24.8

Table of Contents

Part Screening, Business Case & Qualification

Mass Upload

Enhance the mass upload function to take care of files without system unit. Otherwise specified, the default import unit will be the one from the user localization.

Economics Comparison

Side by side economics comparison, economics assessment is not restricted anymore to original material type. It is now possible to compare side by side all supported technologies even if the original material is not supported by a given AM technology. This because material can be switch from the original one as some AM materials can substitute the original one (e.g. Metal parts could be printed with CFR polymers).

Open

Economics now compares all available technologies

Quick filters enhancement

With the ability to set a preferred order of quick filters, we are achieving a milestone toward a default standard view for the organization. More will come with the default layout of the column display. This will help organizations with several users to customize and standardize a default Part List View that matters to their end-users.

Open

Quick filters view with icons

Digital Inventory Management

Enhanced Payment Method Control Reduces Financial Risks

We are introducing advanced payment method settings designed to help Services better manage financial risk and streamline payment processes. This update enables organization administrators to customize payment methods by making them available to all users or restricting them to trusted users only.

With this new flexibility, you can apply tailored payment options for each user, enhancing both security and financial operations efficiency. Trusted users, as defined by your organization, can access privileged payment methods such as invoices or purchase orders (POs), while standard users are limited to universal methods like credit cards.

This feature is accessible via the Org Panel, where payment methods can be toggled between "Trusted only" and "Everyone", ensuring that your business can dynamically adjust to its operational needs and customer reliability.

Platform documentation: Configuring Payment Methods | Customizing Payment Options for Different Customer Segments

Collaborate on Complex Quotes With the New Draft Status

Our latest update introduces the Draft Quotes feature, enhancing flexibility in quote management. Service users can now start a quote, save it as a draft, and continue editing without it being visible to customers. This feature is especially useful for complex pricing strategies that require collaboration and multiple iterations. Draft quotes can be modified by multiple users, reviewed for accuracy, and then published or discarded based on the final review. This update supports more robust, error-free quote handling and streamlined operations, particularly for sales transactions requiring extensive pricing adjustments.

There is now a new filter open to conveniently show or hide Draft Quotes in the Quotes overview table.

The API documentation regarding Quotes was also extended: <your 3yourmind application>/apidocs/#tag/Quote-Service-Panel

Emirati Dirham (AED) and Saudi Ryal (SAR) Are Now Available as a Currency

We added support for Emirati Dirham (AED) and Saudi Ryal (SAR) to our platform. Users can can now select either one as their preferred currency and Services can add them as their main or supported currency.

See Supporting Multiple Currencies | List of Currently Supported Currencies

Administration Actions

Data Model Updates Due to Draft Quotes Functionality

The Draft Quotes functionality is introducing some breaking changes to the database structure. This requires special attention for the following use cases and users:

• CSV export of quotes

• Quote Created Webhook subscribers

• Metabase users

The changes are as follows:

• The status field is no longer used to indicate whether a certain quote is finalized or not. Now it carries the actual status: either draft , not_ordered or ordered

• whether a given quote is finalized or not, is now indicated in a new boolean field: is_finalized

• an old field that was used to indicate the quote status ordered vs not ordered (boolean is_ordered) is now removed

Adjust QuoteCreated Webhook Timing for Draft Quotes

The QuoteCreated webhook will now be triggered when a draft quote is created, rather than when it is published. This update allows to work with quotes already in draft mode.

For quotes that are created and published instantly (i.e. the quote was never in draft mode), there will be no change in functionality.

See also our API documentation.