Estimates: Creating a New Estimate

To create a new estimate from scratch within Odyssey: 

  • Navigate to any of the tabs within the Estimate tab of Odyssey. 
    • These pages are Requested Estimates, Estimates Waiting for Response, and Rejected Estimates
    • Click the 'Create Estimate' button at the top of any of these pages 
    • You will begin the New Estimates Process


Example of the 'Create Estimate' button found at the top of each of the 'Requested Estimates' page


To create a brand new estimate from scratch:

  • Select 'Create Estimate' to create a new estimate from scratch
    • This will take the printer to the first section of the New Estimate Creation, titled 'Information'
  • Provide a name for the estimate under 'Estimate Name'
  • Provide a date the estimate will expire under 'Estimate Expiration Date'
  • Select a specific customer by typing the name under 'Customer' in the 'Customer Information' section
    • This can be filtered down by Company or Branch by selecting the "Filter By" button
  • Select 'Add New' to add a new print buyer to the list of customers
  • Fill in the First Name, Last Name, Email, and Password
  • Select 'Save' to save the new customer
  • Select 'Close' to back out of creating a new customer
  • Add a quantity under 'Quantity' in the 'Product Information' section
  • Select a size from the 'Size' drop-down menu
    • To use a custom size, select 'Custom Size' from the 'Size' drop-down menu
    • Enter a width and height in the 'Width' and 'Height' sections respectfully
  • Add additional notes in the 'Additional Notes' section
  • Select 'Next Step' to proceed to the next section of 'New Estimate' creation
  • Select the 'Back' button to return back to the 'Requested Estimates' screen and abandon the New Estimate


Example of the 'Estimate Information' section 


  • After 'Next Step' is selected, the user will be greeted with the second section of New Estimate Creation, 'Select or Create a Workflow'
  • From this screen, there are two options:
    • Begin building a new workflow for this New Estimate by selecting the 'Add one or more processes' link
    • Copying an existing estimate workflow by selecting the 'Copy an existing workflow' link


Example of the 'Select or Create a Workflow' section


To build a new workflow by selecting the 'Add one or more processes' link :

  • Select 'Add One or More Processes' link
    • A list of all processes within Odyssey will be presented
  • To identify the processes needing to be added to this estimate:
    • Drill down to a specific process group using the 'Select Process Group' drop-down menu
    • Searching for a specific process using the 'Select Process' search bar
  • Once one of the processes needed is identified, click on the process to add it to the 'Selected Processes' section of this screen
  • When all of the processes needing to be added to the Estimate are added to the 'Selected Processes' section, select the 'Add Processes' button to add them to the New Estimate workflow


Example of the 'Add Processes' screen


  • Once these processes have been added to the New Estimate, the user will be able to:
    • Reorder the processes by dragging and dropping them into the order preferred 
    • Open up each process to see their inputs and outputs by selecting the arrow next to each process
    • Select resources for each processes' inputs and outputs by selecting the 'Resource' button under each input or output
    • Selecting the 'Finished Size' button on a process to set which process contains the finished size
    • Add notes to a process by clicking the notepad icon visible to the right of each process
    • Removing processes by clicking the trash icon visible to the right of each process
    • Adding new processes by clicking the 'Add one or more processes'


Example of the 'Select or Create a Workflow' section 


To copy an existing workflow:

  • Select 'Copy an existing workflow'
  • The printer will see a list of previous estimates within the 'Copy an existing workflow to start' screen
  • To identify the Workflow to copy:
    • Select the customer this previous estimate workflow was assigned to within the 'Customer' drop-down
    • Select the date of which the previous estimate workflow was created within the 'Date' drop-down
    • Search for a keyword under 'Keyword'
    • Scroll through the list of previous estimate workflows 
  • Once the printer finds the Estimate Workflow they wish to copy, press the 'Select' button to copy the existing Estimate Workflow to the current New Estimate


Example of the 'Copy an Existing Workflow' section


  • Once the workflow has been copied over, all processes and resources will have been copied over as well
  • To continue building the estimate workflow:
    • Reorder the processes by dragging and dropping them into the order preferred 
    • Open up each process to see their inputs and outputs by selecting the arrow next to each process
    • Add resources to each processes' inputs and outputs by selecting the 'Resource' button under each input or output
    • Selecting the 'Finished Size' button on a process to set which process contains the finished size
    • Add notes to a process by clicking the notepad icon visible on each process
    • Removing processes by clicking the trash icon visible on each process
    • Adding new processes by clicking the 'Add one or More Processes'


Once the user has completed either creating an estimate workflow from scratch or copying over an existing estimate workflow for the New Estimate, the printer can now then select the 'Build Workflow' button. This will allow the printer to create the new Estimates Workflow. Follow along with the 'Estimates Workflow' article to learn more about Workflows for Estimates.

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