Documentation/Sharing
What the customer sees
The four configurator steps and everything a customer can set in them.
Configurator steps
The widget has four steps: File, Parameters, Quote and Order. The parameters are set in up to four sections, in this order:
- 1Quantity and material: the quantity, a material from the shop's list, and the lead time (standard, or express with a surcharge if the shop has enabled it).
- 2Accuracy and surface: the ISO 2768-1 tolerance class, ISO 2768-2 form and position tolerances, Ra roughness, and tolerances on individual surfaces selected on the model.
- 3Threads and fits: confirmation of threads suggested from hole diameters, external threads, and ISO 286 hole fits. Shown only if the model has threads or holes that can take a fit.
- 4Finishing: the operations the shop made visible to customers, with the days they add. Shown only if there are any.
The 3D model
The model is clickable. A click confirms a highlighted hole or thread. Any face can be selected and given a tolerance class tighter than the general one. The viewer has standard views, a full-screen mode and a part picker for assemblies. The geometry analysis runs in the background, so parameters can be set before the preview has loaded. The price is calculated when the analysis has finished.
Price and ordering
With the price, the customer sees:
- the net amount;
- the lead time;
- the delivery cost;
- a quantity-break table; clicking a quantity re-prices the quote for that quantity;
- a discount the shop gave and a surcharge up to the minimum order value, each as a separate line;
- the gross amount, only if the shop's VAT rate is above 0.
The customer does not see a cost breakdown. After the shop has approved the price, the quantity and the parameters can no longer be changed.
Ordering is available once the price is final: approved by the shop, or priced instantly. It requires no online payment. The customer enters contact details and a delivery address, and payment takes place outside MetronQ.
The configurator uses one of the languages switched on in the Widget tab, and the shop's logo and primary colour. A quote without a price ends in one of three ways. For a quote under review, or a part that needs an individual quote, the customer leaves an e-mail address to receive the price and is shown the link and the access code. For a rejected quote, the customer is only asked to contact the shop.