In the context of Wordbee Translator, an order is a translation request made by a client.

An order can be created by a client who asks for a translation estimate. See:  clients create orders?
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• An order can also be created internally. See: How to cree inenlly?712679

• Once the order is received or created internally. See:  into a project.712679

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How do external clients create orders?

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1. Filling in the details. Defining the source and target language(s).
   
   
2. Loading the document(s) from the local computer (with a limit of 100 MB).
   
   
3. Clicking on Submit (lower right part of the form).

Now see: into a project.712679

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How to create an order internally

From your Wordbee online platform:

1. Click on the Orders' down arrow (or pointing at it for a moment using the mouse).
2. Click on New Order from the list. Fill in all the required fields:
   
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3. Click on Submit form (right top of the page)

Note: You can customize the languages and the properties of the client portal accessible to your external clients as well as your internal form. To do so, go to Settings - Invoicing and client Processes - Client portal.

Now, see: into a project.712679

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Integrating an order into a project

Note: If the order comes from a client, read all this section. If you have created the order internally, read from "You have now to integrate the order in a project."

Once a client has filled in the form seen above and has clicked on Submit, the whole package is sent to your company. The next time a project manager logs in and clicks on Orders, this new order appears as a new request in the Status column or in the Latest events panel (see: The Latest events panel).

To integrate an order into a project, follow these steps:

Select the order by clicking on Select (from the menu Orders, from the Latest event panel or from the Quick links panel).

Note: If the client is not already registered, you cannot continue the process. To create a new client, see: Clients.

• Click on Edit.
• Fill in your Reference.

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• Select a Manager (optional) by choosing one from the list.

• Click on Save (right upper part).
• You now have to integrate the order into a project. Click on Attach to project.

• Since this will be a new project, select Create Standard project.
• Select one or several Tasks from the list.
• Select the Price list.
• Select if the files should be copied to the project by marking the Documents to translate option. You should normally leave this option on.
• Click on OK.

Now that the order is integrated into a project, to continue the creation of the project, see: Standard projects.

• When the project is entirely created, you are ready for the last step: return to the order by clicking on the Orders' arrow on the main menu and selecting the appropriate one or searching for it by opening the Orders > All orders page and selecting it from the list.
  
  
• Click on Send proposal. Another window opens in which the order status will now have changed from No reference to Proposal (at a later point, it will change to Accepted).

• Type a message for your client by clicking on View/Send messages.

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