TO3000 3D quick start

Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: REWRITE. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.

The following guidelines describe the most basic working procedures in TO3000 3D, such as:

Setting currencies and services

Creating Client database

Creating Quotes and Projects

Creating jobs

1. Setting currencies and services. A newly installed TO3000 3D will not have all the currencies you need. However, all required currencies can be quickly added to the database. Also, you many need to adjust your base currency. Having installed TO3000 3D, please take a moment to set the system up for your business.

NOTE: The “Base currency” is the currency in which you prefer to keep your accounts. For more information about the base currency, please refer to the Multi-Currency Support topic.

To enter new currencies:

·Run TO3000 3D, enter the Backstage view and select Business Settings.

·Click Currencies to open the currencies section of the Business Settings menu.

·Click the New button to create a new currency record.

·Enter the new currency’s Descriptive Name and a 3-letter abbreviation in the New Currency window.

To change your base currency:

·Select Backstage > Advanced Settings.

·Click General.

·Click the Base Currency button and select your base currency.

Services in TO3000 3D can vary from “translation from source to target language” to more unusual ones like “training” or “consulting”. You can enter services of any type into the TO3000 3D Business Settings.

To add a service (language pairs translation, proofreading, DTP and so on):

·Select Backstage > Business Settings.

·Click Groups of Services and add a group for a new service (optional).

·Click the Services section and enter a new service by clicking New button.

2. Creating a Client database. There are two ways to fill your database with Clients: entering all the Clients manually or importing them from previous versions of TO3000. If you own a previous version of Translation Office 3000 — you can quickly import your Clients (along with all other data) by using the TO3000 3D Database Converter.

To enter a new Client manually:

·Open the Clients section of the Ribbon and click Client.

·Click Main and then New Client and enter the required details.

Please refer to the Upgrade to TO3000 3D topic for details on importing data from previous versions of TO3000.

3. Creating Quotes and Projects. Quotes and Projects can be created using the Quotes tab and Main tab of the Project window respectively. A Project can also be created using data from a quote.

To create a Quote:

·Open the Clients section of the Ribbon and click the Client icon.

·Click the Quotes tab.

·Click the New Quote button, to begin creating a new Quote

To create a Project (for With Projects Mode):

·Open Projects section of the Ribbon and click the Project icon.

·Click the Main tab.

·Click the New Project button, to begin creating a new Project.

4. Creating jobs. In TO3000 3D, any Project consists of a number of jobs. A job represents a certain amount (characters, words, hours, custom units) of a certain service (like translation from source to target language), assigned on a certain date and having a deadline.

The quickest way to create Jobs is to do so in the Client jobs tab of the Project window. For more information about jobs, please refer to Project window Client jobs tab topic.

To create Client Jobs (for With Projects Mode):

·Open the Projects section of the Ribbon and click the Project icon.

·Click the Main tab and select a Project.

·Click the Client jobs tab and click the New button to create a client job.

To create Client Jobs (for Without Projects Mode):

·Open the Clients section of the Ribbon and click the Client icon.

·Click the Main tab and select a Client..

·Click the Client Jobs tab and click the New button to create a client job.

5. Issuing Invoices

TO3000 3D can be used to quickly issue, edit and delete Invoices to Clients and settle them by linking invoices with payments.

To create an Invoice to a Client:

·Open the Clients section of the Ribbon and click the Client icon.

·Click the Main tab and select a Client.

·Click the Invoices tab.

·Click the New button to begin creating an Invoice for this client. See Creating invoices to clients

·Add required Client Jobs, select markups and discounts, and click the Apply button.

To create a Payment from Client:

·Open the Clients section of the Ribbon and click the Client icon.

·Click the Main tab and select a Client.

·Click the Payments tab.

·Click the New button to begin creating a payment from this client.