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Introduction
The Catalog is a central repository of published parts is , accessible both from the Service Panel as well as from the User Panel. For the documentation of from both the Service Panel and the User Panel. It allows administrators to manage parts efficiently and provides customers with a seamless way to browse and order parts directly.
In the Service Panel, the Catalog is primarily used by Catalog Administrators to:
Add new parts.
Edit existing parts.
Manage part visibility, classifications, and labels.
In the User Panel, customers can view and order parts from the Catalog. For detailed documentation on using the Catalog in the User Panel, see refer to 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
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The Catalog streamlines part management and ordering processes, making it a vital tool for optimizing workflows and enhancing the user experience.
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The Catalog must be activated in the admin panel before it becomes visible in the Service Panel or User Panel. |
Adding Parts to the Catalog
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The following information can be updated per Catalog part:
Part Name
Part Reference
Short Description
Description
Adding or removing attachments
Labels
Part reference #
Attachments
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Customer Group
3D Model
Images
Print configuration
Material
Post-processing
Service
Price
Attachments
Labels
Setting Fixed Manual Prices for Catalog Parts
Catalog admins now have the ability to manually set fixed prices for Catalog parts, offering greater control over pricing and transparency across the platform.
How to Enable Fixed Pricing
When creating or editing a Catalog part:
The Manual Price toggle is off by default, and the calculated price is displayed.
Turn on the Manual Price toggle to input a specific price. The calculated price will remain visible below the input field for reference.
If no printing service is selected or ERP is disabled:
The fixed price option is still available, but no calculated price suggestions will be displayed.
Key Considerations for Fixed Pricing
Currency: Fixed prices are displayed in the main service currency or, if no service is selected, the user’s currency.
Net Pricing: Fixed prices are shown as NET prices, and no tax calculations are performed.
Restrictions:
Fixed prices cannot be negative or set to zero.
Prices are locked once the part is added to a basket, ensuring consistency throughout checkout and sales transactions.
Reorders reflect the most recently set fixed price for the Catalog part.
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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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 are only be from:
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Labels that are visible for the Catalog Administrators when editing/creating Catalog parts
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
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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”
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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