Getting Started Guide

Practical guide with 10 steps to help you get started setting up Cetec ERP for your company.
How-tos

1. Basic Setup

Setup new users and configure your GL transaction mappings.

Setup New Users

Setup

Setup GL Transaction Mappings

Setup
How-tos

2. Create Parts

Learn Cetec ERP part numbering basics and begin creating your parts.

Create Product Codes (PRCs)

Setup

Create a Part

Setup
How-tos

3. Model BOMs

Model your BOMs with materials, work instructions, and documents. You can model kits, basic assemblies, or complex, multi-level BOMs.


Don't have BOMs? Skip to Step 4!

Add components / raw material to create a bill of materials

Setup

Setup Routers, Labor Paths, & Labor Estimates For Production

Setup

Model your shop floor work stations and/or machines

Setup

Handle subassemblies and multi-level BOMs

Setup

Manage safety stock and build-for-stock programs

Setup
How-tos

4. Load Inventory

Start with the basics of inventory - place POs and receive the inventory, with the ability to capture lot/serial traceability data.


Don't have inventory? Skip to Step 5!

Create a vendor

Setup

Enter a vendor PO

Setup

Receive inventory

Setup
How-tos

5. Orders / Jobs

Enter a customer sales order, and learn about the different modes of manufacturing: MTO, MTS, etc. Then, walk through the basics of fulfilling that customer order.

Create a customer

Setup

Enter an order

Setup

Send order acknowledgment to customer directly from the system

Setup

Release/Print: Print order documents / traveler

Setup

Release/Print: Ping warehouse with order release alert

Setup

Fulfill Customer Order - stock (pull raw/finished stock, pack, and ship)

Setup

Fulfill Customer order - job only (no BOM, no inventory)

Setup

Fulfill Customer order - production (pull stock, build, pack, and ship)

Setup

Fulfill Internal order - build for stock (pull stock, build, and put back on shelf)

Setup

Manage Order-specific BOMs

Setup
How-tos

6. Production

The foundations of production management and shop floor control in Cetec ERP. Gain visibility, issue material and print/release jobs, track job status and labor through the shop floor, and provide digital access to necessary work instructions and documents for you production teams.

Production Management in Cetec ERP

Setup

Pick material, deliver to the floor, begin production

Setup

Update router, track work time

Setup

Pull up part drawings, follow work instructions, etc.

Setup
How-tos

7. Shipping & Invoicing

Walk through how to ship & invoice, send bills, recognize Revenue and COGs automatically, and have instant job costing and profitability reporting.

Pack, ship, invoice, and drive A/R

Setup

Send bills automatically directly from Cetec ERP

Setup

Review order cost (estimated/actual labor, material, scrap, overhead, outsourcing costs)

Setup
How-tos

8. Review Ledger/Financials

See the real-time impact of receiving and shipping in your financial reports!

Review all transactions (e.g. receipts, invoices, etc.) real-time in the general ledger

Setup

View financial statements (e.g. balance sheet, P&L, etc.)

Setup
How-tos

9. A/R & A/P

Learn how to complete the loop by collecting and applying payments, and paying bills to vendors.

Pay a bill from a vendor

Setup

Enter a customer payment and collect on A/R

Setup

Make a deposit into your bank account

Setup
How-tos

10. Move Data & Train Your Team

Get started implementing Cetec ERP for your business!


You can import your own data! Review best practices and tips & tricks for data migration here.


Train your team with our extensive (and free) online resources & guides, and sign your users up for our in-app training program, UniversitERP.


OR - Contact Us for more hands-on expert guidance with your data, mapping your processes, and transitioning to Cetec ERP.