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Admin library

Manage your setup resources and review inbound orders.

Make a quote

My factory

Factory workspace

Manage factory settings.

Set company details, workflow statuses, numbering, payment defaults, and customer guidance.

Brand and identity

Company profile

Used in

  • Quote portal branding and browser title.
  • Customer communication and pickup instructions.
  • Invoices, documents, and official business details.

Keep current

  • Communication email for customer-facing messages.
  • Working hours shown around pickups and support.
  • Registered address and website for trust signals.
Identity

Brand and contact details

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

Calendar

Factory working calendar

Control the working-week and cutoff rules used to calculate production and delivery promises.

Working days
Branding

Logo and visual identity

Upload the logo used to reinforce the tenant brand in documents and customer touchpoints.

Address

Registered business address

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

Order operations

Workflow statuses

Shape the production and payment stages shown in admin reporting and the customer order journey.

Where they appear

  • Order tracking and production progress views.
  • Payment reporting and admin dashboards.
  • Operational workflows inside the tenant admin.

Editing rules

  • Required statuses stay protected and cannot be removed.
  • Color labels make lists easier to scan quickly.
  • Use short names so status chips stay readable.
Operations

Production and payment status sets

Maintain the two status groups used across order progress and payment follow-up.

Production statuses

Payment statuses

Finance and numbering

Administration

Define the numbering logic and payment defaults that keep orders, RFQs, and invoicing references aligned.

Order and RFQ logic

  • Prefixes are optional and help separate numbering series.
  • Padding controls how many leading zeroes appear.
  • Keep numbering stable once customers already reference it.

Finance notes

  • Quote numbering is used for internal and integration references.
  • PO payment terms should match the invoice due-date logic you use.
  • Review changes before applying them to live order flows.
Orders

Order numbering

Set the order series customers and the admin team will see going forward.

Preview: —
RFQs and finance

Quote references and payment defaults

Keep RFQ numbering and payment term defaults aligned with your internal workflow and invoicing tools.

Customer guidance

Information to customer

Write the notes customers see while configuring models so expectations stay clear before they place an order.

Where it appears

  • Below the Model properties card in the quote app.
  • As guidance for technical and finishing expectations.
  • As a reminder for approvals or delivery constraints.

Writing tips

  • Keep each line short and action-oriented.
  • Use one point per line for better scanning.
  • Focus on rules customers should notice early.
Guidance

Notes shown in the quote flow

Use short lines for requirements, finishing reminders, or other information customers should review before ordering.

Integrations

Integration workspace

Connect tenant services.

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

Available 6
Connected 0
Customer communication

Mailgun

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

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.
Credentials

Domain and API access

Save Mailgun domain, region, and API key.

Customer messaging

Intercom

Set the tenant Messenger widget and secure mode.
Unlinked

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.
Credentials

Messenger setup

Set App ID and optional secure mode.

Insights

Google Analytics

Track quote activity in GA4.
Unlinked

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.
Credentials

Measurement ID

Paste the GA4 measurement ID for this tenant.

Operations

Sendcloud

Set shipping credentials, sender profile, and origin defaults.
Unlinked

What this powers

  • Shipping quotes using your sender profile.
  • Parcel labels and shipping service setup.
  • Origin defaults used for outbound shipments.

Field guide

  • Public and secret keys come from Sendcloud API integrations.
  • The sender address ID points to the sender profile to use.
  • Use a two-letter ISO origin country code.
Credentials

API keys and sender profile

Set API keys, sender profile, and optional origin defaults.

Commerce

Stripe

Connect hosted checkout and payouts.
Unlinked

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.
Connection

Payout account onboarding

Use hosted Stripe onboarding for checkout payments.

Connected account: --

Operations and finance

Moneybird

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

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.
Credentials

Administration and API token

Save the administration ID and API token.

Configuration

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.

Verification

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.

Technologies

0
Technology workspace

Manage manufacturing technologies.

Set customer cards, build limits, warnings, and pricing models.

Available 0
Live 0
Filament technology

Technology settings

Set customer card, build limits, and pricing logic.
Needs setup
General
Read more link Shown as a "Read more" link on the technology card.
Summary Maximum 180 symbols. Character limit reached (180/180).
Limits
Lead time
Maximum size (mm)
Minimum bounding box warning
If any model axis is below these values, this tooltip is shown to customers.
Maximum bounding box warning
If any model axis is above these values, this tooltip is shown to customers.
Tolerances
Allow custom material Show a “Custom material” option for customers with no pricing available.
Pricing
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Total price per hour: —
Facility & overhead Facility total: —
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Machine Machine total: —
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Energy cost
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Machine consumables Machine consumables total: —
Maintenance Maintenance total: —
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Labor Labor total: —
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Margin Margin total: —
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Select technology type

Logistics

Logistics workspace

Manage delivery promises.

Set lead times, shipping options, pricing uplift, and checkout messaging.

Options 0
Live 0

Lead-time options

Add or edit lead-time options.

Lead-time option

Lead-time option

Set checkout label, uplift, and technology scope.
Draft
Overview
Commercial rules
Operational timing
Technology scope

Leave all technologies unchecked to make this option available for every active technology.

Default technologies

Pick which technologies should preselect this lead-time option when customers enter checkout.

Shipping options

Add or edit delivery, pickup, and EXW options.

Shipping option

Shipping option

Set checkout label, destinations, and carrier rules.
Draft
Overview
Destination scope
Transit timing
Carrier connection
Parcel rules
Defaults

Production

Production workspace

Manage production rules.

Set catalogs, stage policy, and workflow actions for job cards and machine builds.

🏷️ Workflow

Stages

Core job card states.
⚡ Urgency

Priorities

Queue priority labels.
⛔ Exceptions

Blocked reasons

Reasons work is blocked.
⚙️ Post-build steps

Operations

Post-build steps before QC.
🛑 Machine issues

Cancellation reasons

Reasons for cancelled or returned machine work.
🔎 QC issues

Defect reasons

QC failure reasons.
🧭 Main lifecycle

Stage policy

Rules for the main Production stage.
Current workflow

Workflow

Edit the active workflow or draft the next version.
Next update

Make a new draft to start editing the production workflow.
Overview
Workflow logic

Select a trigger to edit its route.

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

🧪 Simulation

Test the selected graph

Test the selected event route before publishing.
Save or select a workflow version to run a simulation.

Fleet

Fleet workspace

Manage production machines.

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

Machine registry

Add or edit production machines.

🖨️ Machine workspace

Machine workspace

Registry

Machine details

Set machine name, technology, location, capabilities, and availability.

Overview
Capabilities
Qualified materials
Leave empty to allow any material configured for this technology.
Operations notes
🖨️ Status workspace

Machine statuses

Machine status labels and badge colors.
Catalog

Status definitions

Set badges for machine readiness and workshop flow.

🧭 Fleet policy

Machine state policy

Shared Fleet state without manual override.
Policy

Machine state rules

Set ordered rules for live machine state.

Print settings

0
Print workspace

Manage print defaults.

Set customer controls, diagnostics, nozzle ranges, motion, and powder defaults by technology.

Available 3
Configured 0
Filament printing

FDM print settings

Set diagnostics, layer heights, nozzle ranges, and defaults.
Needs setup
MJF / SLS defaults These values are locked for customers and used directly in pricing.
Estimator engine Choose which FDM estimation path powers quotes. ML stays on the current runtime; Native slicer uses backend PrusaSlicer.
Native slicer sources Build volume comes from Technology > FDM maximum size. Material density comes from the selected material. Native slicer uses its own profile below.
Native slicer print settings Dedicated PrusaSlicer profile used only when Native slicer is selected.
Simple mode Optional native customer-facing simple mode for Quality and Strength.
Enable native simple mode Shows a Simple/Advanced switch in quote-app for Native slicer too.
Infill Customer-facing infill defaults and native infill toolpath style.
Perimeters Customer-facing advanced ranges used directly by the native slicer profile.
Nozzle Each enabled nozzle gets its own layer range and base print speed for native slicing.
0.4 mm
0.6 mm
0.8 mm
Speeds The selected nozzle base print speed is the default extrusion speed. Feature speeds below override only their own toolpaths when filled in.
Accelerations
Supports
Enable supports in native slicer Turn this off to force support-free slicing even if the overhang angle would normally trigger supports.
Filament
Layer height Customize layer height stepping, explanation labels, that is what customer sees in the portal. Min and max values are dictated by the selected nozzle.
Infill Customize infill stepping, explanation labels, that is what customer sees in the portal.
Simple mode for LH/Infill
Enable simple mode Shows a Simple/Advanced switch in quote-app. Pricing logic remains unchanged.
Wall thickness (mm) ML runtime uses wall thickness in mm.
Top / bottom defaults Used by the ML runtime. Not shown to customers.
Nozzle Print speed is a target. Effective speed is capped by the material max flow at the current layer height. When the cap binds, higher layer heights can plateau instead of lowering time.
0.4 mm
Set layer heights, print speed, and material max flow to see flow guidance.
0.6 mm
Set layer heights, print speed, and material max flow to see flow guidance.
0.8 mm
Set layer heights, print speed, and material max flow to see flow guidance.
Motion Travel and acceleration defaults for the ML runtime.
Supports

Materials

0
Material workspace

Manage materials in one catalog.

Set families, pricing, colors, density, process data, and quote copy by technology.

Materials 0
Live 0
Families 0

Material directory

MT Material profile

Material settings

Define commercial inputs, process limits, colors, and customer-facing content for the selected material.
Catalog
Commercial and process
Request custom quote onlyi
Colors
Customer-facing

Select technology type

Category

Post-processing

0
Name Applies to Status Details Actions

Add post-processing

Badge details
Compatible technologies

Orders

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

Order ID Date Price Customer Lead time Status Payment
/ 1

Select an order

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

Order

—
— —

Customer

Delivery

Tracking

Billing

Financials

Customer input

Order details

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

Notes & attachments

    No notes or attachments yet.

    Line items

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

      Activity

        Danger zone

        Delete this entry permanently including related files and activity.

        Production

        Follow active line items through planning and machine allocation without exposing order pricing to the workshop floor. Change stage and priority directly on the job card, or drag it onto the filters above.

        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.
        Job card

        Review the commercial source data and current workshop plan before splitting this line item across machines.

        Allocation

        Machine allocations

        Assign this job card across one or more machines. Each machine can carry allocations from multiple orders.

        Allocation details

        Use one allocation per machine for this job card. Split quantities across machines when the run is distributed.

        History

        Operational history

        Recent build, workflow, and storage events for this job card.

        Danger zone

        Reset job card progress to clear machine allocations and live production metrics. The order line item stays intact.

        Reset returns this job card to a clean operational state so it can be planned again.

        Fleet

        Review the current machine registry, workshop readiness, and capability coverage before Production builds are introduced.

        No machines configured yet. Add them in Setup → Fleet.
        Machine workspace

        Fleet machine

        Select a machine.
        Select a machine from the board to review its workload.
        Machine context
        Build flow
        Build reconciliation

        Record the good and failed qty per job card before closing the build.

        History

        Storage

        Storage workspace

        Manage storage locations and bins.

        Set bin groups, fixed locations, and movable bins for production handoffs.

        🏷️ Workflow language

        Bin groups

        Allowed groups for workflow routing.
        🗺️ Layout

        Locations

        Zones, racks, shelves, and slots.
        🧺 Registry

        Bins

        Movable bins for work in progress.

        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

        Review workflow-generated inspection tasks, record accepted and failed quantities, and send remaining quantity back into the correct next step.

        No QC tasks yet. Workflow logic can create them after builds or later steps.
        🔎 QC workspace

        QC task

        Select a QC task to record inspection results and next steps.
        Select a QC task from the queue to review it.
        QC task

        Capture inspection results, assign workflow-required source and destination bins, and decide any remaining-quantity routing requested by the QC route.

        Inspection

        Quality result

        Record accepted and failed quantity. The workflow will ask for any extra decisions it needs before completion.

        Fulfilment

        Handle workflow-generated packing, dispatch, pickup, and direct handoff tasks. Storage stays optional when the factory does not use it.

        No fulfilment tasks yet. Add a Create fulfilment task action in Workflow when parts should go straight to packing, dispatch, pickup, or direct handoff.
        📦 Fulfilment workspace

        Fulfilment task

        Select a fulfilment task to complete the downstream packing, dispatch, pickup, or direct handoff step.
        Select a fulfilment task from the queue to review it.
        Fulfilment task

        Review the downstream handoff requirement, identify the part, and complete the fulfilment step with only the storage fields the workflow actually asks for.

        Fulfilment

        Handoff result

        Complete the packing, dispatch, pickup, or direct handoff step. Only choose a bin or location when the workflow requires it.

        Storage

        Track where work is stored, which bins hold it, and any workflow-requested storage moves that still need a handoff.

        No storage bins or moves to show yet. Configure bins in Setup > Storage, then let workflows record or request storage as needed.
        🗂️ Storage workspace

        Storage move

        Select a bin or workflow-requested storage move to review it.
        Select a bin or storage move to review it.
        Storage move

        Handle a later workflow-requested storage move when another person or team still needs to place the work physically.

        Bin contents

        What is inside

        Review the live tasks and recorded storage contents currently linked to this bin.

        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.

        Storage move

        Bin and location

        Only capture what this task actually requires. Workflows can keep this step optional when the factory does not use storage routing.

        3D Models

        Review every STL uploaded by customers and admins. Filter the list or download the original files for auditing.

        3D Model Bounding box Owner Date Actions
        / 1
        No models uploaded yet.

        Customers

        All newly registered customer accounts appear here with the contact details they provided during sign-up.

        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 place orders without Stripe payment.

        Apply minimum order value adjustments for this customer in checkout.

        Select a Moneybird sales invoice workflow for this customer.

        Delivery addresses

        Billing addresses

        Uploaded 3D models

        / 1
        No uploads yet.

          Current build

          No items in the cart.

            Digital inventory

            Items
            No inventory items yet.

              Orders

              Order ID Date Price Status Payment
              No orders or RFQs yet.
                / 1

                Danger zone

                Delete this customer and remove related files. This cannot be undone.

                Digital Inventory

                Inventory workspace

                Manage approved repeat-order parts.

                Lock customer models, setup, pricing, and expiry in one catalog.

                Total items 0
                Active 0
                Expired / revoked 0

                Add item

                Create from a customer model.

                Capture a configurator snapshot before saving.

                Inventory catalog

                Review active, expired, and revoked items.

                All customers
                No digital inventory items yet.

                Discounts

                0
                Discount type Maximum discount Maximum parts Technologies Status Last updated Actions

                Select discount type

                Choose a discount type to add.

                Add discount

                Communication

                Template library

                Map Mailgun templates to customer and internal notifications.

                No templates available.

                Select a template

                Select a template to assign Mailgun mappings.

                Select a template to start editing.

                This template can include attachments (PDF).

                Customer

                  Connect your Mailgun account to assign templates.

                  Internal

                    Internal notifications use the email from My factory > Communication email.

                    Merge fields

                    Account settings

                    Manage your administrator account.

                    Profile

                    Update the display name and email linked to this admin workspace.

                    Model preview

                    Loading model…

                    Maintenance mode

                    Temporarily block customer access to the quote app.

                    Make a quote

                    Please choose Existing or New customer

                    Select a customer

                    / 1

                    No matching customers. Adjust your search or add a new contact.

                    New customer

                    Edit line item

                    Cancel item on machine

                    Select why this allocated work should return to Production planning.

                    Cancel current build

                    Select why this live machine run should be cancelled.

                    Move work to another machine

                    Select the target machine for this work.

                    Add additional service

                    Pricing diagnostics

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

                    
                        

                    Edit contact details

                    Edit delivery details

                    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.

                    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}}.