- Help/
How-To Guides
Explore step-by-step how-to guides in Cetec ERP. Quick, practical instructions for everyday tasks across quoting, inventory, production, quality, and administration.Start here
Guides by Topic
Setup & Configuration
How To Manage Unit Of Measure (UOM) and UOM Conversions
How To Make Custom Workflows
How To Create Dashboards & Reports For Users
Accounting
How To Run a Trial Balance
How To Process a Vendor Prepayment
How To Post End of Month WIP Amounts
Sales & CRM
How To Send a Quote
How To Create a Customer
How To Create a Custom Order
Engineering
How To Manage Revisions Using the ECO Process
How To Modify An Order Specific BOM
How To Use The BOM Compare Screen
Purchasing
How To Run a PO List Report
How To Buy Per Job (Create a PO from a Sales Order)
How To Manage Unit Of Measure (UOM) and UOM Conversions
Warehouse & Inventory Mgmt
How To Receive Parts
How To View Lot Code History Via Inventory Activity
Order Release - How To Move an Order to a Pick Queue
Scheduling
How To Use the Capacity Calendar
How To Model Your Production Setup (Labor Plan Data Maintenance)
Production
How To Process Orders - An Overview
How To Look Up Material Shortages (Order Material Report)
How To Access Order Documents and Work Instructions
Quality Mgmt
How To Create an NCR
How To Track Tools & Equipment Maintenance Schedules
How To Create a Receiving Inspection
Parts
How To Merge Parts
How To Create Cross Part References (Customer parts, Vendor Parts, MFG Part Numbers)
Doc Mgmt
How To Upload Documents To Repositories
How To Upload a Document to a BOM Revision
Integrations
How To Generate ShipEngine Shipping Labels
Customer & Vendor Portals
How to Use the Customer Portal
How To Use the Customer Portal for Customer Satisfaction Cases