Manage and edit orders

Once you create a new order, you can manage it throughout your production process.

On the Orders > Board, you can move orders between columns by dragging and dropping. This instantly updates the order’s status and communicates progress to your team and customers.

View order details

From the Order Board or Orders List, click an Order ID to open the detailed view for that order.

The order view includes:

• Part(s) Ordered: Full specifications, dimensions, pricing, and quantities of all confirmed parts.
• Customer: Contact details and tax status information.
• Resend Order Confirmation: Click to resend the confirmation to the customer’s preferred communication channel.
• Accounting: Purchase Order (PO) ID linked to the order.
• Payment: Subtotal and tax breakdown.
• Billing Address: Customer's billing address.
• Download Estimate: Export quote summary as a PDF.
• Download Invoice: Export final invoice as a PDF.

Additional options:

• Download Part Files: Download files in available formats (e.g., STL, CAD).
• Download Traveller Sheet: Export a PDF traveller sheet for internal production tracking.

Edit order details

What if the customer needs to change a part or price?

Orders are locked once created. To make changes (e.g., update a part file or adjust pricing), follow these steps:

1. Archive the current order.
2. Create a new order with the updated details and revised pricing.

⚠️ Archiving an order does not trigger a refund. Refunds must be processed manually through Stripe, PayPal, or your selected payment provider.

Communicate with customers

Phasio supports in-platform messaging so you can communicate directly with customers about their orders.

To start a conversation:

1. Navigate to the Activity tab.
2. Use the chat section to send messages and view communication history.

Send parts to production

To send parts to your machine:

1. Click Production.
2. Click Create Work Order — a popup will appear.
3. Enter the quantity of parts to produce and click Schedule.

Learn more about Phasio workflows backlog.