Order card
Some fields in the Order card are already filled with the information entered while the project was being created.
However, you can add more details:
Select or change the Client.
You can change the client until you close the project or create a client invoice in Ready status.
Select or change the Service.
You can change the service until you start the project or send a project confirmation.
Enter the Client Deadline.
Enter the Client Reference Number – a PO number or any reference number on the client side.
(Recommended) Enter the Volume of the source file(s) to establish the duration of the translation, proofreading, and other steps in the process.
If you enter the source volume, you can use the Automatic Job Dates feature to schedule the jobs. For details, see the Configure the Automatic Job Dates guide.
In the Client Notes field, check the notes that the client added in the Client Portal. You can also enter additional information provided by the client (such as special instructions, etc.) here.
In the Internal Notes field, add information that will not be revealed to the client but is important for internal staff.
If the client is marked as a permanent non-payer, you will see a warning in the Order card.
Additionally, in projects with Started and Closed statuses, the Actual Start Date section is displayed. It shows the date when the first job in the project was started. In projects with Closed status, the First Close Datesection is displayed. It shows the date when this project was closed for the first time.
