Guide for Our Customer Portal

Plunet BusinessMananger

Introduction

This description is aimed at all customers who work with Plunet BusinessManager using the customer login. You can use Plunet BusinessManager to request projects, view the status of your quotes and orders, download delivered documents and give job feedback.

Login

Enter the URL of Plunet BusinessManager ( https://plunet.technitrad.com ) in the address bar of your Internet browser. Log into the system with your user name and password. Please make sure to disable your browser’s pop-up blocker.

 

 

Note: If you enter the wrong password three times in a row, your account will be automatically locked for 24 hours. To unlock your account sooner, please contact your administrator. If you have forgotten your password, you can click on Forgot your password? and a new password will be sent to you by e-mail. If you have problems logging into Plunet BusinessManager, please click on Problems during login? and fill in the form to send a message to the system administrator.

Navigation

The navigation in Plunet BusinessManager is divided into the following levels:

  • Tabs
  • Menus
  • Sub-menus

The number of tabs and menus that you can access depends on your rights and the modules that have been enabled for you. Click on a tab to access additional menu items at the menu level. These items then lead to additional menu items at the sub-menu level. When you click on a menu item at the sub-menu level, the view automatically jumps down to the corresponding section.

 

 

Action bar

Info

When you click on in the top right-hand corner, the Info window opens. Here, you can find useful documents and links.

User

Clicking on opens the User window, where you can find information on the currently logged in user, as well as the option of making user-specific settings.

Logout

Click on to log out of Plunet BusinessManager.

Switch button

The “Switch” button can be found at the far right of the title row. It is always visible at the top right, even when you scroll down the page. Clicking on opens a window, where you can quickly jump to other data records and projects, e.g. in order to view an older request as a reference for a new request. The window initially provides you with the option of switching to another data record in the same area. You can switch to a different area by selecting the relevant value from the drop-down list.

 

 

You can jump directly to a specific data record by entering the request, quote, job, order or invoice number. The Last selected and Current lists are displayed underneath. Last selected shows you the data records that you have most recently viewed, while Current shows you the projects that still need to be worked on, sorted by project number.

Main menu

If you have the appropriate rights, you will have access to the following tabs: Requests, Quotes, Orders,Prices and My Data. These tabs will be described in more details below.

Dashboard

After logging in, you reach the Dashboard. This page contains an overview of your requests, quotes, orders and invoices. By clicking on a status (e.g. In preparation or In Progress), you open a detailed list of all elements with that status.

 

 

The Dashboard can also be reached via . This menu also contains the Settings page, where you can find various options for customizing Plunet BusinessManager to fit your requirements. For example, you can change your password, set your time zone or select your preferred date format.

Requests

In order to create a request, click Create a request on the Dashboard. You can decide whether you want toRequest a quote or Place order. This takes you to the page where you can enter the information for the request. The steps involved in creating a request are visible at the top of the page, which means that you can always keep track of your progress. The current step is highlighted in bold. Completed steps are marked with a tick, but you can still access them again for further editing. At the bottom of each page, you have the option of going to the next step or returning to the previous step. Any changes you have made will be automatically saved in the process.

Step 1: General

Enter basic information on the project, such as the project name, the scope of service (in this case Translation, Editing and Proofreading) and the delivery date.

 

 

Step 2: Languages

Select the source and target languages and click on the plus button. If applicable, specify alternate delivery dates. These language combinations can also be saved as a default for future requests.

You can also specify if there are different source files for each language combination by ticking the corresponding checkbox.

 

 

Step 3: Project files

Upload the source documents and any additional reference materials via FileManager. You can also upload the files via Drag & Drop by selecting the files in your file explorer and dragging them into the dotted area in FileManager.

If there are different source files for each language combination, then a separate sub-folder will be created for each language combination in the Source directory. Place the files in the corresponding sub-folders and click on Upload. In the example above, the file is uploaded to the en_fr folder, because this file is to be translated from English into French. The second source file, which is to be translated into German, will be uploaded to the en_de-de folder accordingly. When a quote or order is created from the request, the documents will be copied or moved to the corresponding item folder.

When all files have been uploaded, please close the window.

Step 4: Summary

Here, you can check the information you have entered. The information is initially displayed in “Read-only” mode. If you hover over one of the sections with the cursor, the Edit button appears, which you can click on to edit the information once more. Changes can then either be saved or discarded by clicking on Save orCancel.

 

To complete the request, enter your e-mail address under Send request confirmation to. If you want to request a quote, enter a due date for the quote. Click on Request a quote to send your request to the project manager or account manager, who will then send you a confirmation by e-mail. If you want to place an order, click on Place order and the project manager or account manager will send you a confirmation by e-mail.

 

Quotes

When your request has been turned into a quote, you will be sent the quote by e-mail. You can accept or reject the quote by replying to the e-mail or via the Dashboard. The quote appears in the Quotes section on the Dashboard with the status Pending. You can directly accept the quote by clicking on Place order or reject it via Reject quote.

 

 

You can also click on the quote number in order to view the details before accepting/rejecting it.

Status report – Quotes

You can browse all of your quotes under Quotes → Status report – Quotes. You can use multiple search functions and filters, including time period, project type, source language and target language. Click onUpdate search to start the search and the results will appear in the Results section below. Click on the quote number to switch to the detailed view of that quote.

 

Orders

Once an order has been created, you will receive a confirmation by e-mail. When all of the jobs in the order have been completed and the files delivered, you will be sent a delivery note. You can download the delivered files directly via FileManager under Dashboard → Orders → Delivered documents.

Status report – Orders

You can browse all of your orders under Orders → Status Report – Orders. You can use multiple search functions and filters, including time period, project type, source language and target language. Click onUpdate search to start the search and the results will appear in the Results section below. Click on the order number to switch to the detailed view of that order.

Feedback

If the corresponding right has been enabled for you, you can give feedback on your completed orders. You will receive an e-mail from the project manager asking you to submit feedback. This e-mail includes a link, which you can use to directly log into the order and enter your feedback.

 

Invoices

When the project manager sends you an invoice, it can be found in the Invoices section. Under Invoices → Status report – Invoices you can search through all of your invoices and export them to Excel. To do this, mark the checkboxes next to the invoices and select the Output – Excel option from the drop-down list above the Results table.

 

Prices

In the Prices section, you can view your price lists and see the costs for the different prices per language combination.

 

My Data

You can view and edit your own data in the My Data section. For example, you can select default contact persons, modify the contact details for your contact persons, check the company addresses and account information and manage the rights assigned to your users.