Use this article when you are onboarding a tenant and want to visit every Estimate Setup area once to learn what it owns. After this you will have opened each area's table, seen its rows or its empty state, and confirmed your tenant has the expected entries enabled.

Open Pending Changes at the top of the sidebar. If your tenant is fresh, the list is empty. The empty-state copy explains that edits will appear here for review before applying. Return to this area whenever you have staged work to publish.

Open Substrates in the sidebar. Expand the parent entry to reveal subtype entries — typically Commercial Print and Large Format. Open Commercial Print and confirm the table shows seed substrate rows with name, sheet size, weight, coat, and tags. Each row in this table maps to one paper option the routing engine can pick from.

Open Print Machines. Expand the parent entry to reveal subtype entries: Sheet-Fed Digital, Sheet-Fed Offset, Web Digital, Web Offset, Large Format. Open Sheet-Fed Offset and confirm the table shows the offset presses configured for your shop, with machine rate, plate cost, and accepted-sheet-size fields visible per row. Repeat for Sheet-Fed Digital to check the digital engines.

Open Finishing Machines. Expand to reveal subtype entries by finishing step: Cut, Fold, Crease, Laminate, Spot Finishing. Open Cut and confirm the guillotine entries are present with their accepted-sheet, speed, and rate fields.

Open Binding Machines. Expand to reveal subtype entries by binding type: Saddle Stitch, Perfect Bind, Wire-O, Case Making, Pad Glue, Folder Gluer. Open the binding subtypes that match your shop's product mix. Each binding subtype carries its own page-count and binding-edge accepted ranges.

Open Products → Categories. The table lists every product family the shop quotes — Leaflets & Flyers, Folded Leaflets, Stitched Book, PUR Softback, Wire-O Bound Book, Notepads, Banner, and so on. Open the Stitched Book row and confirm the category editor shows the parts (typically cover and body), the production steps assigned to each part, and the field rules. Browse to Field Rules, Conditional Steps, and the Custom (Price Model) entries to see how production rules attach to categories.

Open Reference Data and expand. This area holds the shared lookups every category and machine reads from. Open Finish Sizes to see the standard finished sheet dimensions, Page Folds to see the panel layouts for folded products, Page Colors for the colour-option library, Page Limits for page-count presets, and Die Cut Templates if your shop runs die-cut products. Editing a reference-data row updates every category that uses it.

Open Category Pricing. The table lists every category that has a markup model configured. Open one row to see the markup buckets and how they map to the cost subtotal on a quote.

Open Pricing Rules if your tenant has it enabled. This area lists the conditional pricing rules the engine evaluates after the route is picked — customer-specific discounts, volume markups, and category-specific exceptions.

Open Settings. The Settings group has four tabs: Email Template (the quote-letter template), General Settings (storefront and tenant-wide options), Guidance (rules that shape AI behaviour during intake), and Connections (the MIS export endpoints and any other integrations).

Use the GelatoConnect sidebar's Manage estimates entry to leave Estimate Setup. You have now visited every standard Estimate Setup area and can navigate to any of them directly the next time.