Xometry Instant Quoting Engine℠ Add-In for Inventor User Guide

Version 3.0.1


Release Notes

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Version 3.0.1 Release Date: July 18, 2018 (Initial Release)

  • Allows Autodesk Inventor users to quote parts directly within the Inventor platform.

Getting Started

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  1. Download and install the Add-In.
  2. Open the Add-In inside Inventor, on the ribbon, by clicking Tools tab > Options panel > Add-Ins. In the Add-In Manager dialog box, double-click Xometry Instant Quoting in the list of add-ins to switch to Startup/Loaded. Click OK.
  3. Open up a part or create a new one, then click Add Part to Quote to get an instant quote with a price and lead time.
  4. Review the provided manufacturability feedback and modify your design if needed.
  5. Choose from over 200 materials, or narrow down the materials list by selecting from 8 manufacturing processes.
  6. Specify any special features like tolerances, threads, inserts, roughnesses, or weld joints for your part.
  7. Select your surface finish.
  8. Add notes and attach any drawings, sketches, or documents to clarify requirements for your custom part.
  9. Add and quote additional parts as relevant.
  10. Review your quote and order with one click! You will have a chance to review your order again at checkout.
Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Add-In Panel

General Features

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This section provides an overview of the quoting process along with an introduction to the major features of Xometry for Inventor. Quoting is performed by executing commands using an add-in integrated into the Inventor browser. All quoting commands are sent to the Xometry website. All commands for defining materials, features, finish, and notes are arranged within the browser for an easy and convenient quoting experience. Quotes are generated using solid models created within Inventor or imported from other CAD platforms.

1. Quote Summary

After uploading a part, a quote is generated. The quote number, part price, quantity, and lead time are located in the Quote Summary. You can also generate a PDF quote, expedite your order, or delete your quote here.

Generating PDF Quote
You can generate a PDF version of your quote by clicking the PDF icon next to the trash can. A PDF version of your quote can be shared with colleagues such as your supervisor, project manager, or purchasing department.

Expediting Order
We can automatically expedite orders to reduce estimated lead time.

Deleting Quote
You can delete your quote from Xometry for Inventor using the trash can icon. Your quote will be removed from Xometry for Inventor but will remain in your quote history on the Xometry website.

 

2. DFM Feedback: Errors & Warnings

Part file geometry is analyzed for manufacturability feedback. You can toggle feedback on and off. If we detect manufacturability issues with your part, they will be located here as either errors or warnings. It is important to review those errors and warnings and make appropriate changes to your part file that improve manufacturability.

 

3. Part Summary

Part file name, price, bounding box dimensions, process, material, and finish are listed in the part summary. Within this section you can generate a pdf version of your quote and change the quantity of the part.

 

4. Specification

The specification section is broken up into four tabs: Material, Features, Finish, and Inspection, Drawings, Notes.

Materials
Within the materials tab, you can specify the required manufacturing process, part material family, material series, infill options, and color. You can add material standards to ensure that your part’s physical and mechanical properties match a governing standard. Material standards include but are not limited to ISO, SAE, AMS, and ASTM.

Features
There are many features that can be added to your part in the features tab. Some features are process specific. If features are required, you will be asked to provide a 2D reference drawing or image specifying the feature type(s) and location(s).

  • Inserts: You can input the quantity of inserts your part requires. We support inserts including, but not limited to, helical inserts, grooved and barbed inserts, externally threaded inserts, dowel pins, and press-fit inserts.
  • Threads/Tapped Holes: You can input the quantity of threaded or tapped holes your part requires. We support standard threaded features including, but not limited to, UNC, UNF, and Metric internal and external threads.
  • Surface Roughness: You can input the required surface roughness and number of locations for which that surface roughness applies. Our standard surface roughness is Ra 125 microinches (3.2 micrometers).
  • Tolerances: You can input the smallest Geometric Dimension and Tolerancing (GD&T) tolerance and number of critical locations for any tolerance requirements tighter than our standard tolerances. Our standard tolerances follow ISO 2768 (+/-.005" for metal, +/-.010" for plastic, and +/-.020” for sheet metal).
  • Part Marking: You can add part marking, such as ink stamp or engraving, that will be applied to an item or its bag for the purpose of identification, engineering, manufacturing, and/or inspection control.
  • Weldments: You can input the number of welded joints your part requires. Weldments are available on sheet metal parts.

Finish
Manufactured parts can require additional processing to achieve a desired surface characteristic or property for cosmetic, corrosion resistance, wear resistance, or other purposes. Xometry offers a wide variety of surface finishes and treatments to ensure that your parts meet all of their surface property requirements. You can add finish standards to ensure that your part is finished per a governing standard. Finish standards include but are not limited to ISO, SAE, AMS, MIL-STD, and ASTM.

Inspection, Drawings, Notes
Inspection requirements, reference drawings, and custom notes can be added to your quote in this section. Xometry performs a standard inspection on all parts to verify that the part material, features, and finish are in accordance with the part requirements specified in the quote, CAD file, and/or print. If needed, dimensional reports can be added to your quote on this tab. Xometry for Inventor will pre-populate the manual notes field with thread and insert types if they were applied to the model using the Inventor Hole Feature. Xometry for Inventor will pre-populate the notes field with material and finish standards if they were added to the part in the Material and Finish tabs.

 

5. Review Quote

The review quote command allows you to see a summary of all parts within your quote, add required certifications, add a new part to your quote, and checkout.

Add Part to Quote
If the open part is already in the active quote, you can add another instance of that part by selecting the Duplicate icon. To add a different part, open the new part file and select Add Part to Quote.

Required Certifications
If your part or order requires special certifications, they can be added here. We offer the following certifications:

  • Certificate of Conformance: Certifies that the supplied part meets the required specifications.
  • ITAR/EAR Certification: Certifies that the supplied part and part information was handled following the International Traffic in Arms Regulations (ITAR) and/or otherwise subject to United States export restriction.
  • Material Certification: Certifies that the part's material properties, chemical and physical, are in compliance with the specified standard(s).

Checkout
Checkout is completed on the Xometry website. After selecting checkout, you will be prompted to agree that you are ready to proceed to the Xometry checkout page. Selecting okay, within the prompt, will remove the current quote from Xometry for Inventor and open your quote in a browser where you can continue editing and complete payment.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Add-In Panel (Annotated)

Tutorial 1: Create a Quote

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In this tutorial, you will learn:

  • How to create a quote from one of your existing Inventor files (.ipt)
  • How to select a manufacturing process.
  • How to select a material.
  • How to change part quantity.
  • How to update your quote.

1. Log In.
Create an account with Xometry by following the steps in the Getting Started section. Log in using your Xometry username and password.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Login Screen

2. Open CAD File.
Click File and then Open. Browse to any CAD file that you wish to quote. For this example, we will use our Simple_Bracket_A.ipt.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Simple Bracket Part Model

3. Add Your Part to a New Quote.
After logging in, click Add Part To Quote. After adding a part to the quote, Xometry for Inventor will upload your part to the Xometry website where we will analyze the part geometry, detect model features, and calculate the price to manufacture your part in all of our processes, materials, and finishes.

4. Review Xometry Quote.
After your file has successfully quoted, take a moment to review the quote.

a. Quote Summary
Your newly assigned quote number will be located here. You can use this quote number to reference this quote on the Xometry website. You will also find the quote total, total quantity of parts, and the quote lead time. From here, you can also expedite your order, delete your active quote from Xometry for Inventor, generate a PDF quote, and review your order before checkout. All of these additional features will be covered in a subsequent tutorial.

b. Errors & Warnings
If we detect manufacturability issues with your part, they will be located here as either errors or warnings. It is important to review those errors and warnings and make appropriate changes to your part file that improve manufacturability.

c. Part Summary
The active part summary will be located here. You can review the part specifics, including part filename, price, quantity, volume discount table, and bounding box dimensions. You can also duplicate this part in your quote from this section which will be covered in a subsequent tutorial.

d. Specifications
All part specifics are located here. From this area, you can specify material, manufacturing process, part features, part finish, and add notes and drawings to your order.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Add-In Panel

5. Choose a Material.
Click on the Material tab. Choose the desired material from the Material drop-down list. In this example, we will choose Aluminum.

Xometry Instant Quoting Add-In for Autodesk Inventor - Materials Drop-Down

If your part file has a material assigned to it in the Model Browser, Xometry for Inventor will match that material with one of our over 200 materials. Note: Our most common manufacturing process for the matched material will be assigned to your quote automatically.

In the QAT, select a material from the Materials list. The material you select is assigned to the component selection. If you already know your part is going to machined from Aluminum 6061, you can set your material in Inventor and the Xometry Add-In will do the work for you!

Xometry Instant Quoting Add-In for Autodesk Inventor - QAT Materials List

If you change away from that material, you will be prompted to Update Quote.

You can update your quote after any change or you can wait until you have made all required changes.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Update Quote Button

6. Choose a Manufacturing Process.
Choose the desired manufacturing process from the Process drop-down list. For this example, we will choose CNC.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Material Tab with Process Drop-Down Open

7. Choose a Material Series
Choose the desired material series from the Series drop-down list. For this example, we will choose 6061.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Material Tab with Series Drop-Down Open

8. Add Material Standard.
If your part material requires a material standard, you can add that standard here. Click Add Material Standard. In this tutorial, we will add AMS 4027.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Material Tab with Add Material Standard Checked and AMS 4027 Entered

9. Update Quote.
Now that we have assigned all material and process information, it is time to update the quote. Click Update Quote and watch your quote instantly update.

10. Change Quantity.
Update part quantity by clicking in the Qty input field. In this tutorial, we will be changing the value to 5.

11. Update Quote.
Now that we have changed the quantity, click Update Quote and watch your quote instantly update.


Tutorial 2: Add Features Using Xometry for Inventor

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In this tutorial, you will learn:

  • How to add inserts manually.
  • How to add threads/tapped holes manually.
  • How to add surface roughness manually.
  • How to add tolerances manually.
  • How to add part marking manually.
  • How to add a drawing manually.

1. Add Features.
To add features, such as threads/tapped holes, inserts, surface roughness, tolerances, and weldments, click on the Features tab. In this example, we will be editing features for a CNC Aluminum 6061 part.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Features Tab

2. Add Inserts.
To add inserts, click on the Inserts checkbox. Click in the Qty field below Inserts and change the quantity. In this tutorial, we will change the qty to 2.

After you add inserts, you will be prompted to Update Quote. You can update your quote after any change or you can wait until you have made all required changes.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Features Tab with Inserts Checked

3. Add Threads/Tapped Holes.
To add threads/tapped holes, click on the Threads/Tapped Holes checkbox. Click in the Qty field below Threads/Tapped Holes and change the quantity. In this tutorial, we will change the qty to 1.

If you have not updated your quote after a previous change, you will be prompted to Update Quote. You can update your quote after any change or you can wait until you have made all required changes.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Features Tab with Inserts and Threads/Tapped Holes Checked

4. Specifying Surface Roughness.
Our standard surface roughness on machined parts is Ra 125 uin. If you require a surface roughness less than our standard roughness, you can add that value to the entire model or only a specific area. To add surface roughness to the entire part, click on the Surface Roughness drop-down and choose the desired value. In this tutorial, we will choose 63uin/1.6um Ra. If you wish, you can click the Specific Area radio button if surface finish is only required on part of your geometry.

If you have not updated your quote after a previous change, you will be prompted to Update Quote. You can update your quote after any change or you can wait until you have made all required changes.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Features Tab with Inserts and Threaded/Tapped Holes Checked, Surface Roughness Drop-Down Open

5. Specifying Tolerances.
Our standard tolerances on machined parts are +/-.005” for metal parts, +/-.010 for plastic parts, and +/-.020” for sheet metal parts. For more information on our manufacturing standards, please see our Manufacturing Standards page. If you require a tolerance below our standard tolerance values, you can add that value to the entire model or only specific locations. To add tight tolerances to the entire part, click on the Tolerance drop-down and choose the desired value. In this tutorial, we will choose +/-.002”(+/-.051mm). If you wish, you can click the Specific Locations radio button if tight tolerances are only required on part of your geometry. You can click in the Qty field and input the desired value. In this tutorial, we will apply tight tolerances to the entire part.

If you have not updated your quote after a previous change, you will be prompted to Update Quote. You can update your quote after any change or you can wait until you have made all required changes.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Features Tab with Inserts and Threads/Tapped Holes Checked, Tolerance Drop-Down Open

6. Adding Part Marking
To add part marking, click on the Part Markings checkbox. You can choose a part marking type by clicking on the drop-down and selecting the desired part marking method. If there are multiple part markings, such as connector J-labels, you can change quantity in the Qty field. You may also add more than one part marking type by clicking on add another marking or remove a part marking by clicking the remove marking button. In this tutorial, we will choose Laser Mark.

Now that we have updated all features for this part, click the Update Quote button.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Features Tab with Inserts, Threads/Tapped Holes, and Part Markings Checked, Marking #1 Drop-Down Open

7. Add Drawing or Image Specifying Feature Locations
The Errors & Warnings area in the Xometry Quote will display a warning asking you to upload a drawing or image showing the location of the newly added feature.

Click the Inspection, Drawings, Notes tab (which is now highlighted red) to add a 2D reference drawing or image. This will be covered in a subsequent tutorial.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Errors and Warnings Panel with Drawing Requested Notice

Tutorial 3: Add Features Using Feature Detection

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In this tutorial, you will learn:

  • How to add threads/tapped holes using feature detection.

1. Create Threaded/Tapped Holes Using Inventor Hole Feature
Utilize the Xometry for Inventor threaded/tapped holes detection feature by creating threaded/tapped holes using the Inventor Hole Feature. In this tutorial, we will apply 1x 1/4-20 UNC Tapped Hole.

2. Specify Threaded/Tapped Hole Type Using Hole Feature
Click on the Hole feature. Select the type to be Threaded Hole. Choose Thread Type to be ANSI Unified Screw Threads, choose the Size to be 0.25, and choose the Designation to be 1/4*-20 UNC. The Hole Specification will look like this.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Hole Feature Window

3. Position Threaded/Tapped Holes
Select the Positions tab. Select the 3D Sketch button and select the desired surface and location(s) for the tapped hole.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Hole Feature Window Over Simple Bracket Part Model

4. Apply Threaded/Tapped Holes and Update Quote
Apply the hole location to the part. Save changes to the model. Ensure that you have deselected the Threads/Tapped Holes checkbox if you have manually added threaded holes to the quote. Update Quote if the quote is already open or Add Part To Quote if you do not have a quote open. You can always change the quantity later.

Automatically, Xometry for Inventor will detect the 1/4-20 UNC threaded hole and update your quote.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Simple Bracket Model with Threaded Hole #1 Called Out

5. Toggle Threaded/Tapped Holes Visibility On/Off
Xometry for Inventor will annotate the detected holes in the Graphics Area. The Show on Model toggle can be used to turn Threads/Tapped Holes annotations on and off.

The Errors & Warnings area in the Xometry Quote will display a warning asking you to upload a drawing or image showing the location of the newly added feature.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Errors and Warnings Panel with Drawing Requested Notice

Tutorial 4: Add Finishes

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In this tutorial, you will learn:

  • How to add finishes using the Finish tab.
  • How to add Finish standards.

1. Choose a Finish
Click the on the Finish tab. Choose the desired finish from the Finish drop-down list. In this example, we will choose Anodize, Black.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Finish Tab with Finish Drop-Down

2. Add Finish Standard
If your part finish requires a finish standard, you can add that standard here. Click Add Finish Standard. In this tutorial, we will add MIL-A-8625.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Finish Tab with Add Finish Standard Checked and MIL-A-8625 Standard Entered

3. Update Quote
Now that we have assigned all finish information, it is time to update the quote. Click Update Quote and watch your quote instantly update.


Tutorial 5: Add Notes & Drawings

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In this tutorial, you will learn:

  • How to add custom notes.
  • How to add a drawing manually and automatically.
  • How the notes field is pre-populated with model featuers.

1. Add Custom Notes
Click the on the Inspection, Drawings, Notes tab. Click in the Notes field and enter desired custom notes such as material standards, insert or thread specification, finish standard, or any other note that is relevant to the manufacturing needs of your part.

Note: If you already have a 2D drawing, it is good practice to make a note to “Refer to drawing.”

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Inspection, Drawings, Notes Tab

2. Upload a Drawing.
There are two ways to upload a drawing to a quote. The first is by using the Auto Attach button which will automatically locate and attach a 2D drawing with the same file name as your Inventor part file. You may also use the Select... button and manually locate the appropriate drawing. Either way, your drawing(s) will be reviewed by our engineering and manufacturing teams.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Inspection, Drawings, notes Tab with Drawing Attached

3. Automatically Add Notes Using Xometry for Inventor
Xometry for Inventor will pre-populate the Notes field with Material & Finish Standards as well as Thread Specification. To utilize this feature, you must add Material Standards using the Material tab, add Finish Standards using the Finish tab, add insert holes using the Inventor Hole Feature, and/or add threaded/tapped holes using the Inventor Hole Feature. In this tutorial, we are using the Simple_Bracket_A part file that contains inserts (2x #4-40 Helicoil Tap), a threaded/tapped hole (1x ½-20), and had a Material Standard (AMS 4027) and Finish Standard (MIL-A-8625) added during the quoting process.

For more information on how to add Material & Finish Standards, inserts, or threaded/tapped holes; reference the following:

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Inspection, Drawings, Notes Tab with Drawing Attached and Notes Entered

4. Update Quote
Now that we have assigned all notes & drawings information, it is time to update the quote. Click Update Quote to add all information to your quote.


Tutorial 6: Adding Inspection Requirements

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In this tutorial, you will learn:

  • How to add inspection requirements to your part.

1. Where to Add Inspection Requirements to Your Order
You will find the Inspection options in the Inspection, Drawings, Notes. There are four (4) unique inspection options that can be selected for CNC and Sheet Metal parts.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Inspection Requirements Options

2. Add Inspection Options to Your Quote
In this tutorial, we will add a Standard Inspection with Dimensional Report. First, click the second inspection option, Standard Inspection with Dimensional Report. Next, we will upload a drawing by following the steps in Tutorial 5: Add Notes & Drawings so that the Quality Control team will know which dimensions require inspection. Don’t forget to upload a drawing!

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Inspection, Drawing, Notes Tab with Drawing Attached, Notes Entered, and Standard Inspection with Dimensional Report Selected

3. Update Quote
Now that we have assigned all notes & drawings information, it is time to update the quote. Click Update Quote to add all information to your quote.


Tutorial 7: Expedite Order

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In this tutorial, you will learn:

  • What orders we can expedite.
  • How to expedite your order.

1. Where to Expedite Your Order
You will find the Expedite Order button in the Quote Summary. Notice that the standard lead time for this part is 18 business days.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Quote Summary Area

2. Expedite Order
Click Expedite Order. If expedite can be applied to your order, the Apply Expedite button will be active. If not, it will be grayed out. In this tutorial, our part is CNC Aluminum 6061, therefore expedite can be applied.

Instantly, your quote will be expedited. Notice the lead time for the same part is now expedited and is only 15 business days.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Quote Summary Area with Expedite Applied

3. Add Part to Expedited Order
You may add parts to an expedited order by following the steps in Tutorial 8: Review Quote.


Tutorial 8: Review Quote

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In this tutorial, you will learn:

  • How to review your quote.
  • How to add parts to your quote.
  • How to add certificates to your quote.
  • How to create a PDF version of your quote.
  • How to proceed to checkout.

1. Review Quote
Click Review Quote to see all of the parts in your quote, add parts, add certifications, and checkout.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Add-In Panel

2. Add Certifications
Click Certificate of Conformance, ITAR/EAR Certification, and/or Material Certification to instantly add those certifications to your quote. If you require certifications that are not listed here, please specify those certifications in the Notes & Drawings tab. After adding the required certifications, Update Quote. All of the certifications will appear in the quote review and your quote will automatically update.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Add-In Panel with Certifications Applied

3. Add Part to Quote
You can add parts to your quote by opening another Inventor part. In this example, we will open another bracket.

Note: If your order is expedited, the new part will default to the process of the other part in your expedited order.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Bracket Part Model

Click the Add Part To Quote button. The new part will go through the same upload process as the previous part.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Add-In Panel with Second Part Attached

If you would like to make a duplicate of an existing part, click the Duplicate button.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - Total Parts List with Three Bracket Parts

4. Generate PDF Quote
You may want to generate a PDF version of your quote to send to a colleague. To generate a PDF quote, click the PDF Quote button.

Xometry Instant Quoting Engine Add-In for Autodesk Inventor - PDF Quote

5. Checkout!
The best part of quoting with Xometry for Inventor is that you can buy your custom parts directly from Xometry. To purchase your part(s), click Checkout and you will be taken to the Xometry website to complete your purchase where you can specify shipping and payment instructions. It’s that easy!


Xometry for Inventor: Your one-stop shop for manufacturing on demand

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