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.
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
Adding Parts to the Catalog
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.
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 |
|---|---|
Part Name | |
Short Description | |
Part Reference | |
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.
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:
STL file
Material
Post-processing(s) (optional)
Service
Part requirements (optional)
Attachments (optional)
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
The part will be added to the Catalog with the configuration in which the part was ordered.
Please note that after adding to the Catalog, these parts are available to all your customers via the Catalog option in the user panel.
Editing Catalog Parts
To update parts in the Catalog, users need to be Catalog Administrators.
The following information can be updated per Catalog part:
Description
Adding or removing attachments
Labels
Part reference #
Attachments
A new Catalog part needs to be created to change any other information, e.g., exchanging the 3d file or changing the material.
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:
Public parts
Parts from Customer Group A
Labels that are visible for the Catalog Administrators when editing/creating Catalog parts
Group A selected | Group B selected | No group selected | |
|---|---|---|---|
“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.
Example:
Downhole equipment → Impeller
Downhole equipment → Valve
Labels can be created on-the-fly.