Online video tutorials and step-by-step “how to” guides
Setup & Config
- How To Create A User
- How To Set Up User Roles
- How To Set Up Shop Floor Work Locations
- How To Define Your Own Custom Fields
- How To Create Dashboards & Reports For Users
- How To Make Custom Workflows
- How To Add A New Warehouse
- How To Add Shipment Type
- How To Import Part Spec Groups
- How To Set Up Default G/L Transaction Mappings
- How To Use Workflows
- How To Set Up Customer Portal Access for a User
- How To Set Up Company Info
- How To Run Reports and Create Bookmarks
- How To Manage Documents
- How To Log in and Edit Your Profile
- How To Create a Vendor
- How To Create a Customer
- How To Add Users
Sales & CRM
- How To Enter An Order (overview)
- How To Flag An Order With A Special Tag
- How To Manage Customer Contacts
- How To Ship Partially
- How To Ship & Invoice An Order
- How To Track Sales Commissions
- How To Apply Customer Discounts To Quotes, Orders, Invoices
- How To Add Pricing Rules per Business Type
- How To Enter a Stock Order
- Complete a Work Order - How To Ship an External Sales Order
- How To Drop Ship an Order
- Track Retainage
- How To Update a Revision on a Workorder
- What is a Trans Code?
- Quote Lines - How To Clone, Delete, and View Part Info
- How To View Your Own Quotes List
- How To View Quotes, Orders, and Backlog by Customer
- How To Send an Order Acknowledgment
- How To Send a Quote
- How To Run the Order List
- How To Model Your Production Setup
- How To Log an RMA
- How To Fulfill an Order
- How To Find an Invoice
- How To Find a Specific Order
- How To Edit an Order
- How To Do a Stock Check
- How To Create an Order (Step 2) - Create Quote Lines
- How To Create an Order
- How To Create an Order (Step 3) - Commit an Order
- How To Add A Credit Card for Cetec ERP Subscription Payments
- Dates - Work Start Date, Ship Date, Dock Date
Parts
- How To Part Cross Referencing
- How To Use Part Spec Groups
- How To Manage Documents & Drawings On Parts
- How To Manage Units Of Measure (UOM) and UOM Conversion Auto Calculations
- How To Use Dimensional Inventory Serials/Pieces
- How To Manage Part Synonyms
- How to View Current Inventory Value of a BOM
- How To View Lot Code History Via Inventory Activity
- How to do a BOM Breakdown
- How To Import Cost/Resale Price Breaks
- How To Run the Component Need Across BOMs with an Import
- How To Use Smart Parts
- How To Create and Manage Multiple Vendor Part Numbers
- How To Handle Subassemblies and Multi-Level BOMs
- How To Activate / Inactivate Parts on a Part Spec Group
- How To Create a PRC (Product Code)
- How To Manage BOM Revisions (Manually)
- How To Create a Part
- How To Create a Multi-Level BOM
- How To Create a Labor Plan (Traveler)
- How To Create a BOM
- How To Assign a UOM to a Part
Purchasing
- How To Do A Vendor Return
- How To Shop Multiple Vendors On A Single RFQ (PQuote)
- How To Confirm A Vendor Order (Purchasing Best Practice)
- How To Manage Vendor Contact Records
- How To Edit PO Numbers
- How To Close a PQuote
- How To Re-Open a PO Line
- How To Manage Landed Cost
- How to Reprice a Quote
- How to Create Sales Forecasts
- How To View Customer Supplied and Vendor Supplied
- How To Enter a Vendor PO (Purchase Order)
- How To Run the Receipt List Report
- How To Manage an Open PQuote or PO
- How To Set Vendor Cost Breaks
- How To Process a Vendor Return
- How To report on POs grouped by header vs by line item
- How To View a Part Waterfall
- How To Run MRP
- How To Run a PO List Report
- How To Look Up Material Shortages (Order Material Report)
- How To Create a PO (Purchase Order)
- How To Buy Per Job (Create a PO from a Sales Order)
Warehouse
- How To Perform A Full Inventory Count
- How To Use Skids
- How To Edit/Update Standard Costs
- How to Look Up Raw Material Lot Codes
- How To Pull Stock (Allocate Material, Pick Parts, Kit) For Production
- How To Cancel a Receipt
- How To View the Inventory Activity Report
- How To Run the Part List by Bin (Inventory) Report
- How To Perform a Warehouse Transfer
- How To Perform a Bin Move
- How To Put Parts Away
- How To Perform an Inventory Adjustment
- How To Receive Parts
Production
- How To Scrap Material And Request More
- How To Track Orders On The Floor
- How To Use The Production Scheduling System
- How To Batch Multiple Work Orders
- How To Access Order Documents and Work Instructions
- How To Track Work Orders on the Shop Floor
- How To Use the Order as Used Report
- How To Modify An Order Specific BOM
- How To Process Build for Stock Work Orders
- How To Process End Customer Work Orders
- How To Process Service Only Work Orders
- Order Release - How To Move an Order to a Pick Queue
- Order Release - How To Release an Order & Print Order Docs
- How To Run Job Costing Reports (Estimated vs. Actual)
- How To Model Your Shop Floor
- How To Create a BOM from a Quote
- Best Practices for Production Supervisors
- Time Tracking - Delete Work History
- Picking - How To Overpick a Work Order
- Order Processing - Serial Assemblies
- Workorder Management - Complete Required Work Instructions
- Order Processing - How To Split a Line
- Material Planning - Lead Time & ROP
- Pull BOM Labor, Material, & Revisions To a Work Order
- Push/Pull a BOM To/From a Quote
- WIP Reports - WIP Aging Report and WIP Material Report
- Overview - Build-to-Stock vs. End Customer Sales Orders
- Material Planning - Subassembly Build Defaults and Manual Adjustments
- Order Processing - Perform a Part Request
- Complete a Work Order - How To Receive an Internal Build Order
- Enter an Order for a Multi-level BOM - Use Build WITH TOP
- Enter an Order for a Multi-level BOM - Use Build NO
- Enter an Order for a Multi-level BOM - Use Build YES
- How To Create a Work Order Using MRP - Build
- Complete a Work Order - How To Ship an External Sales Order
- Order Processing - Outsource PO
- An Overview of BOMs
- How To Create a Custom Order
- How To Create Build to Stock Orders
- How To Run MRP - Buy to Find Shortages
- Production Management Reports - View Work
- Order Processing - How To Pick Parts, Update Status, and Log Time
- How To Find Released Orders by Location
- Order Release - How To Batch Release and Assign Work Orders
- Order Release - How To Print a License Plate and Pick List
- How To Manage Revisions Using the ECO Process
- How To Run the Production Order List
Quality Management
- How To Set Up Tools & Machine Equipment, Maintenance & Calibration Schedules, and more
- How To Set Up Quality Alerts With Expiration Dates on BOMs To Publish On Work Orders
- How To Handle RMAs in Cetec ERP
- How To Create a CAR (or CAPA)
- How To Create an NCR
- How To Create an Inspection on an Open Order
- How To Create a Receiving Inspection
Document Management
- How To Upload Documents To Repositories
- How To Attach Packing Slips, C.O.Cs, and other Documents To PO Receipts
- How To Manage Documents & Drawings On Parts
- How To Upload a Document to a BOM Revision
Best Practices / Etc
Accounting
- How To Set Up GL Mapping
- How To Setup G/L Account Mapping Hierarchy and “Per Part” Transaction Mapping Overrides
- A/R: How To Enter Customer Pre-payments and Upfront Payments
- How To Batch Import Ledger Entries
- How To Manage Tax
- How To Enter A Ledger Entry Manually
- How To Run A Trial Balance
- How To Send An Invoice To Customer
- How To Adjust Basic Formatting On A/P Check Templates
- How To Issue Downpayment Invoice And Accept Prepayment
- How To Run the Auto-Complete Retained Earnings Feature
- How to Run a Bank Reconcile
- How To Refund a Customer PrePayment on an Open Order
- How To Import PO Lines/Receipts to Vouchers
- How To Make a Deposit
- How To Enter a Customer Payment and Collect on A/R
- How To Pay a Bill From a Vendor
- How To Run Financial Reports
- How To Hide Resale and Cost from a User
- How To Review Transaction Details In General Ledger
- How To Send Automatic Invoice Notifications
- How To Process a Vendor Prepayment
Customer/Vendor Portals
- How To Setup & Manage Customer Portals
- Sample Welcome/Tutorial Template For New Customer Portal Accounts