Working with the Catalog

Owned by Waldo (Unlicensed)
Last updated: Dec 13, 2024 by Dominik Lindenberger
5 min read

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.

The Catalog must be activated in the admin panel before it becomes visible in the Service Panel or User Panel.

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:

  • Part Name

  • Part Reference

  • Short Description

  • Description

  • Customer Group

  • 3D Model

  • Images

  • Print configuration

    • Material

    • Post-processing

    • Service

  • Price

  • Attachments

  • Labels

Setting Fixed Manual 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.

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

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

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