Account Set Up & Configuration
Initial setup guide for new vendors
By Samantha1 author11 articles
- 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.