• The first step is to open Cetec ERP and click Purchasing> New PQuote
  • Click the pencil icon to Edit PQuote Header.
  • Choose the appropriate vendor. Add whatever other info you need then click ok.
  • Scroll down and fill in the line item at the bottom of the screen with a prcpart and click add line.
  • Click the pencil icon and add as much date information as you can, especially the dock date. This keeps allocation data and MRP up-to-date.
  • Choose the dock date, requested arrival date and the promised ship date.
  • To create a PDF of the PQuote and email it, either click Quick or click PDF/Email in the left hand nav where you have the option to customize your PDF.
  • When you click into PDF/Email you can customize the PDF by checking and unchecking columns. Click the orange set button to save your changes.
  • The PDF can be downloaded or emailed by clicking download PDF or Email PDF.
  • On the Email PDF screen you can customize the email before you send it and attach documents.
  • When you’re ready to convert your PQuote to a PO click Convert To PO then the Place Purchase Order button.

WANT TO KNOW MORE?

We want to help you take your company to the next level with Cetec ERP.

What would you like to do next?