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Type the following address into the Address Bar of your browser:
https:// <yoursystemname> .claritum.com/login (replace the <yoursystemname> with your system name. If you do not know this then please contact your Supplier Manager).
Hit the Enter key.
When the login page opens, enter your login credentials and hit Enter again to login.
Forgotten Password
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The Side Menu provides you with access to the various parts of the system and is divided into sections. Click the section title to expand to view its options or to contract to hide its options.
Note: You may not be able to see all of the options or all of the sections listed below, depending on your access restrictions. Please contact your Account Manager for more information.
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Home is the first screen you will be presented with after logging in to the Claritum Procurement System. It consists of two tabs: "Dashboards" and "Today".
Dashboards Tab
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Remember! You can always subscribe and choose most suitable plan by clicking on Subscribe Now
Growth
If you have subscribed to our Growth plan you will have a visibility to the Quote dashboards only.
Note: Within Growth plan you will not be able to see the Dashboards for Orders. When clicking on the Orders button, you will simply receive the following message:
Business Pro
With the Business Pro subscription you can enjoy full access to the dashboard’s content! Now you can easily analyse your business performance and opportunities by having access to the Quotes and Orders from the Dashboards.
Example 1 Quotes
Example 2 Orders
Today's Tab
This page displays an overview of the items that require your attention, ranging from returning quotes following submission of your requests through to stock orders that require fulfilment.
JOB BAGS
Requests for Quotes (RFQs) may be sent to you by the Buyers/Managers via the system in the form of an email. Attached to the email will be an RFQ document that sets out the detailed specification of the requirement. This is your invitation to submit a Quote for the work, which you may do also via the system.
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- Quote Requests assigned to you
- Jobs for which you have received a purchase order
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Ref/Title | Delivery Date | PO | Status |
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The project reference number and title. Also displayed is the Buyer/Manager responsible for the job. | The delivery date of each job/quote part. If the date shows as ‘TBC’ then no date has been set. | If you have been awarded a purchase order for the project then it will appear in this column |
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You can filter the results by selecting a range of different search criteria from the drop down menus:
Respective drop down menus (excluding Search field) contain a list of predefined criteria
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This listing shows all of the Quote Requests that you are involved in.
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This listing will show you all of the Jobs that you are involved in.
Note: In order to be able to filter the results, don't forget to expand the black arrow (as default, the searching filters are always hidden) |
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It also shows a list of the individual parts that comprise the job (Title, Job Type, Quantity)
Quote Part Details
This section contains all of the information relating to one part of the (multi-part) project.
Pricing
This section shows the detailed breakdown of your quote.
- Quote Ref. - click on the No Ref link in order to provide your reference number
- Product Price - you can provide the Design costs into this field in necessary
- Notes - add any extra comments relevant to the quote pricing
 | Note: None of the fields are mandatory so the system will allow you to save the changes with the blanks. |
- Decline - if you are not happy to participate in product quoting you can simply click on the Decline button. It will send an automatic response to the procurement team that invited you to the bidding.
- Set Prices - allows you to submit your price and means that you accept the participation in the bidding.
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This section shows the files that have been uploaded and attached to the project. A typical use of this would be for artwork files or bulk mailing instructions.
Opening a Quote
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Displays the overall status of the order, when it was placed and who by.
Awaiting Authorisation
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Displays the items which are required to be processed by you.
Despatched
Displays the items that have been dispatched
Back Order
Displays the items that cannot be dispatched until more stock becomes available.
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This section allows you to prepare the invoices basing on the jobs and stock orders you have fulfilled.
Supplier Invoice
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When working on the invoice you will be asked to provide the following details (the fields flagged with * are mandatory):
- Invoice Date *
- Invoice Number *
- Total (excl tax) *
- Total (incl tax*
- Notes
- Terms
Action Buttons
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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 navigate scroll up to the The Supplier Role Guide in 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 visit scroll up The Supplier Role Guide available 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 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 buyer.
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?
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 details?
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 service?
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 contract?
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, email suppliersupport@claritum.com. 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.
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