Use this article when a quote's assigned route looks wrong and the spec on the quote itself is correct — for example, when an offset-sized Stitched Book lands on the HP Indigo instead of the XL105. After this you will have either confirmed the route is correct given the setup or fixed the setup record (substrate, machine, or category step) that caused the wrong route, and re-verified the route on a recalculated quote.
Before you begin
You have already reviewed the assigned route from the quote — see Review the estimation path on a quote.
You know which machine you expected GelatoConnect Estimator to choose.
Required role: MIS Admin or MIS User with edit access to Estimate Setup (see Estimator permissions reference).
Steps
1. Open Issue analysis on the quote
On the quote, select See price breakdown → Issue analysis. Note the assigned machine for each step: print, cut, fold, bind. Make a note of which machine was assigned and which appear under Excluded machines, with the reason next to each.
2. Find the setup record for each assigned step
Open Estimate Setup and navigate to the record that drives each step:
Step type | Setup area to open |
Print machines | |
Substrate | Substrates |
Fold, cut, bind | Finishing machines |
Category step routing | Products (open the category, then the part) |
3. Cross-check the inputs that filter the route
For each assigned record, confirm against the quote spec:
Tags. Does the assigned press carry every tag the quote requires? Does the substrate carry tags that match the press you expected?
Sheet size and caliper. Is the quote's imposed flat sheet within the assigned press's minimum and maximum sheet size, and is the substrate caliper at or below the press's maximum?
Substrate assignment. Is the substrate assigned to the category's part in the product setup? An unassigned substrate is invisible to the routing engine even when it exists in the library.
Step list. Does the category's part include the step you expected (fold, stitch, laminate)?
4. Adjust setup and recalculate
Make the change in the relevant setup record. Open Pending Changes at the top of Estimate Setup and select Apply Changes. Return to the quote and Recalculate.
5. Re-open Issue analysis to confirm
Open Issue analysis again on the recalculated quote and confirm the route now picks the press you expected. The price breakdown shifts to reflect the new route — make-ready, run, and click or plate lines change to match the new press.
Example: A Stitched Book route picks the wrong press at Northgate Press
We'll cross-check the route on a 5,000-run Stitched Book that landed on the HP Indigo when the offset XL105 was expected.
Spec:
Press expected: XL105
Press assigned: HP Indigo
Substrate: SRA1 (narrative: Silk 100gsm SRA1)
Category: Stitched Book
Walking the steps with these values:
Step 1 result: Issue analysis lists HP Indigo as the print machine and shows XL105 under Excluded machines with the reason "no matching tag".
Step 2 result: Opening the SRA1 row in Substrates shows it carries the Digital tag but not the Offset tag.
Step 3 result: The XL105 record requires the Offset tag on the substrate; the SRA1 row is missing it.
Step 4 result: Add the Offset tag to the SRA1 row, Apply Changes, and Recalculate the quote.
Final state: Issue analysis now lists XL105 as the print machine; Excluded machines no longer flags XL105. The price breakdown's print line drops from the digital click rate to the XL105 plate-and-run cost.
What success looks like
The route on the recalculated quote names the press you expected.
Excluded machines no longer lists that press, or lists it with a reason you understand and accept.
The price breakdown's per-step costs shift in line with the new route.
Things to know
If the route still lands on the wrong press after Apply Changes, check that Pending Changes dropped to zero — a setup edit that is still pending is not yet live for routing.
A substrate change can affect both routing and material cost; expect the substrate line on the price breakdown to move when tags or caliper change.