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

Version 3.0.1


Release Notes

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Version 3.0 Release Date: May 3, 2018

New Features

  • Allows SOLIDWORKS add-in to connect to the newly rebuilt Xometry quoting engine that is significantly faster than previous add-in versions
  • Allows users to select from four (4) inspection options (Standard, Standard with Dimensional Report, CMM Inspection with Dimensional Report, and Custom) on the Inspection, Drawings, Notes tab
  • Visualizes manufacturability feedback on the SOLIDWORKS model, instantly. Manufacturability feedback includes but is not limited to sharp internal corners, thin walls, confined hollows, etc… and is intended to help design for manufacturing.

Improvements & Bug Fixes

  • Changes Notes & Drawings tab to “Inspection, Drawings, Notes”
  • Corrects lead time language to match the web quoting application
  • Fixes an issue preventing users from seeing “request for quote submitted” message after submitting an RFQ
  • Fixes an issue blocking manufacturability from being displayed for sheet metal parts
  • Fixes an issue preventing PDF quotes from being generated
  • Fixes an issue preventing the add-in from setting sheet metal part to the material assigned in the feature tree
  • Fixes an issue causing quotes to stay in an RFQ state even though they should be automatically quoting
  • Fixes an issue with thread annotation
  • Removes part specific lead times
  • Removes shipping and tax from part price in the quote summary

Version 2.3.1 Release Date: December 18, 2017

Improvements & Bug Fixes

  • Fixes a bug that was setting default material incorrectly

Version 2.3 Release Date: December 13, 2017

New Features

  • Version 2.3 supports SOLIDWORKS 2018 files (also supports: SOLIDWORKS 2012, 2013, 2014, 2015, 2016, 2017)
  • Version 2.3 allows Part Marking on the Features tab. Standard Part Marking options are Silkscreen, Bag & Tag, Engraving, Laser Marking, and Ink Stamp

Improvements & Bug Fixes

  • Fixes add-in from crashing in SOLIDWORKS 2011 when clicking “Add Part To Quote”
  • Fixes SOLIDWORKS parts from being affected by the add-in without quoting the part
  • Allows material to be changed in the Feature Design Tree while threaded holes are annotated
  • Improves material detection for Aluminum 5052
  • Corrects an issue that causes the add-in to display the wrong lead time
  • Fixes an issue to allow uploading all SW sheet metal files
  • Fixes a bug that adds a thread spec note to parts that are requoted
  • Removes part specific lead times
  • Removes “more quantities” hyperlink

Version 2.2 Release Date: September 14, 2017

Security Update

  • Updated server encryption to the latest and most secure version.
  • *** NOTE: Users must update add-in to v2.1 or newer. Our new security settings will no longer support versions older than v2.1 ***

New Features

  • Added “Expedite Order” feature so that users can instantly expedite orders from the add-in. Xometry can expedite orders with all CNC parts or all Sheet Metal parts of value $5,000 or less.
  • Added “User Manual & Tutorials” PDF to add-in download. User Manual explains the Xometry for SOLIDWORKS add-in functionality and includes 7 easy-to-follow tutorials to help users get familiarized with the add-in tools.
  • Added Insert Hole (helicoil tap drill and dowel holes) auto-detection. Xometry for SOLIDWORKS will pre-populate the quote with insert holes.
  • Includes a “Show on Model” feature to annotate auto-detected insert holes.
  • Annotations can be toggled on and off.
  • Added Sheet Metal auto-detection for Sheet Metal parts.
  • Added “Add Material Standard” option to the “Features” tab. Users can specify material standards, such as MIL-STD or SAE, while specifying material.
  • Added “Add Finish Standard” option to the “Finish” tab. Users can specify finish standards, such as MIL-STD or SAE, while specifying finish.
  • Added notes field pre-population. If threads and/or inserts are detected, the notes field will be pre-populated with the thread type as specified using the SOLIDWORKS HoleWizard. If material standards or finish standards are added to the quote, they too will be pre-populated in the notes field.
  • Added “Check for Updates” functionality to the footer so users can easily check for updates at any time.

Improvements & Bug Fixes

  • Improved user experience on the “Features” tab by hiding Insert and Thread quantity fields unless the user checks the boxes to make those features active.
  • Improved thread and insert specification by auto-populating the notes field. This information is critical to ensure that the part is manufactured to the customer’s specifications.
  • Major speed improvements were made for initial part uploads and changing part quantity. Speed improvements have reduced time to quote by roughly 60%.
  • We fixed a bug that caused tapped hole annotations to appear on initial upload but then disappear.
  • We fixed a bug that caused the material auto-detection functionality to not find the material.
  • We fixed a bug that caused the DFM feedback to not display properly

Version 2.1.1 Release Date: June 14, 2017

New Features

  • Added a “Show on Model” option to display detected tapped hole annotations. This allows the user to see which holes were detected as tapped holes. The annotations can be displayed or suppressed with this new button. Thread quantity remains a free-form user input.
  • Added Material Certification option to the “Review Quote” screen.
  • Added Certificate of Conformance option to the “Review Quote” screen.
  • Added link to check for updates from the Log-in screen. We also automatically check for updates upon startup to alert the user when we release newer versions.
  • We have added more detail to the wait message shown during uploading to help explain the behind the scenes calculations.
  • Added more materials to the material auto-detection library. This will help us better match the part material with a material in our library.
  • Added material matching for parts being added to a quote, with another part, that do not have a pre-specified material. Parts added to existing quotes will default to the same material as the last part added to that quote. This minimizes manual quote interaction and speeds up the quoting process.

Improvements & Bug Fixes

  • Enhanced user experience by adding group boxes to match SOLIDWORKS model browser design. This change better integrates the Xometry add-in user experience with the SOLIDWORKS model browser user experience.
  • Added logo, service agreement, Getting Started video, re-formatted the footer, and made minor text changes to the Log-in and Getting Started screen.
  • Further improved upon the thread detection feature to ensure that all thread types are correctly detected, including those created using the hole wizard and those created by adding cosmetic threads.
  • Further improved upon the tolerance detection feature. When DimXpert tolerances are updated, the user will be prompted to update the quote to capture the new tolerance specifications.
  • Surface roughness detection will now find surface roughness values specified in microinches.
  • Improved surface roughness detection to ensure that we detect the minimum specified surface roughness value.
  • In one case, a Sheet Metal part would not quote as Sheet Metal. This bug has been fixed.
  • The tolerance detection feature was classifying holes with DimXpert thread specification callouts as special tolerances. This bug has been fixed.
  • The hole detection feature was not properly detecting mirrored or patterned holes. We now detect both mirrored and patterned holes.
  • If part material is specified on a part file after it was first quoted, we were not properly detecting the material change. This has been fixed by requiring quote to be updated after changing the part file material.
  • We removed a warning/error message counter that was not counting/functioning properly.

Version 2.0.48 Release Date: April 4, 2017

New Features

  • Added Auto-detect Material
  • Added Auto-detect Tolerance, Threads, and Surface Roughness

Improvements & Bug Fixes

  • Improved UX/UI of Tolerance & Surface Roughness Defaults

Older Than Version 2.0.48

  • No release notes available

Getting Started

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  1. Download and install the Add-In.
  2. Open the Add-In inside the SOLIDWORKS Task Pane and log in using your Xometry account (or quickly create a new account).
  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 SOLIDWORKS - 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 SOLIDWORKS. Quoting is performed by executing commands using an add-in integrated into the SOLIDWORKS 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 SOLIDWORKS 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 SOLIDWORKS using the trash can icon. Your quote will be removed from Xometry for SOLIDWORKS 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 SOLIDWORKS will pre-populate the manual notes field with thread and insert types if they were applied to the model using the SOLIDWORKS Hole Wizard. Xometry for SOLIDWORKS 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 SOLIDWORKS and open your quote in a browser where you can continue editing and complete payment.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - 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 SOLIDWORKS files (.SLDPRT).
  • 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 SOLIDWORKS - 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.SLDPRT.

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Simple Bracket 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 SOLIDWORKS 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 SOLIDWORKS, 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 SOLIDWORKS - 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.

If your part file has a material assigned to it in the FeatureManager Design Tree, Xometry for SOLIDWORKS 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.

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

You can assign a material by right clicking on the Edit Material icon in the design tree. If you already know your part is going to machined from Aluminum 6061-T6, you can set your material in the design tree and Xometry for SOLIDWORKS will do the work for you!

Xometry Instant Quoting Engine Add-In for SOLIDWORKS - Design Tree with Edit Material Button Highlighted

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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS

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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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - 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 SOLIDWORKS - Errors and Warnings Panel with Drawing Requested Notice

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

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