A Codyt Project can be set up to be fully automated when using the new order form; however, if you have set it up differently, a few tasks might need to be done manually. The following sections provide insight on what steps are required when managing orders in both ways:
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The new order form saves a lot of time, because you get to configure everything upfront so that when the form is submitted, it is already taken care of in the system. When an order is submitted in this way for CoDyt Project and has been configured for full automation, it will appear as shown below:
Step 1: 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.
This is done from the Work Status Tab when viewing the project. In the Finalise Translations section you will see each translation that needs to be finalised in the system for the project. To finalise a translation, click on Finalise Now and then click on Confirm in the pop-up window.
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Step 7: Create an Invoice
Suppliers will be able to conduct the work once the proposal has been accepted. After reviewing the work, you will need to generate an invoice for the client in the system.
This can be done by completing the steps below:
- Click on the Counts & Costs Tab when viewing the project.
- Click on Client counts and cost.
- Tick the checkbox for the document(s).
- Click on Create quote/invoice selected...
Next, choose Invoice Draft for the status. You can enable client access for viewing through the client portal and choose a format (compact or verbose). Click on OK to finish.
You will be redirected to the Quotes and Invoices section of the Counts & Cost Tab. To change access rights for the client, use the drop-down menu underneath the Access Column.
Click on Select to view and/or edit the invoice as well as attach it for viewing and/or downloading.
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For more information about generating invoices and attaching them to the project, please see the Creating Client Invoices page in the Getting Started Guide. |
Step 8: Finalise Translations
As with an automated ordering process, the completed translations will need to be finalised. Click on the Status Tab when viewing the project and then click on Finalise Now next to each finished translation.
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To learn more about finalising translations, please see the Finalising Translations page in the Getting Started Guide. |
Step 9: Copy Files from Project
After all other steps have been completed, you will need to copy the project files to the order. To do so, complete these steps:
- Click on Orders.
- Click on Select for the order.
- Then scroll down to the Documents section of the Order Details Tab.
- Click on Copy files from/to project.
- Click on Copy files from project in the drop-down menu.
Choose the files you would like to copy from the project by ticking the checkbox next to each file name. You may also configure the destination folder, change the file name, and disable the option for overwriting existing files. Once finished, click on OK.
Folders for each language will be added in the documents section and you will be able to see each file that was copied from the project. Once this step is completed, you will be able to mark the work as done so the client can review the work and approve it.
