Introduction
Complete documentation for the Phasio manufacturing platform
Welcome to the Phasio documentation. This comprehensive guide covers everything you need to know about using Phasio to manage your manufacturing business.
Getting Started
- Manufacturer's Starter Guide - Complete guide to get started with Phasio
- Glossary - Key terms and definitions
Core Features
Quotes
- Create a new quote (Manufacturer's backend)
- Create a new quote (Customer Storefront)
- Create a new quote (AI Chat Assistant)
- Manage and edit customer quotes
- Supported payment types
Orders
Projects
Manufacturing
Parts
Lead Times
Processes
- Add a new process
- Define pricing equation
- Manage process materials
- Manage infill options
- Manage precision options
- Assign post-processing options
- Manage your processes
Post-processing
Workstations (Workflows users only)
- Add a new workstation
- Manage workstations
- Assign workstations in workflows
- Workflow implementation & examples
- Workflow example: Powder bed printing
- Workflow example: FDM printing
- Progress parts (Workflows Backlog)
- Manage part groups
Growth
Customers
Discounts
Settings
Organisation
- Configure Storefront settings
- Manage customer access
- Manage notifications to customers
- Embed Storefront on your website
- Enable your AI Assistant
- Enable wall thickness checks
- Set up your document templates
- Manage your operator contact
Shipping
Finances
- Configure your payment settings
- Configure tax rates and tax jurisdictions
- Accounting system integration
Account Settings
Support
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