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Team

Organization Organization 0 members · 0 custom roles

Members

Manage people, roles, and access.

Member Role Department Status Last login

Roles & permissions

Define permission sets and see who uses them.

Role Access Members Permissions

Departments

Group members by team without changing access.

Department Members Description

Audit log

Review changes to members, roles, and departments.

Event Actor Affected item Time

Access review

Find broad access, inactive accounts, and pending invitations.

Member Role Status Last login Findings
Team

Details

Effective permissions Permissions come from the selected role.
Review account changes

These changes affect this member’s access.

    Review access changes

      Saved

      Saved

      My factory

      Company Operations Customer portal

      Company profile

      Manage business details, operating schedule, brand assets, and the address used across customer touchpoints.

      Saved

      Business details

      Core company details that shape how the tenant appears across the workspace.

      Operating calendar

      Set the operational days and cutoff used to calculate production and delivery promises.

      Operational days
      Non-working dates i

      No non-working dates added.

        Logos

        Provide versions that remain legible on both light and dark customer-facing backgrounds.

        Business address

        Keep the legal and customer-facing address consistent across invoices and portal details.

        Factory costing

        Maintain the shared rates and overhead allocation used by pricing across production technologies.

        Saved

        Production rates

        Shared production overhead, electricity tariff, and labor rate used by pricing engines.

        Changes affect new and explicitly repriced records. Historical quotes and orders keep their saved pricing evidence.

        Allocate annual facility costs by technology and billable production capacity.

        i

        1 Annual cost pool

        Cost scope

        Machine purchase, lease, depreciation, and service contracts are configured with machine ownership or the SLS/MJF full build cost calculator.

        Total facility cost —
        Allocated to production —

        2 Technology allocation

        Split 0%
        3 Calculated overhead Enter annual cost and billable hours Complete the annual cost pool and technology capacity inputs.
        Billable hours —
        Needs attention

        Using the rate updates the field on Rates and saves it automatically.

        View calculation
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        Workflow statuses

        Manage the production and payment states used in reporting, operations, and the customer order journey.

        Saved

        Locked workflow statuses are required by AM Pilot. Custom statuses remain editable and removable.

        Orders & access

        Control quote portal availability, order and RFQ references, PO terms, and downloaded model filenames.

        Saved Saved Saved
        Quote portal is available Customers can sign in, configure models, and place new orders. Turning maintenance mode on pauses customer access until you turn it off.

        Order numbering

        Set the next reference used for newly created orders. Existing order references are never renamed.

        Preview: —

        Choose a next number after your existing sequence to avoid duplicate references.

        RFQ numbering & PO terms

        Set the next reference for new RFQs and the default NET terms shown for purchase-order payments.

        Preview: —

        Existing RFQ references and payment terms saved on historical records remain unchanged.

        Downloaded model filenames

        Build a readable filename for individual and bulk-downloaded order or RFQ models.

        Preview: —

        Quote checks

        Choose which DfAM checks run, what customers see, and how each result affects checkout.

        Saved
        Draft not published
        Draft saves automatically and has not been published.

        Published version —
        Analysis checks 0
        Unpublished changes 0

        Customer DfAM checks

        “Hidden from customers” still runs the check but keeps its result internal.

        Check Run Customer result Checkout policy
        Mesh integrityFinds invalid and degenerate triangles in the uploaded model.
        Build-volume fitChecks the oriented model size against each technology's build envelope.
        Minimum wall thicknessMeasures wall regions against each technology's validated capability.
        Thin protrusionsFinds narrow tips and protruding features below each technology's validated capability.
        Fine surface detailsChecks raised and recessed details by stroke width, height or depth, and feature size.
        Minimum hole diameterMeasures full cylindrical bore surfaces directly from native STEP geometry.
        Support contact areaUses the warning threshold configured in Technologies > DfAM.
        Support volumeMeasures generated support material for explicit FDM process profiles.

        Announcements

        Publish account announcements and time-bound operational messages across the quote portal.

        Announcements
        Published announcements are immutable and use the factory timezone for scheduling.

        Live 0
        Scheduled 0
        Drafts 0

        Announcement directory

        Select an announcement to review its content, schedule, and publication state.

        Announcement Status Schedule
        No announcements yet Create a draft for a product update, holiday period, or account announcement.

        New announcement

        Draft changes save automatically. Publishing remains explicit.

        Status
        —
        Schedule
        —
        Display
        —
        Category
        —
        Content
        Use blank lines between paragraphs. Select a line, then apply a heading, bullet, or paragraph style.
        Display
        Schedule

        Factory timezone: not configured

        Optional link
        Saved
        Customer preview
        General Your announcement title

        Your announcement will appear here.

        Quote guidance

        Write short guidance bullets customers see while configuring models.

        Saved
        Customer preview

        Your guidance will appear here.

          Integrations

          Set email, support, payments, shipping, analytics, and finance connections.

          No integrations match this search.

          Customer communication

          Mailgun

          Set sender domain, API access, and default from address.

          What this powers

          • Transactional email delivery from your tenant.
          • Verified sender identity for automated templates.
          • Region-aware API routing for US or EU Mailgun accounts.

          Before you start

          • Use a verified Mailgun domain such as mg.example.com.
          • Choose the region where that domain is hosted.
          • Leave the API key blank when you only want to keep the stored secret.

          Domain and API access

          Save Mailgun domain, region, and API key.

          Customer messaging

          Intercom

          Set the tenant Messenger widget and secure mode.

          What this powers

          • Live messenger inside the quote app.
          • Tenant-owned conversations and support workflows.
          • Secure mode when a Messenger API secret is configured.

          Field guide

          • The App ID comes from Intercom Messenger settings.
          • The API base is optional; leave empty to use the default endpoint.
          • Leave the secret blank unless you want to replace the stored secure mode value.

          Messenger setup

          Set App ID and optional secure mode.

          Insights

          Google Analytics

          Track quote activity in GA4.

          What this powers

          • Tenant-level quote funnel tracking.
          • Customer behavior analysis in your own GA4 property.
          • Simple setup with a single measurement ID.

          Before you start

          • Open the correct GA4 data stream in Google Analytics.
          • Copy the measurement ID in the format G-XXXXXXXXXX.
          • Refresh after saving if you want to confirm the stored state.

          Measurement ID

          Paste the GA4 measurement ID for this tenant.

          AI Material intelligence

          OpenAI

          Connect Advisor passport generation and guided technology/material recommendations.

          What this powers

          • Admin-generated advisor profiles from material TDS links.
          • Customer technology and material recommendations limited to reviewed, exposed tenant profiles.
          • Structured, validated responses instead of free-form material guesses.

          Before you start

          • Use a project API key with only the required OpenAI scope.
          • Choose explicit model IDs for passport generation and recommendations.
          • Approve advisor profiles in Materials before customers can use them.

          API key and advisor models

          Save tenant-specific OpenAI access and model choices.

          Profile generation Allows Admin users to generate advisor profiles from TDS links.
          Customer advisor Enables Ask AI in the quote material step when exposed profiles exist.

          Operations

          Sendcloud

          Connect an account and choose its shipping sender profile.

          What this powers

          • Shipping quotes using your sender profile.
          • Available carriers, contracts, and shipping services.
          • Parcel labels and authoritative shipment origin data.

          Field guide

          • Public and secret keys come from Sendcloud API integrations.
          • Load the account after entering the keys.
          • Select the sender profile by name and address; AM Pilot stores the technical mapping.

          API keys and account catalog

          Load Sendcloud v3 account data, then choose the sender profile used by AM Pilot.

          Account not loaded Enter API keys and load the account to retrieve its shipping setup.
          Sender profiles 0
          Shipping services 0
          Contracts 0
          Discovery API V3

          Commerce

          Stripe

          Connect hosted checkout and payouts.

          What this powers

          • Hosted checkout for card and local payment methods.
          • Payout onboarding for the tenant account.
          • Payment account linking without storing sensitive keys here.

          How setup works

          • Optionally add an account email to prefill onboarding.
          • Select Connect Stripe to open onboarding in a new tab.
          • Come back here and refresh to confirm the linked account.

          Payout account onboarding

          Use hosted Stripe onboarding for checkout payments.

          Connected account: --

          Operations and finance

          Moneybird

          Sync invoices, ledgers, tax policy, and custom fields.

          What this powers

          • Invoice and quote sync to Moneybird.
          • Ledger defaults, Stripe fee accounting, and customer overrides.
          • Domestic, intra-EU, and export VAT mapping.

          Before you start

          • Copy the administration ID from the Moneybird administration URL.
          • Use an API token with invoice access; bank access is needed for Stripe payout bookkeeping.
          • Refresh after connecting to pull tax rates and ledger metadata.

          Administration and API token

          Save the administration ID and API token.

          Ledger accounts and custom fields

          Set ledger defaults and customer overrides.

          Connect Moneybird to edit ledger accounts.

          Customer-specific ledger overrides

          Assign a dedicated ledger when certain customers require special bookkeeping.

          Tax policy and synced VAT rates

          Map VAT rates to domestic, EU, and export orders.

          Connect Moneybird to edit tax policy.

          No VAT rates synced yet.

          Factory connectivity

          AM Pilot Edge

          Review approved connector hosts and the live-data links applied to Fleet machines.

          Connection policy

          • Fleet remains the authoritative machine registry.
          • Manual machines remain fully supported without an API.
          • Discovered devices are linked explicitly in observe-only mode.

          Safe transitions

          • Approval never creates or matches Fleet machines automatically.
          • Returning to manual preserves machine setup and binding history.
          • Credentials are never displayed or stored on Fleet records.
          Connectivity health loading Loading authoritative gateway and runtime evidence.
          Gateway sessions —
          Fresh runtimes —
          Runtime ingest —
          Latest runtime age —

          Operational alerts

          Current policy breaches from tenant-scoped control-plane evidence.

          Connected hosts

          Loading approved Edge hosts.

          Loading Edge Connector hosts.

          Fleet connection workflow

          Open Fleet, choose a machine, then use Setup → Connectivity to link a reviewed device. Machines without a compatible API stay manual.

          Host lifecycle

          Revoke Edge host

          Revoking this host stops new sessions and certificate use. Fleet records and history are preserved.

          Impact preview

          Live Fleet links return to manual mode. Other approved hosts remain active.

          Select a host to load its impact.

          Technologies

          Technology settings

          Saved
          Details
          Created
          —
          Last updated
          —
          Updated by
          —
          Needs setup

          Customer card preview

          Read more

          Identity

          Default for quote uploads New uploads start with this technology selected.

          Customer card

          Summary
          0 / 180
          Card lead-time text
          Read more link

          Build constraints

          Technology build envelope (mm)
          Maximum accepted model size for this technology.
          Tolerances
          Size warnings No warnings enabled
          Minimum size warning Warn customers when any model axis is below the configured limit.
          Maximum size warning Warn customers when any model axis is above the configured limit.

          Availability

          Allow custom material Show a custom-material option when the configured catalog does not fit.

          Lead-time options

          Enable options and choose one default.

          Machine classes

          Select a class to edit routing, capacity, and costs.

          Customer recommendations

          Changes save automatically. An exposed passport is published after saving. DfAM findings never rank technologies.

          Customer visibility

          Expose to customer advisor

          Capabilities

          Keep unsupported ratings Unknown.

          CapabilityRatingEvidence
          Dimensional accuracy
          Feature resolution
          Surface finish
          Isotropy
          Design freedom
          Production repeatability
          Small-batch efficiency
          Volume-production efficiency

          Recommendation guidance

          Keep each entry concise and customer-safe. Use one item per line.

          Generate profile & evidence

          Generation evidence

          Uses saved technology limits and versioned authoritative FDM, SLS, or MJF process references.

          Profile generation Generate a passport, then choose whether to expose it.
          Saved generation evidence

          Manufacturability limits

          Validated limits used only by geometry and manufacturability checks. Blank means not configured; no limits are inferred.

          Analyse in Quote experienceRuns the enabled Quote experience DFAM checks for this technology.

          Minimum features

          Support warnings

          Pricing configuration

          Changes apply when you save the technology.

          Pricing ready
          Pricing ready
          True cost/hr —
          Target margin —
          Minimum price —
          Capacity —

          Commercial rules

          File composition

          Powder economics

          Choose the powder pricing model and configure its build-level cost inputs.

          i
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          Build basis
          i
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          Usable build volume basis Build chamber volume × usable operating area
          Calculated usable build volume 0.00 cm³
          i
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          Packing & occupied volume
          i
          i
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          i
          Tall-part guardrails
          i
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          Handling & margin
          i
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          Cost components

          Add required quality and labor costs that are not owned by the machine class.

          Required labor total: —
          Calibration & QA Calibration / QA total: —
          Print monitoring Operator attention required during each print hour.
          Job setup File preparation and print-start labor charged once per quoted line.

          Commercial margin

          Cost foundation —
          Lowest class true cost
          Shared FDM cost
          —
          Lowest machine class
          —
          Factory overhead & electricity
          Configure these shared values in My Factory > Factory costing.
          Cost foundation Basic powder volume
          Live powder formula i
          Test this configuration Uses the live quote engine
          Powder price test Upload an STL and price it with this technology.
          i
          Upload a model, choose material and finishing, then run the test.
          FDM price test Upload an STL and price it with this technology.
          i
          Upload a model, choose material and finishing, then run the test.

          Remove technology

          Remove this technology and its setup from the tenant. This action requires confirmation.

          Select technology type

          Calculate full build cost

          Machine hourly cost basis Per-machine annual cost ÷ productive build hours

          Enter costs and available build capacity for one representative SLS/MJF machine. Shared factory overhead comes from My Factory and is added separately to the full build cost.

          Calculated machine hourly cost €0.00/h
          Calculated full build cost €0.00

          Logistics

          Configure production priorities and shipping.

          Priority options

          Priority option

          Draft Not saved

          Removal also removes Technology assignments. Reassign any defaults first. Historical orders and quotes remain unchanged.

          Customer presentation

          Set the option name and concise checkout explanation.

          Orders preview:

          Checkout pricing

          Adjust the calculated order price and enforce an optional minimum surcharge.

          Technology assignments

          Production-day ranges and defaults are owned by each Technology.

          Shipping

          Saved

          Weight-based parcel planning

          Checkout defaults

          Sendcloud runtime

          Carrier services

          Service Checkout label Enabled

          Collection methods

          Pickup and Ex Works are native AM Pilot methods and never map to a carrier.

          Production

          Define processes and requirements for your production team.

          Current production settingsManage the workflow currently used by your factory.

          Stages

          Core job card states.

          Priorities

          Queue priority labels.

          Blocked reasons

          Reasons work is blocked.

          Operations

          Post-build steps before QC.

          Cancellation reasons

          Reasons for cancelled or returned machine work.

          Defect reasons

          QC failure reasons.

          Machine override reasons

          Reasons for assigning work outside the priced machine class.

          Production correction reasons

          Controlled reasons for external completion and planning resets.

          Stage policy

          Choose the job card stage for each production condition. Stages are calculated from recorded work and quantities.

          Current workflow

          Workflow

          Next update

          Make a new draft to start editing the production workflow.
          Workflow details
          Production routes

          Select a trigger to edit its route.

          Drag nodes to place them. Use Organize to clean the graph.

          Test the selected route

          Test example inputs against the selected route. Draft edits are included without saving or publishing them.

          Save or select a workflow version to run a simulation.

          Fleet

          Manage your machines, workspaces, states, and planning availability.

          Fleet workspace

          Manage production machines.

          Set machine details, capabilities, locations, states, and planning availability.

          Machine registry

          Select a machine to edit its production setup.

          Approved materials
          No selection means every material configured for this technology is approved.
          Firmware Dialect, bed origin, extrusion, and filament
          Thermal limits Layer height and temperature ceilings
          Motion limits Feedrate, acceleration, jerk, and travel
          Custom G-code Printer scripts and macro parameters

          Connection status

          Save or select a Fleet machine before managing its AM Pilot Edge connection.

          Runtime source

          Printer control

          Current policy Unavailable
          Return to manual operation Disconnect Edge while preserving the Fleet record and audit history.
          Duplicate machine configuration
          Delete machine from Fleet
          State workspace

          Machine states

          Configure state badges and automatic live-state rules.
          States

          State badges

          Set names and colors for live states and manual override states.

          Quote calculation

          Set customer controls and pricing calculation defaults by technology.

          FDM quote calculation

          Needs setup Not configured

          Configuration actions

          Remove this technology's configuration. Confirmation is required; historical quotes and orders are not changed.

          Quote defaults

          These process values are locked for customers and used directly during quote calculation.

          Pricing connection

          Machine, powder, refresh-rate, packing, and margin inputs remain owned by Technology pricing.

          Calculation method

          Choose the calculation path used for FDM quote timing and process inputs.

          AM Pilot Engine Uses the configured geometry assumptions and pricing rules for quote estimation.

          Native Slicer

          Maintain the PrusaSlicer process inputs used for toolpath timing.

          Travel events

          Optional retraction and lift settings. Leave fields blank when the printer profile does not define them.

          Supports

          Control support generation and interface density in the saved PrusaSlicer profile.

          Enable supports in native slicer Turn this off to force support-free slicing even if the overhang angle would normally trigger supports.
          Support bridges Generate supports beneath bridge regions instead of relying on unsupported bridge spans.
          Filament profile

          Set the physical filament diameter expected by the native profile.

          Customer presentation

          Set the endpoint language customers see in Advanced mode for either calculation method.

          Quality labels

          Describe the fine-detail and faster-printing ends of the layer-height control.

          Strength labels

          Describe the lightweight and stronger ends of the infill control.

          AM Pilot customer ranges

          Configure Advanced mode stepping. Layer-height limits continue to come from the routed machine class.

          Quality

          Machine-compatible minimum and maximum values come from the routed machine class.

          Strength

          Set the customer range, starting value, and increment for infill.

          Customer infill patterns

          Choose which fixed patterns customers can select and set the default. For AM Pilot Engine pricing, each uplift applies only to the calculated infill print-time cost. Native Slicer pricing is unchanged.

          PatternVisibleDefaultInfill time uplift (%)

          AM Pilot Simple Mode

          Offer three named customer choices while AM Pilot Engine remains responsible for calculation.

          Quality choices

          Each choice has a customer label and a layer-height value.

          Strength choices

          Each choice has a customer label and an infill value.

          Native Slicer customer controls

          Configure the customer ranges written into the active PrusaSlicer profile.

          Simple Mode

          Offer three named Quality and Strength choices for Native Slicer.

          Enable Native Slicer Simple Mode Customers can switch between Simple and Advanced controls.
          Advanced Strength

          Set the customer infill range. The toolpath pattern comes from Customer infill patterns above.

          Advanced shell ranges

          Set the customer-adjustable default, minimum, and maximum for native shell generation.

          AM Pilot Engine

          Set the geometry assumptions and support-analysis default used by AM Pilot Engine.

          Geometry assumptions

          These production defaults are not shown directly to customers.

          Support analysis

          Set the limits used to identify support regions.

          Support-analysis details

          Layer overlap may clear an angle-based support candidate only when the oriented model has planar bed contact. Edge-resting orientations keep the angle requirement for stability. Minimum layer overlap uses the worst permitted layer and nozzle combination.

          Materials

          Actions
          Review bulk regeneration Loading the current material advisor plan.
          Eligible —
          Skipped —
          Profile model —

          0 materials

          Material settings

          Draft

          Production routing

          Material identity
          Legacy display fields
          Routing requirements
          Required machine capabilitiesi

          Classification

          Legacy
          Structured metadata is not enabled

          Enable Schema v2 explicitly. Legacy Category and Tag values will not be copied or inferred. Technical data remains managed in Advisor.

          Draft metadata Save the material to validate its structured catalog record.
          SchemaV2
          PublicationDraft
          Technical dataAdvisor
          Classification and governance

          Publication controls the customer catalog, not quoting. Drafts can be saved before classification is complete. Publishing requires all checks to pass.

          Applications
          Composition
          Reinforcements Loading %
          Additives
          Technical data
          Advisor profile not generated Add a TDS link, then generate and review the technical profile in Advisor.
          SourceNot set
          Technical values0
          Standards0

          Pricing inputs

          Cost basis
          Process cost inputs
          Use powder refresh pricingi Include fresh or unrecoverable powder from the chargeable build envelope.
          Direct-order controls
          Request custom quote onlyi Disable direct ordering and keep the customer request flow available.
          Pricing ready
          Direct quoting Ready

          Material colors

          Advisor profile

          Advisor availability
          Expose to customer advisor Allow this material to appear in quote-app advisor recommendations.
          Profile generation
          Customer recommendation
          Material properties

          Select only properties supported by the supplied technical evidence.

          Technical evidence Optional TDS measurements
          Thermal

          Temperature limits and thermal movement.

          Conditioned TDS measurements

          Test values retain their method, load, orientation, and other published conditions.

          Mechanical

          Strength, stiffness, elongation, and hardness.

          Electrical and wear

          Electrical behavior, friction, and wear performance.

          Physical and environmental

          Density, dimensional change, and moisture uptake.

          Standards review
          Customer-visible standards Allow internally reviewed standards to appear in the public material catalog.
          Evidence and limitations

          Customer presentation

          Overview
          Comparison details
          Customer preview

              Remove material

              Remove this material and its setup from the tenant. This action requires confirmation.

              Color catalog

              Manage shared color identities once, then attach them to materials and loaded Fleet machines.

              Global colors

              0 colors

              Reset catalog Advanced destructive action

              Resetting clears shared colors and detaches current material and Fleet assignments. Historical order and job-card records are not rewritten.

              Material taxonomy

              Manage the canonical vocabulary used by structured materials and future customer filters.

              Add brand

              Customer details
              Availability
              Advanced system details

              Display grouping only. Polymer classification is managed separately.

              Color identities are shared. Uplift and default selection belong to this material.

              Select technology type

              Category

              Color

              Additions

              Configure finishing services that can be applied after printing, with pricing components and technology availability.

              Add addition

              New Not saved

              Delete this addition from future quote configuration. Historical quotes and orders stay unchanged.

              Catalog
              Added to checkout production lead time when this process is selected or automatically required. Shipping time is added after production.
              Compatibility and customer options
              Leave scope fields unchecked to make this process available for every technology or material.
              Technologies
              Materials, families, categories
              Customer input requirements
              Review workflow
              Native calculation
              Use this for drawings, placement notes, special requirements, or processes that need review before production.
              Multi-material mixing rules
              Custom groups allow all selected slot materials only when they are covered by one group. Use groups for combinations such as PLA with PETG, or a whole material family.
              Application rules

              When should this process apply? Rules restrict when this addition applies. Its type determines whether it is selected or required automatically.
              Pricing result
              What should be charged when it applies? These pricing components are used only when the process is selected or its IF rules match.
              No pricing components added yet.
              Variable options Priced units within this addition, such as insert sizes or finish variants. Each can have a quantity per part.
              Customer choices Alternative outcomes: for example, paid support removal or keeping supports attached at no charge.
              Decision summary max(minimum line charge, setup + per part x qty + volume x cm³ x qty + surface x cm² x qty + variable options)
              Setup attention Review the configuration and run a local test.
              TypeCustomer selectable
              ScopeAll
              PricingNot configured
              VisibilityLive
              Test calculator

                Archive

                Recovery workspace

                Archived orders

                Review records removed from the active order workspace.

                Permanent deletion disabled Retention and legal-hold policies are not configured. This workspace restores records only.
                Permanent deletion Disabled Retention window Not configured Legal hold Not configured
                Page 1 of 1

                Orders

                Review recent submissions, monitor statuses, and coordinate follow-up with customers.

                Change selected Order statuses

                Only selected orders are included. Payment statuses are not changed directly. Depending on the target, existing workflows can send customer emails, create shipping records, request invoices, or set refund handling.

                  Select all Order ID Date Customer Price Priority Status Payment
                  / 1

                  Select an order

                  Pick an order from the table above to view billing, delivery, and activity details.

                  Order

                  Placed date unavailable

                  —
                  — —

                  Customer

                  —

                  Delivery

                  —

                  Tracking

                  Billing

                  —

                  Line items

                  Line items: 0 Total parts: 0 Total weight: 0 g

                    Order details

                    Price updates Press "Send to customer" to notify customer.
                    Total
                    €0.00
                    VAT
                    €0.00
                    Due total
                    €0.00

                    Customer input

                    Financial summary

                    —

                    Manual refund Refund pending
                    Refund total
                    €0.00

                    Notes & downloads

                      No notes or attachments yet.

                      Danger zone

                      Archive this entry. Related files, activity, and billing references stay retained.

                      Activity

                      Order updates and status changes

                        Print shipping label

                        Choose the service AM Pilot should use to fulfil this order.

                        Customer selected and paid for

                        This commercial selection and customer charge will not change.

                        —
                        Fulfilment service

                        Request payment

                        Create the Moneybird invoice for manual customer-portal upload.

                        Remove item

                        Remove this item?

                        Vendor Hub

                        Build sourcing cases from customer RFQs, manage vendors, and track incoming vendor offers.

                        Case ID Date Vendor / Source Offers Invites Status Production
                        Showing 0 vendor RFQs

                        Vendor RFQ

                        Created date unavailable

                        —

                        Line items

                        Line items: 0 Total parts: 0 Total weight: 0 g

                          Communication

                          Messages are shared with this vendor for this RFQ.

                          Add Vendor

                          Create the first vendor record. Open the vendor row later to complete the datasheet.

                          Vendor datasheet

                          Overview
                          Contacts
                          Name Role Email Phone Primary
                          Company
                          Capabilities
                          Technologies
                          Materials
                          Additions / post-processing
                          Commercial Terms
                          Quality & Compliance
                          Shipping
                          Portal Access
                          History
                          RFQs 0
                          Open RFQs 0
                          Invites 0
                          Offers 0
                          Last activity No activity
                          Documents & Notes

                          Vendor Hub ›

                          Create Vendor RFQ Package

                          Vendor RFQ package

                          Prepare a package for vendors

                          Start from a customer RFQ to reuse uploaded parts and quote settings. Manual package is reserved for the next workflow pass.

                          Manual Package

                          Manual package setup is not structured yet.

                          We will finish the Customer RFQ package workflow first. Manual packages will then use the same package contents, attachments, requirements, and vendor-selection structure without requiring a source RFQ.

                          RFQ ID Date Customer Status

                          1. Package Contents

                          Select which package lines and quantities vendors should quote.

                          No lines loaded

                            Add 3D model from library

                            Select a stored model or upload a new one, then configure it as a vendor package line.

                            4. Select Vendors

                            Choose vendors to invite to this RFQ package.

                            Production Overview

                            Real-time view of your production environment

                            Printer Fleet

                            Live status of all printers

                            Job Queue

                            Upcoming and in-progress jobs

                            Job ID Part / Project Material Printer Status Progress Scheduled

                            Production Schedule

                            Live timeline of printer utilization

                            Production Metrics

                            Alerts

                            Metric breakdown

                            Production metric

                            Analytics

                            Business performance from governed order, customer, and cost signals.

                            Filter analytics

                            Revenue over time

                            Revenue by technology

                            Revenue by material

                            Top customers

                            Shipping charged

                            Strict order shipping fields

                            Bulk discounts

                            Order and line discounts

                            Current outstanding payments

                            Live non-quote orders by payment status

                            Top due customers

                            Outstanding orders

                            Data quality

                            Margin readiness

                            Job cards

                            Plan active production work and follow the next required workshop action.

                            Production readiness Checking
                            All filters 0
                            Additional filters
                            0 job cards selected Select compatible job cards to plan them together.
                            Job card Work status Progress Action
                            No production items yet. Active order line items will appear here.
                            Job card workspace

                            Production job card

                            Select a job card from the queue to plan machine allocations and workload splits.
                            Select a job card from the queue to plan machine allocations.
                            This job card is hidden by the current board filters. Its workspace remains open.
                            Machine planning Allocate the remaining quantity to qualified Fleet machines.
                            Operational plan
                            Choose machines

                            Required setup

                            Planning note Optional operator context

                            Select one or more machines. Quantities balance automatically.

                            External completion Record production completed outside the managed build workflow with full evidence.
                            Audited
                            Completion
                            Record outside managed Builds 0 remaining units External completion records the entire remaining Job Card quantity.
                            Quality & handoff
                            Quality control
                            Fulfilment
                            Material accounting
                            Reset planning Remove machine allocations and return this Job Card to its initial planning state.
                            Restricted
                            Planning only Production, Build, task, storage, and audit history are preserved. A Job Card with recorded production evidence cannot be reset here.

                            Job card action

                            Attach G-code

                            Select an immutable Production File revision for this queued Build.

                            Builds

                            Review queued, active, and historical Build travelers across every production machine.

                            No Builds recorded yet.
                            Build execution

                            Build

                            Production Files

                            Manage immutable machine-ready revisions, attach approved files to Builds, and review standalone print activity.

                            No Production Files uploaded yet.
                            Production File

                            Production File

                            Select a Production File.
                            Production File action

                            File action

                            Fleet

                            Monitor active machines, queued builds, runtime readiness, and workshop workload.

                            Production readiness Checking
                            All filters 0
                            Machine filters
                            No machines configured yet. Add the first machine here.

                            Fleet machine

                            Select a machine.
                            Select a machine from the board to review its workload.
                            Console
                            Build reconciliation

                            Setup

                            Select a machine to configure.

                            Build execution

                            Build

                            Fleet policy

                            State rules

                            Configure tenant-wide machine state badges and automatic live-state rules.

                            Automatic rules

                            Live state mapping

                            Map authoritative machine activity to the tenant's Fleet states.

                            Storage

                            Operations

                            Handle workflow-generated post-build tasks like depowdering, bead blasting, dyeing, or tumbling before parts move into QC or fulfilment.

                            No operation tasks yet. Add an Open operation task action in Workflow when parts need a post-build step before QC or the next handoff.
                            🧰 Operations workspace

                            Operation task

                            Select an operation task to record the completed post-build step.
                            Select an operation task from the queue to review it.
                            Operation task

                            Review the required post-build step, then complete it when the physical operation is done.

                            Completion

                            Operation result

                            Complete the operation task when the physical post-build step is done. Notes stay optional.

                            QC

                            QC workspace

                            QC

                            Select work from the queue.
                            This record is outside the current filters. Its workspace remains open.
                            Inspection Record only the quantities inspected now. Remaining parts stay pending.

                            Task actions Cancellation preserves the task history.

                            Fulfilment

                            Fulfilment workspace

                            Fulfilment

                            Select work from the queue.
                            This record is outside the current filters. Its workspace remains open.
                            Handoff Complete the workflow-requested packing, dispatch, pickup, or handoff step.

                            Task actions Cancellation preserves the task history.

                            Storage

                            Storage workspace

                            Storage

                            Select work from the queue.
                            This record is outside the current filters. Its workspace remains open.
                            Contents Recorded contents and linked tasks. Open a task to continue the work.
                            Place the work Move recorded stock from a source holding to the required destination.

                            Task actions Cancellation preserves the task history.

                            Danger zone

                            Reset clears current bin contents and unlinks recorded storage contents or completed workflow history from this bin. Open tasks must be resolved first.

                            3D Models

                            Review 3D models uploaded by customers and admins. Filter the list or download the original files for auditing.

                            3D Model Usage Dimensions Owner Uploaded Actions

                            / 1
                            No models uploaded yet.

                            Accounts

                            All registered customer accounts with their contact details and activity overview.

                            Name Email Company Orders Registered Last login

                            / 1

                            Select a customer

                            Pick a customer from the list to review contact details, saved addresses, uploads, and the current build.

                            Customer

                            Loading customer data…

                            Customer

                            —

                            Overrides

                            —

                            Allow this customer to open the Diagnostics panel in the Quote app.

                            Allow this customer to access the in-development guided quotation experience in the Quote app.

                            Allow this customer to place orders without Stripe payment.

                            Allow this customer to place orders with purchase order payment.

                            Require a PDF purchase order attachment for PO payment.

                            Automatic email invoices on delivery. Manual upload waits for Request payment.

                            Apply minimum order value adjustments for this customer in checkout.

                            Allow this customer to create or join organization accounts.

                            Select a Moneybird sales invoice workflow for this customer.

                            Delivery addresses

                            —

                            Billing addresses

                            —

                            Danger zone

                            Archive this customer. Login is disabled, while orders, models, settings, and files stay retained.

                            Organization Owner Members

                            Organization

                            Loading organization data…

                            Organization

                            Team summary

                            Access summary

                            Orders

                            RFQs

                            3D models

                            Commercial policy

                            PO payment

                            Moneybird

                            Material Inventory

                            Track material stock, lots, shelf locations, reorder links, and value in one auditable inventory view.

                            Total items 0
                            Low stock 0
                            Total value €0.00
                            Total kg 0 kg
                            No material inventory items yet.

                            Material linkage

                            Connect each physical stock item to the canonical Setup material that supplies its brand, family, technology, colors, and quoting identity.

                            0 of 0 resolved
                            No inventory items match this linkage filter.

                            Link material definition

                            Select the canonical material identity for this stock item.

                            Unlinked
                            Inventory item—
                            Type—
                            Current definitionNot linked
                            BrandNot assigned
                            Polymer familyNot assigned
                            TechnologyNot assigned
                            □

                            Add material stock item

                            Create a new stock item and link it to a canonical Setup material.

                            Color preview #000000

                            Item information

                            Supplier offers

                            Use supplier offers for supplier-specific SKU, purchase links, and cost. Purchase actions let you choose which supplier link to open.

                            Additional information

                            i After saving, you can receive lots and assign this item to shelf locations.

                            □

                            Add supplier

                            Create a reusable supplier for material purchase offers.

                            i More supplier profile fields can be added later.

                            □

                            Purchase material

                            Choose a supplier offer to open its purchase link.

                            i Supplier offers are managed on the stock item.

                            □

                            Log material purchase

                            Record bought material before it is received into physical stock.

                            Supplier reference

                            Ordered quantity

                            Additional information

                            i Purchases do not increase stock until they are received into a lot.

                            □

                            Receive purchase

                            Receive bought material into a physical lot.

                            Additional information

                            i Receiving creates the physical lot and updates purchase progress.

                            □

                            Receive lot

                            Add a new lot or spool into inventory.

                            ◇

                            Reusable QR tag

                            Assign a reusable QR tag to this lot.

                            Additional information

                            i This lot will be available in the selected location once saved.

                            Update lot stock

                            Choose a lot to update.

                            Assign package QR

                            Choose a package and available QR tag.

                            Unload package

                            Choose a loaded package to unload.

                            Scanned package

                            Choose what to do with this loaded package.

                            Weight corrections are saved as inventory movements. Unload removes the package from the machine slot, but keeps the QR tag attached unless you unload from the package dialog.

                            ▣

                            Add shelf location

                            Create a new shelf or bin location for storing materials.

                            Location hierarchy

                            Define where this location is physically placed.

                            ⌖

                            Location path

                            This location will be created under the selected site, rack, and shelf.

                            Site › Rack › Shelf / Bin

                            Reusable QR tags

                            Create reusable physical tags for shelves or spool clips. Assign an available tag when receiving a lot, then release it when the spool is consumed.

                            Create new tag

                            Tag registry

                            All available reusable tags in your inventory.

                            iTags can be assigned to lots. After the lot is used, the tag becomes available again.

                            Print reusable QR labels

                            Inventory scan

                            Scan a reusable QR tag to view its current material lot.

                            Stock Inventory

                            Stock SKUs 0
                            Low stock 0
                            Locations 0
                            Active BOMs 0
                            No stock SKUs yet.

                            Add stock SKU

                            Create a stock-tracked finished good, printed part, component, kit, or assembly.

                            Tracking profile

                            Additional information

                            i Stock quantity is controlled through stock movements and reservations.

                            Digital Inventory

                            ItemProductionPriceOrdersStatus
                            Loading catalog items…

                            New inventory item

                            Drop a 3D model here STL, STEP, STP, or 3MF

                            Configure production

                            Choose a model first.
                            Selected model

                            Select a model

                            Real size—
                            OrientationOriginal
                            Estimated weightWaiting for configuration
                            Support weightWaiting for configuration
                            Estimated print timeWaiting for configuration
                            Support print timeWaiting for configuration
                            No compatible additions are configured for this production setup.

                            Production summary

                            Preparing configuration

                            Pricing starts when the production recipe is complete.

                            Engine price / piece —
                            Catalog price / piece —

                            Publish to the customer catalog

                            Valid until

                            Production summary

                            Choose a production configuration first.

                            Discounts

                            Add discount rule

                            New Not saved

                            Delete this rule from future quote configuration. Historical quotes and orders stay unchanged.

                            Rule type

                            New rules autosave as paused. Set live explicitly when ready.

                            Customer presentation

                            Optionally explain the progressive discount in the quote details.

                            Technology scope

                            Each technology can have one live or paused rule of each type.

                            Select the technologies where this discount is active.

                            Curve

                            The discount starts at 0% for one part and reaches its maximum at the configured quantity.

                            Cost-driver reductions

                            Set the reductions at full curve progress. These adjust cost drivers before the customer price floor; they are not direct final-price discounts.

                            Bulky parts

                            Optionally reduce build allocation further when one repeated part occupies a large share of the packed job. An extra reduction of 0 disables this adjustment.

                            Small-part batch handling

                            Replace standard per-part handling with one setup cost and a reduced recurring cost for eligible batches. A volume or weight limit of 0 leaves that constraint off; when both are set, both must match. Set all batch fields to 0 to disable batching.

                            Curve test

                            Scenario inputs stay local and never autosave. This previews the current configuration, even when the rule is paused; it does not calculate a quote total.

                            Configuration checks

                            Communication

                            No templates available.

                            Delivery workflow

                            Select a template

                            Select a template to assign Mailgun mappings.

                            Select a template to start editing.

                            This template can include attachments (PDF).

                            Delivery mappings

                            Set the template and automatic delivery for each audience.

                            Template content is managed in Mailgun. These settings control which saved template each workflow uses; recipients are resolved by the workflow.

                            Customer
                              Internal
                                Vendor

                                  Merge fields

                                  Insert tenant, customer, order, and payment data into Mailgun templates.

                                  Available merge fields

                                  Security

                                  Control Admin sign-in duration and revoke workspace access safely.

                                  Session policy

                                  Set the sign-in limits for all administrators in this workspace.

                                  Idle timeout —
                                  Maximum duration —
                                  Browser trust —

                                  Loading policy…
                                  Apply this policy and sign out other sessions?

                                  Session control

                                  Revoke access after a lost device, staff change, or suspected compromise.

                                  Sign out all other Admin sessions Includes your other browsers and other administrators in this workspace. Their browser trust is revoked; this session and its browser trust stay active.
                                  Sign out all other sessions now? Other browsers will need to sign in and establish trust again.

                                  Account settings

                                  Personal account

                                  Profile

                                  Manage the name shown across this admin workspace.

                                  Personal details

                                  Use the name colleagues see in team, audit, and account activity.

                                  Sign-in and security

                                  Security

                                  Review the identity used to sign in and request a secure password reset.

                                  Login identity

                                  This email comes from the authenticated identity provider and cannot be changed from profile settings.

                                  Password reset instructions are sent only to this authenticated address.

                                  This browser

                                  Trusted access is opt-in and can be removed at any time. The workspace policy still sets an absolute maximum.

                                  Checking trusted access… The server is verifying this browser.

                                  Your active Admin sessions

                                  Review browsers currently signed in to your account and revoke sessions you no longer recognize.

                                  RFQ workspace

                                  Select customer

                                  Customer Company Phone

                                  No matching customers. Adjust your search or create a new customer.

                                  Selected customer
                                  No customer selected
                                  Customer — —
                                  Company
                                  —
                                  Phone
                                  —

                                  New customer

                                  Discard this RFQ draft?

                                  The internal draft and its configured quote lines will be removed.

                                  Customer

                                  Line readiness 0 / 0 ready Subtotal €0.00
                                  0 lines selected Only fields changed in the bulk editor are applied. Each model is repriced independently.
                                  Line Model Config / Setup Total weight Qty discount Qty Unit price Total Actions
                                  Totals — 0 €0.00
                                  Finalization summary Add quote lines before finalizing Draft subtotal includes priced quote lines only. Shipping, priority or lead time, and VAT are not included yet; confirm them in Orders after finalizing.
                                  Draft subtotal €0.00

                                  New quote line

                                  Choose a model

                                  Loading models…

                                  Drop 3D models here STL, STEP, STP, or 3MF · multiple files supported
                                  3D Model Usage Dimensions Owner Uploaded Actions
                                  No customer models found. Upload a model to continue.
                                  Selected model

                                  Select a model

                                  Real size —
                                  Orientation Original
                                  Estimated weight Waiting for configuration
                                  Support weight Waiting for configuration
                                  Estimated print time Waiting for configuration
                                  Support print time Waiting for configuration
                                  No compatible additions are configured for this production setup.

                                  Summary

                                  Select a model

                                  Pricing starts when a production configuration is available.

                                  Quantity
                                  Engine unit price
                                  —
                                  Quantity discount
                                  —
                                  Staff discount
                                  —
                                  Final unit price, excl. VAT —
                                  Line total, excl. VAT —
                                  Price change
                                  Saved line
                                  —
                                  Current line
                                  —
                                  Change
                                  —

                                  Maintenance mode

                                  Temporarily block customer access to the quote app.

                                  Edit line item

                                  Add to Digital inventory

                                  Line item additions

                                  Cancel item on machine

                                  Select why this allocated work should return to Production planning.

                                  Scan QR

                                  Use the device camera to scan an inventory or machine QR code.

                                  Camera is not active.

                                  Machine QR

                                  Generate a Fleet machine QR label for scanning spool loads.

                                  Default machine label is 62 x 42 mm with a 26 mm QR. Use sheet presets for normal office printers.

                                  Cancel current build

                                  Select why this live machine run should be cancelled.

                                  Prepare Build quantity

                                  Select whether this remaining allocation belongs in the next Build draft or an existing queued Build.

                                  Move work to another machine

                                  Select the target machine for this work.

                                  Add additional service

                                  Generate packing slip

                                  Generate customs docs

                                  Pricing diagnostics

                                  Snapshot of the pricing inputs and output for this line item.

                                  
                                      

                                  Edit contact details

                                  Edit delivery details

                                  Edit tracking

                                  Edit billing details

                                  Send update to customer

                                  Share a short update for the customer. They will receive an email and see the updated order details.

                                  Complete refund

                                  Confirm this only after the money has been refunded outside the platform. This marks the payment as refunded and records the refund completion.

                                  Order
                                  —
                                  Refund total
                                  —

                                  Send offer to customer

                                  Add an optional message for the customer. It can be used in communication templates as {{rfq_message}}.

                                  Attach purchase order

                                  Enter PO number and upload purchase order PDF.

                                  Reject purchase order

                                  Provide a rejection reason. The customer will receive it by email.

                                  Mark RFQ as lost

                                  Add a reason. The customer will receive this in the RFQ lost email as {{lost_reason}}.