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Automation is a key value from the 3YOURMIND software. Once an order has been placed, there are three pre-set document types you can generate as PDFs simplify communication with customers and preparing prepare for shipping completed parts.
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Go to Service Panel > 3D Projects and select an existing order.
Select Add Order Document
Choose the type of Document you want to create:
Order Confirmation
Delivery Note
Invoice.
Each document which that is created will include creation details that show the type, a unique identification number, the employee who created the document, and the date it was generated.
Past documents can be accessed from the order summary.
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Select Order Confirmation.
Add a Shipping Date that you will commit to based on your current workflow.
The Issue Date can be set to the day that you issued the Order confirmation.
Either Preview the document to see at the layout, Print the document, or simply Save it in on the platform as a PDF.
Using Delivery Notes
Use Delivery Notes to inform your customers and label your shipments with exactly when and which parts leave your production hall.
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Select Invoice.
Adjust the Delivery Date to match which billing period the Order belongs to.
The Issue Date can be set to the day that you issued the Invoice.
Either Preview the document to see at the layout, Print the document or simply Save it in on the platform as a PDF.
Adding Payment Terms
If you need to include specific payment terms such as 50% deposit and 50% on delivery, those can be added to the Comments Section and they will then be included directly on the invoice.
Referencing
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the Order Confirmation
To reference the correct Order Confirmation on the Delivery Notes and Invoices the Order Confirmation Number with the last created date is displayed in the documents.
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