Order creation starts with a quote - think of this as an order entry worksheet.

• You can create a quote two ways.
• Go to the quote list and click create or go to Sales> Quotes> New Quote.
• To add a customer to your quote click the pencil icon and type a customer into the customer box.
• Be sure to add a customer PO number as this is a required field and click ok to save your changes.
• Next enter part info. You can do this by either clicking the add line button underneath the header or using the quick add line in the middle of the screen.
• Type in the desired part number in the part column on either option..
• If you want Cetec to auto-populate a work start date, leave the Work Start Date field blank and select a Ship Date and then enter the quantity.
• Make sure the unit cost and unit resale are set the way you want them. If you want more information about costing and pricing, click the “i” icon next to Unit Cost or Unit Resale.
• Enter the lead time (in weeks).
• Choose the transaction code. You can choose to designate this as either a Charge, Build, or Stock order and click ok.
• If you need to delete a line on your order, click on the red X on the right hand side of the line and then scroll down and hit the delete button.
• To convert a quote to an order go to the commit order screen which is in the left hand navigation or click the commit order letters in the header of the quote.
• If you have subassemblies make your desired selections for how Cetec will handle these and then hit Commit to Order.
• After committing the quote to an order, you can click the Quote link in the left hand navigation of the order to refer back to it.