Odyssey v2.1: Release Notes

Here's what's been happening in Odyssey v2.1...


Released: 12/02/2022
Version 2022.19

  • The 'Create Workflow' button within a product is only shown if there are no prior existing workflows for said product.
    • Otherwise, users will see a 'Create new path' button to continue creating paths for the product workflow
  • For the 'Sizes' question, Odyssey is able to identify sizes not only with traditional measurements such as 8.5 in. x 11 in., but also common envelope size formats such as #10 or A4.
  • The printer has direct access to 'View guided order forms' from the 'Products' card in the dashboard.
  • The date format in the Accounting screens is now mm/dd/yyyy.


Released: 12/02/2022
Version 2022.18

Updated 'Products' screen

  • The 'Products' screen has an updated look and feel.
  • Clicking on the line for a particular product will present the 'Account' drop-down, 'Add product specs' section as well as the 'Order Form', 'Profit settings', and 'Cost settings' tabs.  
    • The 'Add product specs' button allows a printer to specify different specifications at a product level
    • These specifications will be applied to all workflow paths within that product
  • Below the solid green line within a particular product, all previously created workflow paths are available as well as the ability create additional workflow paths using the 'Create new path' button


Digital & Offset Printing: Automated Calculations

  • Odyssey's updated approach to automating calculations includes focusing first on the specs of the product and then on the process of production.
  • The printer can either work on the specs at a product level, defining the specs for all the different workflow paths the product may have, or at a workflow path level, which includes being more specific for an individual workflow path. 
  • The printer will only have one product workflow with as many workflow paths as needed.
  • Selecting the 'Add product specs' button allows a printer to set the different specs for the product for digital and offset printing.
    • For digital printing, the printer can set four different specs: Paper choices, Printing options, Sizes, and Folding options. 
    • Each of these sections will determine a specifc spec of the product.
      • Example: The printer can assign an Odyssey paper to each of the 'Paper choices' order form answers
    •  The printer can add 'branches' to a product workflow
      • Branches are a group of processes that build a specific part of the product.
      • Example: Booklets that typically have a cover and pages
      • Each branch can be renamed such as 'Outside Cover' and 'Inside Pages' 
    • In the 'Paper choices' section, Odyssey will attempt to automatically map the paper options from the order form to a paper in Odyssey. 
      • If Odyssey couldn't automatically determine the question on the order form that contains the paper options, the printer can use the 'Reading from order form' drop-down to assign the proper order form question to Odyssey's 'Paper choice'. 
      • Upon each 'Paper choice' answer being assigned to an Odyssey paper, Odyssey will automatically choose the correct paper when that answer is selected on the order form.
      • If the printer doesn't have an order form question that represents the paper options, select 'Predefined paper choices' on the 'Reading from order form' drop-down, 
      • A printer can then add any paper needed as the paper to be used for the product
      • If more than one paper is added as part of the 'Predefined paper choices', a printer can select which is to be used as the default paper in workflow paths.
    • In the 'Printing options' section, Odyssey will attempt to automatically map the color options from the order form to 'Simplex' (single-sided) or 'Duplex (double-sided) in Odyssey. 
      • If Odyssey couldn't automatically determine the question on the order form that contains the color options, the printer can use the 'Reading from order form' drop-down to assign the proper order form question to Odyssey's 'Printing options'
      • Upon each 'Printing options' answer being assigned to 'Simplex' or 'Duplex' and assigning which press to use for each option, Odyssey will automatically choose the correct printing option when that answer is selected on the order form
        • A default press can be used for all printing options by setting the press in the 'Set the resource' drop-down
      • If the printer doesn't have an order form question that represents the printing options, select 'Predefined option' on the 'Reading from order form' drop-down, 
      • A printer can select 'Simplex' or 'Duplex' the 'Printing option' to be used for the product
    • In the 'Sizes' section, Odyssey will attempt to automatically map the trirmmed sizes being offered on the order form to the 'Size' in Odyssey. 
      • If Odyssey couldn't automatically determine the question on the order form that contains the product size(s), the printer can use the 'Reading from order form' drop-down to assign the correct size question to Odyssey's 'Sizes' section 
      • If the printer doesn't have an order form question that represents the product sizes(s), a custom size can be set by selecting 'Custom size' from the 'Ready from order form' drop-down
    • In the 'Folding options' section, toggle this to 'on' if any workflow paths will have a folding process
      • Odyssey will attempt to automatically map the folding options from the order form to the 'Folding options' section in Odyssey
      • If Odyssey couldn't automatically determine the question on the order form that contains the folding options, the printer can use the 'Reading from order form' drop-down where a fixed folding option can be assigned for the product
      • Once the 'Folding options' have been set, the printer will be able to map each Odyssey folding option to the correct folding option order form answer
      • If the product will not have any folding processes, toggle 'Folding options' to 'off'
  • The printer will want to 'Add product specs' for both Digital and Offset printing as this will teach Odyssey how to behave in different scenarios.


Product workflow paths

  • Within the main view of a specific product, the printer can create a new path for the existing workflow by selecting 'Create new path'.
    • Provide a name to the workflow path and select which type of printing technology it will use (Digital or Offset)
    • Printers will then be able to set the conditions for which the workflow path will be valid for, such as Quantity, Color Options, Size, and so on.
  • Upon defining conditions to be used for the workflow path, printers will be able to verify/edit the specifications for the workflow path
    • The workflow path specs have the same behavior as the specs at the product level, except in the 'Size' section, printers are able to set a paper calculator for each size
      • Note: Printers will only see the conditions and order form answers selected from the previous screen as valid conditions for the workflow path on the 'Specs for: <workflow path name>' screen
    • According to the product specs set for the product, Odyssey will suggest the minimum processes needed: cutting, printing, and folding processes.
      • Odyssey will suggest generic/system processes, which will be displayed in a vertical column on the left side of the 'Specs for: <workflow path name>' screen
      • Printers will have the opportunity to add and delete processes inside the path workflow
    • If a workflow path has more than one branch, Odyssey will walk the printer through a series of steps to add any missing processes for each branch as well as define the branch where all prior branches will merge into
  • Within the workflow path screen, if there is only one branch, all processes are automatically linked in the correct order
    • If there is more than one branch, all processes within a branch will be automatically linked in the correct order
    • The printer may drag and drop processes within a branch to quickly reorder them into the correct order
    • Branches may also be renamed within this screen
    • Selecting the 'Review path specs' button will allow a printer to review and/or edit the specs already set for the workflow path



Released: 9/02/2022
Version 2022.16




Offset Printing: adding additional setup times

  • Offset printing devices have the ability to include the following setup times (in minutes) as part of the 'Speed Settings' for the device:
    • Set up time per color
    • Wash up time per color
    • Press set up time
  • In estimate workflows, job workflows, or while testing a workflow path, the above three setup times will be added to the time it takes for the device to print the product
    • Odyssey will automatically multiple the 'Set up time per color' and the 'Wash up time per color' times the number of inks being used for the job as part of the device's calculation for the total time needed for printing a job


CRM

  • Odyssey has a redesigned CRM found under Printshop > My Contacts
  • Only Odyssey employees who have 'Admin Access' from the website's Control Center will have the ability to access and edit data related to companies and contacts
    • The name and photo of the logged-in employee is shown in the left vertical column
    • Printers may select 'Companies' or 'Contacts' in the left vertical column


CRM > Companies

  • On the 'Companies' screen, the printer can perform the following tasks:
    • Search using the search control. 
    • Add multiple keywords in the search to display more companies.
    • Add a new company by selecting the 'Add new' button. 
    • Sort the company list ascending or descending using the Sort control icon
    • Access company data by selecting the 'eye' icon
      • The following tabs are visible: Contacts, Estimates, Work in progress, and Completed
    • Edit company data by selecting the 'pencil' icon
      • The printer may add different tags and a note to a company
      • The printer may edit various fields of a company per the below screencapture:



CRM > Contacts

  • In the 'Contacts' screen, the printer can perform the following tasks:
    • Search using the search control. 
    • Add multiple keywords in the search to display more contacts.
    • Add a new contact by selecting the 'Add new' button. 
    • Sort the contact list ascending or descending using the Sort control icon
    • Access contact data by selecting the 'eye' icon
      • The following tabs are visible: Estimates, Work in progress, and Completed jobs
    • Edit contact data by selecting the 'pencil' icon
      • The printer may add different tags and a note to a contact
      • The printer may edit various fields of a contact per the below screencapture:


Released: 8/19/2022
Version 2022.15



  • The printer has the option to upload their own custom paper CSV file with media resources; it does not need to conform to the 'Odyssey Import Template' file
    • When the printer drags and drops or selects a CSV file to import, as long as the file is a CSV file with headers, it can be uploaded using a mapping tool to match the columns in the custom supplied file with the fields Odyssey 2 needs in order to upload a media resource.
    • In order to access the mapping tool, the printer will select the 'Custom format' button in the modal that appears when Odyssey detects that the file is different from the 'Odyssey Import Template' file
       

Example of the 'Custom format' button for uploading a custom paper file

  • The mapping tool will show all the fields that can be used to add a media resource: Paper name, Description, Paper type, Size, Cost, Thickness, Thickness unit, Width, Width unit, Length, Length unit, Account number, Weight (gsm), and Color.
  • The blue tags represent the column headers in the custom supplied file
    • The tags can be dragged to the corresponding Odyssey 2 field
  • The orange tags are fixed values meaning Odyssey will not accept any other values then those listed
    • These fixed values are Paper type, Width unit, Length unit, and Account number
  • The fields marked with the * are required
  • The 'Size' field is used to determine the width and length of the paper. 
    • When the Size field is used, the 'Width' and 'Length' fields are not used.
  • The 'Uncategorized expenses' is the default chart of account for all media resources
    • The printer can use a column within their custom file to specify an account number for the media resources.

 

Example of assigning blue tags to Odyssey's accepted fields
 

  • There have been numerous updates to the 'Invoices' tab
    • The invoice list can be ordered by the following columns: Order Number, Jobs, Customer, and Date
    • The invoice list can be filtered within a specific 'State date' and 'End date'
    • The invoice list can be filtered using a keyword within the 'Filter' field
    • The number of jobs included in an invoice is indicated by a colored circle to the left of the job name:
      • Blue means all the jobs in the invoice are 'Completed' and the invoice has been generated
      • Green means all jobs are 'Completed' but the invoice has not yet been generated
      • Dark-gray means some of the jobs within the invoice are not 'Completed'
    • Selecting the row of an invoice will provide a detailed status of the jobs to the right of the screen

 

 

  • The printer will see a new feature in the Paper Calculator, named 'Swap grain direction'
    • The goal of this feature is to minimize waste and fit the maximum number out and number up on a sheet of paper
    • The sheet can be with the grain direction, against the grain direction, or a combination of both
    • This feature is only to be used for cut sheets of paper
    • This feature is only to be used if the 'Specify grain direction' toggle is off.
  • The printer will be able to set horizontal and vertical gutters
    • This feature is enabled when the 'Specify grain direction' is toggled to 'on'

 

Example of Vertical and Horizontal gutters enabled


  • Improvements have been introduced in the three-dot menu seen throughout Odyssey
    • All icons are the same size and evenly aligned.
    • When the text in the menu items is long enough to be broken into two lines, the text is aligned with the text in the row above
  • There is now the ability to set a default resource within a workflow path
    • The default resource will always be used when set as the default

 

Setting '100 LB Gloss Text' as the default resource in process within a workflow path

 

Released: 8/19/2022
Version 2022.14



  • There is an 'Import/Update papers' menu option under the 'Printshop' tab
    • Upon selecting 'Import/Update papers', printers are guided to the screen used to import a list of papers or update paper prices
    • In the 'Import' tab, there is a button named 'Download the Odyssey Import Template' which allows printers to download an Odyssey-specific CSV template
      • This template is used to import a paper list.
      • After filling out the file, printers may drag and drop the file within the 'Click here to choose or drag files to start uploading' area of the 'Import' tab.
    • In the 'Update prices' tab, there is a button named 'Export existing paper list' to download a CSV file with the printer's current paper resources, including prices
      • The file can be edited, saved, and then use the 'Choose files or drag them here to start upload' option to upload updated paper pricing
    • In the 'Log' tab, the printer has a list of results of every failed attempt of uploading a list of papers or updating paper pricing. 
      • If there was an unsuccessful attempt of an upload or update, a downloadable PDF file is available which shows the line number and resource name that could not be uploaded/updated
  • The printer can now set folding options at an advanced product workflow level
    • Only one folding process is necessary within Odyssey
    • The process named 'Folding' is the process to be used in order to configure the folding options within the Paper Calculator
    • In the 'My Products' screen, printers can select 'Folding options' within the three-dots menu to the right of an advanced workflow name to access the folding options screen
    •  If the printer has included the folding process in a workflow path, the 'Folding options' button is accessed within the paper calculator on the 'Trimmed sizes for <workflow path name> screen
    • In order to set the folding options for a workflow path, Odyssey will attempt to choose what the 'Folding' question is from the order form. 
      • The first option will be a question named 'Folding Options'
      • If there is not a folding question named 'Folding Options', Odyssey will choose any other question that contains the word 'Folding' or 'Fold'
      • The printer can change the question that Odyssey is currently reading from the order form but if the 'Reading from order form' question is changed, previous configurations from the previously used 'Folding' question will be lost.

 

Example of 'Folding Options' for a product workflow path
 

  • The printer will set one folding option for every order form answer in the selected 'Folding' question.
  • Odyssey includes a 'Fold Library' that can be used to easily relate folding option to a specific order form answer

 

Fold library for a tri-fold order form answer


  • The printer can associate a customized fold to a specific answer of the order form's fold question.
    • The printer can decide where the horizontal and vertical folds will be located.
    • The customized fold can be saved to the 'Folding Library' for future use.

 

Setting up a customized fold in the Fold Library


  • In a job workflow, the number of folds is calculated using the 'Folding options' setup from the workflow path
  • The thickness of a product as it moves through the job workflow is taken into account in the folding process. 
    • Meaning a folded piece of paper is thicker than a non-folded piece, adding additional thickness to each folded sheet
      • This may end up affecting how many boxes are used, how much shrinkwrap is used, and so on


Released: 8/12/2022
Version 2022.13

  • There are updated screens when creating an estimate.
    • If the new estimate is related to a product, printers may select the needed workflow or they may select the workflow path to be used for the estimate
    • In the far-right column named 'Processes in this workflow path', printers can view the processes that are included in the workflow that is being selected
    • When filling out the order form questions, only the workflow paths that cover the answers will be shown on-screen


Released: 8/12/2022
Version 2022.12


  • There are new controls related to the grain direction in the Paper Calculator modal. 
    • By default, the grain direction is not being considered
      • Odyssey will change the direction of the paper to minimize waste. 
    • When roll media is used, the grain direction optimization is only taken into consideration for the second cutting process as by this time, the paper is considered a cut-sheet.
    • The printer can rotate the product in the Paper Calculation modal. 
      • The rotation will not change values, it is just the orientation of the drawing. 
    • When the printer specifies the grain direction, by default this is related to the second dimension of the trimmed size
      • The printer can change the grain direction to be related to the first dimension of the trimmed size by sliding the grain direction toggle
    • When the printer specifies the grain direction, there is no optimization. 
      • The second dimension of the parent size will be used to obtain the second dimension of the run size. 
      • The second dimension of the run size will be used to obtain the specified grain direction of the trimmed size.
  • The printer can save an estimate workflow into a workflow path for a product.
    • In the three-dot menu of an estimate is a new line called "Save as workflow path". 
    • Once this option is selected, you can specify a product's advanced workflow where you want to add the new workflow path
    • The printer will need to specify the valid answers of this new workflow path in order for it to be saved as a product workflow path
  • The printer can go back to the previous steps while creating an estimate and make changes. 
    • This includes the 'Customer Information' and 'Estimate Information' screens
  • Printers may unselect resources if needed within an estimate workflow
  • Printers may edit processes without deleting an estimate
    • This is within any process within the list of 'My Processes'


Released: 8/12/2022
Version 2022.11



  • The printer will be able to add paper calculations for roll type of media.
    • In the paper calculator for roll media, there is an icon and a tooltip that indicates to the printer when the paper is a roll or cut sheets:



  • When viewing the cards view of a workflow path that is using roll media, the number of cuts is calculated according to the number of cuts needed per sheet, the paper thickness, and the lift.
    • This is only applicable when there is a trimming cutting process involved 
  • The printer will see more information while viewing a job workflow
    • The paper information is shown in the left vertical column
    • The printer can edit the Paper Calculator in the job workflow
      • This will affect not only that specific job but you are editing the paper calculator of the product workflow path that is being used for this job. 
    • The 'Due Date' is shown in the upper-right below the 'Status' (below)
    • The 'Estimated Cost' related to the product is shown near the top to the left of the 'Estimated Profit' (below)
       

 

Released: 6/16/2022
Version 2022.10

 


 

 

  • The list of jobs, which includes Unsubmitted, In Estimating, Waiting for price approval, Pending, In Progress, Waiting for Payment, and Completed is now paginated. 
    • The printer can choose from 20, 40, or 60 jobs per page along with choosing a 'Start date' and 'End date'
       
  • The printer can change the customer for estimates, which includes both new and existing estimates that have not been approved
    • While creating a new estimate and on the 'Estimate Information' screen, the printer can click either the 'Previous Step' button at the bottom of the screen or select the first circle (Select a customer) to go back to the 'Customer Information' screen to change the customer if needed
       
    • While creating a new estimate, while in the third step (Workflow details), the printer may go back to the "Customer Information" screen by clicking the first circle (Select a customer) to go back to the 'Customer Information' screen to change the customer if needed 
    • When the printer selects an existing estimate workflow directly from the 'Requested Estimates' screen, the printer may click the first circle (Select a customer) to go back to the 'Customer Information' screen to change the customer if needed
  • The is now a tool to test workflow paths within any product workflow path
    • There is a new button called "Test your workflow!" to test a workflow path; this button is enabled only if the workflow path has a green lightbulb
       

  • When the printer selects the 'Test your workflow!' button, the order form questions and answers associated with the workflow path will pop-up in the 'Please fill out the order form in order to test this workflow path' screen

 


 

  • Answers can be chosen in order to ensure the workflow path covers the selected answers
  • Only the questions and answers that are covered by the particular workflow path will be presented in the pop-up
  • Once the order form answers are selected, the printer will be able to see the cost and quantities in either the list view or the cards view of the workflow path
  • The printer may change resources and calculations during testing to see how these changes affect the cost and profits of the job
  • Adding and linking of processes cannot be modified during testing
  • To stop the test, simply select 'Stop testing'

 

 

Released: 6/16/2022
Version 2022.09

 


 

  • There is now a 'Paper Calculator' when adding or editing workflow paths
    • When there is at least one media resource set to be used in the workflow path, and the media resource has its dimensions defined, a green button called 'Paper calculation 1' appears to the left of the workflow path:

 

 

  • In order for the paper calculator to work as intended within workflow paths, the following bullets must be observed:
    • The workflow path must have at least one cutting or printing process
    • Do not have more than two cutting processes
    • Do not have more than one printing process
    • Two cutting processes can not be directly linked
    • A media resource must be set within the first cutting process
    • The media resource being used must have dimensions set
    • The parent size of the media resource to be used must be large enough according to the trimmed size
    • The run size must be within the run size limits of the printing device being used
    • If there is not a cutting process before the printing process, the run size must be the same as the parent size
    • If there isn't a cutting process after the printing process, the run size must be the same as the trimmed size
  • All media resources of the same type (sheets or rolls) and the same name will be considered the same resource, regardless of their dimensions, when they are added to a process within the workflow path
    • In the pop-up modal where the printer selects the media resource to be added, the drop-down will only show the resource name without dimensions
    • Upon the media resource(s) being selected, it is listed in the same pop-up modal with a ruler icon to the right of the resource name, along with the dimensions of the media
    • Conditions to Apply can be added within this pop-up modal by selecting the 'Conditions to apply' button to the right of the resource's dimensions:
      • This will allow Odyssey to know which media resource to use based on the paper selection from the order form
  • Printers will need to add a paper calculator for every trimmed size and parent size combination for the workflow path
    • To add paper calculations, printers will use the paper calculator modal, which allows for the selection of the trimmed size than the parent size to finalize the Parent to Run and Run to Trim sizes for each media used in the workflow path
    • Printers can add in gutters and margins for the Run to Trim process in order to preview the paper transformation
  • Odyssey will use the paper calculations to calculate the quantities and dimensions of the media in each process throughout the workflow path for a specific job
    • The number of cuts needed for a cutting device will be calculated according to the lift of the device and the thickness of the paper
  • If an estimate workflow does not recognize a trimmed size, there is a button called 'Select trimmed size' to add the trimmed size for the estimate:

  • After adding the needed processes for an estimate workflow or for a product workflow path, the green 'Link all processes' button is located above the processes.
    • This is to give more prominence to this feature

 

The 'Link all processes' button found above all added processes

  • When the printer is using an existing product workflow for an estimate, the printer is able to see the paper calculator and change the view to the card view
    • The chosen product workflow path is not editable due to it's a workflow path used to calculate the cost for the jobs of that product
    • However, upon selecting 'Enable Edit', the printer may then use a copy of the product workflow path for the estimate:

 

The estimate name is always presented at the very top-left within the estimate workflow screen

Estimate name showing at the top of the estimate workflow

 

  • When the estimate is used for an existing product (such as Brochures or Flyers), the printer may use another product workflow path to calculate the cost of the estimate
    • There is a drop-down button on the left-hand side under the heading 'Product Workflow', allowing a printer to choose a different product workflow path

 

Product workflow path button

 

Released: 6/16/2022
Version 2022.08

 

 

  • Previously created workflows are considered 'Legacy' workflows; there is a new and improved way of creating workflows, now called workflow paths
    • Legacy workflows have a yellow icon to the right of the workflow name; MI4P will be assisting to update legacy workflows into an advanced workflow and their associated workflow paths
  • Advanced workflows have a green icon to the right of the workflow name
    • Any workflow paths associated with the advanced workflow will show below the advanced workflow name after selecting the green 'advanced workflow' icon

 

Above: The green workflow icon is referring to 'Advanced' workflows; the yellow icon is the previous 'Legacy' workflows

  •  Run size limits are available to be added to printing resources
    • This is found on the 'Edit Resource' page when adding or editing a device resource
    • The 'Run size limits' section will become enabled if the device is added under the 'Digital Printing' or 'Conventional Printing' process group, which implies the device is going to be used in printing processes
    • If the printer edits the device and removes either the 'Digital Printing' or 'Conventional Printing' process group from the device, the run size limits will become grayed out and unused
    • The Run size limits allow the paper calculator to realize if a specific paper is too small or too large to fit through printing devices
  • There is now a 'Paper Calculator' when adding or editing estimates
    • In order for the Paper Calculator to work as intended, the following must be adhered to:
      • The workflow must have at least one cutting or printing process
      • Do not have more than two cutting processes
      • Do not have more than one printing process
      • Two cutting processes can not be directly linked
      • A media resource must be set within the first cutting process
      • The media resource being used must have dimensions set
      • The parent size of the media resource to be used must be large enough according to the trimmed size
      • The run size must be within the run size limits of the printing device being used
      • If there is not a cutting process before the printing process, the run size must be the same as the parent size
      • If there isn't a cutting process after the printing process, the run size must be the same as the trimmed size
    • Odyssey will automatically pick up on the parent size sheet (or roll) of paper being used along with the trimmed or final size of the product
      • This combined with printers adding in the margins and gutters allows Odyssey to determine the sheet quantities, dimensions, and cost within the estimate when using the paper calculator
    • The quantity of sheets of media needed is calculated based on the size and quantity of the estimate
    • The number of cuts being determined for the cutting device are calculated based on the cuts calculated in the paper calculator combined with the lift of the cutting device

 

Released: 4/07/2022
Version 2022.07

 


 

 

  • Printers are now able to assign a resource to more than one process group when creating a new or editing an existing resource
  • There is now the ability to select the resource group when adding or editing a resource as part of a pop-up modal for ease of assigning to an 'Other' process group
  • Printers can select to view a Job workflow between the 'card' view or the 'list' view of processes
  • A product workflow can be viewed in the 'list' view when there are no nodes as part of the workflow
    • This is accomplished by selecting the icon to the left of the lightbulb:
  • Improvements have been made to the 'My Files' modal, including:
    • The ability to sort each column
    • The ability to perform a search among all file names
  • Improvements have been made in the steps to creating a 'Simple' product workflow, including:
    • There is a pop-up modal prior to creating a simple workflow, explaining what to do at each step
    • There are now four steps instead of three: Conditions, Processes, Resources, and Resource Calculations
  • There is now consistency throughout all of Odyssey for the 3-dot menu
    • The icons and colors within the 3-dot menu are the same across all locations within Odyssey where the menu is available

 

 

Released: 3/24/2022
Version 2022.06

 


 

 

  • There have been improvements made to the process modal when adding processes to a workflow
    • There are now three columns in the pop-modal when adding processes to a workflow
    • The first column allows a printer to determine how they want to search/find a process: By showing 'All' processes, by only viewing 'Suggested' processes which will show the recent, commonly used processes to choose from, or by selecting a specific Process Group to view processes within the group
    • Upon selecting a process to be added to the workflow, the list within the second column titled 'Available Processes' is adjusted to show processes the printer has previously used being connected to the selected process
    • The 'Search' functionality within the 'Available Processes' column is used to search for processes within the list of processes in that column
    • The third column will present to the printer the current processes already used in the workflow as well as any processes that have been selected to add to the workflow
  • The printer will see a new modal with three steps when adding new processes to Odyssey: Identify, Build, and Set Calculations
    • In the 'Identify' step, printers will provide the process name, identify it as a Production or Post-Production process, and select the process group the process will belong to
    • In the 'Build' step, the process requirements will be added.
      • For every process requirement, the printer must set the resource group. 
      • Predefined resources and setting a default resource will also be available
      • For post-production processes, the printer will be able to adjust the resource group for the result of the process even though the default of 'Component' is set
    • In the 'Set Calculations' step, the printer will be able to set a default calculation for every predefined resource of a process requirement
  • When adding a process to a workflow, the list of selectable resources will be limited to the predefined resources of a process.
    • If there is a resource set as a 'default', that resource will automatically be selected to be used in the process. The printer may adjust the automatically selected resource if needed.
  • The printer will now have the ability to add their own process groups
    • When adding a process, the printer now has the ability to access a modal allowing the choice of a process group for the process
    • The printer can choose between process groups already used or created, or the system-added process groups
    • If a new process group is needed, select the 'Add new group' button to create a new process group.
      • The new process group will then be associated with the new process being created

 

Released: 3/11/2022
Version 2022.05

 

 

  • There have been improvements made to how 'Simple' workflows are created, including:
    • There is an extra 'help' box at the top of the 'Define your workflow' screen to provide information depending on if a printer is editing the order form answers of an existing Simple workflow or creating a new Simple workflow based on a copy of another Simple workflow.
    • Once a printer is complete with building a Simple workflow, selecting the 'Finish' button will produce a pop-up modal letting the printer know they can add it to the 'Advanced' workflow
      • Selecting 'Add to Advanced Workflow' will then automatically add the Simple workflow to the Advanced workflow
    • Selecting a Simple workflow name will allow printers to view and edit the workflow
    • Hovering over the icons to the right of Advanced and Simple workflows will provide information as to what those icons can do
  • There have been improvements in the way estimates from scratch are created, including:
    • Different screens are used to define the customer, providing the estimate specifications, and building the estimate workflow
    • Printers are able to select previous steps of the estimate at the top of the screen
      • These are the circles labeled 'Select a customer', 'Estimate information', and 'Workflow details'
    • The customer name and email is shown in the upper-right throughout the entirety of the estimate
    • When selecting an existing product workflow to be used for an estimate from scratch, the following will take place:
      • The printer will be able to select the order form answers in order for Odyssey to choose possible product workflows based on the answer
      • The printer will then be able to select from a list of eligible product workflows based on the order form answers selected in the previous modal
    • Upon ordering the processes needed for the estimate, the 'Link automatically' button will link all the processes in the order they are listed
    • Upon linking the processes using the 'Link automatically' button when creating an estimate workflow, the last 'Production' process is automatically determined as the 'Finished Product' (the flat, unfolded size)
      • This will also be reflected once the estimate is converted to a job
    • When editing an existing Estimate workflow such as adding or removing links or adding and removing processes, the 'Final Product' is automatically reconfigured
  • The result of 'Production' processes are now automatically selected
    • Printers will no longer need to set 'Output' resources within each Production process result
      • Odyssey will automatically fill in the result of each Production process
    • The calculations that take the 'Quantity From' result of each process will be set independent of the resource
      • The calculations will apply no matter the resource automatically set according to the linking with the next resource
    • When selecting a process within a product's simple workflow, Odyssey will retain the list view without the need for additional pop-up modals
    • When viewing Estimate or Job workflows, the result of each 'Production' process will show as a label

 

 

Released: 2/25/2022
Version 2022.04


 

  • Printers will see updates when accessing the 'My Products' page
    • Product workflows will show existing (legacy) workflows as well as newly created 'Advanced' workflows
    • Legacy workflows will have the workflow icon grayed out. This icon is meant to show these workflows were created prior to v04
    • Printers may add a 'Simple' workflow as part of an 'Advanced' workflow by:
      • Starting from scratch or
      • Use an existing 'Simple' workflow to copy in order to edit the copied 'Simple' workflow
  • Printers are now able to receive a payment at a Company or Branch level
    • Invoices and credits for all customers at the Company or Branch level will be viewable based on the Company or Branch filter
  • Estimates in which a price was manually overridden will show a pin icon next to the selling price

 

Released: 2/11/2022
Version 2022.03


 

  • Printers will have a dashboard on the homepage of Odyssey
    • Printers can pin items from the top ribbon to the middle section of the dashboard
    • The left-hand vertical bar provides additional information with action buttons and recent activity
  • Printers will now be able to create a 'Simple' workflow in a similar manner as to how custom estimates are created
    • If processes for this simple workflow are not yet linked, they can be re-ordered by a drag-and-drop feature in the list view
    • Upon processes being reordered to the correct order, they can then be automatically linked together
  • There have been improvements in the 'Estimates' section, including:
    • The final process of an estimate will be automatically selected when creating a custom estimate
    • The printer may select post-production processes in both the list and card view of the workflow
    • Once a resource is selected in the last normal process, the label indicating that this is the final product will be shown
  • Additional information will be provided if a printer is not able to edit the cost of Media resources
    • If the cost of a Media was never set, the 'Quick edit' feature will be disabled for Media resources without a cost
    • If the Media resource has been set as 'No Cost', the 'Quick edit' feature will be disabled
  • When adding a new device resource, there is now a tool-tip related to the 'Process group' drop-down under 'Base Information'
  • A filter is now available related to 'Device' resources in which the printer can determine if they want to see all devices belonging to a specific process group or if the printer would rather see a list of all devices
    • This will show up in a Product workflow in which a specific device has not been set

 

Released: 1/28/2022
Version 2022.02


 

 

  • Within Accounting > Receive Payment modal, the filter to drill down to a Company, Branch, or Customer has been enhanced to mimic the Workflow tab on the website
    • Typing in the 'Search' field will narrow down the Company, Branch and Customer fields to match the search
    • If a Company is selected, the Branches and Customers belonging to the Company will be available to choose from
    • If a Branch is selected, the Customers belonging to the branch will be available to choose from
  • Device resources can belong to a 'Process Group'
    • When printers are selecting a device in a Job workflow or an Estimate workflow, Odyssey will default to only show devices that belong to the process group

 

Released: 1/14/2022
Version 2022.01


 

  • The printer will be able to add a 'New Estimate' from the main Estimates menu tab
  • When creating an estimate from scratch, the printer will be able to pick a product order form to relate to the estimate and also choose an existing product workflow as the custom estimate workflow
    • In order to pick a valid path when choosing a product order form, printers will answer the questions from the order form relating to the product.

 

Released: 12/30/2021
Version 2021.49


 

  • When adding a new estimate from Odyssey, the printer will be able to see the expiration date pre-filled with the date 30 days from today
  • Printers are now able to take into consideration media thickness when testing a device's speed setting
  • The name of the device now shows up on the 'Run Speed' screen
  • The values entered for Long Run or Fixed Speed are saved even if one of the speed settings are not being used
  • Printers can now add a custom quantity calculation based on another quantity type of input question from the order form
    • This feature is found within the 'Advanced Options' section of calculations
  • The printer is now able to switch between two different workflow views for estimates: List view of the estimate's workflow processes or card (box) view of the estimate workflow processes
    • Once the estimate workflow processes are in the needed order, the printer can now have Odyssey link the processes automatically
    • The links of the estimate's workflow are marked accordingly in the 'list' view of processes
    • Printers are able to add links in the 'list' workflow view of processes
    • Printers are able to remove processes in the 'list' workflow view
    • Printers can now link a process between two other processes and maintain the linking of the newly added process

 

Released: 12/17/2021
Version 2021.48


 

  • When creating a new product workflow, there is the option to add a "Simple workflow" that will guide the printer step-by-step in setting up the simple workflow
    • In the first step, the printer is able to add Production and Post-Production processes, create a new process and order the processes as needed
    • In the second step, the printer is able to add resources to the inputs and outputs of the linked processes
    • In the third step, the printer is able to add calculations to the resources within the processes
  • When adding a new process, the printer will be able to add the processes and define the inputs and outputs in a more defined method
  • When changing a Pending job's quantity, the printer will have three choices to choose from, each choice showing the price and profit change adjustment that will be set for the chosen radio button:

 

 

Released: 12/03/2021
Version 2021.47

 


 

  • Device and Tool resources have additional speed configurations available
    • While adding a new Device or Tool resource, there is a 'Run Speed' screen directly after setting up the cost for the resource
    • Also, printers may select the 'clock' icon (named 'Speed Settings') to be taken directly to the 'Run Speed' screen to add/edit Run Speed settings for the resource
    • Printers may now add a fixed speed or variable speed (Long Run)
    • Printers may now test the run speeds added for the resource under the 'Test Your Speed' section
    • Printers may now add in a 'Setup Time' that will be added to the device total time for a job
    • There is now the ability to add conditions based on media thickness that may affect run speed
  • Printers will now see the Selling Price within the Pending, In Progress, and Completed Jobs tabs
    • The 'Selling Price' column is also sortable
  • Printers will now be able to filter jobs within the Pending, In Progress, and Completed Jobs tabs by the 'Date Added' column
  • Printers may now edit the 'Expiration Date' of a from-scratch estimate

 

Released: 11/19/2021
Version 2021.46


 

  • Creating estimates from scratch has received many updates which includes:
    • Printers are able to add a size while creating an estimate from scratch. This can be a predefined size from a list of common sizes or a custom size
    • Additional configurations are now available to be set before the estimate from scratch workflow screen:
      • Printers can reorder the processes into the order they choose
      • Processes can be opened up to see their Inputs and Outputs
      • The printer will be able to set resources for the processes
      • The printer can set which process contains the finished size
      • The printer will be able to add notes to processes
    • Printers can now change the quantity of the first of the three estimate copies for an estimate created from scratch
  • Printers are now able to add weight (in lbs) to the MiscConsumable resources when adding the resource as new or if editing the existing resource
  • The changes in weight of a media resource will be reflected throughout the processes of a job workflow
  • Printers can now sort the columns within 'Pending' and 'In Progress' jobs

 

Released: 11/5/2021
Version 2021.45


 

  • Resources and templates now have the ability to inherit the cost from the parent template that they belong to
  • Any resources and templates added under the parent template will inherit the cost from the parent template by default
  • Printers can decide if when creating a new resource that is to belong under a template, if they do not want the resource to inherit the cost from the parent template
  • The printer can now add in costs for a resource during the process of adding a new resource
  • The cost icon ($) or 'Cost Settings' tab when selected, will take a printer directly to the 'Resource Cost' screen of the resource
  • Printers will now have a 'Cost log' showing all changes made to the cost of media resources

 

Released: 10/22/2021
Version 2021.44


 

  • Printers will be able to view the media resource group screen between two tabs: the first one with all their papers; the second one with all their templates
  • In the 'Templates' tab (of media resources), printers will be able to select a template to see the templates under this template and its resources
  • The media resources are presented in a table with the main columns defined, one of which is the cost that printers will be able to change with a 'Quick edit' button as a bulk action
  • The columns in the list of media resources can now be reordered
  • Printers will now be able to filter the media resources list by tags, paper type and availability
  • Printers will now be able to search for a specific media resource using the 'Search' function on the main media resources page
  • Printers will now be able to export the list of media resources as a CSV or PDF file
  • The style of the buttons that allow printers to 'Start' and 'Complete' processes in a job have been changed to more clearly define a process has not been started, has been started and has been completed
  • Printers will see a friendly and more informative error screen when a job cannot be opened for a specific workflow
  • The list of 'Requested' estimates is more evenly distributed on the screen
  • The cost associated with the product (set in My Products > Cost Settings) will be displayed for the estimates that comes from an order form that has the Cost Settings set up
  • Printers will now be able to add waste (as a quantity or percentage) to calculations associated to post-production processes
  • The omnisearch tool now searches within 'Files' and 'Tags'

 

Released: 10/8/2021
Version 2021.43


 

  • For estimates that come in from an order form, printers will now be able to select from an existing Product workflow, a workflow from another estimate, or create a workflow from scratch to apply to this estimate
  • For estimates that do not begin from an order form, printers are able to select a workflow from an existing estimate or create a workflow from scratch to apply to this estimate
  • Within an estimate's workflow, a printer will be able to link a process to another without using the 'Link' modal that is found within Product workflows.
    • In other words, a printer will simply be able to select the input and output to be linked directly on the estimate's workflow screen
  • Within an estimate's workflow, printers will be able to see the estimate's cost, quantities, and estimated due date as soon as the printer makes a change to the workflow
  • Within an estimate's workflow, printers will be able to create two additional quantities to compare costs and estimated delivery date between three total quantities
  • Within an estimate's workflow, printers may now approve the original quantity or one of the other two quantities on behalf of the printbuyer
  • Within an estimate's workflow, printers may change the price for any of the three quantities
  • Within an estimate's workflow, printers may adjust the quantity for the 2nd and 3rd quantity
  • In the Estimates > Requested screen, printers will now be able to open the 'Estimate' modal once they have configured a workflow for the estimate

 

Estimate modal will be available when a workflow has been created for an estimate

 

Released: 9/29/2021
Version 2021.42

  • Printers will see an Alert when the printbuyer answers a question from within the 'Questions that need to be answered' section of their Account
  • Printers will now be able to select multiple resources at once to add tags
  • Printers will have new tagging functionality to add, rename, and delete tags from resources
  • When adding or editing a single resource, printers will be able to see the tag(s) that are assigned to the resource
  • When selecting resources, printers will see the already added tags that can be selected to add for additional resources under 'Add tags'
  • Tags added at the template level will be inherited for resources added to the same template
  • When adding a unit of measurement for a resource, the printer will see a drop-down with the units available to choose from
  • When opening a job workflow, an error message will be provided if the conditions to apply in the product workflow results in more than one valid path that the job can take    
    • This would be regarding a specific node and it's associated conditions to apply needing to be reviewed
    • Odyssey will also provide a direct link to the product workflow from the error message
  • Printers will now see a list of processes and nodes on the left-hand side of the screen within a product workflow
  • Printers will now be able to mark a process as 'post-production' or 'process'
    • This replaces printers having to mark a process considered the 'final' process
    • Post-processes will show as blue

 

Released: 9/10/2021
Version 2021.41


 

  • Printers will now see a 'Due Date' and 'Estimated Completion Date' column within 'Pending' and 'In Progress' Jobs tabs
  • Employees that have been assigned a task for a job will now see the job's 'Due Date' and 'Estimated Completion Date' within their 'My Calendar' pop-up modal
  • While in the 'Calculations' modal of a resource within a workflow, printers can now sort the 'Resource' and 'From' columns ascending or descending
  • Printers may now add a 2nd question from the order form as part of the calculation
    • Example: A printbuyer may order 10 sets of blueprints with 10 pages per set. The final quantity of the order is still '10' but Odyssey will be able to multiple the 10 sets x the 10 pages to come up with a total quantity for the needed calculation(s)
  • Printers will see the Alert messages have been updated to the following format: "There is a new <order, estimate> with Job ID: <###> requested on <year-month-day> from <customer>. It's ready to go."
Was this article helpful?

header-top-left-border Created with Sketch.
header-top-right-border Created with Sketch.