Partner Guide VERSION 3.0 BY: BART LUCIAN

Transcription

1 Partner Guide VERSION 3.0 BY: BART LUCIAN

2 Thank you for being a Xometry Partner! In this guide we will address some common questions as well as our general Partner policies. Please be sure to read this all the way through before you take on your first job. How it Works Xometry s proprietary pricing algorithm uses computational geometry and machine learning to determine the specific requirements of each part. Based on historical data, we derive a price and lead time- almost instantaneously- as a customer loads their parts to our website. We welcome you to try out our quoting platform for yourself, as it will give you a sense of what our typical customers see when quoting a job. You can access the quoting platform at the following link: get.xometry.com/quote As you will see, all we need to derive a price is the CAD file. That is why most of our jobs will only include a 3D geometry and no drawing. The customer then has the option to order directly from our site, so by the time you see the work, the job is already secured. Based on your capabilities, our sorting algorithm identifies each job s requirements and then matches the job to your shop, i.e. a lathe job is placed with partners who have lathe capabilities. This holds true for mill and sheet metal capacity, finish specifications, and even shop certifications. This is why filling out your capabilities online is so important. You are only able to view jobs that suit your shop s profile. 2

3 Setting Up Your Account There are three steps to setting up your account with Xometry. 1. First, add your shop s capabilities, including machines, finishing capabilities, and certifications. We will use that information to match jobs that are best suited to your shop. 2. Next, you will need to sign our NDA agreement due to the highly sensitive nature of some of our customers work. 3. Finally, we will send you a short demographic on-boarding questionnaire about your shop. Once you have filled out the required information, we will reach out to you with instructions for completing the first job with Xometry, which is the final step in the on-boarding process. 3

4 Job Board Policies FIRST TRIAL JOB Before receiving full approval into the Xometry Partner Network, all new partners are required to complete one trial job for Xometry Chosen parts will be sent to you via upon completion of the on-boarding questionnaire Parts will be shipped back to Xometry for full inspection and acceptance Once accepted, you will be reimbursed for the cost and permitted access to the live job board DIRECT SHIP All new partners will ship work directly to Xometry for inspection. Partners that achieve an excellent track record of producing high-quality, on-time parts will be approved to ship directly to our customers. SUSPENSION If Xometry identifies a problem with your work, e.g. lateness or quality related, we will put your account on a temporary suspension until the issues are resolved. Xometry will work directly with Partner to resolve the issues and reactivate the account. 4

5 Navigating the Job Board Xometry will send an notification to the account holder every time we post a job to your account (these notifications can be managed in your account settings). If you follow the link in the , it will take you to our job board where you will be able to review the parts and their requirements. Xometry provides all of the job details (price, lead time, material, etc.) for you to view. You can also access the job board by visiting work.xometry.com and logging in. The 3D CAD files, drawings (if available), materials, and part quantities are all in one place. If the price, lead time, and job requirements are a fit, simply accept the job and a PO will be generated automatically. Accepted Jobs Once a job has been accepted, jobs are can be managed using Xometry s web application. You can easily provide status updates, upload inspection reports, photos, CoCs, MTRs, and finishing certs when required. You can also communicate directly with Xometry if you have questions about dimensions or tolerances. Upon acceptance of the job, you are agreeing to manufacture of parts in your own facility. These parts cannot be made in alternative locations without the explicit consent from Xometry. 5

6 Part Photos Part photos are required to complete the workflow online. This allows us to have clear documentation of a completed job prior to it being shipped to Xometry or directly to the customer, and should only take a few moments of your time. Please make sure the photos are clean and the subject is clearly in view. GOOD PART PHOTO BAD PART PHOTO Good lighting Parts contrast with background Each part is clearly defined Bad lighting Hard to distinguish parts from background Parts overlapping Messy 6

7 Inspection and Quality Standards Delivering high quality parts is incredibly important to us. As a result, all new partners are required to ship directly to our facility so we can thoroughly inspect all of your work. We do, however, want our partners to be in the habit of checking their work. As such, we will require you to inspect each job based on the subsequent inspection requirements and complete the Xometry Inspection Report which can be downloaded from your Xometry Account Profile in Xometry Communications. The checklist below is for reference and should not be shipped, but should be uploaded to the job board with the other documentation. INSPECTION CHECKLIST PART ID: ORDER ID: DRAWING: INSPECTOR: DATE: Verify quantity of machined parts is in accordance with purchase order. Verify that machined parts are free of burrs, sharp edges, blemishes, or discoloration caused by machining. When applicable, verify that the part inserts are installed and that the insert quantities are in accordance with the purchase order. When applicable, verify that the threaded and tapped hole quantities are in accordance with the purchase order. When applicable, verify the part finish is uniform, not flaking, peeling, cracking, or streaking, and free of runs or blisters. When applicable, verify that the part welded joints are in accordance with the purchase order. Verify that all part dimensions are in accordance with the customer-supplied print and/or CAD model. All print dimensions are ballooned and correlated to the inspection report. Verify package contains appropriate documentation to include but not limited to the Packing Slip, and any other documentation defined in Purchase Order (such as Material Test Reports, Plating and Finishing Documents, Certificate of Conformance, inspection report, ballooned drawings, etc.) QC SIGNATURE: DATE: The checklist above is for reference and should not be shipped. 7

8 INSPECTION DOCUMENTATION REQUIREMENTS Each order requires inspection documented on the Xometry Inspection Report which can be downloaded from your Xometry Account Profile in Xometry Communications. A CMM report can be used in lieu of the Xometry Inspection Report. Regardless of order quantity, 100% of all dimensions, attributes, dimensional locations and print notes must be documented for at least 1 piece. If a print is provided it must be ballooned to correlate with the inspection report. If a print is not provided we expect our partners to inspect the part to the CAD file and document 100% of the dimensions. Below is an example of a completed Xometry Inspection Report and with a correlated ballooned print. SAMP MPLE SAM E SAMPLE AMPLE SA AMPL Subsequent inspection documentation required is IAW ANSI/ASQ Z1.4 Level II sampling plan for all total tolerances of Some examples of these are +/ or less for diametrical, linear, and locational tolerances. Also all GD&T callouts that are or less. 8

9 MATERIAL TEST REPORTS When material test reports (MTR s) are required (requested) by Xometry, they must state both mechanical and chemical properties of the material, lot or heat number, the specification which the material complies with (AMS, EN, ASME, ASTM, etc.). There also may be instances that the material must be DFARS and NAFTA approved by the USA or qualifying country, not counterfeit and also be mercury free. These cases will be specified on the Purchase Order. The documentation must be uploaded to the job board and a copy must accompany the shipment. PLATING AND FINISH DOCUMENT REQUIREMENTS In all cases when plating or specific finish requirements are defined, a copy of the certification stating the process and the applicable specification documented on the cert. must be sent with the shipment and uploaded with the MTRs. Example: If a print states Clear Anodize to MIL-A-8625 TYPE II the certification must state this wording. CERTIFICATE OF CONFORMANCE All part ID s require their own Xometry Certificate of Conformance (C of C) downloaded from the job portal and then uploaded after completion. Certification requirements will be identified on both the job board and the purchase order. When the parts are shipped direct to the customer or to Xometry, the documentation must be uploaded to the job board and a copy accompanying the shipment. Lack of sending proper documentation will result in rejection upon receiving and potential return of parts. RELATIONSHIP BETWEEN THE CAD MODEL AND THE BLUEPRINT All geometry and dimensioning will automatically default to the CAD model. If a print is also supplied, it is supporting information that a model cannot capture. Examples of this are GD&T callouts, tap sizes, inserts helicoil, pem, etc., surface roughness requirements better than a standard Ra 125 micro-inches, and both general (tolerance block) or specific tolerances i.e. reamed hole size, press fit, etc. If there are any questions regarding when to apply information contact Xometry at work@xometry.com. 9

10 TOLERANCES - MACHINING (METALS) If a CAD model only is supplied the following tolerances apply to machined surfaces: For features of size (Length, width, height, diameter) and location (position, concentricity, symmetry) +/ For features of orientation (parallelism and perpendicularity) and form (cylindrical, flatness, circularity, and straightness) apply tolerances as follows: 0-12 Tolerance of Angularity +/- ½ degree Over Tolerance of Angularity +/- ½ degree Over Tolerance of (1/64) Angularity +/- 1 degree Over Tolerance of (1/32) Angularity +/- 1 degree Over 60 Tolerance of (1/16) Angularity +/- 1 degree If a blueprint is provided, all tolerances of the print supersede the CAD model tolerancing above. Any supporting dimensioning on blueprints such as GD&T callouts, tap sizes, inserts, specific surface roughness must be followed. Parts that do not require plating or surface treatment must be supplied as machined and at most be polished with scotch brite unless there are requirements for sandblast, bead blast, shot peen, tumble, etc. The surface roughness requirement for as machined surfaces is Ra 125 micro-inches maximum. TOLERANCES - MACHINING (PLASTICS) Unless otherwise specified by blueprints, all tolerances are +/

11 TOLERANCES - SHEET METAL If a CAD model only is supplied the following tolerances apply to surfaces: Forming and bending +/ Bend to hole or feature +/ Linear dimensions excluding locations to bends +/ Diameters with inserts /-0 Diameters without inserts +/ Angularity Surface roughness +/- 2 degrees Blank material: Ra 125 uin max Timesave: Ra 100 uin max If a blueprint is provided, all tolerances of the print supersede the CAD model tolerancing above. Any supporting dimensioning on blueprints such as GD&T callouts, tap sizes, inserts, specific surface roughness must be followed. 11

12 Shipping Policy Xometry provides FedEx 2-Day or Ground delivery labels for all jobs unless otherwise noted. To utilize the Xometry shipping account, you must generate a shipping label through the online portal. To generate a shipping label, click the Ship button on the Current Jobs page to go to the Shipping page. Note that the Ship button will not appear in the Job Details page until all stages of the workflow have been completed. Once on the Shipping page, click the Print Packing Slip button to generate a packing list. From there you will be prompted to generate a Shipping Label. Xometry will not be responsible for organizing FedEx pick-ups. Partners are expected to organize the truck s arrival and handle associated fees. To set up a pick-up, please make the label via our site then log into FedEx.com or call (1-800-GOFEDEX). Partners with a FedEx Account: Can set pick-up via phone or online Partners without a FedEx Account: Can set up a pick-up via the phone. Ask representative to create a Site Profile for future pick-ups. If you have multiple packages for the same order, please contact Xometry support for additional labels. In the event that Xometry support personnel create shipping label(s) for you offline, you will still be required to complete the workflow online. If you do not generate a shipping label through the online portal, you will not be reimbursed for shipping costs incurred. If you are late, you will be charged a $50 fee. All shipments must receive an origin scan (e.g. they cannot be deposited in a drop box). We do not consider an order complete, and you will be solely responsible for all losses, if you do not receive an origin scan. 12

13 Packaging Policy Please ensure that all parts have been deburred and are free of dirt and oil prior to shipping. To ensure all parts are received by the customer unharmed and free of dings and scratches, we recommend the following packaging procedures: Bag and bubble wrap STEP 1 Bag and tag each part with appropriate part ID Use thick protective wrapping for heavy items (we ve found that 1/2 bubble wrap from ULINE is most effective) STEP 3 STEP 2 Secure wrapped part in standard box Include padding on all sides of the part Items should not touch exterior walls Include additional padding Fill the box with extra paper Make sure the part has no wiggle room within the box STEP 4 Seal the box Tightly tape the box to ensure it will not unfold Include packing lists and additional documents in sealed slip on the exterior of the package 13

14 Invoicing and Payment Before you tell us, we know! This is the most important section! Xometry strives to pay all of its Manufacturing Partners in a timely manner. We use a service called Tipalti to manage our invoicing and payments. WHERE DO I SIGN UP AND WHO SHOULD REGISTER? You should have received an from our accounting department with a link to register with Tipalti. If you haven t, please reach out immediately to work@xometry.com and we will send you a new one. HOW DO I SUBMIT INVOICES THROUGH TIPALTI? Once you have registered and your bank information has been saved, you will be able to submit invoices via Tipalti s dashboard. You should submit each invoice separately as soon as you ship your parts. Please visit: to access your personal dashboard. Logging directly into will not take you to the proper page. WHEN WILL I RECEIVE PAYMENT? Xometry pays valid invoices on the 14th and 28th day each month so long as those days fall on a business day. If not, they will be paid on the first business day subsequent to those dates. The payments will be issued according to the following schedule: INVOICE SUBMITTED PAY DATE 10 th -23 rd 14 th 24 th -9 th 28 th Example: An invoice submitted on January 15 th will be paid on February 14 th. 14

15 There are two conditions that make an invoice valid: It must be submitted through Xometry s Tipalti accounts payable system after Xometry is properly notified the parts have shipped and tracking information provided. The invoice is received no later than 30 days after part shipment from the Partner. Any invoice submitted later than 30 days is permanently invalid and Xometry will not pay. If you have any additional questions about how to use the new platform or need assistance signing up, please reach out to us directly via work@xometry.com and someone will be in touch as quickly as possible! Reworks and Quality Issues If the parts delivered by a Partner do not pass our inspection process due to quality issues, the PO for that job will be placed on hold until there is a resolution. If reworks must be done by Xometry to make the part acceptable for the customer, the price of those reworks may result in a chargeback. If the customer accepts the parts without the need for reworks, the PO will be taken off hold and the Partner will be paid according to our payment terms. If the parts are rejected and a resolution cannot be found, the PO will be canceled. Documents and Security In order to maintain the security of our customers, we prefer that Partners permanently delete their online and offline storage of any drawings, models, instructions or specifications of Xometry jobs for which they have reviewed, quoted or completed production at least once every 18 months thereafter. This requirement applies to technical documents and scrapped or extra parts only; not to documents such as invoices, POs, sales orders, contracts, or any document required to be retained by law. Always maintain the security of these files in a way that they are not readily accessible to unauthorized persons, including unauthorized employees. 15