Once you've built an estimate with the Connect AI agent and the customer has accepted it, you can convert it into a GelatoConnect One (MIS) order. This article walks through the conversion screen, the details you add along the way, and what happens to the order immediately after it's created.
Before you start
Your estimate is complete, with all product details selected from your discussion with the Connect AI agent.
The customer has accepted the estimate.
You have the delivery date, the customer's purchase order number, and the artwork files ready.
Step 1: Open the conversion screen
On the Manage Estimations page, with all details entered, select Convert to order in the top-right of the screen. This opens a summary screen that gathers together all the details already captured in the estimate, so you can review them in one place before generating the order.
Step 2: Set the delivery date and PO number
With the estimate accepted, define:
The delivery date for this specific order.
The customer purchase order number.
Step 3: Review the job ticket inputs
The job ticket inputs are populated from the AI-generated summary. If you need to change anything that will appear inside the job ticket, use the Edit button to adjust it before converting.
Step 4: Add notes
You can attach three types of notes, each surfacing in a different place:
Internal notes — for your team (e.g. "look into the detail of the image").
Customer notes — visible to the customer (e.g. "secure colour proof").
Production notes — added next to each production step.
The production steps themselves come straight from the estimate and reflect how the order will be produced. In this example the order has a print step and a cut step, and you can add a production note beside each one (for example, an instruction for the printing operator, and a separate one for cutting).
Step 5: Convert to order
Once your notes are in place and the job ticket details are as you want them, select Convert to order. The order is generated and you're taken directly to the Manage Orders page.
After the order is created
The new order already carries both a Gelato order ID and a customer order ID, and you can track its progress from Manage Orders. The order status shows as received, and an on-screen prompt tells you the next action.
From here the order moves through the fulfilment flow:
Upload artwork — the next-action guidance prompts you to upload artwork files for each order item. Select the order item (in this example, the business cards), add the order file, and upload the artwork.
Pre-press — the order moves to pre-press, where the pre-press workflow runs to apply whatever the file needs.
Proof approval — proofing and production files are generated. Send the proof to the customer for approval.
Proof approved — once approved, send the item to production.
Production — the production workflow runs and prepares the print jobs. The Mark as produced button stays greyed out (with the note "available once all print jobs are prepared") until every job is ready.
Shipping — after the item is marked as produced, confirm the shipping address. The order is marked as shipped once the packaging station has scanned the item and the shipping label has been produced.
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