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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Since this is a new client in the system, a project template will most likely not be available. 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.
Additionally, you can configure what tasks will be completed for the project (i.e. translation, revision, proofreading, etc.). Tick each applicable checkbox in the pop-up window to configure this information for the new project. For this example, there are no project templates and only translation + revision will be performed.
A pricelist defines the costing for work to be done. With it you will define the currency, discounts for fuzzy matches, discounts for pre-translations, and the price per task (translation, revision, etc.) and language pair (English to German, German to French,...). For orders being submitted through the classic form, you typically will not have a pricelist defined for the prospective client.
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To learn more about generating invoices for clients or suppliers, please see the Managing Quotes & Invoices section. |
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8: Finalise the Project
Next, it is time Before you will be able to finalise the project, you will need to manually mark the jobs as completed since this process is not automated for these types of projects. This can be done on the Jobs Tab by:
- Selecting the job.
- Clicking on More..
- Choosing the Completed status.
Now you are ready to finalise the project. When viewing the order details, you will need to click on the Projects Tab and then the Status Tab. This tab displays the work status of the project and is used to finalise translations after all work has been completed. To finalise the translation, click on Finalise Now and then click on Confirm in the Work & Delivery Tab. These steps will need to be performed for each translation that was part of the project. To choose a different translation, use the drop-down menu above the Print Button. Click on Finalise to complete this step.
You can create the document from translated segments when using the CAT Editor or may upload the translated document when the work is performed with another tool. Either click on Create or Upload in the pop-up window.
The finalise translations section will appear as shown below once all documents have been finalised:
Step 10: Copy Project Documents to Order
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