Captuvo barcode scanner. For instance, a nearby country club is using iTuple 2.2 not only to count inventory but to move inventory from storage to the beverage cart and back again–all with a few scans and a tap here and there.  The club is running iTuple along side the Iconic Mobile Retail System as a test run of mobile services to its membership, focussed presently on the beverage cart, which travels around the golf course supplying members with refreshments. Another early adopter has streamlined its xTuple shipping process using iTuple 2.2 on iPads with the Infinea Tab at specialized packing stations.   The new iTuple is able to access sales order line items and shipments from the xTuple database in real time, with one-scan convenience, greatly reducing or even eliminating packing errors. We’ll be updating the blog as the release date gets closer and more features are revealed.  Did I mention there’s something new coming for manufacturers?  Stay tuned and learn more about the new iTuple, Paladin Logic’s mobile inventory management app for xTuple and...

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