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Estimates: Creating a New Estimate From an Existing Workflow
Step 1: Selecting or Creating a Customer Overview: The first step in creating a new Odyssey estimate is selecting an existing customer or creating a new customer. This screen allows you to search for and select a customer or to add a new customer if they are not already in the system. Key Features and Components Select a Contact A list of existing c...
7 min reading timeEstimates: Waiting for Response tab
User Guide for Estimates Waiting for Customer Response Screen Overview The Estimates Waiting for Customer Response screen in Odyssey's estimating module allows users to view and manage estimates that are pending a response from customers. This screen provides essential details about each estimate, including customer information, company, estimate na...
1 min reading timeEstimates: Rejected tab
User Guide for Rejected Estimates Screen Overview The Rejected Estimates screen in Odyssey's estimating module allows users to view and manage estimates that have been rejected by your customer or if an estimate was rejected by the printshop on behalf of the customer. This screen provides essential information about each rejected estimate, including...
1 min reading timeDefining The Size: The Paper Calculator
Odyssey has a built-in 'Paper Calculator' tool that will automatically determine the number of cuts and waste that is needed to take a piece of paper from it's parent size, to it's run size, and finally, to it's finished trim size. Example of needing to use the 'Paper Calculator' tool: An online order is placed for 1000 announcements, the final siz...
1 min reading timeEstimates: Requested tab
User Guide for Requested Estimates Screen Overview: The Requested Estimates screen in Odyssey's estimating module provides an overview of all estimates that have been requested but not yet processed. This screen allows users to manage and track requested estimates efficiently, offering essential details such as customer information, company, estimat...
1 min reading time