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As you can see from the image above, the status for this order is "Request"; however, you can configure the new order form to set the status for the order and the created project to be different. A cost is already present and the project has been created.
Step 1: Send Proposal
If the status is "Request", you will need to click on Send Proposal to send the cost information, etc. to the client.
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1: Review
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Costing and Project Information
If you click on the Cost Tab, you will see that an invoice draft has already been created and this is why the cost already appears in the order. The new order form can be set up to use a Word Count Profile, specified Pricelist, etc. to automatically obtain a word count, calculate the cost, and generate an invoice for the order.
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Note: Jobs can be created or even configured to be automatically proposed or assigned via the new order form. If the Jobs are just created, you will need to assign them to a supplier manually and manage the actual workflow of the project. However, as mentioned, this could be automated as well through the form.
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2:
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Propose or Assign Jobs
To propose/assign jobs to suppliers, click on the Jobs Tab and then click on Manage for a job. In this example only one job is present for translating the document.
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To learn more about this step, please see the Create Jobs for the Project page in the Getting Started Guide. |
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3: Finalise the Translations
For fully automated CoDyt project orders, the most of the work is done for you! After the job has been accepted by the supplier and the work has been completed for the project, all you need to do is finalize the translations.
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To learn more about finalising your translations for a CoDyt project, please see the Finalising Translations page in the Getting Started Guide. |
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5: Copy Files from Project
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Manual Steps