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 a CoDyt Project and has been configured for full automation, it will appear as shown below:
In this scenario, the following tasks have already been completed:
- Project Creation & File Copying
- Marking Documents for Translation
- Cost Calculations
- Job Creation and Assignment
- Invoice Generation
All you need to do is complete the following three steps after the work has been completed and reviewed:
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 finalise the translations.
This is done from the 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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On the Order Details Tab, click on Work Done to sen send the completed work to the client for review and approval.
Manual
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Order Management
When minimal automation is configured for a CoDyt project in the new order form, the steps are quite similar to what you would need to do when an order is submitted through the classic order form for a new client. Since , except the client is already does not have to be added because they already exist in the system, you .
You will need to complete the following tasks to manage an order where automation has not been configured in the new order form:
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If the project has not been configured to be created automatically, then you will need to create it in the system and then copy the documents from the order to the project. On the Order Details Tab, click on the option titled Attach to project... to associate the order with a project.
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After the project has been attached, the documents need to be copied to it so they can be marked for translation, word counted, etc. Scroll down to the Documents Section of the Order Details Tab. Then click on Copy files from/to project and choose Copy files to project in the drop-down menu.
Select the files you want to copy and then click on OK to close the pop-up window and finish copying.
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- Click on the Projects Tab.
- Click on the Counts and Cost Tab.
- Tick the checkbox for each document that needs to have the cost set.
- Click on Set cost selected...
- In the pop-up window, tick the checkbox for each document.
- The click on OK (# lines) to finish.
The document will now have a price show the cost based on the number of words and pricelist information. The next step will be creating an quote for the proposal to the client.
- Tick the document again to create a quote draft for the client.
- Click on Create quote/invoice selected...
- Make certain Quote Draft has been chosen in the pop-up window.
- Enable the client to view the quote (if needed).
- Then choose the format (Compact or Verbose).
- Click on OK to finish.
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- Click on
in the pop-up window to choose a supplier. - Choose an individual supplier or propose the job to a group of suppliers.
- Make any additional changes such as entering a deadline, entering a cost information, or changing the job status.
- Then click on Save Changes in the pop-up window.
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Step 7: Create an Invoice
Suppliers will be able to conduct the work once After the proposal has been accepted . After reviewing and the completed work has been reviewed, you will need to generate an invoice for the client in the system. This This can be done by completing the steps below:
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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. |
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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.
Step 10: Mark Order as Done for Client Approval
On the Order Details Tab, click on Work Done to sen send the completed work to the client for review and approval.
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After the work has been marked as done, you will have the option to provide a rating. More information can be found in the User Ratings section. |