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Setting up an Order

Creating an Order​

To create an order, click the Add Order button in the top right corner of the screen. This will open the New Order dialog.

Add order

This page allows you to enter the details of the order. You can enter the order number and customer's name. You can also enter the due date and order notes.

  • Order Number: The order number is used as a reference to trace the order through the system. Order numbers are auto-generated, but you can edit it to match any existing order management workflows.
  • Order Notes: Add any notes about the order. This is useful for keeping track of custom requests from the customer, special requirements, or any other information you want to keep track of.

New order page

Add Items to the Order​

To add items to the order, click the Add Item To Order button.

Add item to order

You can add multiple items and gcode files to the order. Each item can have a different quantity, material, and color. You can also add items that don't yet have a file uploaded. This is useful for keeping track of orders that are still in the design phase.

Order Details​

Scroll down to the bottom of the page to see the order details. This section breaks down the order into the different states, and shows how many items are in each state.

Draft​

Draft jobs are used to keep track of items in the order that may have missing information, have not been sliced yet, or are not yet ready to be printed. To queue a draft entry, a gcode file must be associated with the part.

Missing Files​

Draft jobs that don't have a gcode file associated with them are highlighted with a red background. You'll have to associate a gcode file with the job to remove the warning.

In Queue​

Jobs in the queue are ready to print, and are waiting for a compatible printers to become available.

Blocked Jobs​

Blocked jobs in the queue are highlighted with a yellow background. This means that the job is ready to print, but there are no matching printers available. You'll have to change SmartTags on your printers to match the tags on the job to unblock it.

In Production​

Parts in production are currently being printed on at least 1 printer.

Ready to Collect​

Parts that are ready to collect have been completely printed, and are waiting to be picked up from their respective printers.

Complete​

Prints are marked as complete when they have been collected from the printer. This is the final "Closed" state for items in this order.

Order management details explanation