2018 Partner

Reference Guide

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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.

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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.

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Job Board Policies

FIR S T T R I A L 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 email 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

DIR EC T S HIP

All new partners will ship work directly to Xometry for inspection. Partners that possess an
excellent track record of producing high-quality, on-time parts will be approved to ship directly
to our customers. As you will no longer need to ship back to Xometry, direct ship-approved
partners will have an extra two days to complete their parts.

S U S PE N S ION

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.

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Navigating the Job Board

Xometry will send an email 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 email, 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, and and upload inspection reports, CoC’s and photos and
CoC’s 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 complete the
productions of parts in your own facility. These parts cannot be made in alternative locations
without the explicit consent from Xometry.

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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.

GO OD PA R T PHOTO B A D PA R T PHOTO

• Good lighting • Bad lighting

• Parts contrast with background • Hard to distinguish parts from
• Each part is clearly defined background
• Parts overlapping
• Messy

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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.

I N S P E C T I O N C H E C KL I S T

PART ID: DRAWING:

ORDER ID: 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 mechanical dimensions are in accordance with the customer-supplied
or partner generated print. All print dimensions are ballooned and correlated to the
inspection report.

— Record tool serial number, last calibration date, and calibration renewal date.

— Verify lot contains appropriate documentation to include but not limited to the Purchase
Order, Packing Slip, and any other documentation defined in Purchase Order (such as
Material Test Reports, Plating and Finishing Documents, Certificate of Conformance, etc…)

QC SIGNATURE: DATE:

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IN S PEC T I ON D OCUME N TAT ION R EQUIR E ME N T S

Each order requires inspection documented on the Xometry Inspection Report which can be
downloaded from your Xometry Account Profile in Xometry Communications. 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 generate a print from

M
the CAD file that is ballooned to correlate with the inspection report. Below is an example of a

S A
completed Xometry Inspection Report and with a correlated ballooned print.

M
FINAL INSPECTION REPORT

A
SHEET 1

S
Characteristic Accountability, Verification, and Compatibility Evaluation

Customer: Sample Customer Contact: Sample Contact Supplier: XOMETRY Cage Code:

E
Part No./Rev: Part Name: Sample Part Order ID / Part ID: Report:
Material: Copper 101 Finish: Standard 004EDCD FINAL

L
Characteristic Accountability Inspection / Test Results

P
Char. Upper Lower Designed Non-
Requirement Results Notes
No. Limit Limit Tooling Con.

M
1 Ø .067 2-56 UNC Go No-Go Go Thread Gauge ^ Conforms
2 .965 0.0970 0.960 0.964 Gauge ^ Conforms
3 .230 0.265 0.225 0.231 Gauge ^ Conforms
4 .292 0.297 0.287 0.293 Gauge ^ Conforms
5 Ø .500 0.505 0.495 0.500 Gauge ^ Conforms

E
6 Ø .085 4-40 UNC Go No-Go Go Thread Gauge ^ Conforms

L
7 .188 0.193 0.183 0.188 Gauge ^ Conforms

P
8 .401 0.406 0.396 0.402 Gauge ^ Conforms
9 .058 0.063 0.053 0.059 Gauge ^ Conforms

M
10 .113 0.118 0.108 0.112 Gauge ^ Conforms
11 .303 0.308 0.298 0.304 Gauge ^ Conforms

SA
12 .041 0.046 0.036 0.042 Gauge ^ Conforms
13 1.500 1.505 1.495 1501 Gauge ^ Conforms
14 .378 0.383 0.373 0.377 Gauge ^ Conforms

The signature indicates that all characteristics are accounted for, meet drawing requirements, or are properly documented for disposition.

E
PREPARED BY: DATE:

E SA
MP L
A
Subsequent inspection documentation required is IAW ANSI/ASQ Z1.4 Level II sampling plan for
AM P
all total tolerances of 0.004”. Some examples of these are +/-0.002” or less for diametrical, linear,
and locational tolerances. Also all GD&T callouts that are 0.004” or less.

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M AT E R I A L T E S T R E P OR T S

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.

PL AT ING A ND FINI S H DOCUME N T R EQUIR E ME N T S

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.

CE R T IFI C AT E OF CONFOR M A NCE

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.

R E L AT I ON S HIP B E T W E E N T HE C A D MODE L A ND T HE B LUE PR IN T

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 125, 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.

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TOLE R A NCE S - M ACHINING

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) +/- 0.005”

For features of orientation (parallelism and perpendicularity) and form (cylindrical, flatness,
circularity, and straightness) apply tolerances as follows:

0-12” Tolerance 0.005” Angularity +/- ½ degree

Over 12”-24” Tolerance of 0.010” Angularity +/- ½ degree

Over 24”-36” Tolerance of 0.015625” (1/64) Angularity +/- 1 degree

Over 36”-60” Tolerance of 0.03125” (1/32) Angularity +/- 1 degree

Over 60” Tolerance of 0.0625” (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.

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TOLE R A NCE S - S HE E T ME TA L

If a CAD model only is supplied the following tolerances apply to surfaces:

Forming and bending +/- 0.020”

Bend to hole or feature +/- 0.010”

Linear dimensions excluding locations to

+/- 0.005”
bends

Diameters with inserts +0.003/-0

Diameters without inserts +/- 0.005”

Angularity +/- 2 degrees

Blank material: Ra 125 uin max

Surface Roughness
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.

TOLE R A NCE S - PL A S T IC

Unless otherwise specified by blueprints, all tolerances are +/- 0.010”

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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 1-800-463-3339 (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 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 expedited shipping is required to meet a lead time, 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.

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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

• Bag and tag each part with appropriate part ID

STEP 1

• Use thick protective wrapping for heavy items (we’ve

found that 1/2” bubble wrap from ULINE is most
effective)

Secure wrapped part in standard box

STEP 2

• Include padding on all sides of the part

• Items should not touch exterior walls

Include additional padding

STEP 3

• Fill the box with extra paper

• Make sure the part has no “wiggle room” within the
box

Seal the box

STEP 4

• 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

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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.

W HE R E D O I S IGN UP A ND W HO S HOULD R EGI S T E R?

You should have received an email 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 D O I S UB MI T IN VOICE S T HROUGH T IPA LT I ?

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: https://suppliers.tipalti.com/xometry/Account/Login to access your
personal dashboard. Logging directly into www.tipalti.com will not take you to the proper page.

W HE N W ILL I R ECE I V E PAY ME N T ?

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:

PAY DAT E IN VOICE S UB MI T T E D

14th 10 th -23rd

28 th 24 th -9 th

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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 will be
deducted from the PO. 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.

01/15/2018

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 Audit Trail

TITLE 2018 Xometry Partner Reference Guide

FILE NAME Xometry_Reference...ners_2018 (5).pdf

DOCUMENT ID 499363a7b9747d0d197f49c8203220c73cbfa0e7

STATUS Completed

01/15/2018 Viewed by - (industrialservicewny@gmail.com)

18:02:20 UTC IP: 192.188.230.2

01/15/2018 Signed by - (industrialservicewny@gmail.com)

21:36:40 UTC IP: 192.188.230.2

01/15/2018 The document has been completed.

21:36:40 UTC