ANY3DP Workflow: Steps to confirm the Estimate
This guide provides a example of process for confirming estimates within the ANY3DP platform.
Miky Monti
6 steps
50 seconds
Any3Dp
1
Access the **ESTIMATES:** > Navigate to the **QUOTATION ENGINE** > **ESTIMATES** section within the ANY3DP platform. Choose **View estimates** to display the detailed list of generated **Estimates**
2
From the list of all generated quotation estimates, select the quote confirmed by the customer (e.g., **0009b/2024-RP**). Step 1: Click on the dialog box **[[...]]** under **Actions** and select **"Confirm"** as shown.
3
Step 2: The unique order code or **OC code** is allotted by **Parser**. Add the **expected delivery date** (if any), and click on **Continue**. > **Parser** is the integration software that connects your ERP (Enterprise Resource Planning) system with **ANY3DP.APP**
By clicking **Continue**, the estimate is confirmed and ready for download for internal reference. Additionally, the confirmed estimate can be directly sent to the customer through the APP.
4
The confirmed estimate, along with the date and time, is now displayed as **Confirm 1**. > Any new confirmations will be added to the file under different names, such as **Confirm 2**, **Confirm 3**, etc.
5
Click **Send via Email** to forward the confirmed estimate. > This acts as a reference to the customer as receipt of acceptance of the order for reference, until the product is shipped.
6
The e.g. **Confirmed 0009c/2024-RP order** estimate will now be displayed, and this will open the request in the ERP system to initiate the production process.
ANY3DP Workflow: Steps to confirm the Estimate
This guide provides a example of process for confirming estimates within the ANY3DP platform.
Miky Monti
6 steps
50 seconds
Any3Dp
1
Access the **ESTIMATES:** > Navigate to the **QUOTATION ENGINE** > **ESTIMATES** section within the ANY3DP platform. Choose **View estimates** to display the detailed list of generated **Estimates**
2
From the list of all generated quotation estimates, select the quote confirmed by the customer (e.g., **0009b/2024-RP**). Step 1: Click on the dialog box **[[...]]** under **Actions** and select **"Confirm"** as shown.
3
Step 2: The unique order code or **OC code** is allotted by **Parser**. Add the **expected delivery date** (if any), and click on **Continue**. > **Parser** is the integration software that connects your ERP (Enterprise Resource Planning) system with **ANY3DP.APP**
By clicking **Continue**, the estimate is confirmed and ready for download for internal reference. Additionally, the confirmed estimate can be directly sent to the customer through the APP.
4
The confirmed estimate, along with the date and time, is now displayed as **Confirm 1**. > Any new confirmations will be added to the file under different names, such as **Confirm 2**, **Confirm 3**, etc.
5
Click **Send via Email** to forward the confirmed estimate. > This acts as a reference to the customer as receipt of acceptance of the order for reference, until the product is shipped.
6
The e.g. **Confirmed 0009c/2024-RP order** estimate will now be displayed, and this will open the request in the ERP system to initiate the production process.
