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Creating a Quote or
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Order with a Catalog item
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 Locate the part you want to add to a quote or an orderdesired part
Click on the part to see the part details
To include the part into…in:
… a A quote, click Add to Quote
… an An order, click Add to Order
Subsequently, the The Create Quote or Create Order form opens will open with the Catalog part already loadedpreloaded.
The following information is Information transferred from the Catalog part to the Create Quote or Create Order formincludes:
STL file
Material
Post-processing(s)
Part requirements
Attachments
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Parts can be added to the Catalog in several ways. These parts can then be ordered from the catalog by customers in the user panel.
To add parts to the Catalog, users need to be Catalog Administrators.
Parts can be added to the Catalog in several ways to facilitate ordering by customers in the User Panel. Only Catalog Administrators have the authority to perform these actions.
Ways to add parts to the Catalog:
Push AMPI parts to the Catalog.
Create Catalog parts from scratch.
Adding ordered parts to the Catalog (DEPRECATED - WILL BE REMOVED SOON).
Creating a Catalog part from scratch
To create a Catalog part from scratch, open the Catalog and click the "Create Part" button. This will open a “Create Part” form where you can provide all relevant information in one go.
Property | Description |
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Part Name | |
Short Description | |
Part Reference | |
Adding parts from the Basket
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Each Catalog part can be additionally described in its Description field by the catalog contributor. With the search bar, you can quickly find any keywords/categorization in the description field.
Adding ordered parts to the Catalog (DEPRECATED - WILL BE REMOVED SOON)
In the Service Panel, go to the order list
Open an order to go to the order detail page
Click Publish part
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Description
Adding or removing attachments
Labels
Part reference #
Attachments
For changing A new Catalog part needs to be created to change any other information, e.g., exchanging the 3d file o or changing the material, a new Catalog part needs to be created.
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To avoid the accidental assigning of labels from the wrong customer group: if a part belongs to Customer Group A, when a Catalog admin assigns labels, the suggested labels should only be from:
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Using Labels for Part Classification
Using Labels, Catalog admins can replicate an organization’s existing part classification system.
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Example:
Downhole equipment → Impeller
Downhole equipment → Valve
Labels can be created on-the-fly.
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Labels that are visible for the
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Catalog Administrators when editing/creating
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Catalog parts
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Group A selected | Group B selected | No group selected | |
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“Public“ label | |||
“Group A“ label | |||
“Group B“ label | |||
“Group A“ + “Group B“ label | |||
“Group A“ + “Public” label | |||
“Group B“ + “Public” label |
Using Labels for Part Classification
Using Labels, Catalog admins can replicate an organization’s existing part classification system.
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Example:
Downhole equipment → Impeller
Downhole equipment → Valve
Labels can be created on-the-fly.