Working with the Catalog

Owned by Waldo (Unlicensed)
Last updated: Aug 22, 2024 by Dominik Lindenberger
3 min read

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.

  1. In the Service Panel, open the Catalog

  2. Locate the desired part

  3. Click on the part to see the part details

  4. To include the part in:

    1. A quote, click Add to Quote

    2. An order, click Add to Order

  5. 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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Adding a Catalog item to a new Quote or Order

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:

  1. Push AMPI parts to the Catalog.

  2. Create Catalog parts from scratch.

  3. 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)

  1. In the Service Panel, go to the order list

  2. Open an order to go to the order detail page

  3. 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:

  1. Public parts

  2. 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

 

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.

 

 

 

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)