How to Customize Output Documents in Cetec ERP

Customer-facing documents like quotes, packing slips, and invoices often carry more data than a specific audience needs. Extra columns can expose incomplete fields, internal-only references, or status values that create confusion instead of clarity.

Cetec ERP lets each user control which columns appear on printed and PDF output for specific document types. You can hide or show fields per user and per document, so you keep your underlying data complete while sending clean, focused documents to customers and vendors.

Column Selection on Quotes, Orders, and Invoices

When you work on a quote, order, invoice, or similar object in Cetec ERP, you can open the column selection options for that document. From there, you choose which fields appear as columns on the PDF version of that document, such as internal part numbers, customer part numbers, compliance flags, or pricing details.

These column choices apply to the PDF generated from the object you are working on. They do not change the data stored on the record itself. Instead, they control what your customer or vendor sees on the printed or emailed document that leaves your system.

Example: Hiding RoHS Status on Packing Slips

Consider a situation where you have just imported a new batch of parts, but have not yet updated the RoHS compliance status for those parts. If you continue to use a packing slip that shows RoHS status, you risk sending a document that lists values which may not be correct for that shipment.

In Cetec ERP, you can open the packing slip column settings and temporarily deselect the RoHS column. While you work through the data update project, packing slips will no longer display that status to your customers. Once the part records are accurate, you can return to the same column selection screen and re-enable the RoHS column.

Example: Simplifying Part Numbers on Customer Invoices

Many manufacturers track multiple identifiers for the same material, such as internal PRC and part numbers alongside a customer part number. That level of detail is useful inside your ERP system, but listing every identifier on a customer invoice can make the document harder to read.

If your customer only needs to see their own part number, you can deselect your internal PRC and part number columns in the invoice column settings, and leave only the customer part number column active. The invoice still ties back to your internal data, but the customer sees a clean layout with the identifiers that matter to them.

How Cetec ERP Remembers User Settings

Any changes you make to column settings in Cetec ERP are stored on a per-user, per-document basis. If you adjust columns on a packing slip, those choices apply the next time you generate a packing slip as that same user. Invoice column settings and quote column settings are tracked separately for that user and document type.

This behavior lets each role configure documents in a way that fits their work and their audience. A user focused on compliance can show detailed status fields, while a user focused on billing can hide internal references and surface only what the customer needs to approve and pay the invoice.

Key Takeaways

• Column selection in Cetec ERP controls which fields appear on PDFs for quotes, orders, packing slips, and invoices.
• You can temporarily hide fields like RoHS status when source data is incomplete, then turn them back on once records are accurate.
• Invoices can be simplified by removing internal identifiers and leaving only customer-specific part numbers where appropriate.
• Column settings are stored per user and per document type, so each person can maintain a consistent layout for the documents they generate.

Conclusion

Cetec ERP gives your team practical control over what appears on customer and vendor documents without changing the underlying data. By using column selection to keep PDFs focused on the right fields, you reduce confusion, avoid sharing incomplete information, and present a clearer picture of each order, shipment, and invoice.