Create a new order
Step-by-step guide to creating and managing orders in Phasio
Phasio offers flexible order creation, supporting both direct orders and conversions from existing quotes. This ensures efficient processing, whether or not a formal quote was created beforehand.
This guide explains how manufacturers create orders using the backend system.
Ways to create a new order
You can create an order using any of these methods:
- Accept a quote.
- Navigate to Orders > Add New from the main sidebar.
- Go to Orders > Board or Orders > List, then click + in the top-right corner.
Select customer account
Select a customer account from your verified customer database.
Add parts
Under the Parts section, add parts via:
- Digital File Upload: Import customer part files in industry-standard formats (STL, STEP, IGES, 3MF).
- Catalog Selection: Use the approved parts catalog to repeat orders faster.
Configure part specifications
Click on each individual part to define manufacturing specifications:
- Technology: Select the manufacturing process (e.g., MJF, SLA).
- Material: Specify the material composition required for production.
- Color: Select from available colors.
- Post-processing: Select finishing operations.
- Lead time: Establish delivery time expectations.
- Manual pricing: Use when you need to set custom prices outside the default equation logic.
☝️ Power user tip: Right-click on parts to quickly access actions and boost efficiency.
Add supplementary charges
Add supplementary charges by clicking + under the Expenses section. You can add charges for:
- Special tooling.
- Setup costs.
- Non-standard manufacturing requirements.
Configure order settings
- Recipients: Choose who will receive notifications related to this order.
- Discounts: Apply any additional discounts.
- Shipping: Select shipping options based on the customer’s requirements.
- Billing Address: Confirm the customer’s billing address for accurate financial documentation and payment processing.
- Internal Only: Enable this toggle if the order is for internal tracking only and should not be shared with the customer.
Generate the order
Click Create in the top-right corner to validate inputs and generate the order.
👉 Once created, the order will appear in both the manufacturer and customer dashboards. You can track progress and communicate directly through the platform.