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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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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If the order is viewed again by clicking on Orders in the Menu Bar, you will now see an Icon underneath the Project Column to show that a project exists for the order.
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Now that the project has been created in the system, you will be able to make pricing changes, mark the document for translation, perform a word count, calculate the cost, create quotes, propose jobs to suppliers, and generate invoices for completed work.
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The Project Details Tab will appear as shown below:
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. |
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.
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. |
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.
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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