Estimates: Estimate Workflows

This article will provide in-depth information on Estimate Workflows. There are four ways to access an estimate's workflow:

  • Selecting the 'Workflow' button next to an estimate in the 'Requested Estimates' Screen (if this estimate already has an associated workflow)
  • Selecting the 'Build Workflow' button next to an estimate in the 'Requested Estimates' Screen (if this estimate doesn't have an associated workflow yet)
  • Selecting the 'Workflow' button next to an estimate in the 'Waiting for Response' Screen
  • Selecting 'Build Workflow' button after creating a new estimate from scratch


After navigating to an estimate workflow through one of the above four paths, the printer will be greeted with the Estimate Workflow screen. 

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Build Workflow button

Note: IF the 'Build Workflow' button is selected next to an estimate in the 'Requested Estimates' screen, there will not be any processes in the workflow.


Example of the 'Estimate Workflow' section with Processes added


The estimate's workflow screen will function similarly to the Job Workflow found in the 'All about Workflows' category but there are a few key differences:

  • The ability to add new processes
    • Select a process from the 'Process' drop-down and select 'Add' 
    • This drop-down can be filtered by process group using the 'Process Groups' drop-down
  • The ability to delete processes
    • This is done by selecting the trash can icon to the right of a process name
  • The ability to link processes together by selecting the 'Link' button
    • Doing this allows the user to select the output of one process, and link it to the corresponding input of another process. 
    • This is important as it lets Odyssey know how these processes work together for this estimate
    • To delete links by using the 'Link' drop-down, select the link to delete and select the 'Delete Link' button
  • The ability to Add Notes, Quantity, Price, Size, and Expiration Date. 
    • These are all accomplished by clicking the '3 Dots' drop-down next to the estimate name in the top left of the screen
    • Adding a note to the Estimate Workflow 
      • This is done by selecting the 'Notes' button from the '3 Dots' Drop Down.
      • From here, click the 'Pencil' icon in Job Notes to add a note to this Estimate
    • Adding a new Quantity
      • This is done by selecting the 'Quantity' button from the '3 Dots' drop-down
    • Selecting the 'Add Quantity as a Copy' button 
      • This will create a copy of this estimate with a new quantity
      • This will allow the printer to enter the new quantity, a description of the new estimate, and an updated price
    • Adding a price for this estimate
      • Select the 'Price' button from the '3 Dots' drop-down
      • The printer can add a price and a description. This will update the 'Selling Price' section
    • Changing the Printed Size of the product 
      • Select the 'Size' button from the '3 Dots' drop-down
      • Update the size accordingly
    • Changing the Expiration Date 
      • Select the 'Expiration Date' button from the '3 Dots' drop-down
      • Enter in a new Expiration Date


Example of the 'Estimate Workflow' section with the '3 Dots' Drop Down Expanded


Once the Estimate Workflow is completed, there are the following options.

  • Selecting the 'Approve by Customer' button
    • This action will approve the estimate on behalf of the customer
  • Navigating to the 'Requested Estimates' screen to view this estimate
  • Navigating to the 'Waiting for Response' screen
    • This will allow a printer to view this estimate if the user began by selecting the 'Workflow' button next to an estimate in the 'Waiting for Response' Screen 
    • To learn more about the 'Waiting for Response' screen, visit the 'Estimates: Waiting for Response' article. 
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