Managing Clients
A client is a person for whom you workA supplier is a vendor providing you a service. This could be a company that you are working for or an internal department which needs documents or other items to be translated, revised, proofread, and so on(LSP, agency) or a person working as freelancer in any of the projects .
With Wordbee Translator, you are able to build a client list and manage each client in the system. This includes entering all the usual information: addresses, emails, phone numbers, etc. A client in the system create a full pool of vendors and navigate the general services they offer from a single screen. In order to achieve that, you will need to enter all relevant information in their profiles: addresses, emails, contact numbers, services, fees, TAX %, payment terms. Like any other company in the system. suppliers may also have an associated price list to their profiles.
To learn about adding a client supplier and configuring them in the system, please see the following pages:
| Child pages (Children Display) |
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Benefits of the Client Feature
In Wordbee Translator, you are able to create a client in the system for each individual, agency or corporation. Creating a client in the system makes it easier to complete jobs for them, cost work, track progress, etc.
You can even assign logins for accessing the client portal. This allows the internal or external client to manage their team, access project documents, and communicate effectively about tasks.
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How to access the pool of vendors in the System
Each supplier excels in a certain language and/or domain(s) of expertise. When a supplier is added to the system, you are able to manage and track their rates, negotiated discounts, domains, documents, and other information easily. For example, you might provide translation services to an external client and the client feature may be used to:
- Enter Basic Contact Information
- Set Discounts
- Enter Pricing for Services
- Auto-Calculate Costs
- Track Job Progress & Performance
- Manage Client System Logins
- Manage Client Reference Materiels
How to Access Clients in the System
To access the client supplier management screen, click on Clients Suppliers in the toolbar and the screen will appear as shown below (on mouse over some actions will also be proposed):
