One of the simplest ways to optimise your ordering process is using defaults and ordering templates.
If you frequently order the same source language, target language(s), service level and subject matters, then you can use defaults and order templates to automatically populate your order form every time you create an order, making ordering faster, easier and consistent across all of your repeat orders.
Default settings are specific to you only and cannot be shared with other colleagues who might also be making orders for your organisation (see order templates below if you have multiple users placing frequent orders).
Defaults are applied automatically every time you open the order form, pre-populating the order fields with:
- source language
- target language(s)
- service level
- subject matter.
Defaults are perfect if any or all of the above elements of your translation orders are always the same, for example if you’re always ordering translations for the same set of target languages every time.
Order templates are a great alternative or addition to using defaults to fill out your order pages. Order templates can be selected from the order template list every time you create a new order. In addition to populating your order page just like defaults, order templates come with really handy benefits:
- You can set up as many order templates as you need
- Order templates can be shared between users and teams
- Order templates can also auto-populate a wider variety of order form fields including which users to notify about an order, order names, instructions, tags, and more.
Order templates can be shared between users and teams, meaning they’re great if you and your organisation regularly order a variety of consistent types of orders that each have their own specific requirements, for example if you’re placing different orders for both your EMEA and your APAC markets, or if you’re responsible for placing orders on behalf of multiple departments.
You can have an order template set up for each and every type of order you place. Every template can be fully customised with the language, service level, subject matters and additional order information that you require for your markets, departments or order types.
Benefits of using defaults and order templates
Defaults and order templates help you and other users in your organisation to place orders faster, easier, and ensure consistency across all of your repeat orders.
Quick tip – It’s important that you always select the correct and consistent service levels, subject matters and language variations when you place your orders to ensure that the correct Translation Memory and translators are used. For example, selecting “English (US) en-us” will use your US English Translation Memory and not a UK English Translation Memory.
If you are unsure which settings are correct for your orders please contact your Account or Project Manager before adding these to your defaults or templates.”
Can I use both defaults and order templates?
Yes you can. You can use defaults for your day-to-day translation orders and have one or more order templates for your less-frequent orders.
It’s important to remember though how defaults and order templates are applied differently:
- defaults are specific to you and are not shared with other users – templates can be shared freely
- defaults will automatically fill out your order form every time you open it – templates need to be selected from the drop-down menu in the order form.
Can I override my defaults or settings from an order template?
Your defaults and order templates only auto-populate your order page with the order settings that you choose.
You can still edit all of these settings on the order page, for example, if you aren’t using your usual default target language on that specific order. Alternatively you can edit your defaults and order templates at any time, for example if you start to service a new market and need to add additional languages on a more permanent basis.
Let’s say as an example you’re part of the translations team in East Asia for a global e-commerce store with a template set up to order translations for 10 target languages in that region. If your company wants to expand to Japan, for example, you can easily edit your order template to add Japanese as an additional target language – much faster, easier and more scalable than you and your team needing to remember to add Japanese to every order manually.