Order creation can turn into repetitive data entry, especially when customers re-order a similar build, revise quantities, or ask for a quick re-quote. Re-keying line items increases cycle time and raises the risk of copying the wrong price, quantity, or part.

In Cetec ERP, a quote is the source pre-order worksheet for an order. When you need to reuse most of that structure, cloning the quote gives you a clean copy you can adjust and then commit, without changing the original record.

Locate the Source Quote From an Order or Invoice

If you start from an invoice or an order, use the left-side menu to find the link to the source quote. That link takes you to the quote record that existed before the order was committed.

Clone the Quote Using Quoting Tools

On the quote screen, open the left-side menu and click “Quoting Tools +”, then select “Clone this Quote.” Cetec ERP creates a new quote based on the original, so you can work from the same structure without touching historical data.

Update the New Quote and Commit It When Ready

On the cloned quote, you can adjust quantities and pricing, add or remove line items, and then follow your normal workflow to commit the quote to an order. Because you are working on a separate record, those edits do not change the original quote or any orders already tied to it.

Key Takeaways

• A quote is the source pre-order worksheet for an order in Cetec ERP.
• You can open the source quote from an order or invoice using the left-side menu link.
• Use “Quoting Tools +” and “Clone this Quote” to create a new quote based on the original.
• Edit the cloned quote freely, then commit it, without affecting historical quotes or orders.

Conclusion

Cloning quotes is a practical way to reduce repetitive entry while keeping your historical order records intact. When your team uses the source quote and cloning tools consistently, re-quotes and repeat work move faster with fewer avoidable errors.