Communicating via Comments

Owned by Dominik Lindenberger
Last updated: Apr 24, 2020
2 min read

To properly plan orders, buyers and AM services need simple and efficient communication. In the Agile ERP, we increase the speed of getting to production by keeping comments right next to production selections and 3D files. That communication remains accessible also between the Requests, Quotations and Order Approval Process. Decision-making is improved and the software helps reduce errors caused by inefficient communication.

 

Commenting on 3D Projects

Each Request, Quote and Order maintains its own specific comment stream.

  1. Go to Orders and click a line to access the Order Detail Page

  2. Scroll down to see all current Comments.

  3. Using Add a Comment, you can send a message directly to the printing service.

  4. Users can reply to specific comments by clicking Reply.

  5. An e-mail notification is also sent to all team members who have access the 3D Project.

Our Processing Orders, Quotes and Requests as Sales Transactions workflow does not currently support sharing projects with additional team members as most company handle that communication with existing systems by Saving and Approving Quote. If you have a use case that requires sharing order baskets, please contact our product team.

Benefits of Comments

Commenting provides a streamlined way to develop 3D workflows and a system of check-and-balances.

  • Clarify production questions directly with the 3D service.

  • Comment and production right next to referenced 3D models.

  • Eliminate back and forth emails and track your project from a centralized location.

  • Ensure transparency in communication streams with instant notifications.