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A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Details’ ‘My details’ --> ‘Details’ tab and edit your information.
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A: Yes. Navigate to the menu and click ‘my details’‘My details’. Click the ‘Users’ ‘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?
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A: Yes. Navigate to the menu and click ‘my details’‘My details’. Click the ‘Details’ ‘Details’ tab and edit your information.
Q: How do I know which customer is inviting me to Quote?
A: mmm, don’t know.
Q: What is a RFx?
A: A “RFx” is a request-for-quote, you can also call it a request-for-price or similar. It is an invitation sent by the Administrators for you to respond with a quote. This is your opportunity to sell your product!
Q: How do I respond to a RFx?
A: Navigate to the menu and select “View RFxs”“View Quotes”. Select the RFx 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 navigate 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 Orders”“View Orders”. Select the order that you want to respond to, view the details and process the order.
For more detailed step-by-step instruction, please visit The Supplier Role Guide available on the Support Portal
Q: How can I convert more enquiries into quotes?
A: To receive more enquiries, you’ll need 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. Select “Home”
Have you subscribed already?
Select “Home” and then select the “Dashboard”“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 To win more orders, you’ll need to analyse your performance and identify opportunities to improve. Select “Home” For this, please subscribe to the Business Pro plan!
Have you subscribed to Business Pro already?
Go on then!
Select “Home” and then select the “Dashboard”“Dashboard”. Depending on your plan you will be able to view “Orders” “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?
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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 ‘All Jobs’ ‘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. For subscribers to the "Business Pro" plan, you will be provided with the reason that you were unsuccessful, if a reason was given by the buyer.
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A: Yes. Navigate to the menu and click ‘my details’‘My details’. Click the ‘Subscription’ ‘Subscription’ tab and select “viewselect “view/choose plans”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.
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A: Navigate to the menu and click ‘my details’. Click the ‘Subscription’ ‘Subscription’ tab and select “change select “change card details”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 service?
A: Yes. Navigate to the menu and click ‘my ‘My details’. Click the ‘Subscription’ ‘Subscription’ tab and select “view”select “view”. Your invoices will be listed here. You can download, print or email your invoice if required.
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Q: Can I integrate Claritum’s supplier network into my own workflow?
A: Yes, dependent on the plan you are on. XXXXit is possible but only for the suppliers who are subscribed to the Business Pro plan.