Vendors
Manufacturers of custom fabricated & machined parts
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 SuppliesThe Commercial Mark-Up on 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.
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.
Operations Capacity Dashboard
Gives vendors a real-time view of available and committed production hours across all work centers
Overview of the Operations Capacity DashboardLocated under the Dashboard Tab this dashboard displays each operation with a visual, color-coded capacity bar and detailed RFQ or order breakdowns beneath it
Pricing
Pricing may vary by part, supplier, and availability.
Pricing Configuration Overview - How the System Calculates Your QuoteParts Portal uses a combination of vendor inputs & settings, customer inputs, and system defaults to calculate pricing during the quote process. Below is a simplified breakdown of the information…
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.
Customer RFQs - New PartsThis section explains how new part RFQs move through Parts Portal—from customer submission to vendor approval and final outcome.
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
Discount and Promotions
Create and manage discount codes and promotions applied to customer quotes
Discount ManagementThe Discount Management section allows vendors to create, manage, and apply promotional discount codes to quotes. Discounts can be time-based, operation-specific, and limited to selected customers.
Notifications & Email Updates
Vendors are notified of activity related to quotes, orders, and customer actions in Parts Portal
NotificationsThis section explains how vendors receive email and in-app notifications for quote, order, and customer activity in Parts Portal, helping you stay informed and respond quickly without constant monitoring.