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 customer details, company information, estimate name, product name, and the date the estimate was added.

Key Features and Components

1. Rejected Estimates Count

   • The screen displays the total number of rejected estimates, highlighted in a blue box (e.g., 8).

2. Search Bar

   • A search bar allows users to type and search for specific estimates by various criteria such as customer name, estimate name, or product name.

3. Create Estimate Button

   • A green button labeled  enables users to initiate a new estimate directly from this screen.

4. Rejected Estimates List

   • The list displays detailed information about each rejected estimate in a tabular format with the following columns:
     • Id: Unique identifier for each estimate.
     • Customer: Name of the customer who requested the estimate.
     • Company: Name of the company associated with the customer (if applicable).
     • Estimate Name: Description or name of the estimate.
     • Product Name: Product (order form) associated with the estimate.
     • Date Added: Date when the estimate was added to the system.

5. Pagination Controls

   • Located at the top right, these controls allow users to navigate through multiple pages of rejected estimates.
   • Options to select the number of rows per page (e.g., up to 60) are available.

Tips for Efficient Use

• Regularly check the rejected estimates to follow up with customers or make necessary adjustments to estimates.
• Utilize the search functionality to save time when looking for specific estimates.
• Keep track of the date added to prioritize follow-ups based on how long an estimate has been in the rejected status.

Example of the Rejected Estimates tab

Creating a New Estimate

• Click on the button to start a new estimate.
  • This button will redirect a printer to the 'New Estimate' creation page where all necessary details can be inputted for the estimate.
  • Follow along with one of three articles to create an Odyssey estimate:
    • Estimates: Creating a New Estimate From an Existing Workflow
    • Estimates: Creating a New Estimate for Custom Products
    • Estimates: Creating a New Estimate From Scratch