The classic order form can be integrated with your website and provides an easy way for new clients to request work by submitting a general order. When this form is used, the order will be viewable in the system; however, the client will not exist and a project must be created manually from the submitted order.
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Then perform the following steps:
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Step 1: Create a Project for the Order
Now that the client has been added to the system and assigned to the order, you will be able to create a project, enter pricing information, calculate costs, and propose jobs to suppliers. To begin, the first task will be creating a project in the system for the order. Click on Attach to project... on the Order Details Tab.
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Project templates can be used to streamline several tasks for new projects in the system including compatible resources, workflow, pricing, word count settings, document format profile, and custom fields. These are typically created after one project has been placed in the system for a client. To learn more, please see Project Templates in the User Guide section.
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Click OK once you have finished the configuration.
Step 2: Copy Files to the Project
You will be returned to the Order Details Tab. Scroll down to the Documents Section and click on Copy files from/to project.
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The Project Details Tab will appear as shown below:
Step 3: Mark Documents for Translation
Click on the Documents Tab and then right click on the appropriate source document. Then choose Translate Yes/No and Mark for online translation.
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For more information about marking documents for translation, please see the Upload Document(s) page in the Getting Started Guide. |
Step 4: Count Words & Set Cost
Next, you will need to complete a word count for documents. This information is necessary to properly calculate the cost based on the number of words and the pricelist information. Click on the Counts & Costs Tab and then Client counts and cost.
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Now when you view the order, you will see the cost on the Order Details Tab. Access permissions will also be displayed for the client. If you have the client portal and a login exists for the client, they can view the cost and quote information by logging in.
Step 5: Generate a Quote
Select the documents again and click on Create quote/invoice. Make any needed changes to the configuration and choose a format in the provided pop-up window. Then click on OK.
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For more information about completing quote generation for CoDyt projects, please see the Client Quotes & Invoices section. |
Step 6: Send the Proposal
Go back to your order by clicking on Orders in the Menu Bar and then clicking on Select. On the Order Details Tab, click on Send Proposal.
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Your message will appear in the Order Details as shown below and the status will now show Proposal.
Step 7: Propose and/or Assign Jobs
You are now ready to send job proposals to suppliers for the project tasks. To do this, click on the Project Tab when viewing the order. Then click on the Jobs Tab. To select a suppliers, click on Manage for the desired job.
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Jobs may also be proposed to suppliers from the Work Status Tab when it is a CoDyt Project. |
Step 7: Complete
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Work
After job proposals have been accepted, the appropriate suppliers will need to complete the work. This can be done via the CAT editor when you have the client portal or via another preferred tool. The alternative choice will involve downloading the document, completing the translation, and then uploading it to Wordbee Translator.
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