Client places order through catalogue
- Go to the client catalogue and select Easy Read.
- Input a description of the work required.
- Upload any relevant files, select a delivery deadline and input a title of the request.
- Press Submit. This will take the job to the Pending tab.
- Project manager accepts the job from the Process Jobs tab.
Alternatively, the project manager can add the job manually by doing the following:
- Click the Add job icon at the top of the quick action panel bar.
- Select a project from the drop-down.
- Then, name the job and input a delivery date.
- From the Client Contact drop-down, select the client who you are ordering on behalf of.
- Select a project manager from the drop-down.
- Then click Add
- Now, you need to add a cost to this job. To do this, click the add cost icon in the top panel.
- Manually add a quote request with the following details:
o Stage: Translation
o Cost Type: Bespoke quote request
o Bespoke Quote request: Easy Read Quote
o Input a description of the work required
o Give the cost a title
o Then click Add and Close
Send quote request
- Go to the Costs tab and click on the cost description to open up the Job Cost details.
- Then use the arrow icons to select the suppliers you would like to send the quote to:
- Click Update and Close
- Click Request Quotation
o Input any relevant notes
o Input a quote deadline date and time (after this time, the quote will be closed and the supplier will be unable to submit their quote).
o Click on the Attachments button and tick the documents you would like to include in the quote request:
o Then click Send Quote
3. Supplier submits their quote
- Supplier logs in and navigates to Quote requests under the Supplier Interface tab
- Click View
- Input a quoted price (upload any relevant files and add any notes).
- Click Submit
4. Project manager then selects supplier
- Once the suppliers have all submitted their invoice, they will appear in the job cost details.
- Select the supplier you want for the job.
- Tick the Approve box and Click Update and Close
5. Send purchase order to supplier
- Click the Purchase Order button in the cost tab.
- Input an optional email message.
- Attach any relevant documents by clicking on the Attachments button and ticking the tick boxes of the files you want to transfer.
- Then click Send.
6. Supplier must then Accept the job
- Logged in as a supplier, go to the Live Orders page and click Accept.
7. Supplier submits invoice
- Go to Submit Invoices page under the Supplier Interface tab.
- Click Submit an Invoice
- Tick the jobs which you want to invoice.
- Input the Supplier Invoice total (NB: It cannot be more than the supplier estimate).
- Input the Supplier Invoice number, invoice date and upload your invoice document.
- Click Submit