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 complete a form configuration and save it 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. The order can be accessed in the system after it is submitted.
After accessing it, the following pages can be used to see what other steps are necessary to complete the order depending on type of project (Standard or CoDyt) and the form configuration.
Accessing Orders
To access orders submitted with this form, you will need to click on Orders in the Order Menu and then click on Select next to the order you want to view.
You will be redirected to the Order Details Tab for the order.
This page is broken down into the following sections:
- Status - Shows the status, message, cost, project and contact information. However, since this order was submitted via your website by a new client, there is no information to display and the cost/project must be configured manually. Note that when clicking on the 'Status' itself, both the client and project manager can see the history of the order to know when the order was set to 'In progress' by the project manager but also to see when the deadline has been adjusted by the project manager (if the client deadline could not be met).
Remember
You can enter a message each time you do manual changes in the order status. Additionally, you can decide to notify or not these updates to users who are involved in the request (or who are subscribed to this type of event).
- Details - Shows the order information including the client, entered reference number, deadline, date received, and language/task information. Since the client is not registered in the system, you will see a message like the one above. Here you can assign the order to an existing client or add them to the system for project creation.
- Documents - Shows all documents the new client submitted as part of the order.
Before a project can be created in the system, you will need to perform a couple of tasks. First, the order must either be assigned to an existing client or the new client must be added to the system. In most cases, the client will need to be added. The steps for doing so are shown in the next section.
With the New Order Form, the client is already in the system. Depending on how the new order form is set up, you may have to create a project or simply review the details.
In the example above, the project is automatically created, a cost is already present, and the order has been attached to the project. The new order form can be a great time saver when your clients regularly submit orders in the system or to your company.