Selecting up to 6 Custom Products

Overview

Odyssey allows a printer to create an estimate that includes up to six custom products. This option provides flexibility to specify and include multiple products within a single estimate, offering detailed information for each custom product.

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 contacts is displayed, from which you can choose the relevant customer.
• Search Bar: Allows you to type and search for contacts by name, email, company, or branch.
• Filter Options: Drop-down menus to filter contacts by company or branch.

Create New Customer Button

• A green button labeled to add a new contact if the desired customer is not listed.

Contact List

• Displays contacts with details such as name, email, phone number, company, and branch.
• Radio Button: Select the contact by clicking the radio button next to the customer’s name.

Navigation Controls

• Pagination controls to navigate through multiple pages of contacts.
• Next Step Button: A green button labeled to proceed to the next step of the estimate creation process.

Steps to Select or Create a Customer

Select an Existing Customer

• Use the search bar to find the customer by typing their name, email, company, or branch.
• You can also use the filter drop-downs under 'Company' or 'Branch' to narrow down the search.
• Once the desired customer is found, click the radio button next to their name to select them.

Create a New Customer

• If the customer is not listed, click the button.
• Fill in the required details for the new customer in the 'Add new contact' screen
• Select 'Save' to save the newly create customer

Proceed to Next Step

• After selecting the existing customer or creating a new customer, click the button to proceed to the 'Estimate Information' screen.

Example of the ‘Select a contact’ screen

Step 2: ‘Estimate Information’ screen

Select "Custom Product(s)"

• In the Product dropdown menu under the Product Information section, choose Custom Product(s).

Enter Product Names

• Up to six products can be added to a single estimate by entering their names in the provided Product Name fields. For example:
  • Product Name 1: Business Cards
  • Product Name 2: Letterheads
  • Product Name 3: Envelopes

Add Additional Products

• If more product fields are needed, click the Additional custom product button to add up to six custom products in total.

Specify Quantities

• Input the desired quantities in the Quantity 1, Quantity 2, and Quantity 3 fields. These can be different quantities to provide the customer with options (e.g., 500, 1000, 2000).

Remove Unnecessary Products

• If fewer than six products are needed, use the red delete button to remove any unnecessary product fields.

Additional Information

• Use the Notes section to include any relevant details or instructions specific to the estimate.

Proceed to the Next Step

• Once all product details and quantities are entered, click the green Next Step button to continue.

Above: Example of 6 custom products added to an estimate

Step 3: Selecting an Option for Custom Products

Overview: When creating an estimate that includes up to 6 custom products, Odyssey allows you to specify the originating workflow to be used per custom product. This section provides detailed instructions on how to create an estimate workflow for these custom products, ensuring that all necessary details are captured accurately.

Selecting a Workflow Path

Select an Option to Start

• Choose one of the options to begin the estimate workflow per custom product:
  • Select a product drop-down: Select a product to view predefined workflow paths for the selected product.
  • Custom Workflows: Select to view all custom workflows available.
    • Refer to ‘Estimates: Creating a New Estimate from a Custom Workflow’ for choosing a previously created custom estimate.
  • Start with an Empty Workflow: Select to create a new estimate workflow from scratch.
    • Refer ‘Estimates: Creating a New Estimate from Scratch’ for creating an estimate workflow from scratch.

Choose a Workflow Path

• If a product was selected in the 'Select a product' drop-down and the product has a workflow path, choose the appropriate workflow path from the list (e.g., Digital Brochures).

Review Processes in Workflow Path

• Review the processes listed under "Processes in this workflow path" column to ensure it matches the requirements for the estimate for the selected custom product.

Proceed with Selected Workflow

• Click the button to proceed with the selected workflow path per custom product.

Example of a 'Flyers' custom product with a workflow path selected from the 'Flyers for MI4P Demo' product

Filling Out the Order Form

Select Product Specifications (varies per workflow path per product)

• Size: Choose the size from the available options (e.g., 8.5 in. x 11 in.).
• Color Options: Select the color configuration (e.g., Full-Color Front - Full-Color Back).
• Paper Options: Pick the paper type from the drop-down menu (e.g., 100# Gloss Cover).
• Bleeds: Indicate whether the product has bleeds by selecting the appropriate option (e.g., No).
• Folding: Choose the folding option if needed (e.g., None).
• And so on.....

Proceed with Order Form

• Click the button to proceed after completing all the required order form fields.

Example of filling out various specs from the order form pop-up modal

Step 4: Review/Edit Each Custom Product workflow

Reviewing and Editing the Estimate Workflow

Review Estimate Information

• Check the details displayed, including quantities, selling price, cost, and profit margin.

Review Workflow Path Information

• Verify the product details, such as paper type and dimensions.

Edit Workflow if Necessary

• Make needed changes to the estimate workflow such as adjusting a device if necessary.
• Add, remove, or edit processes as needed by using the respective icons next to each process name.

Review Paper Sizes

• If needed, select the button to adjust the paper specifications.

1. Review/Edit 
   • Continue reviewing and editing the estimate workflow for each custom product.

Decide on the Estimate

• Use the or   buttons to make a decision on behalf of the customer.

Print/Send the Estimate

• Click the button to print the estimate PDF or send it to the customer.
• The 'Estimate ticket' screen is presented, allowing the printer to send the estimate to the customer via the button.

Step 5: Sending the Estimate to the Customer

Sending the Estimate to the Customer

Review Estimate Summary

• Verify the details displayed, including the estimate name, customer information, and different quantities.

Check Estimate Details

• Review the specifications and cost breakdown to confirm accuracy.

Send Estimate to Customer

• Click the button.
• This will open the 'Estimates Summary' window where the printer can send the estimate to the customer via the button.

Print Estimate Ticket

• If needed, click the button to generate the estimate PDF of the estimate ticket.

Approve or Reject Estimate

• Use the button if the estimate needs to be rejected for any reason.
• Click the button to approve the estimate on behalf of the customer.

Return to Previous Screen

• Click the button to go back to the previous estimate review screen if further edits or reviews are necessary.

Tips for Efficient Use

• Double-check all details for each custom product before sending the estimate to ensure there are no errors.
• Use the function to provide a hard copy or PDF version of the estimate for record-keeping or customer reference.