Using Shop as an Operator
This guide begins with the setup instructions for the admin, then explains the workflow for both machine operators and requesters.
- Setting up GrabCAD Shop
- Using Shop as a Requestor
- Using Shop as an Operator
Select a Shop from the list of Shops (you may only have one) to get to the Orders dashboard. Orders from all requesters are shown. You can update the status of any order that you are currently working on. By default, only Active Orders are shown (Not Completed, Cancelled).
Click an order to view the files and details. As an operator you can always edit the order, update statuses, details, add comments and delivery information.
Changes to the order or comments will send the requester a notification email. You can also add tray or project files to the order after you fabricate the items, for future reprint or traceability purposes.
Requesters can also edit some fields or add more files while the order status is still "Submitted". Some fields (delivery date, estimates, price) are only available to you as the operator.
You must assign yourself or another operator to an order. Assigning an operator will notify the requester, and makes this person responsible for all communication and fulfilment regarding this order. Once assigned, the operator will also be notified when the requester adds a comment or makes any changes.
Finally, if your administrator has configured costs / rates for Shop, you can enter material and time estimates per item, to see a part price. The total order price is the sum of all individual item prices and quantities. Clicking the Calculator will show a detailed breakdown per part. Here you can select a different material or machine to use for the order item, to see different rates. You can also add markups / discounts, extra costs or simply override the cost. For more information on the cost calculator, check out this article here.
You can also export this list (.csv) for reporting purposes.