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Table of Contents

Overview

As new 3D Printing Services (Fulfillment partners) become part of your ecosystem, you will need to first add them manually to your organization. After that, the print service will be able to further adjust their its settings in the Service Panel.

Creating a new 3D Printing Service can be completed in three with these steps:

  • Adding the New 3D Service

  • Fill out the required information

  • Adding the Configured 3D Service to your Organization

Add A New Printing Service

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  1. Creating and configuring a new Printing Service

Creating and configuring a new Printing Service

In the Admin Panel go to Partner > Fulfillment Partners.

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PressADD FULFILLMENT PARTNER+  in the upper right corner.

A new window will be opened where you can fill in all the details about the partner.

Field

Description

Name

The name of the Printing Service

Site

The plaform/organization to which the Service should be connected to

Labels

Select any certificates that this Service has. Those will be displayed in the Service Standards filter in the Basket if there are multiple Services present on the platform.

Some example certificates are:

  • EN 9100

  • HP Digital Manufacturing Partner

  • ISO 9001

  • ITAR

Website-URL

Non-3YD website of the partner

Email

Non-3YD Email of the partner

Payment Options

Some of these settings can also be configured directly in the Service Panel.

Field

Description

Currency

Main currency of the Service

(Can also be configured in the Service Panel)

Tax type

They type of tax the Service charges. Choose “Service Tax” in combination with TaxJar.

(Can also be configured in the Service Panel)

Tax rate

The exact tax rate. Set this to 0 if using TaxJar.

(Can also be configured in the Service Panel)

Use TaxJar for tax calculation

Enable this to use TaxJar.

Tax jar token

Fill in the TaxJar token from your TaxJar account.
Reach out to 3YD support in case you need assistance.

Payment conditions

not used anymore

Minimum Order Price Activated

Enable this if you want to enforce a minimum order price.

(Can also be configured in the Service Panel)

Minimum order price value

The minimum order price required. If an order is below this minimum order price, then the difference will be charged to customers.

(Can also be configured in the Service Panel)

Is billing address required

Disable this if a billing address is not required for your customers or for certain payment methods

Quote default expiration period

The default expiration date of quotes in days.

Checkout options

Configure Checkout disclaimer and Checkout Information as needed

Field

Description

Show checkout disclaimer

Enable this to show a disclaimer at the final step of the checkout process.

Checkout disclaimer

Add the exact disclaimer text here. Formatting will also be rendered in the checkout.

Checkout information enabled

Enable this to show additional information at the final step of the checkout process.

Checkout information

Add the exact text for the additional information here. Formatting will also be rendered in the checkout. Data from the shipping or the billing address can be used.

Terms and Conditions

Edit links to terms & conditions. This is compulsory (legal requirement),

...

provide a link that links to Data Protection and Privacy page on your company website

Thank You Text

If required edit the Confirmation Text in the required languages

Advanced Options

Field Name

Description

VAT Id

Provide the valid VAT number of the Service.

MES System Activated

Enable this to activate the MES system for the given Service.

Dummy Machines Activated

Enable this to simulate machine connectivity with dummy machines.

Requires MES System Activated = enabled

Certifications (.pdf)

Upload certifications of the current Service

File naming format

The global file naming format that is applied to all 3d files downloaded from the platform.

For more information on available syntax see https://3yourmind.atlassian.net/l/cp/uwu0LTXM

Initial order status

Select the order status for all incoming orders.

Production finish status

Select the order status that defines when an order is finished or complete, e.g. Shipped.

This needs to be set to be able to automatically close orders when the production of all parts inside the order has finished.

See also https://3yourmind.atlassian.net/wiki/spaces/PD/pages/185008172/Handover+between+Order+Manager+and+Production+Scheduler#Order-and-part-status-connection

Requires MES System Activated = enabled

Production start status

Select the order status that defines when an order enters production, e.g. Printing.

This needs to be set to be able to automatically set an order to Printing when a print job that contains parts of this order is started.

Requires MES System Activated = enabled

Original included in ZIP download

Select this if the original uploaded 3d file should be included in the ZIP file for downloading

Optimized included in ZIP download

Select this if the automatically optimized and repaired version of an uploaded 3d file should be included in the ZIP file for downloading

Thumbnails included in ZIP download

Select this is the auto-generated thumbnail of an uploaded 3d file should be included in the ZIP file for downloading

Rejection email templates

From version 23.6 onwards.

You can define custom email messages when rejecting requests, quotes, and orders. To do so, fill in the Subject and Body fields. Those templates will be used to pre-fill the rejection mail field when a Service rejects a transaction.

English templates are provided by default. You can add additional templates for other languages. When a customer has a different language than English set in her profile, then she will receive a message in another language if a template is configured for that language. In case no template is provided for other languages, then the fallback language is English.

See also https://3yourmind.atlassian.net/wiki/spaces/PD/pages/101842961/Processing+Orders+Quotes+and+Requests+as+Sales+Transactions#Rejecting-Requests%2C-Quotes-and-Orders

Address

Fill out the address and contact details for the Fulfillment Partner

Finally, save the configuration using the SAVEbutton at the bottom.