The Order Management Solution allows you to receive translation requests from other workspaces in your organization.
As such, internal stakeholders within your company can request translations from you easily and without having to worry about all the workflows and processes, especially if they're not directly involved in localization or translation project management.
How to create a translation request
Step 1: Create a project using a service template
On the Home page, select a shortcut to create a new order:
Enter a project name and upload files for translation > then click Create a project:
Step 2: Review the project
Once you create a project via a service template, it will appear on the Projects page. You may contact your client via the Messages icon to discuss the project details:
Step 3: Get translations
Once the translation is completed by a manager, the project will show 100% status, and you will be able to download translations. Smartcat will also email you to inform you that the project is ready for review.
Execute orders
Step 1: Receive a translation request
Once a translation request is created, Smartcat sends an email notification to the workspace admin. A manager can open it from the email notification or go to their Smartcat account > Home page > Orders.
Step 2: Review the order details
A manager can view the order details and files (click on the file to open it in the editor) before accepting the order. To discuss the order details with a requester, a manager can click on the chat icon.
A manager can either accept or decline the new order:
- Accept order creates a new project where the manager can start working on translation as usual.
- Decline order opens a popup where a manager can explain the decline reason.
Step 3: Complete the translation
The accepted order appears among other projects on the Projects page. You can translate the documents like you would in regular projects. Once the project is finished, the Completed status will be shown. The same status is reflected in the account of the user who requested the order, and they can download the translations.
Find out how to set up the order management solution in your Smartcat account.
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