Creating New Orders
Learn how to create and configure new orders with all available fields and options
Overview
The New Order modal allows you to create detailed customer orders with comprehensive information including client details, product specifications, pricing, and payment tracking. Orders automatically link to clients in your database and can include custom 3D models, filaments, and colors from your inventory.
Tip: If you provide a client email address, the system will automatically create a new client record if one doesn't exist, or link to an existing client with matching email.
Opening the New Order Modal
Access Location
Navigate to Dashboard → Orders and click the blue "+ New Order" button in the top-right corner of the search bar.
Order Information Fields
Order Title
A descriptive name for the order that helps you quickly identify it in lists and searches.
Best Practice: Include the product name and distinguishing features (color, variant, size) in the title for easy identification.
Order Status
Track the progress of your order through its lifecycle. New orders default to "Pending".
- Pending: Order received, awaiting processing
- Processing: Order is being printed or prepared
- Completed: Order is finished and delivered
- Cancelled: Order was cancelled
Note: When an order status is changed to "Completed", the system automatically records a completion timestamp used for analytics and client statistics.
Client Information
Existing Client Selection
The modal includes a searchable dropdown that displays all your existing clients. When you select a client, all their information (name, email, phone, address) automatically populates the form fields.
Tip: Start typing the client's name to filter the dropdown and quickly find existing clients.
Client Name & Email
The client's full name and email address. The email field is critical for automatic client linking.
Auto-Linking: If you enter an email that matches an existing client, the order will automatically link to that client's record. If the email is new, a client record is created automatically.
Phone & Messaging App
Optional fields to track how you communicate with the client.
- Phone: Client's phone number in any format
- Messaging App: WhatsApp, Telegram, Discord, Signal, or custom platform
Address Information
Complete address fields for shipping or local pickup tracking:
- Street Address: Street number and name
- City: City or town
- State/Province: State, province, or region
- Postal Code: ZIP or postal code
- Country: Full country name
Additional Client Fields
Optional fields that help organize client information:
- Company: Business or organization name
- Preferred Language: English, Spanish, French, German, or custom
- Tags: Custom labels for categorization (e.g., "VIP", "Wholesale", "Retail")
Product Details
Model Selection (Optional)
If you have uploaded 3D models to your library, you can select one from the dropdown. Selecting a model automatically populates:
- Product Name (from model name)
- Finish (if specified in model)
- Filament (if a filament was assigned to the model)
Time-Saver: Upload models with complete specifications to quickly fill order forms with one click.
Product Name & Quantity
Product Name: The name of the item being printed (e.g., "Phone Stand", "Dragon Miniature", "Prototype Bracket")
Quantity: Number of units to produce. Defaults to 1.
Colors
Select one or multiple colors from your color inventory. The color picker shows:
- Color name and hex code visual swatch
- Search functionality to filter colors
- Multiple color selection (useful for multi-color prints)
Filament Selection (Optional)
Choose from your filament inventory. Shows filament brand, material type, and color. When you select a filament, it automatically fills the Material field.
Note: If you selected a model that has an assigned filament, this field auto-populates. You can still change it if needed.
Material Type
Select or enter the material type. Standard options include:
- • PLA (Polylactic Acid)
- • ABS (Acrylonitrile Butadiene Styrene)
- • PETG (Polyethylene Terephthalate Glycol)
- • TPU (Thermoplastic Polyurethane)
- • Nylon
- • ASA
- • Resin
- • Custom (type your own)
Finish
Specify the post-processing finish applied to the print. Standard options:
- • Standard (no post-processing)
- • Smooth
- • Ultra Smooth
- • Matte
- • Glossy
- • Textured
- • Primed
- • Painted
- • Sanded & Painted
- • Clear Coated
- • Polished
- • Brushed
- • Custom (type your own)
Scale
The scale at which the model should be printed. Common values:
- • 50% (half size)
- • 75%
- • 100% (original size, default)
- • 150%
- • 200% (double size)
- • Custom percentage or multiplier
Pricing & Payment Information
Total Amount
The total price for the order. Enter the amount in your preferred currency (displayed at the top of the modal).
Currency Conversion: All amounts are automatically converted to USD for storage, ensuring consistent calculations across different currency preferences.
Amount Paid
The amount the client has already paid. Defaults to 0 for new orders.
Smart Auto-Update: When you enter or change the "Amount Paid", the system automatically updates the Payment Status based on the comparison with Total Amount.
Payment Status
Tracks the payment state of the order. The system auto-calculates this based on Total and Amount Paid:
- Unpaid: No payment received (Amount Paid = 0)
- Partially Paid: Partial payment received (0 < Amount Paid < Total)
- Paid: Full payment received (Amount Paid ≥ Total)
Payment Method
How the client will pay or has paid. Standard options:
- • Cash (default)
- • Credit Card
- • Debit Card
- • PayPal
- • Venmo
- • Bank Transfer
- • Check
- • Custom (type your own)
Additional Information
Extra Notes
A free-form text area for any additional information about the order. Common uses:
- • Special printing instructions (layer height, infill, supports)
- • Delivery preferences and deadlines
- • Custom modifications or client requests
- • Internal reminders or quality control notes
- • Communication log with client
Client Linking: If notes are provided when creating an order for a new client (auto-created), these notes are also copied to the client's record for future reference.
Saving the Order
Create Order Button
Once you've filled in the necessary information, click the "Create Order" button at the bottom of the modal. The system will:
- 1. Check if a client with the provided email exists
- 2. Link to existing client OR create a new client record automatically
- 3. Create the order in your database
- 4. Update client statistics (total orders, revenue, etc.)
- 5. Log the creation to your activity history
- 6. Display a success message
Auto-Client Notification: If a new client was automatically created, you'll see a secondary toast notification informing you.
Real-Time Updates
After creating an order, the Orders page automatically refreshes with the new order visible in the table. Orders are sorted by status priority (Pending → Processing → Completed → Cancelled) and then by date.
Best Practices
Always Provide Email: Entering a client email ensures proper linking and enables automatic client statistics tracking across all orders.
Use Descriptive Titles: Include product name and key characteristics in the Order Title for easy searching and identification.
Leverage Model Library: Upload frequently ordered models with complete specifications to reduce data entry time on future orders.
Document in Notes: Use the Extra Notes field to record important details, deadlines, and special requirements for future reference.
Set Accurate Status: Start orders as "Pending" and update status as you work to maintain accurate workflow tracking.