Creating Requests

Owned by Dominik Lindenberger
Last updated: Apr 24, 2020
3 min read

Requests are intended to be used to get information about how to proceed before placing an order. For instance, you ask a service for a material or post-processing recommendation or get a manual pricing.

When you place a request, the 3D files, any current production selections and comments will be sent to the Printing Service. The engineer or business developer can answer any open questions using the platform communication. Once they have added manual prices for the models, the saved result will be translated into one or more Quotes that are saved in the system.

 

Creating a New Request

A request can be made as soon as a 3D file is available for the project.

Contact Service

  1. Upload at least one 3D file from the homepage

  2. Select a material, printing service and post-processing method

  3. Click Contact Service

  4. Add a Message which will then display as the first comment in the request

  5. A Request will be saved and an email notification will be sent to the Printing Service

Request Manual Pricing

  1. Upload at least one 3D file from the homepage

  2. Select a material, printing service and post-processing method

  3. Click Request Price

  4. A Request will be saved and an email notification will be sent to the Printing Service

 

Editing Existing Requests

Open Requests can be edited at any time and saved as a new Request, Quote or Order. When this occurs, a new Request, Quote or Order will be created with the new parameters. This new request can be made in parallel, or the old request can be deleted.

  1. Navigate to Requests in the side menu

  2. Click a request to see the Detail View

  3. Select Edit Request in the upper right

  4. A new basket will be opened with all settings loaded from the previous request

  5. Edit any production settings that should be changed

  6. Click Request Price or Contact Service, depending on your selected settings

 

Communicating with Printing Service

All communication about requests is stored directly next to the files and settings in the Comment section contained at the bottom of each Request.

  1. Navigate to Requests in the side menu

  2. Click a request to see the Detail View

  3. Past comments at the bottom of the page

  4. Begin Typing to add a new comment

  5. Or use Reply to respond in a thread to a previous comment

  6. An Email Notification will be sent to the other person involved after posting your message