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 Shipment Type
- How To Set Up Security By Role
- How To Use the User Lock Out Feature
- How To Set Ship Via Defaults
- How To Set Up PRC- or Part-Specific GL Transaction Mapping Overrides
- How To Manage Units of Measure (UOMs) and UOM Conversion Auto Calculations
- How To Manage Tax
- 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 Model Your Production Setup (Labor Plan Data Maintenance)
- 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 & Invoice An Order
- How To Apply Customer Discounts To Quotes, Orders, Invoices
- How To Add Pricing Rules per Business Type
- How To Set Up Automatic Customer Notifications
- How To Set Up Sales Commissions
- How To Send an Invoice to a Customer
- How To Create and Process Customer Prepayments on Orders
- How To Flag Orders with a Special Tag
- How To Manage Customer Records From A Quote
- How To Send a Quote In Excel Format
- How To Manage Quote Workflows & Collaboration
- 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
- How To Change the Transcode on a Quote
- 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 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 Add BOM Charges to a BOM
- How To Process A Multi-Part Warehouse Transfer
- How To Manage Individual Part Notifications
- How To Set Part Request Approval Thresholds
- How To Do an Internal Rework Rev Change
- How To Use The BOM Compare Screen
- How To Replace a Component Across BOMs
- How to Create Non-Inventory Parts
- How To Clone Parts
- How To Merge Parts
- How To Set a Part to Automatically Pick on Orders (Floor Stock)
- How To Manage Part Drawings & Documents
- How To View the 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 Create a Part
- How To Assign a UOM to a Part
Engineering
- How To Manage BOM Revisions (Manually)
- How To Create a Multi-Level BOM
- How To Create a Labor Plan (Traveler)
- How To Create a BOM
Purchasing
- 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 Batch Print Receipts & Multi-Line PO Receipts
- How To Set Up Automatic Vendor Notifications
- How To Receive a Non-PO Receipt
- How To Set Up PQuote Approval Thresholds
- How To Show Customer Supplied Material on MRP
- How To Make a Purchasing Requisition
- How To Use Pre-Allocation
- How To Manage Landed Cost
- How To Reopen a Purchase Order (PO) Line
- How To Manage Vendor Contact Records
- How To Flag Confirmed Vendor POs as Acknowledged
- How To Shop Multiple Vendors with a Single RFQ
- 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 Perform a Full Inventory Count
- How To Perform a Cycle Count
- 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
Scheduling
Production
- How to Handle Serials on an Order Split
- How To Use the Ontime Shipment Report
- How to Use an In Transit Warehouse on a Warehouse Transfer Order
- How To Log Time To Serialized Prcparts
- How To Set UOM Rounding Precision
- How To Progress Bill
- How To Customize the License Plate (“Traveler”)
- How To Set a Due Date for a Workflow Task
- How To Use Custom Forms To Customize Your Tool Maintenance Process
- How To Split Work Logged to Orderlines
- How To Drag And Drop Schedule Segments
- How To Create a Ship and Debit
- How To Create Batch Orders
- How To Flag an Ordline as R&D
- How To Cancel an Order With a Prepayment
- How To Create a Bill Only Invoice
- How To Update a Revision on a Workorder
- How To Use the NCNR Flag
- How To Use the “Auto Release” Feature
- How To Use Auto Relieve Excess from Bin
- How To Partially Ship an Order (Overview of Options)
- How To Issue Serials and Warranties
- How To Partially Ship & Partially Receive a Work Order
- How To Convert a Build Order to an Internal Order
- How To Cancel/Delete an Order
- How To Batch Multiple Work Orders on the Production Floor
- How To Use the Capacity Calendar
- 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 Handle RMAs in Cetec ERP
- How To Track Additional Labor and Material Cost in Inspection Failure Report
- How To Use the New Incoming Inspections Module
- How To Track Tools & Equipment Maintenance Schedules
- How To Publish Quality Alerts On Work Orders
- How To Perform Kit Audits & Maintain Kit Audits Percentage Requirements
- 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
Accounting
- A/R: How To Enter Customer Pre-payments and Upfront Payments
- How To Enter A Ledger Entry Manually
- How To Run A Trial Balance
- How To Adjust Basic Formatting On A/P Check Templates
- How To Issue Downpayment Invoice And Accept Prepayment
- How To Add House Built Assets to Your Fixed Asset Account
- How To Clone a Ledger Entry
- How To Batch Email Remittance
- How To Set the Non-inventory PO Line Receipt GL Mapping
- How To Set Up Depreciation For Tools
- How To Change the Email Address That Receives Invoices From Cetec ERP
- How To Add New Cost Centers
- How To Create Expenses
- How To Create a Credit Memo and Apply to a Customer Invoice
- How To Create a New GL Account
- How To Generate a Budget
- How To Run A/R Aging and Detail Reports
- How To Process an Overpayment from a Customer
- How To Send an AR Statement
- How To Edit and Resend an Invoice
- How To Enable NACHA ACH
- How To Create a Debit Memo and Apply it to a Vendor Payment
- How To Enter a Voucher
- How To Pay a Bill and Print a Check
- How To Perform a Check Run
- How To Import Vouchers
- How To Batch Import Journal Entries
- How To Post End of Month WIP Amounts
- How To Create a Prepayment for Lines and the Complete Order
- How To Calculate a Trial Balance
- 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
Document Management, Best Practices, Etc
- 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
- Tariff Charges
- How To Use Workflow Nag Alerts
- How To Test Email Authentication
- How To Upload a Document to a BOM Revision
- How To Manage Tasks
- How To Download Backups
Customer/Vendor Portals
- How To Setup & Manage Customer Portals
- Sample Welcome/Tutorial Template For New Customer Portal Accounts
- How To Use the Customer Portal for Customer Satisfaction Cases