Send cleaner order packs with certificate PDFs
New Feature
Chasing order context and matching mill certificates usually meant hopping between screens, exports, and individual records. Now you can generate a proper certificate pack PDF for an order, ready to share without the extra faff.
Use Generate Certificate Pack from the Actions menu in the Orders list, or from Bulk actions on the Order Details page in Line Items.
The pack includes:
- a cover page with the order details, including Customer PO Reference
- one page per linked inventory item (no associated stock, no page)
- mill certificate details where a certificate is matched
- a clear notice where no mill certification is on record
This works with minimal effort on your part. Data only ever gets entered once.
- Mill certs come in, you upload them with AI
- You log the inventory, including the heat code
- You reserve the stock against the order, when you're planning production
- You export the PDF when you're shipping the order (or parts of it)
