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

Version 4.0.0.24





Tutorial 3: Add Features Using Feature Detection

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In this tutorial, you will learn:

  • How to add inserts using feature detection.
  • How to add threads/tapped holes using feature detection.
  • How to add surface roughness using feature detection.
  • How to add tolerances using feature detection.

1. Create Insert Holes Using SOLIDWORKS HoleWizard
Utilize the Xometry for SOLIDWORKS insert detection feature by creating insert holes using the SOLIDWORKS HoleWizard tool. In this tutorial, we will apply 2 #4-40 Helicoil Tap Drills.

2. Specify Insert Type Using HoleWizard
Click on the HoleWizard tool. Select the Type tab. The Hole Specification window will appear in the Design Tree. Select Hole as the Hole Type. Select ANSI Inch in the Standard drop-down list. Select Helicoil Tap Drills in the Type drop-down list. Select #4-40 in the Size drop-down list in the Hole Specifications area. The HoleWizard Hole Specification will look like this.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - HoleWizard with Hole Type: Hole, Standard: ANSI Inch, Type: Helicoil Tap Drills, and Size: #4-40

3. Position Insert Hole
Select the Positions tab. Select the 3D Sketch button and select the desired surface and locations for the two helicoil taps.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Positioning Insert Hole on Simple Bracket Model

4. Update Quote to Detect Inserts
Apply by clicking the Green Check Mark in the Hole Specification window. Save changes to the model. Ensure that you have deselected the Inserts checkbox if you have manually added inserts 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 SOLIDWORKS will detect the Helicoil tapped holes as inserts.

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

5. Toggle Insert Visibility On/Off
Xometry for SOLIDWORKS will annotate the detected holes in the Graphics Area. The Show on Model toggle can be used to turn Insert Hole annotations on and off.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Insert Holes Visible and Labeled on Simple Bracket Model

6. Create Threaded/Tapped Holes Using SOLIDWORKS HoleWizard
Utilize the Xometry for SOLIDWORKS threaded/tapped holes detection feature by creating threaded/tapped holes using the SOLIDWORKS HoleWizard tool. In this tutorial, we will apply 1x ½-20 Bottom Tapped Hole.

7. Specify Threaded/Tapped Hole Type Using HoleWizard
Click on the HoleWizard tool. Select the Type tab. The Hole Specification window will appear in the Design Tree. Select Straight Tap as the Hole Type. Select ANSI Inch in the Standard drop-down list. Select Bottom Tapped Hole in the Type drop-down list. Select ½-20 in the Size drop-down list in the Hole Specifications area. The HoleWizard Hole Specification will look like this.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - HoleWizard with Hole Type: Straight Tap, Standard: ANSI Inch, Type: Bottom Tapped Hole, and Size: 1/2-20 Selected

8. Position Threaded/Tapped Holes
Select the Positions tab. Select the 3D Sketch button and select the desired surface and locations for the tapped hole.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Positioning Threaded/Tapped Holes on Simple Bracket Model

9. Apply Threaded/Tapped Holes and Update Quote
Apply by clicking the Green Check Mark in the Hole Specification window. Save changes to the model. Ensure that you have deselected the Threads/Tapped Holes checkbox if you have manually added threads/tapped 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 SOLIDWORKS will detect the ½-20 threaded holes and update your quote.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Simple Bracket Model with Threaded/Tapped Holes Applied

10. Toggle Threaded/Tapped Hole Visibility On/Off
Xometry for SOLIDWORKS 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.

11. Create Tolerance Using DimXpert
Utilize the Xometry for SOLIDWORKS tolerance detection feature by assigning Geometric Dimension & Tolerancing (GD&T) information to your part file using the SOLIDWORKS DimXpert tool. You can assign tolerance information using the DimXpert tab or the DimXpert Manager button at the top of the Design Tree. In this tutorial, we will add tolerances using the DimXpert tab and we will apply a Size Dimension to a hole.

12. Specify Tolerance Type Using DimXpert
Click on the DimXpert tab. Click on the Size Dimension tool. Select a feature to which you would like to apply the dimension.

13. Apply Tolerance to Surfaces
Select the surface(s) that you would like to define using a dimensional tolerance. In this case, we will apply the dimension to a hole in the Simple_Bracket_A part file.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Simple Bracket Model with Tolerances Applied

14. Specify Tolerance Using DimXpert
The DimXpert Manager will appear in the Design Tree. Select Symmetric in the Tolerance/Precision Callout Value. Enter a value of .002. Change the Dimension Precision to .123 and the Tolerance Precision to .123 using the two precision drop-down lists. Your DimXpert Manager will look like this.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - DimXpert Manager with Tolerance/Precision Callout Value: Symmetric .002, Dimension Precision: .123, and Tolerance Precision: .123

15. Apply Tolerance and Update Quote
Apply by clicking the Green Check Mark in the DimXpert window. Save changes to the model. 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 precision and quantity later.

Automatically, Xometry for SOLIDWORKS will detect the hole tolerance and update your quote.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Green Check Mark in the DimXpert Window

16. Create Surface Roughness Annotation
Utilize the Xometry for SOLIDWORKS surface roughness detection feature by assigning surface roughness annotations to your part file using the SOLIDWORKS Annotation tool. You can assign surface roughness information using the Insert Annotations drop-down list.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Insert Menu Open with Annotations Sub-Menu Hightlighted

17. Specify Surface Roughness Value
Click on the Surface Finish Symbol command. In this tutorial, we will specify 32 uin in the Maximum Roughness input field.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Surface Finish Symbol Button Highlighted in Annotations Sub-Menu

18. Position Surface Roughness Annotation
Click in the Maximum Roughness field (upper left field in the Symbol Layout) and specify a value of 32. Select a feature to which you would like to apply the surface roughness. In this case, we will apply the surface roughness to the top surface on the Simple_Bracket_A part file.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Positioning Surface Roughness Annotation on Simple Bracket Model

19. Apply Surface Roughness and Update Quote
Apply by clicking the Green Check Mark in the Surface Finish window. Save changes to the model. 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 precision and quantity later.

Automatically, Xometry for SOLIDWORKS will detect the surface roughness value and update your quote.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Green Check Mark in Surface Finish Window





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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS 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 SOLIDWORKS - Inspection, Drawings, notes Tab with Drawing Attached

3. Automatically Add Notes Using Xometry for SOLIDWORKS
Xometry for SOLIDWORKS 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 SOLIDWORKS Hole Feature, and/or add threaded/tapped holes using the HoleWizard. 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - Add-In Panel with Certifications Applied

3. Add Part to Quote
You can add parts to your quote by opening another SOLIDWORKS 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.

[SCREENSHOT]

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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - PDF Quote

5. Checkout!
The best part of quoting with Xometry for SOLIDWORKS 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 SOLIDWORKS: Your one-stop shop for manufacturing on demand

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