Glossary

Storefront

The Phasio Storefront is the interface where your customers can upload their models and obtain quotes based on your offered manufacturing processes, post-processing options, and other services. Customers can obtain automated quotes based on uploaded files and place orders through the Storefront via your preferred payment methods.

The Storefront also contains your personalized AI Assistant through which customers can create requests if they do not have a ready model file to upload.

Manufacturer's backend

This is the main Phasio platform for manufacturers where they can:

• Create, edit and manage quotes
• Accept, create, edit and manage orders
• Update order statuses
• Configure manufacturing processes, pricing equations, materials, post-processing options and other manufacturing-related processing options
• Manage workstations
• Define advanced manufacturability checks including wall thickness analysis
• Configure payment settings
• Configure shipping options

Processes

Processes are the manufacturing processes offered by the manufacturer. These encompass the type of manufacturing technology and process-specific configurations including materials, post-processing options, infill options and precision options. Each process has its own customizable pricing equation that is defined by the manufacturer.

Customer-specific processes can be added if manufacturers do not want the pricing logic to be generally available to all customers.

Technology

Phasio supports various manufacturing technologies including but not limited to FDM, SLA, SLS, MJF, and others. Manufacturers can have multiple processes utilizing the same manufacturing technology but with different pricing configurations.

Quotes

A quote is a document provided to the customer to show the estimated price of the goods to be purchased. The Phasio platform automates the quoting process for manufacturers by allowing manufacturers to implement pricing equations based on different manufacturing technologies that they provide. Through the Storefront, customers can obtain an automatically calculated quote based on the 3D model file uploaded and the selected add-ons.

Orders

An order represents a confirmed purchase from a customer. An order can be created by the manufacturer accepting a quote or manually created via the Manufacturer's Backend. Manufacturers can view all their current and completed orders via the Manufacturer's Backend in a board or list format.

Projects

Projects in Phasio are a collection of orders housed under the same umbrella to allow manufacturers to easily manage work relating to a single customer or initiative.

Proposals

Customer proposals are generally for customers who have an idea of what they want but do not have a model file to upload. The proposal function allows an open discussion between the manufacturer and customer to determine the requirements and specifications via the chat function, which includes the ability to exchange files as well. When the proposal is finalized, it can be accepted and converted into an active project. Quotes and orders can then be added to the project.

Parts

Parts are 3D models uploaded to the Phasio platform, also referred to as part design. Each part design has one or more versions, also referred to as part revision. Such a part revision can be associated with one or more specifications, defining the process, post process material and other relevant manufacturing information. Once the customer orders a part revision with a given specification, this is referred to as a requisition.

Parts intelligence

Part Intelligence describes the effect that unique part designs across a manufacturing facility has. Parts are usually disconnected instances in a database, but with part intelligence, your parts have memory.

Key capabilities:

• Part recognition - Automatically identifies when uploaded geometry already exists in your system
• Version control - Manages multiple revisions of the same part without creating duplicate entries
• Quoting memory - Stores and applies previous specifications, prices, and requirements to future orders
• Knowledge persistence - Retains manufacturing decisions, quality requirements, and production notes across all orders

Result: Every part builds institutional knowledge over time, eliminating repetitive setup and ensuring consistent manufacturing quality.

Customer reference numbers

The customer reference number is a shortcut to a part revision with a specification for fast reordering and to power B2B sales.

Customer organization

The customer organization represents the party which is purchasing from the manufacturer. The customer organization can contain multiple customer contacts.

Customer contacts

Customer contacts are the individuals representing the purchasing party. There can be multiple customer contacts associated with a single customer organization.