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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Your message will appear in the Order Details as shown below and the status will now show Proposal.
Step 6: Create
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& Assign Jobs
You are now ready to create jobs for the project and send job proposals to suppliers. To do this, click on the Project Tab when viewing the order. Then click on the Jobs Tab and click on New Job.
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They may also log into the client portal (if the feature is enabled on the platform) to view the job proposal and accept it. With this feature the supplier may also conduct the work and submit it. Once a proposal has been accepted by the supplier, the Jobs Tab will appear as shown below.
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it
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Step 7: Complete 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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The project manager will see the following on the Jobs Tab for the project after a job has been completed:
Step 8: Generate Invoices
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- 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....
Next, choose Invoice Draft in the Status drop-down menu. If desired, enabled the option to make the invoice accessible to the client via the client portal and then choose a format for the invoice. Click on OK when finished.
You will be redirected to Quotes and Invoices on the Counts & Cost Tab. In the example below the access permissions have been changed to "Can View". You can choose to provide no access or even allow the invoice to be edited. Click on Select to view the invoice.
To finish, you will need to attach the invoice. Perform the following:
- Click on Attach.
- Create the file from your own or the default Wordbee template.
- Click on Save and Attach.
After the invoice has been attached, you will see a Download option. Click on Close to exit the invoice pop-up window.
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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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