ANY3DP Workflow: Customers

This guide offers a step-by-step approach to managing customer profiles in the ANY3DP system. It covers creating profiles, customizing pricing percentile on technology, and selecting payment methods, enabling users to tailor services to individual client needs.

Miky Monti
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Any3Dp

View, Edit or Create Customer profile

To View, Edit or Create Customer profile

Scroll down on the ANY3DP dashboard --- **CUSTOMERS**

Click on "**View customers**" > To **View** or **Edit** already existing customer profiles.

**View Customers >** Displays the **Customer Registry**.\ > Clicking on a customer profile allows you to review existing details.\ > Also enables customization of the **Technology Price Percentage Increases** for individual customers.

Click "[**Create customer**](https://v335.any3dp.app/en/customers/create)" to create a new profile.

**To Add a New Client**\ > Complete the form provided in the ANY3DP application to add the new client's company name and address.

**Choose Payment Method**\ > Select the preferred or agreed-upon payment method.

**Choose Transport Method**\ Select the preferred or agreed-upon transport method.

Type the preferred **Language** to communicate with the client.

**Add Customer Contacts**\ > Add one or more customer representatives.

File Settings and Internal Annotations

**Customize Pricing Percentile for Each Technology**\ > Adjust the pricing based on the customer and product requirements.

Click **Create** to save the details. > The file will appear in [**View Customers**](https://v335.any3dp.app/en/requests?page=1&perPage=250).

All links in this file are editable to accommodate the client's local Any3DP accounts.