Basic Workflow Overview

Step

Performed By

Action

1

You

Create a master estimate with all the desired products in iQuote for the XML Job Creator to use as a template.

2

You

Receive files from your customers, which you then read, process, and prepare for production.

Tip: If you want to combine data from multiple customers into consolidated production runs, you must do the following:
● Send the files to your print production software to combine splits into gang runs.
● Create billing sub jobs for passing price details and billing each customer individually.
● Send postage detail to your MIS (Monarch) for billing.

3

eFlow

Sends an XML file with the products required to iQuote for the job to be created.

4

iQuote

Validates all required fields in the XML file.

5

iQuote

Copies the master estimate and keeps only those products listed in the new XML received from eFlow.

6

iQuote

Automatically proceeds with the estimate workflow, which includes engineering calculations, approvals, etc. and sends the information back to eFlow, which notifies your MIS system, such as Monarch.

7

iQuote

After estimate approval, creates a new Job record to send back to eFlow and (if configured in iQuote) automatically generates a Sales Order record.

8

eFlow

Receives the new Job record and notifies the third party MIS (e.g., Monarch) to initiate the job, reserve inventory, create purchase orders, and initiate production operations.

9

MIS
(Monarch)

Sends the job information to your scheduling application (e.g., PrintFlow), if available, and creates a Job Billing record.

10

Scheduling Application
(PrintFlow)

If integrated with your system, sends information to the Auto-Count application for production.