Documents
Quotes, orders, dockets, labels, purchase orders and delivery notes, generated from the record and branded as yours.
The quotation as the customer opens it, in the supplier's own colour: three lines, the subtotal, VAT and total, and a note that it has been accepted.
In practice
Each PDF renders from the live record with your logo, brand colour and footer, in your document language.
Labels and dockets at the bench
Dockets, labels at 62 x 29 mm or 100 x 50 mm and a batch sheet per box, printed from the record.
The label for item KAB-26-00004, 20mm carbide endmill 6 flute: a QR for a phone and a Code 128 barcode for a bench scanner, beside every scan behind the code.
Spec sheets that cite the chart
A wizard run ends in a spec sheet where every line names the chart it came from.
The bandsaw blade wizard's specification for one stated job, computed by the live engine: blade family, a 3/4 TPI pitch, width, band speed and coolant, each line naming the chart it came from.
80 mm round bar, stainless steel 304, horizontal saw up to 34 mm
Every version kept
Sent quotes and orders stay editable; each change is a checkpoint, and reverting records a new one, so nothing is lost.
Where it appears
- QuotesThe quote PDF with your logo, colour and footer
- OrdersAn order confirmation on the quote's own template
- SuppliersPurchase order and RFQ PDFs for your suppliers
- CatalogueA product image held on the catalogue record
- ServicingDockets, labels in two sizes and a batch sheet
- DesignA spec sheet PDF, and STL, STEP, DXF and cutting lists
- RouteDelivery notes, packing lists and collection notes, never priced
- CommerceA Documents page where customers download what you sent
Questions
- The documents a customer receives are the business in their hands, so they must be right.
- Yes. They carry your logo, brand colour and footer, or white label where your plan's branding allows.
- Not as a document yet. A design exports a spec sheet PDF, and STL, GLB, STEP, DXF and a cutting list CSV.
- Your organisation's document language, set once. English and French renderings exist today.