- The first step is to create a new PQuote
- Edit the PQuote header by filling in the appropriate information, including vendor
- Add a line and fill out the appropriate information, including qty, prcpart, dock date, etc.
- You have the option to create a PDF and email it
- Simply click PDF/Email or Quick on the left-hand column
- You can customize the information shown on the PDF
- You can download or email the PDF by clicking the corresponding button
- You can also attach documents and customize your message
- Convert your PQuote to a PO by simply pressing “Convert to PO”
- That’s it, you’ve created a PO in Cetec ERP
