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
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automated orders
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 to generate a CoDyt Project, managers can reduce all manual interaction with the processing of the order to 0. The request received will automatically generate the project, the dispatching and the cost calculations can be done internally by the system and the final delivery once the workflow has been completed can also be automated. See a sample of this scenario right below:
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This full automation behavior has been configured for all related options in the order form and the workflow template(s)). Read below for more details:
Prerequisite 1: Configure the workflow templates
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For example, you can automatically create any quote/invoice related to the jobs, generate the final deliverables and update the status of the related request automatically.
Prerequisite 2: Configure the Order Form options
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All you need to do is complete the following three steps after the work has been completed and reviewed:
Step 1: Finalise the Translations
For fully automated CoDyt project orders, the most of the work is done for you! After the job has been accepted by the supplier and the work has been completed for the project, all you need to do is finalise the translations.
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After the work has been marked as done, you will have the option to provide a rating. More information can be found in the User Ratings section. |
Manual
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order management
When minimal automation is configured for a CoDyt project in the new order form, the steps are quite similar to what you would need to do when an order is submitted through the classic order form for a new client, except the client does not have to be added because they already exist in the system.
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For more information about marking documents for translation in CoDyt Projects, please see the Upload Your Documentsyour documents page in the Getting Started Guide. |
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For more information about managing quotes for CoDyt projects, please see the Creating Client Quotescosts in Codyt projects page in Managing Quotes & Invoices. |
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For more information about proposing and assigning jobs to suppliers, please see the Modify Workflow How to modify the workflow in an existing project page in the Getting Started Guide. Learn how to preview costs and estimate delivery for suppliers before assigning them jobs or even how to generate the final invoices for their activity in the dedicated pages. |
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For more information about generating invoices and attaching them to the project, please see the Creating Client Invoicescosts in Standard projects page in the Getting Started Guide. |
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