Introduction
The Catalog is a central repository of published parts, accessible 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, refer to https://3yourmind.atlassian.net/l/c/Q0iL2XFJ.
The Catalog streamlines part management and ordering processes, making it a vital tool for optimizing workflows and enhancing the user experience.
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).
Push AMPI parts to the Catalog
Description will follow 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.
More details will follow soon.
Manually Priced Catalog Parts
Manually priced catalog parts cannot be modified in terms of material or post-processing in the Basket, regardless of the Admin Panel setting "Make Catalog parts not changeable."
When "Make Catalog parts not changeable" is disabled, only Part Requirements form data can be updated.
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.
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”
This issue can be encountered in the following situation
You created the Catalog part using the new Create Catalog part form or pushed it automatically from AMPI (from version 24.5 onwards).
You have one or several Part Requirements forms enabled
The admin panel setting Home › B3_Organization › Organizations › <YOUR ORGANZATION> - “Make Catalog parts not changeable” is enabled
Solution
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