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In the Service Panel, it is possible to create quotes or orders and to include an item from the Catalog.
In the Service Panel, open the Catalog
Find the part you want to add to a quote or an order
Click on the part to see the part details
To include the part into…
… a quote, click Add to Quote
… an order, click Add to Order
Subsequently, the Create Quote or Create Order form opens with the Catalog part already loaded.
The following information is transferred from the Catalog part to the Create Quote or Create Order form:
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Adding parts from the Basket
Go to the User Panel
Upload the model to be stored
Select a material and optionally post-processing(s)
(If multiple Services are configured) Choose a Service
Click Add to Catalog at the end of the process.
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The part will be stored automatically in the Catalog with the selected settings and will be visible to the whole organization and ready to be ordered. The following information is transferred to the Catalog:
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Adding ordered parts to the Catalog
In the Service Panel, go to the order list
Open an order to go to the order detail page
Click Publish part
The part will be added to the Catalog with the configuration in which the part was ordered.
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Please note that after adding to the Catalog, these parts are available to all your customers via the Catalog option in the user panel. |
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Editing Catalog Parts
To edit update parts in the Catalog, users need to be Catalog Administrators.
The following information can be edited per each Catalog partupdated perCatalog part:
Description
Adding or removing attachments
Labels
Part reference #
Attachments
For changing any other information, e.g exchanging the 3d file o changing the material, a new Catalog part needs to be created.
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