In the context of Wordbee Translator, an order is a translation request made by a client.
An order can be created by a client who asks for a translation estimate. See: How do external clients create orders?
- An order can also be created internally. See: How to create an order internally?
- Once the order is received or created internally. See: Integrating an order into a project.
How do external clients create orders?
External clients can create orders by using a web page form. To do so, they have to use the external URL (Uniform Resource Locator, used to denote resources and pages on the Internet) page provided by Wordbee.
Using this form, the potential client completes the following actions:
- Filling in the details. Defining the source and target language(s).
- Loading the document(s) from the local computer (with a limit of 100 MB).
- Clicking on Submit (lower right part of the form).
Now see: Integrating an order into a project.
How to create an order internally
From your Wordbee online platform:
- Click on the Orders' down arrow (or pointing at it for a moment using the mouse).
- Click on New Order from the list. Fill in all the required fields:
- Click on Submit form (right top of the page)
Note: You can customize the languages and the properties of the client portal accessible to your external clients as well as your internal form. To do so, go to Settings - Invoicing and client Processes - Client portal.
Now, see:Integrating an order into a project.
Integrating an order into a project
Note: If the order comes from a client, read all this section. If you have created the order internally, read from "You have now to integrate the order in a project."
Once a client has filled in the form seen above and has clicked on Submit, the whole package is sent to your company. The next time a project manager logs in and clicks on Orders, this new order appears as a new request in the Status column or in the Latest events panel (see: The Latest events panel).
To integrate an order into a project, follow these steps:
Select the order by clicking on Select (from the menu Orders, from the Latest event panel or from the Quick links panel).
Note: If the client is not already registered, you cannot continue the process. To create a new client, see: Clients.
- Click on Edit.
- Fill in your Reference.
- Select a Manager (optional) by choosing one from the list.
- Click on Save (right upper part).
- You now have to integrate the order into a project. Click on Attach to project.
- Since this will be a new project, select Create Standard project.
- Select one or several Tasks from the list.
- Select the Price list.
- Select if the files should be copied to the project by marking the Documents to translate option. You should normally leave this option on.
- Click on OK.
Now that the order is integrated into a project, to continue the creation of the project, see: Standard projects.
- When the project is entirely created, you are ready for the last step: return to the order by clicking on the Orders' arrow on the main menu and selecting the appropriate one or searching for it by opening the Orders > All orders page and selecting it from the list.
- Click on Send proposal. Another window opens in which the order status will now have changed from No reference to Proposal (at a later point, it will change to Accepted).
- Type a message for your client by clicking on View/Send messages.
See also:
What is a project?
[ Creating projects|Creating projects]
Clients
Note: order capabilities are only available if you are subscribed to Wordbee as a manager or team leader, hence this option might not be available to you based on your subscription. Should you need further details, please contact Wordbee Sales at