Overview
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 for shipping completed parts.
Creating Order Documents
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 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.
Generating Order Confirmations
The order confirmation allows you to communicate to your customer that you have begun to process the order and to commit to a more specific shipping date.
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 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.
Select Delivery Note.
Adjust the Shipping Date to match when the parts will go to delivery.
The Issue Date can be set to the day that you issued the Delivery Note .
Select the Quantity of all parts that are included in the shipment.
You can select if the Part Preview will be shown in the document using the toggle.
Either Preview the document to see at the layout, Print the document or simply Save it in the platform as a PDF.
Downloading Invoices
You can send a copy of the order invoice to your customer at any time.
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 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 to 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.
Bulk-creation of order documents
Go to the orders table in the service panel
select one or more orders
on the top right, select to create order documents for selected orders