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- Project Creation
- Copying of Documents to Project
- Word Counting & Cost Calculation
- Job Creation and Assignment
- Invoice Creation
A Codyt Project can be set up to be fully automated when using the new order form; however, if you have set it up differently, a few tasks might need to be done manually. The following sections provide insight on what steps are required when managing orders in both ways:
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Fully Automated
The new order form saves a lot of time, because you get to configure everything upfront so that when the form is submitted, it is already taken care of in the system. When an order is submitted in this way for CoDyt Project and has been configured for full automation, it will appear as shown below:
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If you click on the Cost Tab, you will see that an invoice draft has already been created and this is why the cost already appears in the order. The new order form can be set up to use a Word Count Profile, specified Pricelist, etc. to automatically obtain a word count, calculate the cost, and generate an invoice for the order.
Next, if you click on the Project Tab,
Manual Steps