# Phasio Docs

> Product documentation for Phasio, the operating platform for manufacturing service providers: quoting, production, customer storefronts and back office.

Each link below returns the page as Markdown. The rendered page is at the same path without `.md`.

## Docs

- Phasio Documentation: Platform documentation
  - [Introduction](https://docs.phas.io/introduction.md): Everything you need to set up, configure, and grow your manufacturing business on Phasio.
  - Getting Started: Get started with Phasio
    - [Manufacturer's Starter Guide](https://docs.phas.io/getting-started/manufacturers-starter-guide.md): Complete guide to get started with Phasio as a manufacturer
    - [Glossary](https://docs.phas.io/getting-started/glossary.md): Comprehensive glossary of key terms and definitions for the Phasio manufacturing platform
  - Pricing: Automate pricing for any manufacturing process with TypeScript equations
    - [Pricing - Start Here](https://docs.phas.io/pricing.md): Automate pricing for any manufacturing process in Phasio using TypeScript equations that run the moment a part is uploaded.
    - [Cookbook - Pricing Snippets](https://docs.phas.io/pricing/cookbook.md): Copy-paste pricing snippets and complete starter equations for common manufacturing patterns. Find the pattern, copy the code, adjust the numbers.
    - Deep Dive: Understand why, not just how - the mechanics behind Phasio pricing
      - [Deep Dive - Pricing Mechanics](https://docs.phas.io/pricing/deep-dive.md): Understand why, not just how. Standalone deep dives into part geometry, the three-level equation stack, business logic, and per-process implementations.
      - [Understanding Your Parts](https://docs.phas.io/pricing/deep-dive/understanding-your-parts.md): A reference for the geometry values Phasio extracts from every 3D file - volume types, surface area, wall thickness, and watertightness - and how to use them in pricing equations.
      - [How Equations Work](https://docs.phas.io/pricing/deep-dive/how-equations-work.md): How Phasio runs three levels of pricing equations per order and how done() and variable() connect them.
      - [Reading TypeScript](https://docs.phas.io/pricing/deep-dive/reading-typescript.md): A 5-minute primer on reading the TypeScript used in pricing equations - enough to understand what an equation does and tweak the numbers.
      - [Business Logic](https://docs.phas.io/pricing/deep-dive/business-logic.md): How to model the commercial layer of pricing: margins, discounts, lead time multipliers, and safety floors.
      - Level 1 - Process Deep Dives: Full pricing implementations per manufacturing process
        - [Level 1 - Process Deep Dives](https://docs.phas.io/pricing/deep-dive/process-deep-dives.md): Full pricing implementations per manufacturing process - why each is unique, core methodology, a numerical example, the complete algorithm, and when to use it.
        - [Before You Build - Questions to Ask First](https://docs.phas.io/pricing/deep-dive/process-deep-dives/before-you-build.md): A thinking guide for scoping your pricing equation before you write code: cost drivers, calibration data, minimums, quantity curves, machines, material variables, review gates, overrides, lead times, customer pricing, and post-processes.
        - [Powder Bed - SLS / MJF](https://docs.phas.io/pricing/deep-dive/process-deep-dives/powder-bed-sls-mjf.md): How to price powder bed processes (SLS, MJF, HSS, SAF) using shrink wrap volume, amortised setup costs, and quantity discounts.
        - [FDM - Filament Extrusion](https://docs.phas.io/pricing/deep-dive/process-deep-dives/fdm-filament-extrusion.md): How to price FDM/FFF parts by splitting geometry into shell, infill, and supports to estimate print time, which is the dominant cost driver.
        - [Large Format FDM](https://docs.phas.io/pricing/deep-dive/process-deep-dives/large-format-fdm.md): How to adapt the time-based FDM pricing model for large format pellet extrusion, gantry, and SCARA systems, including adjusted constants and a complete algorithm.
        - [SLA / DLP / LCM](https://docs.phas.io/pricing/deep-dive/process-deep-dives/sla-dlp-lcm.md): How to price vat photopolymerisation parts (SLA, DLP, MSLA, LCM) from resin volume and machine time, including the SLA-specific cross-section scaling adjustment.
        - [Metal - LPBF (SLM / DMLS)](https://docs.phas.io/pricing/deep-dive/process-deep-dives/metal-lpbf.md): How to price metal Laser Powder Bed Fusion parts using a machine-time-dominated model based on build volume and laser build rate.
        - [Ceramics - LCM](https://docs.phas.io/pricing/deep-dive/process-deep-dives/ceramics-lcm.md): How to price Lithography-based Ceramic Manufacturing (LCM) parts, where ceramic slurry cost and machine time drive the Level 1 equation.
        - [CNC Machining](https://docs.phas.io/pricing/deep-dive/process-deep-dives/cnc-machining.md): How Phasio prices CNC machined parts using stock-block selection, a three-phase milling model (coarse, medium, fine), precision and quantity multipliers, and geometry-based review gates.
        - [Vacuum Casting](https://docs.phas.io/pricing/deep-dive/process-deep-dives/vacuum-casting.md): How to price vacuum-cast polyurethane parts by combining one-time mould cost amortisation with per-part casting cost.
      - Level 2 - Post-Process Deep Dives: Full pricing implementations per post-process type
        - [Level 2 - Post-Process Deep Dives](https://docs.phas.io/pricing/deep-dive/post-process-deep-dives.md): Full pricing implementations per post-process type - what the process does physically, how to model it as a Level 2 equation, and what to read from Level 1.
        - [Vapor Smoothing](https://docs.phas.io/pricing/deep-dive/post-process-deep-dives/vapor-smoothing.md): How to price vapor smoothing post-processing in Phasio, with volume-based and batch-amortisation Level 2 algorithms.
        - [Dyeing](https://docs.phas.io/pricing/deep-dive/post-process-deep-dives/dyeing.md): How to model dyeing post-processing in pricing, using a colour lookup for dye cost and an area-based process cost with a colour multiplier.
        - [Shot Peening / Media Blasting](https://docs.phas.io/pricing/deep-dive/post-process-deep-dives/shot-peening-media-blasting.md): How to price shot peening and media blasting as a surface-area-driven post-process, including a Level 2 area-based algorithm and review flags for complex geometry.
        - [Thread Inserts](https://docs.phas.io/pricing/deep-dive/post-process-deep-dives/thread-inserts.md): How to price heat-set thread inserts in Phasio using a Level 2 equation that reads an operator-entered count exposed as a Level 1 variable.
        - [Creating a Custom Post-Process](https://docs.phas.io/pricing/deep-dive/post-process-deep-dives/creating-a-custom-post-process.md): A guide to building a custom post-process equation from one of three templates - flat fee, percentage of process price, or geometry-based - plus shared rules for all post-process equations.
      - [Level 3 - Order Level Pricing](https://docs.phas.io/pricing/deep-dive/order-level-pricing.md): How to price at the order level - running once per order to apply minimum fees, volume discounts, post-processing minimums, and shipping costs across the whole cart.
      - [Review Required Gate](https://docs.phas.io/pricing/deep-dive/review-required-gate.md): How the review-required gate holds a part back from the customer until you manually approve its price, with patterns for triggering it.
    - [Reference - Variables, Functions & Types](https://docs.phas.io/pricing/reference.md): Complete technical lookup for Phasio pricing equations: built-in functions, the specification, requisition, revision and processPricing objects, the level cheat sheet, and a debugging guide.
  - Lead Times: Managing lead times and dispatch dates
    - [Durations](https://docs.phas.io/lead-times/durations.md): Calculate manufacturing duration separately from pricing and understand how Phasio uses it to estimate dispatch dates.
    - [Configure lead times](https://docs.phas.io/lead-times/configure-lead-times.md): How to configure and manage lead times and their pricing in Phasio
    - [Configure dispatch dates](https://docs.phas.io/lead-times/configure-dispatch-dates.md): How lead times and dispatch dates influence each other, and how to modify your estimations
  - Quotes: Managing quotes in Phasio
    - [Create a new quote (Manufacturer's backend)](https://docs.phas.io/quotes/create-quote-backend.md): Create and customise a quote on behalf of a customer from the Phasio back office, including parts, pricing and billing details.
    - [Create a new quote (Customer Storefront)](https://docs.phas.io/quotes/create-quote-storefront.md): See how customers upload files and submit quote requests through your Phasio Storefront, step by step.
    - [AI Assistant](https://docs.phas.io/quotes/create-quote-ai-assistant.md): How customers use Phasio's AI Assistant to choose materials and technologies and request a quote, and how it gives your sales team qualified leads.
    - [Manage and edit customer quotes](https://docs.phas.io/quotes/manage-customer-quotes.md): Filter, review, accept, reject and edit customer quotes from the Phasio quotes dashboard. Accepted quotes convert to orders.
    - [Supported payment types](https://docs.phas.io/quotes/supported-payment-types.md): The payment types Phasio supports: Stripe, PayPal and RazorPay, plus manual bank transfer, ACH and invoice payments. Also how to resend payment links.
  - Orders: Manage your orders
    - [Create a new order](https://docs.phas.io/orders/create-order.md): Step-by-step guide to creating and managing orders in Phasio
    - [Orders board](https://docs.phas.io/orders/orders-board.md): Visual board view for managing and tracking all your orders
    - [Orders list](https://docs.phas.io/orders/orders-list.md): Comprehensive list view of all orders with filtering and search options
    - [Manage and edit orders](https://docs.phas.io/orders/manage-orders.md): Track orders on the Phasio order board, move them between statuses, review order details and send parts to production.
    - [Edit order statuses](https://docs.phas.io/orders/edit-order-statuses.md): Create and customise order statuses in Phasio to match your production stages, beyond the default Pending, Processed and Completed.
  - Parts
    - [Manage part designs](https://docs.phas.io/parts/manage-part-designs.md): Guide for manufacturers to view and manage part designs, revisions, and specifications in the Phasio platform's centralized part management system
    - [Manage part specifications](https://docs.phas.io/parts/manage-part-specifications.md): Guide for manufacturers to view and manage part specifications, customer references, requisitions, and manufacturing constraints in the Phasio platform
  - Projects: Manage projects and requests
    - [Create a new project](https://docs.phas.io/projects/create-project.md): Create a project manually in Phasio to group related quotes and orders, and see how Storefront quotes create projects automatically.
    - [Manage and edit projects](https://docs.phas.io/projects/manage-projects.md): View and edit Phasio projects, which group the quotes and orders for one customer or initiative in one place.
  - Planning: Plan and run builds on the build screen
    - [The build screen](https://docs.phas.io/planning/build-screen.md): Use the build screen to stage, progress, and trace parts through a single operation on the shop floor.
    - [Stage and progress parts](https://docs.phas.io/planning/stage-and-progress-parts.md): Stage individual parts into a named build and progress them to the next operation on the build screen.
    - [Scrap parts and trace history](https://docs.phas.io/planning/scrap-and-trace.md): Scrap parts on the build screen with optional replacements, and trace a part's full movement history through production.
  - Customers: Customer management
    - [View customers](https://docs.phas.io/customers/view-customers.md): Find customers in the Phasio Customers dashboard, search by name, and review each customer's requests, quotes, orders and project history in one place.
    - [Edit customer details](https://docs.phas.io/customers/edit-customer-details.md): Add a new customer in Phasio and keep their organisation details up to date, including addresses, tax information and primary and secondary contacts.
    - [Customer organisation metadata](https://docs.phas.io/customers/customer-organisation-metadata.md): Attach custom key-value data to a customer organisation for internal reference and document templates.
    - [Edit customer specific catalog](https://docs.phas.io/customers/edit-customer-catalog.md): Add recurring parts with predefined manufacturing specifications to a customer's catalog in Phasio, so they can reorder them quickly in future quotes.
    - [Edit customer specific pricing](https://docs.phas.io/customers/edit-customer-pricing.md): Set customer-specific pricing equations in Phasio so repeat orders are priced consistently, and edit, reuse or delete each pricing configuration.
  - Discounts: Discount management
    - [Create and manage discounts](https://docs.phas.io/discounts/manage-discounts.md): Create discount codes in Phasio with configurable rules to drive sales, reward loyal customers and respond to market conditions.
  - Processes: Manufacturing processes
    - [Add a new process](https://docs.phas.io/processes/add-process.md): Set up a new manufacturing process in Phasio, such as FDM, MJF or SLA, with its own description, materials and operational parameters.
    - [Define pricing equation](https://docs.phas.io/processes/define-pricing-equation.md): Write a pricing equation for a manufacturing process in Phasio, using variables such as material, part geometry and machine time to calculate part cost.
    - [Order level pricing](https://docs.phas.io/processes/order-level-pricing.md): Add extra line items to an order based on the entire cart - minimum fees, shipping, volume discounts, and post-processing minimums.
    - [Review-required pricing](https://docs.phas.io/processes/review-required-pricing.md): Flag a quote line for mandatory review before a customer sees a price or can check out.
    - [Manage process materials](https://docs.phas.io/processes/manage-materials.md): Add the materials you offer for each manufacturing process in Phasio and set the price variables used to quote each material.
    - [Manage infill options](https://docs.phas.io/processes/manage-infill-options.md): Offer customers custom infill density options for additive manufacturing processes in Phasio, configured separately for each process.
    - [Manage precision options](https://docs.phas.io/processes/manage-precision-options.md): Add precision and tolerance levels to a manufacturing process in Phasio and link each level to its own price.
    - [Assign post-processing options](https://docs.phas.io/processes/assign-post-processing.md): Link compatible post-processing options to each manufacturing process, so customers only see finishes that work with the process they select.
    - [Assign operations in routing](https://docs.phas.io/processes/assign-operations.md): Assign the production operations that apply to each manufacturing process, so Phasio routes every part through the correct steps.
    - [Manage your manufacturing processes](https://docs.phas.io/processes/manage-processes.md): Review and edit the manufacturing processes you offer in Phasio, including their type and the description customers see when they order.
    - [Set a build orientation constraint](https://docs.phas.io/processes/set-build-orientation-constraint.md): Lock a part's build orientation from the quote configuration UI so it goes to production exactly as intended.
  - Post-processing: Post-processing options
    - [Add a new post-processing option](https://docs.phas.io/post-processing/add-post-processing.md): Create a post-processing option that customers can select at checkout, and use the equation editor to calculate its price.
    - [Manage post-processing options](https://docs.phas.io/post-processing/manage-post-processing.md): View, edit and delete the finishing operations you offer, from one post-processing dashboard in Phasio.
  - Workflows: Operation management and part production for Factory Floor users
    - [Add an operation](https://docs.phas.io/workflows/add-operation.md): Create a production operation in Phasio, such as a machine, a manual step or a quality check, to build the routing that parts follow.
    - [Manage operations](https://docs.phas.io/workflows/manage-operations.md): Configure, reorder and group the production operations in Phasio, and set naming rules to track parts and builds on the shop floor.
    - [Workflow implementation & examples](https://docs.phas.io/workflows/workflow-implementation.md): Configure process and post-processing workflows, and understand how each production run's routing is assigned at work-order creation.
    - [Part Backlog](https://docs.phas.io/workflows/progress-parts-workflows.md): Use the Phasio Backlog to track every production operation in real time, and progress or scrap parts through each work order's routing.
    - [Manage part groups](https://docs.phas.io/workflows/manage-part-groups.md): Understand how builds and part groups move through your production operations.
    - [Workflow example: Powder bed printing](https://docs.phas.io/workflows/workflow-example-powder-bed.md): A concrete end-to-end example of a six-step powder bed 3D printing workflow, from nesting queue through final post-processing and completion.
    - [Workflow example: FDM printing](https://docs.phas.io/workflows/workflow-example-fdm.md): A reference implementation of a six-step FDM 3D printing workflow using Phasio operations.
  - Production Routing: Routing templates and production runs
    - [Production Routing overview](https://docs.phas.io/production-routing/overview.md): Understand how production runs, routings, and routing templates work together to give every part its own path through your shop.
    - [Manage routing templates](https://docs.phas.io/production-routing/manage-routing-templates.md): Create, approve, and manage routing templates on a part specification to control how future production runs are routed through your shop.
    - [Schedule production runs](https://docs.phas.io/production-routing/schedule-production-runs.md): Open the scheduling dialog to assign routing templates, customize operations, and create work orders for parts on an order.
    - [Routing template approval](https://docs.phas.io/production-routing/routing-template-approval.md): The 'Require approved routing templates' operator setting gates production scheduling behind an approval step, preventing unapproved routings from reaching the shop floor.
  - Finances: Financial settings
    - [Configure payment settings](https://docs.phas.io/finances/configure-payment.md): Connect an online payment provider to Phasio so customers can pay when they check out on your Storefront.
    - [Add tax rates and jurisdictions](https://docs.phas.io/finances/configure-tax.md): Set up tax components, rates and jurisdictions in Phasio so quotes and invoices calculate tax correctly for local and international customers.
    - [Configure payment terms](https://docs.phas.io/finances/payment-terms.md): Define reusable payment terms and assign them to customers so the terms appear on quotes, order confirmations, and invoices
    - [Connect with an accounting system](https://docs.phas.io/finances/accounting-integration.md): Connect Phasio to QuickBooks, Xero, Lexoffice, WeClapp or Zoho to sync quotes and invoices automatically and remove double data entry.
  - Settings: Configure your Phasio account
    - Shipping: Shipping configuration
      - [Configure shipping options](https://docs.phas.io/settings/shipping/configure-shipping.md): Set up and manage shipping methods, rates, and carrier integrations
    - Organisation: Organisation settings
      - [Configure Storefront settings](https://docs.phas.io/settings/organisation/configure-storefront.md): Configure your branded Phasio Storefront, the customer-facing portal where customers request quotes and place orders online.
      - [Manage customer access](https://docs.phas.io/settings/organisation/manage-customer-access.md): Choose how customers sign in to your Phasio Storefront and at which checkout step they must log in, to balance security and conversion.
      - [Manage notifications to customers](https://docs.phas.io/settings/organisation/manage-notifications.md): White-label customer emails with your own branding and choose which order status updates Phasio sends to your customers.
      - [Embed Storefront on your website](https://docs.phas.io/settings/organisation/embed-storefront.md): Embed your Phasio Storefront on your company or affiliate website so customers can request quotes, place orders and pay without leaving your site.
      - [Enable your AI Assistant](https://docs.phas.io/settings/organisation/enable-ai-assistant.md): Add Phasio's AI Assistant to your Storefront. It uses your processes, materials and pricing to answer customer questions and help them request quotes.
      - [Enable wall thickness checks](https://docs.phas.io/settings/organisation/enable-wall-thickness-checks.md): Turn on automatic wall thickness analysis for uploaded CAD files, so Phasio flags parts that are too thin for the selected material and process.
      - [Set up your document templates](https://docs.phas.io/settings/organisation/document-templates.md): Create and manage document templates for invoices, estimates, confirmations, traveller sheets, and more in Phasio
      - [Template starters](https://docs.phas.io/settings/organisation/document-template-starters.md): Ready-to-use HTML starter templates for every document type in Phasio
      - [Template editor writing guide](https://docs.phas.io/settings/organisation/document-template-editor.md): A practical guide to customising your document templates in Phasio
      - [Manage your operator contact](https://docs.phas.io/settings/organisation/manage-operator-contact.md): Set the official business contact details that Phasio shows on every invoice you send to customers.
    - Account Settings: Account management
      - [Update your password and enable multi-factor authentication (MFA)](https://docs.phas.io/settings/account/update-password-mfa.md): Change your Phasio account password and turn on multi-factor authentication (MFA) to protect your organisation's data from unauthorised access.
    - Support: Get help
      - [Contact us](https://docs.phas.io/settings/support/contact-us.md): Get support and contact information for Phasio platform assistance

## Developer

> REST API and Webhooks

- [Getting Started](https://docs.phas.io/developers.md): Build integrations with Phasio using our REST API and webhooks
- Webhooks
  - [Webhooks](https://docs.phas.io/developers/webhooks.md): Set up webhooks to receive real-time notifications when events occur in your Phasio account
  - [Order Created](https://docs.phas.io/developers/webhooks/order-created.md): Webhook event fired when a new order is created or committed in Phasio
  - [Order Updated](https://docs.phas.io/developers/webhooks/order-updated.md): Webhook event fired when an existing order is modified in Phasio
  - [Quote Converted](https://docs.phas.io/developers/webhooks/quote-converted.md): Webhook event fired when a quote is accepted or paid, converting it into a confirmed order
  - [Customer Organisation Created](https://docs.phas.io/developers/webhooks/customer-organisation-created.md): Webhook event fired when a new customer organisation is created in Phasio
  - [Customer Organisation Updated](https://docs.phas.io/developers/webhooks/customer-organisation-updated.md): Webhook event fired when a customer organisation is modified in Phasio
  - [Part Specification Created](https://docs.phas.io/developers/webhooks/part-specification-created.md): Webhook event fired when a new part specification is created in Phasio
  - [Cart Created](https://docs.phas.io/developers/webhooks/cart-created.md): Webhook event fired when a new cart is created on the storefront
- API Documentation: Manufacturer Rest API
  - Addresses
    - [Create a new address](https://docs.phas.io/developers/api/addresses/create_5.md)
    - [Edit an existing address](https://docs.phas.io/developers/api/addresses/edit_1.md)
    - [Get addresses by customer](https://docs.phas.io/developers/api/addresses/getByCustomer_1.md)
    - [Get addresses by customer organization](https://docs.phas.io/developers/api/addresses/getByCustomerOrganisation_1.md)
    - [Get an address by ID](https://docs.phas.io/developers/api/addresses/getById_1.md)
    - [Set address as default billing address](https://docs.phas.io/developers/api/addresses/setBillingAddress_1.md)
    - [Set address as default shipping address](https://docs.phas.io/developers/api/addresses/setShippingAddress_1.md)
  - Cart resource
    - [Get a cart by ID](https://docs.phas.io/developers/api/cart-resource/getById_9.md)
    - [Get cart pre-order (quote + purchasability)](https://docs.phas.io/developers/api/cart-resource/getCartPreOrder.md)
    - [Get paginated carts with RSQL filtering](https://docs.phas.io/developers/api/cart-resource/getCarts.md)
  - Manufacturer activity controller
    - [Get activities by thread ID](https://docs.phas.io/developers/api/manufacturer-activity-controller/getByThread.md)
  - Manufacturer analytics controller
    - [Get dashboard analytics](https://docs.phas.io/developers/api/manufacturer-analytics-controller/getDashboard.md)
    - [Get time series metrics for the operator](https://docs.phas.io/developers/api/manufacturer-analytics-controller/getOperatorMetrics.md)
  - Manufacturer assembly controller
    - [Add assembly to catalog](https://docs.phas.io/developers/api/manufacturer-assembly-controller/addAssemblyToCatalog.md)
    - [Create assembly](https://docs.phas.io/developers/api/manufacturer-assembly-controller/createAssembly.md)
    - [Delete assembly](https://docs.phas.io/developers/api/manufacturer-assembly-controller/deleteAssembly.md)
    - [Get assembly by ID](https://docs.phas.io/developers/api/manufacturer-assembly-controller/getAssembly.md)
    - [List assemblies](https://docs.phas.io/developers/api/manufacturer-assembly-controller/listAssemblies.md)
    - [Update assembly](https://docs.phas.io/developers/api/manufacturer-assembly-controller/updateAssembly.md)
  - Manufacturer camspec controller
    - [Download CAMSPEC archive for requisitions without tracking a work order](https://docs.phas.io/developers/api/manufacturer-camspec-controller/downloadCamspec.md)
    - [Export CAMSPEC archive for requisitions](https://docs.phas.io/developers/api/manufacturer-camspec-controller/exportCamspec.md)
  - Manufacturer cart item controller
    - [Get all items in a cart](https://docs.phas.io/developers/api/manufacturer-cart-item-controller/getByCart.md)
  - Manufacturer catalog controller
    - [Create catalog items](https://docs.phas.io/developers/api/manufacturer-catalog-controller/createCatalogItems.md)
  - Manufacturer color controller
    - [Get color by ID](https://docs.phas.io/developers/api/manufacturer-color-controller/getById_8.md)
  - Manufacturer customer controller
    - [Create a new customer](https://docs.phas.io/developers/api/manufacturer-customer-controller/createCustomer.md)
    - [Create a customer in an organization](https://docs.phas.io/developers/api/manufacturer-customer-controller/createCustomerInOrganisation.md)
    - [Delete a customer](https://docs.phas.io/developers/api/manufacturer-customer-controller/deleteCustomer.md)
    - [Get a customer by ID](https://docs.phas.io/developers/api/manufacturer-customer-controller/getCustomer.md)
    - [Get customers with filtering](https://docs.phas.io/developers/api/manufacturer-customer-controller/getCustomersPaginated.md)
  - Manufacturer customer organisation controller
    - [Add metadata to a customer organisation](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/addMetadata_1.md)
    - [Delete a customer organization](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/deleteCustomerOrganisation.md)
    - [Delete customer organisation metadata](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/deleteMetadata_1.md)
    - [Get a customer organization by ID](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/get_3.md)
    - [Get organization by customer ID](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/getByCustomer.md)
    - [Get customer organisations with filtering](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/getCustomerOrganisationsPaginated.md)
    - [Get customer organisation summaries](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/getCustomerOrganisationSummaries.md)
    - [Update a customer organization](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/update.md)
    - [Update customer organisation metadata](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/updateMetadata_1.md)
    - [Upsert customer organisation metadata by key](https://docs.phas.io/developers/api/manufacturer-customer-organisation-controller/upsertMetadataByKey_1.md)
  - Manufacturer document controller
    - [Generate custom template document](https://docs.phas.io/developers/api/manufacturer-document-controller/generateCustomDocument.md)
    - [Generate invoice document](https://docs.phas.io/developers/api/manufacturer-document-controller/generateInvoiceDocument.md)
    - [Generate shipment invoice document](https://docs.phas.io/developers/api/manufacturer-document-controller/generateShipmentInvoiceDocument.md)
    - [Generate confirmation PDF](https://docs.phas.io/developers/api/manufacturer-document-controller/getConfirmation.md)
    - [Generate consignment label PDF](https://docs.phas.io/developers/api/manufacturer-document-controller/getConsignmentLabelPdf.md)
    - [Generate estimate PDF](https://docs.phas.io/developers/api/manufacturer-document-controller/getEstimate.md)
    - [Generate invoice Excel file](https://docs.phas.io/developers/api/manufacturer-document-controller/getInvoiceExcel.md)
    - [Generate invoice PDF](https://docs.phas.io/developers/api/manufacturer-document-controller/getInvoicePdf.md)
    - [Generate order traveller PDF](https://docs.phas.io/developers/api/manufacturer-document-controller/getOrderTraveller.md)
    - [Generate traveller sheet PDF](https://docs.phas.io/developers/api/manufacturer-document-controller/getTravellerSheetForOperator.md)
  - Manufacturer document template controller
    - [Get document template by language and type](https://docs.phas.io/developers/api/manufacturer-document-template-controller/get_10.md)
    - [Get all document templates for operator](https://docs.phas.io/developers/api/manufacturer-document-template-controller/getByOperator.md)
  - Manufacturer infill controller
    - [Get infill by ID](https://docs.phas.io/developers/api/manufacturer-infill-controller/getById_7.md)
  - Manufacturer kanban column controller
    - [Get Kanban columns](https://docs.phas.io/developers/api/manufacturer-kanban-column-controller/get_9.md)
  - Manufacturer material controller
    - [Get material by ID](https://docs.phas.io/developers/api/manufacturer-material-controller/getById_6.md)
  - Manufacturer part revision controller
    - [Detect parts in an image and find similar part revisions per detection](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/detectAndEmbed.md)
    - [Download part revision file](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/downloadFile.md)
    - [Retrieve a thumbnail image of a part revision](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/downloadThumbnail.md)
    - [Get part revisions with filtering](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/get_8.md)
    - [Get multiple part revisions by IDs](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/getBulk.md)
    - [Get part revisions by design ID](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/getByDesign.md)
    - [Get part revision by ID](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/getById_4.md)
    - [Get part revisions by order ID](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/getByOrder_1.md)
    - [Get part revisions by requisition ID](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/getByRequisition.md)
    - [Get file analysis results](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/getUploadResults.md)
    - [Get file analysis status](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/getUploadStatus.md)
    - [Recognize a single part from a camera image](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/recognizeByImage.md)
    - [Set part revision version name](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/updateVersionName.md)
    - [Upload part revision](https://docs.phas.io/developers/api/manufacturer-part-revision-controller/uploadPartRevision.md)
  - Manufacturer post processing controller
    - [Get post-processing by ID](https://docs.phas.io/developers/api/manufacturer-post-processing-controller/get_7.md)
  - Manufacturer precision prices controller
    - [Get precision prices by ID](https://docs.phas.io/developers/api/manufacturer-precision-prices-controller/getById_2.md)
  - Manufacturer process prices controller
    - [Get all process pricings](https://docs.phas.io/developers/api/manufacturer-process-prices-controller/get_5.md)
    - [Get process pricing by ID](https://docs.phas.io/developers/api/manufacturer-process-prices-controller/get_6.md)
  - Manufacturer production step controller
    - [Find nesting placements across production groups](https://docs.phas.io/developers/api/manufacturer-production-step-controller/findNestingPlacements.md)
    - [Get a production group's nesting placements](https://docs.phas.io/developers/api/manufacturer-production-step-controller/getNestingPlacements.md)
    - [Get production steps with filtering](https://docs.phas.io/developers/api/manufacturer-production-step-controller/getStepsPaginated.md)
    - [Move batches between production steps](https://docs.phas.io/developers/api/manufacturer-production-step-controller/moveBatches.md)
    - [Rename production step](https://docs.phas.io/developers/api/manufacturer-production-step-controller/renameStep.md)
    - [Roll back a production group](https://docs.phas.io/developers/api/manufacturer-production-step-controller/rollbackStep.md)
  - Manufacturer requisition controller
    - [Create production batches](https://docs.phas.io/developers/api/manufacturer-requisition-controller/createBatchesLegacy_1.md)
    - [Create production batches](https://docs.phas.io/developers/api/manufacturer-requisition-controller/createBatchesLegacy.md)
    - [Create work orders](https://docs.phas.io/developers/api/manufacturer-requisition-controller/createWorkOrder.md)
    - [Get requisition by ID](https://docs.phas.io/developers/api/manufacturer-requisition-controller/get_4.md)
    - [Get requisitions by order ID](https://docs.phas.io/developers/api/manufacturer-requisition-controller/getByOrder.md)
  - Manufacturer routing template controller
    - [Approve](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/approve.md)
    - [Create](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/create.md)
    - [Delete_2](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/delete_2.md)
    - [Deprecate](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/deprecate.md)
    - [List](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/list.md)
    - [Patch](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/patch.md)
    - [Set Default](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/setDefault.md)
    - [Unset Default](https://docs.phas.io/developers/api/manufacturer-routing-template-controller/unsetDefault.md)
  - Manufacturer thread file controller
    - [Download a thread file](https://docs.phas.io/developers/api/manufacturer-thread-file-controller/download.md)
  - Manufacturer work order controller
    - [Update a work order's start and due dates](https://docs.phas.io/developers/api/manufacturer-work-order-controller/updateDates.md)
    - [Update Routing](https://docs.phas.io/developers/api/manufacturer-work-order-controller/updateRouting.md)
  - Operator addresses
    - [Create a new operator address](https://docs.phas.io/developers/api/operator-addresses/create_4.md)
    - [Delete an operator address](https://docs.phas.io/developers/api/operator-addresses/delete_1.md)
    - [Edit an existing operator address](https://docs.phas.io/developers/api/operator-addresses/edit.md)
    - [Get an operator address by ID](https://docs.phas.io/developers/api/operator-addresses/getById.md)
    - [List operator addresses](https://docs.phas.io/developers/api/operator-addresses/list_2.md)
    - [Set address as default billing address](https://docs.phas.io/developers/api/operator-addresses/setBillingAddress.md)
    - [Set address as default shipping address](https://docs.phas.io/developers/api/operator-addresses/setShippingAddress.md)
  - Orders
    - [Create an order](https://docs.phas.io/developers/api/orders/create_2.md)
    - [Retrieve orders](https://docs.phas.io/developers/api/orders/get_2.md)
    - [Retrieve an order](https://docs.phas.io/developers/api/orders/getById_5.md)
    - [Update order conversion date](https://docs.phas.io/developers/api/orders/updateConversionDate.md)
    - [Update order kanban column](https://docs.phas.io/developers/api/orders/updateKanbanColumn.md)
  - Payments
    - [Accept an offline payment obligation](https://docs.phas.io/developers/api/payments/acceptOfflinePayment.md)
    - [Update payment status](https://docs.phas.io/developers/api/payments/updatePaymentStatus.md)
  - Shipments
    - [Create a shipment](https://docs.phas.io/developers/api/shipments/create_3.md)
    - [Delete a shipment](https://docs.phas.io/developers/api/shipments/delete.md)
    - [Delete a shipment document](https://docs.phas.io/developers/api/shipments/deleteDocument.md)
    - [Download a shipment document](https://docs.phas.io/developers/api/shipments/downloadDocument.md)
    - [Fulfil a released shipment](https://docs.phas.io/developers/api/shipments/fulfil.md)
    - [Get a shipment](https://docs.phas.io/developers/api/shipments/get.md)
    - [List shipments on an order](https://docs.phas.io/developers/api/shipments/list_1.md)
    - [Release a prepared shipment](https://docs.phas.io/developers/api/shipments/release.md)
    - [Replace a prepared shipment](https://docs.phas.io/developers/api/shipments/replace.md)
    - [Update courier tracking](https://docs.phas.io/developers/api/shipments/updateTracking.md)
    - [Attach a shipment document](https://docs.phas.io/developers/api/shipments/uploadDocument.md)
  - Shipping rates
    - [Calculate the shipping rates for a group of parts](https://docs.phas.io/developers/api/shipping-rates/calculateRatesv2.md)
  - Specifications
    - [Add metadata to a specification](https://docs.phas.io/developers/api/specifications/addMetadata.md)
    - [Create a specification](https://docs.phas.io/developers/api/specifications/create_1.md)
    - [Delete a specification attachment](https://docs.phas.io/developers/api/specifications/deleteAttachment.md)
    - [Delete specification metadata](https://docs.phas.io/developers/api/specifications/deleteMetadata.md)
    - [Download a specification attachment](https://docs.phas.io/developers/api/specifications/downloadAttachment.md)
    - [Get specifications](https://docs.phas.io/developers/api/specifications/get_1.md)
    - [Get specifications by customer organization](https://docs.phas.io/developers/api/specifications/getByCustomerOrganisation.md)
    - [Get specification](https://docs.phas.io/developers/api/specifications/getById_3.md)
    - [Get specifications in bulk](https://docs.phas.io/developers/api/specifications/getByIds.md)
    - [Get specifications by part revision](https://docs.phas.io/developers/api/specifications/getByPartRevision.md)
    - [Find specifications by customer reference](https://docs.phas.io/developers/api/specifications/getCustomerReference.md)
    - [Preview the system-derived routing for a specification](https://docs.phas.io/developers/api/specifications/getDerivedRouting.md)
    - [Update specification metadata](https://docs.phas.io/developers/api/specifications/updateMetadata.md)
    - [Attach a file to a specification](https://docs.phas.io/developers/api/specifications/uploadAttachment.md)
    - [Upsert specification metadata by key](https://docs.phas.io/developers/api/specifications/upsertMetadataByKey.md)
  - Webhooks
    - [Create a webhook](https://docs.phas.io/developers/api/webhooks/createWebhook.md)
    - [Delete a webhook](https://docs.phas.io/developers/api/webhooks/deleteWebhook.md)
    - [Retrieve all webhooks](https://docs.phas.io/developers/api/webhooks/getWebhooks.md)
- Custom Storefronts
  - [Custom Storefronts](https://docs.phas.io/developers/storefronts.md): Build your own storefront for your Phasio store with the Auth API and the Customer API
  - [Quick start](https://docs.phas.io/developers/storefronts/quickstart.md): Create storefront credentials, make your first Auth API and Customer API calls, and run the example storefront
  - [Storefront rules](https://docs.phas.io/developers/storefronts/storefront-rules.md): The store settings, security rules, and API behaviour that a custom storefront must handle, and the go-live checklist
  - [Authentication](https://docs.phas.io/developers/storefronts/authentication.md): Storefront credentials, Auth API conventions, the token response, and guest sessions
  - [Sign-up and sign-in](https://docs.phas.io/developers/storefronts/sign-up-and-sign-in.md): Create customer accounts with an email code, sign customers in, and let them reset or change their login method
  - [Tokens and rate limits](https://docs.phas.io/developers/storefronts/tokens-and-rate-limits.md): Verify access tokens, read their claims, handle expiry and sign-out, and stay within the Auth API rate limits
  - [Purchase flow](https://docs.phas.io/developers/storefronts/purchase-flow.md): The sequence of Customer API calls from part upload to a paid order
  - [Upload and price](https://docs.phas.io/developers/storefronts/upload-and-price.md): Read the configuration options, upload a part, wait for the analysis, add the part to a cart, and get an instant price
  - [Checkout and payment](https://docs.phas.io/developers/storefronts/checkout-and-payment.md): Claim the guest cart, select shipping, create the order, take payment, and follow the order
  - [Customer API reference](https://docs.phas.io/developers/storefronts/customer-api.md): Conventions, store settings, and errors of the Customer API
  - [API: parts, carts, and prices](https://docs.phas.io/developers/storefronts/api-parts-and-carts.md): Customer API endpoints and data shapes for part uploads, carts, and prices, in the order of the purchase flow
  - [API: customers and orders](https://docs.phas.io/developers/storefronts/api-orders.md): Customer API endpoints and data shapes for customers, addresses, shipping, orders, payment, and order tracking, in the order of the purchase flow
- Migration Guides
  - [Production Routing API migration guide](https://docs.phas.io/developers/migrations/production-routing-migration.md): What API consumers must change before upgrading to the production routing release.
  - [Shipment to Shipping API migration guide](https://docs.phas.io/developers/migrations/shipment-to-shipping-migration.md): Shipment is becoming shipping. Old keys and paths are deprecated and will be removed in October 2026

## Changelog

> Latest product updates and improvements from Phasio.

- [Cost Centres, Customer Account Shipping & Specification Attachments](https://docs.phas.io/changelog/2026-10-11.md): Platform update - October 11, 2026: cost centres for internal orders, shipping on the customer's carrier account, and attachments and properties on part specifications
- [Custom Revision Labels & Accounting Sync](https://docs.phas.io/changelog/2026-10-05.md): Platform update - October 5, 2026: custom part revision labels and accounting sync improvements
- [CNC Machining Analysis, Shipment Attachments & Production Backlog](https://docs.phas.io/changelog/2026-09-26.md): Platform update - September 26, 2026: CNC machining analysis, shipment attachments, and an optional production backlog
- [Split Shipments, Organisation Merge & Operation Archival](https://docs.phas.io/changelog/2026-09-21.md): Platform update - September 21, 2026: split shipments with tracking, duplicate organisation merge, and safer operation archival
- [Shipping Defaults & Incoterms](https://docs.phas.io/changelog/2026-09-11.md): Platform update - September 11, 2026: default shipping method, Incoterms on shipments, and fixes across pricing and catalogue
- [Storefront Catalogue Discovery & Internal Orders](https://docs.phas.io/changelog/2026-09-08.md): Platform update - September 8, 2026: faster catalogue discovery, internal orders, shipping method on documents, and AI assistant connections
- [Sheet Metal Analysis & Production Planning](https://docs.phas.io/changelog/2026-08-30.md): Platform update - August 30, 2026: Sheet Metal Analysis & Production Planning
- [Authentication, Quote Editing & Customer Payments](https://docs.phas.io/changelog/2026-08-24.md): Platform update - August 24, 2026: Authentication, Quote Editing & Customer Payments
- [Checkout, Pricing & Production Reliability](https://docs.phas.io/changelog/2026-08-05.md): Platform update - August 5, 2026: Checkout, Pricing & Production Reliability
- [Larger CAD Files & Faster Mesh Repair](https://docs.phas.io/changelog/2026-07-31.md): Platform update - July 31, 2026: Larger CAD Files & Faster Mesh Repair
- [Order Sequencing, Status Colours & Accounting Reliability](https://docs.phas.io/changelog/2026-07-30.md): Platform update - July 30, 2026: Order Sequencing, Status Colours & Accounting Reliability
- [Analytics, Reporting & Order Operations](https://docs.phas.io/changelog/2026-06-25.md): Platform update - June 25, 2026: Analytics, Reporting & Order Operations
- [Production Routing & Flexible Work Orders](https://docs.phas.io/changelog/2026-06-14.md): Platform update - June 14, 2026: Production Routing & Flexible Work Orders
- [Pricing Gates, Organisation Metadata & Storefront Billing](https://docs.phas.io/changelog/2026-04-25.md): Platform update - April 25, 2026: Pricing Gates, Organisation Metadata & Storefront Billing
- [Swedish Language, Cart Numbering & UAH Support](https://docs.phas.io/changelog/2026-04-17.md): Platform update - April 17, 2026: Swedish Language, Cart Numbering & UAH Support
- [Bexio & Comatic, Quote Webhook & Template Upgrades](https://docs.phas.io/changelog/2026-04-15.md): Platform update - April 15, 2026: Bexio & Comatic, Quote Webhook & Template Upgrades
- [Pricing Feedback, Responsiveness & Storefront Polish](https://docs.phas.io/changelog/2026-04-10.md): Platform update - April 10, 2026: Pricing Feedback, Responsiveness & Storefront Polish
- [Order Editing, Custom References & Storefront Upgrades](https://docs.phas.io/changelog/2026-04-09.md): Platform update - April 09, 2026: Order Editing, Custom References & Storefront Upgrades
- [Custom Domains & Refreshed Emails](https://docs.phas.io/changelog/2026-02-27.md): Platform update - Feb 27, 2026: Custom Domains & Refreshed Emails
- [Carts, Manufacturing Issues and Constraints](https://docs.phas.io/changelog/2026-02-18.md): Platform update - Feb 18, 2026: Carts, Manufacturing Issues and Constraints
- [Multi-currency Support](https://docs.phas.io/changelog/2025-08-26.md): Platform update - Aug 26, 2025: Multi-currency Support
- [Dispatch Date Estimations](https://docs.phas.io/changelog/2025-08-01.md): Platform update - Aug 1, 2025: Dispatch Date Estimations
- [Manufacturing Intelligence Arrives](https://docs.phas.io/changelog/2025-06-25.md): Platform update - June 25, 2025: Manufacturing intelligence