Setting Up Your AutoQuoter

Note: This section is optional, and will only be useful to 3D printing service providers - you can start taking orders once you've completed the other steps to Setting Up, but you'll need to configure your AutoQuoter in order to quote parts from Projects.

The AutoQuoter is the tool which allows you or your customers to quote parts from the Files tab or within a custom invoice from the Billing tab of a Project.

Selecting "AutoQuoter" from the left-side navigation menu will bring you to the AutoQuoter Configuration page, which will be empty the first time you come to it. From here you'll see a few options along the left. To start, we'll click "Settings", at the bottom of those options.

Settings

in this section you'll be able to edit some of the defaults which will be applied to your AutoQuoter.

 

At the top of the list of options on the left will be "Require AutoQuote Review". This will toggle whether invoices generated by customers using quotes have to be reviewed by the provider (you) or not. If it's not checked, any quote submitted will be automatically accepted.

The next is a toggle for applying tax to your services. Whether or not it's taxed will vary depending on where your business operates, so check your local tax laws for more information. When it's enabled, you can set the specific tax rate your region requires.

The third toggle is related to the first. If you have this and "Require AutoQuote Review" enabled, invoices generated using quotes will expire after the number of days you set here. If you disable this, they won't expire at all.

The last toggle is "Add Shipping", and if it's enabled a standard shipping fee which you set will be applied to the cost of anything created using your AutoQuoter.

On the right are the Build Plate Thresholds & Global Infill. These will be reflected whenever you create a new process. For Build Plate Thresholds, it refers to the smallest and largest objects I can print. For instance, if I only have a fleet of Ultimaker 3s my Build Plate Thresholds might be 1 x 1 x 1 mm on the minimum end, and the Ultimaker 3's build volume - 215 x 215 x 305 mm - on the maximum end.

The slider below the Build Plate Thresholds will set the default Minimum Infill for each new process. If you opt to allow customers to set the infill for a process at all, the Minimum Infill option will be taken as a low-end. This is to ensure that, if a particular printing process needs to have an infill of say 10%, the customer can't set an infill lower than that. This feature has a bottom end of 5% to account for the approximate material which would make up the shells of a part, whether or not it has any infill.

After these are all set, we'll click "Save", and then use the text link at the top to go back to the main AutoQuoter Configuration page. From there, click on "New Process" on the left, or if you don't have any Processes added yet you can click the button which says "Add Your First Process" on the right.

Processes, Materials, & Associated Products

Processes refer to the fabrication technologies offered through your AutoQuoter, such as FDM, SLA, DMLS, etc.

Here you can set a name for your Process, a description, and a startup price (the baseline cost it takes for a job using this process), as well as the build plate thresholds and the minimum infill. Once you're done, click "Save" to view the Process you just created on the main AutoQuoter Configuration page. From there, if you'd like to change anything about this Process, just click on the "Edit" button on the top-right when this Process is selected to come back to this page 

Next you'll need to add a Material to your Process by clicking either the "New Material" button or, if there's no Materials added, the text link in the line "You'll need to add one to use the AutoQuoter."

Like with creating a new Process, here you'll name and give a description to your new Material. If you change your mind and decide to add this Material to a different Process, you can also do that here. Down below, you'll associate Products to the Material.

Each Product associated to the Material will show up as a different color option in the AutoQuoter, using the name of the color for the text. Select from the dropdown the Product you'd like to associate to this Material. If you haven't created any Products with the Product Type "3D Printing Material", or if all of the Products with the Product Type "3D Printing Material" are already associated with this Material, you'll see the message "No Available 3D Products To Add". In that case, you'll need to make one in the Product Manager. After associating a Product, you can remove it by clicking on the garbage can () icon. You'll need at least one associated Product in order to have this Material show up in the AutoQuoter, and you'll need at least one Material with an associated Product in order for the Process to show up in the AutoQuoter.

Once you're done, click "Save" to go back to viewing this process on the main AutoQuoter Configuration page. From there, if you'd like to add or remove any associated Products, just click on the pencil icon on the right of the Material's box to come back to this page.

Qualities

Qualities are modifiers for your AutoQuoter which let you offer different print quality or finishing options for this Process.

Enter a name, a layer height (which you can enter as "0" if a Quality doesn't relate to layer height), and a modifier. The modifier is a percent of the overall cost, and can be additive or subtractive. You can also toggle the check box on the left-hand side to have this Quality be active (visible in your AutoQuoter) or not. If you don't want to offer different Quality options, that's okay, too! Just don't add any Qualities and the option won't show up when you go to the AutoQuoter.

Click the "Add" button when you're ready. If you'd like to edit or delete a Quality, click on the pencil icon on the right-hand side of that Quality.

If there are other Materials, Processes, Associated Products, or Qualities you'd like to add, do that now. Otherwise, you're all ready to start getting files AutoQuoted!

If you'd like to use a phone number besides your personal one for your business, take a look at Setting Up Your VoIP Phone. If you'd like to add a profile image, check out Setting Up Your Account. Otherwise, if you've already gone through all of the other steps to Setting Up, it's time to start Using MakerOS and taking on projects!

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