How to use TraduManagerIn the very beginning, the following preferences should be set:
- Customers
Click the „Add“-button to add your first customer. Fill in at least the required fields and click “Save” afterwards.
- Company Details and other Preferences
- View and change Company Details:
Here you fill in information about yourself or your translation agency.
This will appear on quotes and invoices you send to your customers.
- View/Edit/Add Languages:
English, German, French and Italian already exist as possible source
and target languages. For adding a new language type in the respective
language abbreviation and click “Save”. The new language will appear on
the left side and as new language option when you save new
translations.
- Default Values
Specify your standard values, e.g. price per word, so you do not have to type in those values everytime you create quotes or invoices etc.
Translations, quotes, jobs and invoices are the four main “features” of TraduManager.
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Translations
When you get a new translation project, save the basic information (which customer, number of words etc.) by clicking “Add” translation in the TraduManager menu. This translation can then be allocated to either quotes, jobs or invoices.
- Quotes
If a potential customer asks you for a costs/time estimation for a translation project, you can send that quote with the proposed delivery deadline and estimated costs which you can calculate depending on your preferred method of calculation (per word, per line, per hour). Once a quote is accepted, you can convert this quote into a job or directly into an invoice.
- Jobs:
The job feature helps you to keep track of delivery deadlines of your acquired translation projects. Once a job is completed, you can convert this job into an invoice.
- Invoices:
If you want to create an invoice, click “Create” invoice in the TraduManager menu. Choose a customer and click “List uninvoiced translations” afterwards. Now you can include multiple translations into one invoice.
Sales
Down right, you see the sum of sales achieved in the current month. This sum refers to the gross sales of your created invoices. Click “View Sales of last 12 months” to get an overview over gross sales of the last 12 months, again referring to gross sales of your issued invoices per month.
Backup
We suggest to regularly backup your data on an external drive. The backup will save company information, all customer data, all quotes, all jobs, all invoices, languages and default values. If you import a backup, the existing data (e.g. customer information) will be overwritten.
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