BILLING PLAN ( only applies to UK based suppliers)
How to Subscribe to one of Claritum Plans?
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- "Photocopying" Capability is enabled in the My Details profile
- Your client has the Document Services enabled
SUPPLIER SUPPORT
Your first point of contact for all the queries concerning Claritum system is your Customer representative(s). They will be able to advise you on any quotes, jobs, invoice status and also system functionality.
For UK based suppliers - In-built messaging system (Intercom)
Claritum now offers a new in-built messaging tool which allows you to communicate with us and raise queries in case they are not covered by the content of Claritum Help.
You can also use the tool to provide us with a You can also use the tool to provide us with a feedback any time you wish and we strongly encourage you to do so.
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Q: Can I manage my company profile and contact details?
A: Yes. Navigate to the menu and click ‘My details’ --> ‘Details’ tab and edit your information.
Q: Can I update my company’s capabilities?
A: No. Due to the permissions model the Company Capabilities can only be amended by your customer(s). If you wish to add/remove the capabilities then you have to speak to the respective Customer Supplier Manager.
Q: Can I add/edit/delete users?
A: Yes. Navigate to the menu and click ‘My details’. Click the ‘Users’ tab to see the users for your company. Here, you can edit or delete an existing users, add another user and send invitations (passports) to existing users.
Q: Can I change the currency that I use?
A: Yes. Navigate to the menu and click ‘My details’. Click the ‘Details’ tab and select your preferred currency. The available currencies at the moment are:
Q: Can I add my businesses terms & conditions?
A: Yes. Navigate to the menu and click ‘My details’. Click the ‘Details’ tab and edit your information.
Q: What is a RFx?
A: A “RFx” is a request-for-quote, you can also call it a request-for-price. It is an invitation sent by the procurement guys for you to respond with a quote. This is your real opportunity to sell your product! What you need to do is to provide your price and few other details and submit the request in order to participate in a bid.
Q: How do I respond to a RFx?
A: Navigate to the menu and select “View quotes”. Select the Quote Request (click on the hyper link) that you want to respond to, view the details and enter your price(s) and any additional information.
For more information, please scroll up to the The Supplier Role Guide in our Support Portal
Q: How do I receive and process orders?
A: Navigate to the menu and select “View jobs”. Select the order that you want to respond to, view the details and process the order.
For more detailed step-by-step instruction, please scroll up The Supplier Role Guide available on the Support Portal
Q:
How can I convert more enquiries into quotes?A: It's simple! Sign up to one of our Plans ( Growth or Business Pro) to grow your business. This will give you an opportunity to analyse your performance and identify opportunities to improve.
Have you subscribed already?
Select “Home” and then select the “Dashboard”. Depending on your plan you will be able to view “Quotes” data. By analysing the information provided, you will be able to maximise your RFx to Quote conversion ratios, ensure you respond promptly to RFxs from your customers and improve your performance over time.
Q: How can I convert more quotes into orders?
A: To win more orders, you’ll need to analyse your performance and identify opportunities to improve. For this, please subscribe to theBusiness Pro plan!
Have you subscribed to Business Pro already?
Go on then!
Select “Home” and then select the “Dashboard”. Depending on your plan you will be able to view “Orders” data. By analysing the information provided, you will be able to maximise your Quote to Order conversion ratios, chase up outstanding orders, minimise quote to order timescales and improve your performance over time.
Q: Will my prices be shared with competitors?
A: No. Your prices are onlyWill my prices be shared with competitors?
A: No. Your prices are only shared with the customer who has invited you to bid.
Q: How am I notified of winning a new order?
A: The Claritum platform will send you an email notifying you of the order details, with a purchase order, work ticket and delivery information. You will also see the status of the order change in your ‘View Jobs’ listing.
Q: Am I notified if I am unsuccessful?
A: Yes. Dependent on which plan you have subscribed to, you will be notified of each unsuccessful bid.
If however, you are subscribed to the "Business Pro" plan, you will be provided with the reason that you were unsuccessful, if a reason was given by the buyerThis only applies to UK based suppliers who are subscribed to the "Business Pro" plan.
Q: Can I submit my invoices through the platform?
A: Yes, however you need to be subscribed to one of our plans: Growth or Business Pro.
Also, if your customer has enabled this capability on your behalf. Please contact your customer to request that this feature is enabled.
Q: Can I view, upgrade or downgrade my plan at any time ( UK based suppliers only)?
A: Yes. Navigate to the menu and click ‘My details’. Click the ‘Subscription’ tab and select “view/choose plans”. Here you can view the capabilities for each plan, upgrade or downgrade to another plan or stay on your current plan. You can upgrade or downgrade at any time.
Q: How can I change my credit card
detailsdetails ( UK based suppliers only)?
A: Navigate to the menu and click ‘my details’. Click the ‘Subscription’ tab and select “change card details”. You can enter your credit card details here.
Remember, this can be done only by the billing user.
Q: Can I get an invoice for the
serviceservice ( UK based suppliers only)?
A: Yes. Navigate to the menu and click ‘My details’. Click the ‘Subscription’ tab and select “view”. Your invoices will be listed here. You can download, print or email your invoice if required.
Q: Am I locked-in to a long term
contractcontract ( UK based suppliers only)?
A: No. With Claritum’s Supplier Network, you can upgrade or downgrade at any time. You are not locked-in to a contract.
Q: How can I contact support?
A: To contact support, use the Claritum in-built messaging tool Intercom ( IntercomUK based suppliers only)
We will aim to respond promptly.
Q: Can I integrate Claritum’s supplier network into my own workflow?
A: Yes, it is possible but only for the suppliers who are subscribed to the Business Pro plan. planif you are a UK based supplier. If not. please contact Claritum at suppliers@claritum.com.