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Order creation with “Add new order”
Orders are created from: Sales > Sales dashboard > Orders page> “Add new order” button (lower-left corner).
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Entering the order information
Selecting a workflow template
Pricing validation
1. Entering the order information
Various fields are available on the order creation page but only some are mandatory.
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Order type- auto-populated from system defaults. “Localization” is pre-selected. Can be changed if necessary
Pricing type- auto-populated from system defaults. “Different price per language” is pre-selected. Do not change this value.
Script- auto-populated from system defaults. “Waiting for script” is pre-selected. Can be changed if necessary
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The target languages sequence at in the right-hand “selected” box will determine the target language sequence in the created order.
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Once all mandatory fields are entered click “Price product/s” to proceed (fig 3)
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2. Selecting a workflow template
After clicking “Price products”, you are required to select the workflow template.
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To create an order using only some of the products in the workflow template (product selection), click the green arrow button in the “Select specific products from template” column (fig 2).
To preview the workflow template prior to selecting it, click the “Steps” or “Tasks” “Preview Workflow Template” buttons (fig 3).
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3. Pricing validation
Once selecting the workflow template, you will be forwarded to the “Pricing validation” “Product prices” page which is the final step before the order is created.
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To create the order, click “Apply pricing” in the lower-right corner
Product prices options
Price not currently set- if a preset price is not available for this product, “Price not currently set” will be applied by default. If a preset price will be added after the order has been created, the order can be easily recalculated to retroactively apply the preset price.
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To edit multiple pricing lines, select the necessary option, and click Apply.
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Order creation with “Add new order”- Viewing modes
The Order creation page has two viewing modes:
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To toggle between the viewing modes, click the Viewing mode button in the upper right-hand corner of the Order creation page (fig 2):
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Setting up a system default viewing mode
Order creation page- System default viewing mode- Minimal or Full
Order creation by copy
Creating order copies
Orders can be also copied one from another. The order’s workflow template, info, and prices will be copied to the new orders. Extremely useful when creating orders for a series.
Orders are copied from: Sales > Sales dashboard > Orders page> page > “Copy” button (fig 4)
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On the order copy page, you can enter the title for the new orders you are about to create. By default, the same title as in the original order will be displayed (fig 2).
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If a different season and/or episode numbers are required they can also be manually adjusted from the “From episode” and “To episode” fields.
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Additional actions in the order copy page
When creating order copies you can copy additional information from the original order. Switch on the attribute you want to copy in the “Order copy” page.
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Retain Resources/Rates/Resource surcharge- all assigned resources in the original order will be assigned in the new orders. You can select to also copy the rates and surcharges.
When copying resources and not ticking “Retain rates”, the tasks’ tasks rate in the new orders will be set to “Task rate not currently set”.
When recalculating tasks with “Rate not currently set” a rate will be applied (if a compatible preset rate is available).
When completing tasks that are set to “Task rate not currently set”, the system will auto recalculate them when completed and a rate will be applied (if a compatible preset rate is available)
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Note: Any of the “Retain options” switches in the “Copy order” page can be set to be switched on as a system default when navigating to the page. |
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Order creation- by Import from Excel
Orders can also be created by import from a template Excel sheet.
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Fill in all necessary cells in the template Excel sheet. Each order is to be filled in, in a separate line.
Same as when creating orders with “Add new order”, some fields are mandatory.
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Note: all fields in the Excel sheet must be filled in with cell type "Text" (fig 1) |
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Next, select To import the orders:
Select the required workflow template for the orders
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you are about to create (fig 2).
If a customer-specific workflow template is required, it will only be available after selecting
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the customer (fig 1).
Upload the Excel sheet (fig 3).
After uploading the Excel sheet, the import lines will be displayed (fig 4).If all fields are correctly entered, the Validation information icon will be green (fig 5).
To create orders with multiple target languages, use a language separator same as appears in the “Language separator” field (fig 6).
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Note: if all orders are to be created with the same Customer, Template, or Resource in charge you can enter these values in the upper bar (fig 1-3), and leave them blank in the Excel sheet. All fields entered in the upper bar will overwrite data entered in the Excel sheet. |
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The “Validation information” icon will be orange and when hovering over it, the invalid and or missing fields will be listed.
Some of the fields can be fixed directly from the import page and some must be corrected in the Excel sheet which will require re-uploading the Excel sheet.
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Entering Importing a new series: If a new series was entered into the Excel sheet, it will be indicated as an invalid value, but you can add it . Add the new series directly from the import page by clicking the “Add series” button (fig 1-2).
After adding the series, it will no longer be indicated as invalid
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To create orders using only some of the products in the workflow template (product selection), click the green arrow button of the required product to disable the product. The disabled product will not be added to the order.
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Finally, follow the pricing validation pageinstructions mentioned above.
After clicking “Apply pricing” and all import lines are created into orders, click “Close” to go back to the orders page.
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The range in the Orders page will be auto-populated with the new orders’ order numbers so to include only the newly created orders which will be displayed on the screen. Click “Clear range” to revert to the full order view. |
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Recreating orders
Orders can be recreated from: Sales > Sales dashboard > Orders page > “Recreate order”
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If the “Recreate order” button is not available, it means that there are completed tasks in the order. Uncomplete the tasks to allow recreating the order.
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Last created by me/for customer
A tool to easily populate fields in the Order creation page by copying the fields from an existing order previously created.
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Created by me > Select from orders created by me > Select the order you want to copy (fig 2)
The following options will only be available after entering the customer in the order creation page:
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Created for customer > Select from customer’s orders > select the order you want to copy (fig 4)
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Order creation with “Recurring orders generator”
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