A Faster Way to Handle Repeat Orders

When the same part gets uploaded, re-specified and repriced on every order, that is time taken from the customer and time taken from your team. Phasio's customer-specific catalog lets you store predefined parts against a customer's account. When that customer reorders, the part is already there.

For a customer ordering the same brackets, housings or fixtures each quarter, a catalog becomes the shared reference for recurring work. The customer does not have to start with a blank upload, and your team does not have to reconstruct the material and process selection.

Getting started

To add a recurring part:

1. Open Customers and select the customer's details page.
2. Open Catalog and click +.
3. Upload the part file and select the technology and material.
4. Choose Automated or Manual pricing.
5. Click Add to save it.

The catalog setup guide covers these steps and a current limitation: catalog entries cannot be edited or deleted. To make a change, upload a new version with the updated specification. Agree with the customer which entry they should use so an older entry does not create ambiguity.

Choose the right pricing behavior

Automated pricing follows your configured pricing equations. It is useful when the recurring part should continue to use your normal pricing logic. It does not mean that the price is permanently fixed.

Manual pricing records an agreed price. A customer reference on a part specification can include a fixed price that overrides the auto-quote for that customer's repeat orders. The part specification guide explains that relationship.

Choose deliberately. If a price depends on quantity, the duration of an agreement or a particular finish, make sure the setup and the agreement describe the same conditions. A saved price is not a substitute for reviewing the commercial terms when those conditions change.

What changes on a repeat order?

Without a catalog, the customer sends the file again. Someone selects the process and material, checks the price and tries to confirm that the specification matches the previous delivery. The same work repeats every time the customer needs another batch.

With a catalog, the defined part provides the starting point for the next quote or order. That reduces repeated configuration and makes the specification easier to identify. It also gives the customer a clearer route back to a part that has already worked for them.

For example, a customer who orders a fixture several times a year can select its catalog entry instead of searching old email attachments. This is an illustrative workflow, not a claim about a particular customer's time savings.

A familiar part can still have a new requirement

Check whether the file revision, material, finish, quantity or intended use has changed. If it has, treat that as a specification decision before relying on the previous agreement. A catalog helps you reuse known information; it should not hide a change that needs engineering review.

Phasio keeps design revisions and specifications as related concepts. That distinction is useful when the shape stays the same but the manufacturing requirements change, or when a revised shape needs the same established process.

Make repeat ordering part of the customer experience

A good reorder experience is practical: the right part is easy to find, the specification is recognizable and the customer knows how to ask for a change. Start with the parts a customer actually repeats, confirm the naming and pricing together, and expand from there.

The catalog sits within Phasio's customer storefront workflow. It gives repeat work a defined starting point so the conversation can focus on what is new.