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 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 Vendors and Add Contacts & Addresses
- How to Create Customers and Add Contacts & Addresses
- How to Add Users
Sales & CRM
- How To Enter An Order (overview)
- How To Enter A Stock Order
- How To Enter A Job Only Order
- How To Enter An End Customer Work Order (Build & Ship)
- How To Enter An Internal Build For Stock Order
- How To Enter A Drop Ship Order
- How To Enter An Order For A Multi-Level BOM
- How To Estimate a BOM or Job in Manufacturing Quoting
- How To Flag An Order With A Special Tag
- How To Create a Customer
- How To Manage Customer Contacts
- How To Send Order Acknowledgment to a Customer
- How To Modify A BOM On Order
- How To Ship Partially
- How To Ship & Invoice An Order
- How To - Outsource & Contract Manufacturing
- Sales Overview (How To Create A Quote, and more)
- Import Quote Lines From Spreadsheet
- How To Manage Quote Workflow & Collboration (Sales, Purchasing, Engineering, etc.)
- How To Convert A Quote To An Order With One Click
- Send A Quote In Excel Format (Spreadsheet)
- How To Utilize Quote Reporting (Quote Management Overview)
- How To Manage Customer Records From A Quote
- How To Track Sales Commissions
- How To Apply Customer Discounts To Quotes, Orders, Invoices
- How To Add Pricing Rules per Business Type
- 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 Enter A Customer Build 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 (Step 1) - Create a Quote, Edit its Header
- How to 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 Create Product Codes (PRCs)
- How To Create Part Records
- How To Part Cross Referencing
- How To Create Bills of Materials
- How To - Routers & Labor Estimates
- How To - Inventory Adjustment
- 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 Activate / Inactivate Parts on a Part Spec Group
- PRC Codes
- 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 Create A Vendor
- How To Issue a Purchase Order
- How To Do A Vendor Return
- How To - MRP & Assisted Purchasing (An Overview)
- How To Create PQuote & Send RFQ To Vendor
- 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 Enter Vendor Prepayments
- How To Edit PO Numbers
- How To Close a PQuote
- How To Purchase Required Material For One Order
- How To Re-Open a PO Line
- How To Manage Landed Cost
- 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 Manage an Open PQuote or PO
- 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 Receive Inventory
- How To Perform a Receiving Inspection
- How To Perform A Cycle Count
- How To Perform A Full Inventory Count
- How To Release Order To Warehouse
- How To Pull Stock For Production (Picking & Kitting)
- How To Add A New Warehouse
- How To Use Skids
- 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 into a Warehouse
Production
- How To Use Cetec ERP For Production Management - Tools and Best Practices
- How To Split A Work Order Into Separate Lines
- How To Scrap Material And Request More
- How To Release Order & Print Traveler
- How To Track Orders On The Floor
- How To Deliver/Collect Data on Floor
- How To Generate Job Cost Reporting For Profitability Analysis (Estimate versus Actual)
- How To Track Outsourced Product From A Third Party Vendor
- How To Setup The Production Scheduling System
- How To Use The Production Scheduling System
- How To Batch Multiple Work Orders
- 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 an Internal Build to Stock Order
- 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
- Integrated QMS (Quality Mangement System) - An Overview
- How To Better Prepare For Audits
- How To Perform Inspections & Issue NCRs (Non-Conformance Reports)
- How To Perform Kit Audits and Maintain Kit Audit Percentage Reports
- 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 Automatically Generate Common Order Documents (e.g. Certificates Of Conformance)
- How To Attach Part Drawings (CAD, Solidworks, etc.) to BOMs and Quotes and Workorders
- 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 Take Payment
- A/R: How To Deposit Customer Payments
- 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 See Activity In General Ledger
- How To Run Financial Reports
- A/P: How To Pay A Bill From Vendor
- A/P: How To Enter Vendor Prepayments
- How To Adjust Basic Formatting On A/P Check Templates
- How To Issue Downpayment Invoice And Accept Prepayment
Customer/Vendor Portals
- How To Setup & Manage Customer Portals
- Sample Welcome/Tutorial Template For New Customer Portal Accounts