• 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.


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