Catalogue Orders & Parts

This article explains Catalogue Projects and Catalogue Parts in AMFG: what they are, how to configure them, and how to use them.

From the Catalogue page in the AMFG Management Console, you can manage and maintain Catalogue Projects and parts that have predefined production parameters and prices. The Catalogue Projects can also be configured to be visible or hidden for the customers on the Web Portal. This is done in the Catalogue page, Projects tab, and the Contacts page.

The Catalogue Project allows you or your customers to reproduce or re-order a project with the same parameters (and price structure) at ease. A Catalogue Project can contain a single or multiple parts and can have a project-specific configuration. Catalogue Projects are available for ordering via the Management Console (internally) or via the Web Portal (externally).

The Catalogue Part, on the other hand, is a single saved part that can be used only in the Management Console (internally) for adding pre-configured parts to Tickets or Projects. The Catalogue Part consists of a model (e.g., CAD file) as well as a set of production parameters.

A new Catalogue Project can be created within the Management Console from a pre-existing or a new Ticket or Order. Inside the Ticket or Order view, accessed via the Tickets Overview or Work Orders Overview pages respectively, select the down-arrow button located next to the ‘Browse’ button at the top of the Part Panel and select 'Add to catalogue'.

All Projects added to the catalogue will be listed in chronological order, displaying the Catalogue Order ID and Order Name.

Please note, you can configure the Catalogue Order ID structure in Settings → Workflow.

The automatically assigned Catalogue Order Name consists of the Catalogue Order ID and the date & time when the ticket/order was added to the Catalogue.

The Catalogue Widget, found within the Catalogue Project, can be used to create or modify properties of the Catalogue Order. This includes:

To add a thumbnail image to the project, go to Management Console → Catalogue → Project tab

Open the Project you need and find the "Catalogue" widget on the right sidebar. Select the "Upload file" button in the thumbnail field. :

Once the image is uploaded, it will appear on the Web Portal → Catalogue tab.

Adding a Project Property will allow you to sort your Catalogue Projects more easily, and giving a Description to the Catalogue provides crucial information about this project to your customers.

From the Catalogue Widget, you can create a new property, select the property you want to assign to this project, and give it a value that will then appear on the Web Portal, making it easy to filter or search for projects:

Select or create a project property field:

Set a value for the project property field selected:

When creating a Project Property, it can either be set as Free Text or a Single Select format:

Free Text field:

Single Select options:

The Free Text format is indexed in the Web Portal for searching for Catalogue Projects by customers (using the search box).

The Single Select format enables categories on the Web Portal that can be selected (multi-select checkbox) by customers to filter the visible Catalogue Projects.

The Project Properties information will be summarised in the Management Console as well as available on the Web Portal for customers:

Management Console -> Catalogues

Web Portal -> Catalogues:

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You can rename the project prior to adding it to the catalogue or rename the project after it has been added.

To rename a project, select the down-arrow button located next to the ‘Browse’ button at the top of the Part Panel and select "Rename project".

To remove a project from the Catalogue, simply select the trash icon for the project you wish to remove.

A success message will appear notifying you:

Removing the project from the catalogue will also remove the catalogue article from the Web Portal.

To create a new order using a Catalogue project, simply click the ‘Order’ button in the Catalogue page, Projects tab:

This will open the Order details page, which you will also be familiar with from the Tickets Overview & Work Orders Overview Part preparation articles.

Please note that if a project has been added to the Catalogue via a pre-existing Ticket or Order, the Contact Details widget will be pre-populated with the contact details that were originally assigned to it:

The part(s) within the Catalogue Project are listed in the Part Panel with the predefined production parameters and price attached.

The Part Panel displays a 2D image & file name. You will also see the material, quantity, and price of the part.

The assigned production parameters will be carried over when you order part(s) from the Catalogue.

Within the Part Preparation page, you have two options:

You can find more details for those workflows in the Quotation Page Guide & Create a Ticket articles, respectively.

The Catalogue Project is also linked to the Production module and can be used to add parts directly for production.

Skip the process of submitting a quote or creating an order and add part(s) directly to builds within the Production → Create a Build page.

Select the "Import Catalogue Project" button to open a menu of all catalogue projects available (Catalogue Project IDs):

Select the required project to import, and a success message will appear:

The part(s) will maintain the Production Parameters that were saved in the Catalogue.

Simply select and then drag-n-drop the parts from the ‘Unassigned parts’ list to add them to a build.

Please see the Production: Create a Build article for more information.

Please note that the imported catalogue project will be assigned an Order ID and added to the Work Orders Overview.

The part(s) will also be assigned a corresponding Part ID for full traceability.

The visibility of Catalogue Projects to customers can be defined according to the article: Set Catalogue Project Visibility for Customers

Catalogue Parts are only used in the Management Console. Parts saved in the Catalogue → Parts tab can be added to a new (or existing) Ticket or Order via the Management Console.

The main use is to allow the user to save a part (e.g., CAD model) with a set of production parameters, allowing them to create a database of models that can be easily reused internally.

To add a part to the Catalogue, open a Ticket or Order, select the down-arrow on the part (in the Part Preparation panel), and select "Add to Part Catalogue":

A success message will appear as follows:

To import a part from the Parts Catalogue into a Ticket or Order, click on the "Browse" button in the Part Preparation Panel and select "Part Catalogue":

Choose the part you would like to add and select "Add to ticket":

Note that a part from the Parts Catalogue can be added both to a Ticket or a Work Order.