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Configurator · Shop Manager · 5 minutes

Treatments

Pre/post-treatment catalog — create treatments applied on top of a primary coating.

What a Treatment is

A Treatment is an additional process applied before or after the main coating — stress-relief bake, passivation, chromate conversion, salt spray, etc. The primary coating is the one pricing is based on; treatments are add-ons selected per SO line.

Menu: Plating → Configurator → Treatments.

Treatments list

Create a treatment

Click + New:

Field Example Purpose
Name Salt Spray Masking Dropdown label
Code SSM Short ID
Timing Pre / Post Fires before or after main coating
Process Type Plating, Chemistry, Inspection Family grouping
Default Duration 15 min Estimated WO duration when added
Recipe Node Optional link to a recipe sub-process Adds these steps to generated WOs
Extra Charge $50 flat / $0.25 per in² / 10% of base Pricing adder

How treatments appear at order time

In the Direct Order or Quote wizard, each line has an Additional Treatments many-to-many picker. Estimators tick whatever applies — Passivation, Hard Chrome Pre-Grind, Adhesion Test Coupon, etc.

Picked treatments:

  • Contribute to line pricing (via Extra Charge).
  • Generate additional WOs if they have a Recipe Node linked.
  • Show on the PDF acknowledgement.
  • Show on the CoC if customer-visible.

Common treatments to seed

A mid-size plating shop typically has:

Category Examples
Pre-treatment Degrease, Solvent Clean, Masking, Racking, Salt Spray Masking
Post-treatment Stress Relief Bake, H2 Embrittlement Relief Bake, Chromate Conversion, Passivation
Inspection add-ons Fischerscope Readings, Adhesion Test, Salt Spray Test, Hardness Check

Start by importing a CSV of these; you can tweak per-customer via the additional-treatments field on parts.

Archive vs edit

If a treatment becomes obsolete, Archive it — don't delete. Historical SOs keep the reference. New SOs can't pick an archived treatment.

What can go wrong

Treatment shows but price doesn't change

The Extra Charge field is blank or zero. Set it.

Treatment doesn't add WO steps

Recipe Node is blank. Link to the right node so the MO traveller includes those steps.

Same treatment appears twice in the dropdown

Duplicate records. Merge them via ⚙ → Merge.