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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Jobs may also be proposed to suppliers from the Work Status Tab when it is a CoDyt Project. |
Step 8:
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Generate Invoices
After job proposals all jobs have been acceptedcompleted, the appropriate suppliers next step 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.
Once the work has been completed, the status will need to be changed to completed so it can be handed off to any additional suppliers such as a revisor or someone for proofreading. The translator (if using the client portal) will be able to check the translation and change the status. They may either close the job or keep it open for continued communication until the project has been completed.
After a job has been completed, they will still be able to view messages, see the terms & conditions, and rate the job. For more information about the rating feature, please see the Rating Orders & Jobs page.
The project manager will see the following on the Jobs Tab for the project after a job has been completed:
Step 9: Generate Invoices
After all jobs have been completed, the next step will be to generate an invoice for the completed work. To generate an invoice, first click on the Project Tab when viewing the order details. be to generate an invoice for the completed work. To generate an invoice, first click on the Project Tab when viewing the order details. Then do the following:
- Click on the Counts & Cost Tab.
- Click on Client Counts and Cost.
- Tick item the invoice will be created for.
- Click on Create quote/invoice selected....
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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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9: Finalise the Project
Next, it is time 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 pop-up window.
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The finalise translations section will appear as shown below once all documents have been finalised:
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10: Copy Project Documents to Order
The finalised project documents must now be copied to the order. To do this, you will need to click on Orders in the Menu Bar and select the order. Then scroll down to the Documents Section and click on Copy Files from/to Project.
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In the pop-up window, you have the option to send a message to the client and to enable/disable email notifications. Click on OK when finished.
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Optional: Rate Project
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Once the the above steps have been completed, the Order Details Tab will appear as shown below when viewing the order. You have the option to rate quality, timeliness, source text quality and more. To learn more about ratings, please see the User Ratings section in Administration.
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