Main Dashboard - Products Dropdown Overview

Accessing the Products Section from the Main Dashboard

When a printer first logs into Odyssey 2.0, they will be presented with the main dashboard. From here, a printer can quickly access various sections, including the 'Products' area, via a dropdown menu.

Products Dropdown Menu

• Location:
  • The 'Products' dropdown menu is located in the top navigation bar of the Odyssey dashboard.
• Options Available:
  • Upon selecting the 'Products' dropdown, the following options will be revealed:
    • Products: Selecting this option will take a user to a section to view and manage product information that is synced from the website.
    • Processes, Resources, and Settings are also listed but are not the focus for this part of the user guide.

Above: Accessing the ‘Products’ drop-down menu

My Products

My Products Overview

The 'My Products' page in Odyssey allows users to view, filter, and select from any of the products associated within their Odyssey. This section provides detailed information on each product, including the order form ID, category, and the account it is associated with.

Navigating the My Products Page

1. Order Form Filtering
   • Order Form dropdown
     • Located at the top left of the 'My Products' page, this dropdown allows you to filter products by their order form type. The available options are:
       • All: Displays all products regardless of their order form type.
       • Public: Shows products that are set as 'Public' on the website.
       • Private: Displays products that are assigned to a specific company/branch/contact. These products are also known as 'Reorder Forms'.
       • Guided: Lists products that are hidden from all website user except printshop employees.
2. Keyword Search:
   • Search Products:
     • Use the search bar next to the 'Order Form' dropdown to find specific products by typing in keywords. Products can be searched both by 'Category' and 'Product Name'.
3. Category Filter:
   • Category Dropdown:
     • This dropdown allows you to filter products by their category. You can select a specific category to narrow down the product list.
4. Product List:
   • The main section of the 'My Products' page displays a list of products. Each row includes the following information:
     • Product ID: The unique identifier for each product.
     • Product Name: The name of the product, which is selectable, allowing you to edit the order form.
     • Category: The category under which the product falls.
     • Account: The Chart of Account associated with the product.
     • Order Form Button: An icon on the far right allows you to view the order form on the website.
5. Pagination and Row Settings:
   • Pagination:
     • Located at the top-right of the screen, this feature allows you to navigate through multiple pages of products if the list exceeds the current view.
   • Rows per Page:
     • You can adjust how many products are displayed per page using the dropdown on the right, with options of 20, 40, or 60 rows per page.

Editing and Managing Products

• Accessing Product Details:
  • Select a product name to access and edit workflow paths, profit settings, and more.

Above: Accessing the ‘My Products’ screen

Managing Products

Drilling Down to Specific Product Categories

In the 'My Products' section of Odyssey, you have the capability to filter products by specific categories, such as "Brochures." This feature allows you to focus on a particular type of product for more efficient management and editing.

Filtering Products by Category

1. Select the Category:
   • On the 'My Products' page, locate the 'Category' filter. 
   • Select the dropdown arrow to view a list of available categories.
   • For instance, selecting "Brochures" will filter the product list to show only those products listed under the "Brochures" category.
2. Viewing Filtered Products:
   • After selecting the "Brochures" category, the product list will display only those products related to that category.
   • The filtered list will include columns for:
     • Product ID: The unique identifier for each brochure product.
     • Product Name: The name of the brochure product, which is selectable for editing.
     • Account: The customer account assigned to the product, if any.
     • Order form icon: Selecting this icon will take the printer to a view of the order form.
3. Managing Products within the Category:
   • Product Name: Select any product name to view associated workflow paths, profit settings, and more.
   • Account Assignment: If a product is not assigned to an account, you can assign it by editing the product and linking it to a specific Chart of Account.
4. Additional Features:
   • Pagination and Row Control: Similar to the full product list, you can navigate through multiple pages of products using the pagination controls and adjust how many rows are displayed per page.
   • Keyword Search: You can further refine your search within the selected category by entering specific keywords in the 'Keyword' search bar.

Example: Brochures Category

In the below example, the "Brochures" category has been selected, revealing a list of various brochure products. This includes specific brochure product names such as "Brochures: Odyssey 2." The category-based filtering makes it easier to view similar products, ensuring that all brochure-related items are conveniently grouped together to find the product you are looking for.

Above: Accessing the ‘Brochures' product category

Managing Specific Products

Viewing and Managing a Specific Product

When you select a specific product from the 'My Products' list, you are taken to a more detailed screen for that product. This page allows you to manage aspects of the product, including workflow paths, profit and markup settings, and more.

Understanding the Product Details Page

1. Product Overview:
   • Product Name and ID:
     • At the top of the page, you will see the product name, such as "Brochures for Ody v2 pricing," along with the product ID (e.g., ID 314278). 
2. Product Actions:
   • Below the product overview, there are several action buttons:
     • Product Specs: Select to view or edit the specifications of the product, including dimensions, paper mapping, and other key details related to the workflow path(s).
     • Order Form: View the order form associated with this product.
     • Profit Settings: Allows the printer to configure the profit margins associated with the product. Adjusting these settings will affect the pricing and profitability of the product.
     • Cost Settings: Cost calculations added here are independent of the cost of the processes or resources. An example: If you want to charge for 'Rush' Turnaround Times, this can be an added cost that is taken into consideration for the cost of the product.
3. Managing Workflow Paths:
   • Existing Workflow Paths:
     • At the bottom of the page, you will see existing workflow paths associated with the product. In this example, there is a workflow path named "Brochures - Digital Printing."
   • Workflow Path Options:
     • Missing Info Alerts: You can enable or disable alerts that notify you when required information is missing in the workflow path.
     • Status: Utilize the toggle to activate or deactivate the workflow path.
     • Delete: If needed, you can delete the workflow path using the trash can icon.
4. Creating and Copying Workflow Paths:
   • Create New Workflow Path:
     • To create a new workflow path, select the "Create new workflow path" button.
   • Copy Workflow Path:
     • Select the "Copy workflow path" button to make a copy of any of the product's workflow paths. The copied workflow path can be copied for the current product or to another Odyssey product.

Above: Example of a ‘Brochures’ product page

Managing Product Profit Settings with Markup Conditions

Profit Settings Overview

The 'Profit Settings' page allows users to define retail profit margins and create specific markups based on product conditions.

Navigating the Profit Settings Page

1. Default Profit Calculation:
   • Add New Profit Calculation:
     • Select the 'Add new profit calculation' button to create a new profit margin for the product. The Retail profit % can be set to reflect the desired profit margin on the product.
     • Edit or Delete:
       • Select the pencil icon to edit an existing profit calculation; select the trash icon to delete a profit calculation.

2. Markups Based on Product Conditions:
   • Adding a New Markup Calculation:
     • Select the 'Add new markup calculation' button, which allows for conditions under which specific markups will be applied.
   • Example Markup:
     • Below, a markup named "Rush" has been created with a Markup % of 50.00%.
     • This setup ensures that when a customer selects 'Rush' on the order form, Odyssey will automatically increases the price by 50% to account for the expedited service.
   • Managing Markups:
     • Select the pencil icon to edit an existing markup calculation; select the trash icon to delete a markup calculation.

Above: An example of a 25% profit along with a 50% markup for a ‘Rush’ Turnaround Times charge.