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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 an 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. Find the part you want to add to a quote or an order

  3. Click on the part to see the part details

  4. To include the part into…

    1. … a quote, click Add to Quote

    2. … an order, click Add to Order

  5. Subsequently, the Create Quote or Create Order form opens with the Catalog part already loaded.

The following information is transferred from the Catalog part to the Create Quote or Create Order form:

  • STL file

  • Material

  • Post-processing(s)

  • Part requirements

  • Attachments

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.

To add parts to the Catalog, users need to be Catalog Administrators.

Adding parts from the Basket

  1. Go to the User Panel

  2. Upload the model to be stored

  3. Select a material and optionally post-processing(s)

  4. (If multiple Services are configured) Choose a Service

  5. Click Add to Catalog at the end of the process.

The part will be stored automatically in the Catalog with the selected settings and will be visible to the whole organization and ready to be ordered. The following information is transferred to the Catalog:

  • STL file

  • Material

  • Post-processing(s) (optional)

  • Service

  • Part requirements (optional)

  • Attachments (optional)

Each Catalog part can be additionally described in its Description field by the catalog contributor. With the search bar, you can quickly find any keywords/categorization in the description field. 

Adding ordered parts to the Catalog

  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

For changing any other information, e.g exchanging the 3d file o changing the material, a new Catalog part needs to be created.

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

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.

Which labels are visible for the catalog admin when editing/creating catalog parts?

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

  • No labels