An order may be submitted via your website by using the classic order form or with the new order form. The New Order Form can be used to do the following
- Submit orders internally for clients who are already in the system.
- For clients to submit orders through the client portal.
This order form can be configured to automate the entire ordering process from submission, to project setup, and work delivery. To learn more about configuring the new order form for a client, please see the New Order Form section underneath Administration.
Before an order can be submitted via the new order form, you will need to configure the form either for a specific client, certain project types, or even by domain. This form automates all the work required to complete an order including:
- Order Submission
- Project Creation
- Word Counting
- Cost Calculation
- Invoicing
- Job Creation & Assignment
Once the new order form has been configured, the client can log into the client portal and submit orders as needed. If you do not have the client portal feature, then the project manager can submit orders via this form internally in the system.
Accessing Orders
To access orders submitted with this form, you will need to do the following:
The following sections will show you how to complete an order submitted via this form from project creation to work delivery for both Standard and CoDyt projects as well as show the required steps when the process has been automated in the system.