tologo Draft client Job

There are two ways of adding or editing draft client jobs: either in the Edit Quote window of the required quote, or by selecting the quote and managing its Draft Client Jobs in the table on the right side of the Quotes tab or window.

 

 

A Draft Client Job contains the following data:

Name - maximum 100 characters long.

Group of services - you can select any of the groups of services available. To add or edit a group of services please open Business Settings in the Backstage view, and select the Groups of Services section.

Service - each group of services contains a separate list of services. Before selecting a service, select the group of services first.  To add or edit a service please open Business Settings in the Backstage view, and select the Services section.

Volume - when entering the volume being quoted, you can either use the volumes specified by the client, or count the client's file with the built-in AnyCount. CAT analysis can also be used to determine the draft job's volume. To count a file, click the <=AnyCount button. To enter a CAT analysis or load a Trados or Logoport log, click the <=CATCount button. Please refer to the AnyCount, and CATCount topics for details.

_bm3 NOTE: Please make sure that correct volume units have been set before using AnyCount or CATCount options. Jobs in such volume units as hours, for example, cannot be counted with AnyCount.

Price - the price value can be either entered manually or copied from the client's individual price-list. Click the <=Prices button to copy the price from client's price list. Click the => button to add this price to the client's price-list.

 

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See also:

AnyCount

CATCount