Vendors
Manufacturers of custom fabricated & machined parts
By Samantha1 author23 articles
Account Set Up & Configuration
Initial setup guide for new vendors
- Part Quantity Threshold MultipliersThe Part Quantity Threshold Multipliers adjust pricing based on order quantity, allowing higher markups for low volumes and automatic price reductions for higher quantities. Default thresholds are provided and can…
- Customer Ranking ConfigurationThe Customer Ranking Configuration lets you apply better pricing to specific customers by assigning a ranking (A–D, 1–5, etc.). Each ranking applies a preset discount to quotes and can be…
- Part Ranking Based on ComplexitySome parts require more time, skill, or machine effort to manufacture. The Part Complexity Ranking lets you apply a cost multiplier so your quotes accurately reflect the effort required.
- Commercial Mark-Up on Tooling/SuppliesThe Commercial Mark-Up on Tooling/Supplies applies a multiplier to consumables and tooling used during production, ensuring healthy margins on items that must be purchased or replenished for each job.
- Enabling Instant PricingVendors can turn Instant Pricing on or off for all customers. When Instant Pricing is disabled for customers, they will not see instant price estimates and must submit a quote…
- Lead Time Multiplier Configuration by OperationsThe Lead Time Multiplier adjusts pricing for expedited jobs, reflecting the added urgency and resources required. Multipliers are set per operation, with no default system values.
- Adding OperationsOperations represent the centers used to manufacture parts.
- Suppliers & MaterialsThe Suppliers section allows vendors to manage material suppliers, connect pricing integrations, and streamline material cost calculations during quoting.
- Adding CustomersThe Customers section allows vendors to invite and manage customer access to Parts Portal. Customer onboarding is designed to be simple, secure, and self-managed by the customer after the initial…
- Adding Team Members & Profile ManagementThis section explains how vendors can invite team members, manage roles and permissions, and update individual profile settings within Parts Portal.
- Exporting Data to ExcelTo help you manage your data offline, run internal reports, or track histories, the Parts Portal supports bulk data exporting.
Quoting Workflow - RFQ Quotes
Update pricing, confirm availability, and track progress in the portal.
- Adding Customer PartsVendors can add customer parts individually, import them in bulk, or allow parts to be created automatically through customer RFQs.
- Managing Sub-componentsSub-components allow vendors to define parts required to manufacture or assemble a parent part. This feature supports multi-level part structures, improves cost accuracy, and ensures all required materials and operations…
- Creating a New Part from a Quote Sub-componentWhen building out a complex quote, you may realize a sub-component doesn't exist in your library yet. Instead of leaving the Quote module to create a part record, you can…
- Quoting New PartsThis section explains how new part RFQs move through Parts Portal—from customer submission to vendor approval and final outcome.
- Customer Reorder on RFQsThis section explains how customer reorders are created from historical part data and how vendors review and price these RFQs inside Parts Portal.
- Vendor Initiated QuotesThis section explains when vendors can create quotes on behalf of customers and how those quotes are shared through Parts Portal.
- Uploading Material CertificationsThis article will explain how you upload material certifications
- Managing Lead Times & Delivery DatesThis guide explains how our system figures out delivery dates. It also shows you how to handle a customer's requested delivery time and how to change a date if you…
Operations Capacity Dashboard
Gives vendors a real-time view of available and committed production hours across all work centers
Discount and Promotions
Create and manage discount codes and promotions applied to customer quotes
Notifications & Email Updates
Vendors are notified of activity related to quotes, orders, and customer actions in Parts Portal