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The following guidelines describe the most basic working procedures in TO3000, Version 10.0, such as:
Setting currencies and services
1. Setting currencies and services. Newly installed TO3000, Version 10.0 will not have all the currencies you need. However, all required currencies can be quickly added to the database. Also, you many need to adjust your base currency. Having installed TO3000, Version 10.0 please take a moment to set the system up for your business.
Note: "Base currency" in the currency in which you prefer to keep your accounts. For more information about base currency, please refer to Multi-Currency Support topic.
To enter new currencies:
| • | Run TO3000, Version 10.0, click menu Settings > Business. |
| • | Click Currencies to open currencies section of Business Settings menu. |
| • | Click New button to create a new currency record. |
| • | Enter new currency Descriptive Name and 3-letter abbreviation in the New Currency window. |
To change your base currency:
| • | Click menu Settings > Advaced. |
| • | Click General. |
| • | Click Base Currency button and select your base currency. |
Services in TO3000, Version 10.0 can vary from "translation from source to target language" to more unusual ones like "training" or "consulting". You can enter services of any type in TO3000, Version 10.0 Business Settings.
To add a service (language pairs translation, proofreading, DTP and so on):
| • | Click menu Settings > Business. |
| • | Click Groups of Services and add a group for new service (optional). |
| • | Click Services section and enter new service by clicking New button. |
2. Creating Client database. There are two ways to fill your database of Clients: entering all the Clients manually or importing them from a file. Also, if you own previous versions of Translation Office 3000 — you can quickly import your Clients (along with all other data) from TO3000 database.
To enter new Client manually:
| • | Click menu New... > Client. |
| • | Follow the steps of New Client Wizard. |
Use Import Utility to import Client data from .xls, .dbf, .txt, .csv, and .mdb format to your TO3000, Version 10.0 database.
To import Client database from a file:
| • | Run SetupTO3000V9.exe and install TO3000, Version 10.0 Import Utility. |
| • | Run TO3000, Version 10.0 Import Utility and proceed with import process. |
Please refer to Upgrade to TO3000, Version 10.0 topic for details on importing data from previous version of TO3000.
3. Creating Quotes and Projects. Quotes and Projects can be created using Quotes tab of Client window and Main tab of Project window respectively. A Project can also be created using data from certain quote.
To create a Quote:
| • | Open Clients section of Navigation panel and click Client icon. |
| • | Click Quotes tab. |
| • | Click New Quote button, to begin creating new Project. |
To create a Project (for With Projects Mode):
| • | Open Projects section of Navigation panel and click Project icon. |
| • | Click Main tab. |
| • | Click New Project button, to begin creating new Project. |
4. Creating jobs. In TO3000, Version 10.0 any Project consists of a number of jobs. A job represents a certain amount (characters, words, hours, custom units) of certain service (like translation from source to target language), assigned on certain date and having a deadline.
The quickest way to create Jobs is to do so in the Tree tab of Project window. For more information about jobs please refer to Project window Tree tab topic.
To create Client Jobs (for With Projects Mode):
| • | Open Projects section of Navigation panel and click Project icon. |
| • | Click Main tab and select a Project. |
| • | Click Tree tab. |
| • | Right-click the Project icon at the top of the Tree view and select New Client Job in the context drop-down menu. |
Alternatively, click menu New... > Job to quickly create a job.
To create Client Jobs (for Without Projects Mode):
| • | Open Clients section of Navigation panel and click Client icon. |
| • | Click Main tab and select a Client.. |
| • | Click Client Jobs tab and click New button to create a client job. |
Alternatively, click menu New... > Job to quickly create a job.
TO3000, Version 10.0 can be used to quickly issue, edit and delete Invoices to Clients and settle them by linking invoices with payments.
To create an Invoice to Client:
| • | Open Clients section of Navigation panel and click Client icon. |
| • | Click Main tab and select a Client. |
| • | Click Invoices tab. |
| • | Click New button to begin creating an Invoice for this client. See Creating invoices to clients |
| • | Add required Client Jobs, select markups and discounts, and click Apply button. |
Alternatively, click menu New... > Invoice to quickly create an invoice to client.
To create an Payment from Client:
| • | Open Clients section of Navigation panel and click Client icon. |
| • | Click Main tab and select a Client. |
| • | Click Payments tab. |
| • | Click New button to begin creating an payment from this client. |
Alternatively, click menu New... > Payment to quickly create a payment from this client.
