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Working with the Catalog

Working with the Catalog

Owned by Dominik Lindenberger
Last updated: May 12, 2025 by Dominik Lindenberger

Introduction

The Catalog is a central repository of published parts, accessible from both the Service Panel, the User Panel and Part Identification. It allows administrators to efficiently manage parts and enables customers to browse and order parts directly.

In the Service Panel, Catalog Administrators can:

  • Add new parts.

  • Edit existing parts.

  • Manage part visibility, classifications, and labels.

In the User Panel, customers can view and order parts.
See: https://3yourmind.atlassian.net/l/c/Q0iL2XFJ.

The Catalog must be activated in the Admin Panel before it becomes visible.

Understanding the Catalog Overview Table

The Catalog Overview Table displays key attributes of each part. Users can use the Edit Columns menu to show/hide specific columns for personalized navigation.

Column Descriptions

Column

Description

Visibility

Column

Description

Visibility

Thumbnail

Preview image of the part (if available).

 

Title

The name of the part shown in the catalog.

 

Description

Markdown-supported description.

 

Is Available

Indicates if the part is available for ordering.

 

Part #

Automatically assigned unique part id.

 

Customer Group

The customer group assigned to the part.

Catalog Admin

Material

Material defined for the part.

 

Publication Status

Status (e.g., Published or Draft).

Catalog Admin

Post-processings

Configured post-processing steps.

 

Unit Price (Net)

Fixed or calculated net unit price.

 

Part Reference

Optional internal or external reference.

 

Labels

Classification tags.

 

Service

Service or manufacturing provider linked to the part.

 

Attachments

Additional files attached (e.g. drawings, specs).

 

Part Requirements

Additional custom columns for each part requirement.

 

Use Edit Filters in combination with column configuration to streamline large catalogs.

Adding Parts to the Catalog

Only Catalog Administrators can add parts to the Catalog. Parts can be added in the following ways:

  1. Push AMPI parts to the Catalog.

  2. Create Catalog parts from scratch.

  3. Adding Ordered Parts to the Catalog.

Pushing AMPI parts to the Catalog

📄 Documentation in progress.

Creating a Catalog Part from Scratch

  • Open the Catalog in the Service Panel.

  • Click Create Part.

  • Complete the Create Part form.

The Description field supports Markdown formatting. This means you can use linebreaks and certain text formatting to highlight or structure your text.
See: https://www.markdownguide.org/basic-syntax/

Manually Priced Catalog Parts

Manually priced parts cannot be edited in the basket, regardless of the Admin Panel setting Make Catalog parts not changeable.
If the setting is disabled, only Part Requirements form data can be updated.

Adding Ordered Parts to the Catalog

  1. Open the Order List in the Service Panel.

  2. Select an order to view its details.

  3. Click Publish Part.

The part will be added to the Catalog in the ordered configuration and made available to all customers via the User Panel.

Editing Catalog Parts

Only Catalog Administrators can update Catalog entries.

Editable fields include:

  • Part Name

  • Part Reference

  • Short Description

  • Description (Markdown enabled)

  • Customer Group

  • 3D Model

  • Images

  • Print Configuration

    • Material

    • Post-processing

    • Service

  • Price

  • Attachments

  • Labels

Setting Fixed 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.

Example:

  • Downhole equipment → Impeller

  • Downhole equipment → Valve

Labels can be created on-the-fly.

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 are only 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

 

 

 

Creating Quotes or Orders with Catalog Items

You can create quotes or orders directly from the Catalog in the Service Workspace.

Selecting Parts

  1. Select one or multiple parts by ticking the checkboxes next to them.

    • You can select multiple parts across different searches, pages, or views (List or Tile).

    • The system remembers your selections when changing search terms, switching pages, or toggling between views.

Creating Quote or Order

  1. Click Create Quote or Create Order.

    • If multiple parts are selected, the confirmation dialog shows the selected parts in a bullet list.

  2. The selected parts will be prefilled into the quote or order form with all configured details:

    • STL file

    • Material

    • Post-processings

    • Part requirements

    • Attachments

As an alternative, you can also create a quote or order directly from a Catalog part detail view.

image-20240515-132052.png
Adding a Catalog item to a new Quote or Order

Troubleshooting

Error “Unable to create basket line part requirements”

image-20240528-085207.png

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

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