New/Edit Draft Client/Prospect Job Window

The New/Edit draft job Window includes the following elements:

Name — maximum 100 characters long.

Group of services — you can select any group of services available. To add or edit a new group of services, in the Backstage view click Corporate Settings, and select the Groups of Services section.

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

Volume — when entering the volume being quoted, you can either use the volumes specified by client, or count the client's file with the built-in AnyCount module. CAT analysis can also be used to determine the draft job 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.

Note: Make sure that correct volume units have been set before using AnyCount or CATCount options. Jobs in such volume units as, for example, hours cannot be used with AnyCount.

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

Count Notes — displays the results of AnyCount processing

Audit — tracks who and when created or modified the draft job.

 

 

 

See also:

Creating/Editing Draft Client/Prospect Jobs