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Introduction
A Catalog of published parts is accessible both from the Service Panel as well as from the User Panel. For the documentation of the Catalog in the User Panel, see https://3yourmind.atlassian.net/l/c/Q0iL2XFJ.
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Creating a Quote or 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
Locate the desired part
Click on the part to see the part details
To include the part in:
A quote, click Add to Quote
An order, click Add to Order
The Create Quote or Create Order form will open with the Catalog part preloaded.
Information transferred from the Catalog part includes:
STL file
Material
Post-processing(s)
Part requirements
Attachments
...
Accessing the Catalog
Adding Parts to the Catalog
...
Labels can be created on-the-fly.
Creating Quotes or Orders with Catalog Items
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
Locate the desired part
Click on the part to see the part details
To include the part in:
A quote, click Add to Quote
An order, click Add to Order
The Create Quote or Create Order form will open with the Catalog part preloaded.
Information transferred from the Catalog part includes:
STL file
Material
Post-processing(s)
Part requirements
Attachments
...
Troubleshooting
Error “Unable to create basket line part requirements”
...
Disable “Make Catalog parts not changeable”
OR Disable the Part Requirements form(s)
Reference Section
For admin panel settings related to the Catalog see
For a documentation how the Catalog works in the User Panel, see
https://3yourmind.atlassian.net/l/c/Q0iL2XFJ