Managing dynamic supplier groups

Overview

Wordbee Translator allows you to create supplier groups based on filters like the translation domain of suppliers, their type (freelancers, agency.....), custom field values, labels, etc. Depending on the filters applied, the system will add to the group all relevant suppliers. And as for static groups, suppliers' language pairs are not taken into account. If the group is assigned to a job, depending on the language combination, the system will only send notifications to the right suppliers in the group.

Create Supplier groups

To create a dynamic supplier group go to Suppliers > Supplier groups > Add group:

You are requested to fill-in group details before being able to select the filters to apply. Details include:

• The group name: you can for instance create a group per translation domain, client, etc.
• The job type = the type of task to be performed by suppliers like translation, revision, proofreading, layouting, etc.
• The type of group : select 'Dynamic group'.

• Strict languages: Optionally tick this option If you want the system to only send job notifications to suppliers for which the languages match perfectly with the job languages (of a given project). This option is useful if you work with language locales and wish to make sure that the right suppliers have been assigned to the jobs.
• Document names: Optionally restrict group to specific documents. This group is not automatically assigned to a job if the job document names do not contain any of the strings above. Case differences are ignored. Type one string per line.

Once the group details are configured,  click on the 'Save' button.

Supplier filter list

A list of filters appears after the saving of the supplier configuration form. The filters are divided into 3 categories:

• Services

  • Once external suppliers or inhouse workers are preselected from the filters below, you can optionally filter the price list services that shall be retained in this group.

• External suppliers

  • Restrict which external suppliers shall be selected. These filters apply to company-level fields including custom fields and labels.
    
    
    
    

• Inhouse workers

  • Optionally delimit the inhouse workers to select. These filters apply to person-level fields including custom fields and labels.