After you have created a project in Trados Studio, you can quickly create a quote in BaccS based on it. Before doing this, check the following:
- You have created a customer in SDL BaccS and added default prices for this customer (or, at least you should have general default rates created in BaccS).
- You have create necessary specialization in BaccS, as it will be needed to select it before creating a job.
Steps:
- Select a project in the SDL Trados Studio
- Click Create a quote button on the SDL Trados Studio toolbar.
The Customer, Currency and Project fields allow to select data from your BaccS database. In the Language field you can leave All value (all languages will be transferred into a quote) or you can select specific language. - Select OK to start creating a job.
- Switch to SDL BaccS, where you will see default analysis results import window. Click OK to finish importing analysis results.
- A new quote will be created (with correct sequential number, filled-in fields, picked-up prices, etc.) and quote editing form will be opened in BaccS.
You can adjust information and select Save to confirm changes. Your job is registered in the system, linked with Trados project, and ready to be invoiced.