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Before a quote or invoice can be generated, you will need to set up a pricelist for the supplier and enter the cost for each task they are able to complete. More information can be found on the Supplier Pricing page in this section of the documentation.
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For invoices, it is also best to create the invoice after the work has been completed so that the pricing information is correct. This is especially true if discounts are to be applied for fuzzy matches and pre-translations in the source file. |
Prerequisite tasks for generating supplier quotes and invoices
To generate a proper quote or invoice for a CoDyt project, the following steps should be performed first in the system:
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To view the current quotes and invoices for a project, first select the project within Wordbee Translator (Projects > Select). Then click on the Counts & Costs Tab and Quotes and Invoices.
Supplier costs and invoice production tools
You can configure the workflow templates After this has been completed, the system will be able to generate any needed quotes or invoices for your projects. Please note that invoices are typically created at the project level and can then be compiled together to create a unique invoice such as monthly or quarterly in the so called aggregation process.