THE SUPPLIER ROLE
The Supplier Role is performed by those individuals working on behalf of a Supplier with the purposes of responding to Quote Requests, receiving Purchase Orders or fulfilling Stock Orders where the supplier holds the ordered items.
...
For more information about different lans, please refer to the Claritum Billing Plans.
BILLING PLANS
We are providing the suppliers with a possibility TO choose one of our two new offerings or to stay with the current free trade plan.
Free Trade
This is exactly how the suppliers use the product at the moment. The following capabilities are included in the Free Trade plan:
- Manage Your Profile – you can promote your business to 1000’s of buyers by keeping your profile up-to-date
- Respond to RFx’s – you will keep receiving and responding to the quote requests
- Manage your Tasks – you can view all requests, quotes and orders in one place. You can drill down to view customer requirements, job status and other information about the jobs.
- Process Orders – you can receive and process your orders quickly and easily. You can view the order specification in one place
- Transaction Limits – you can receive and process unlimited number of requests, orders and invoices.
- Team Size – you can provide access to other members of your team and manage them with no limits.
Growth Plan
We encourage you to try and subscribe to the Growth Plan
The following features are available for this plan:
- Manage Your Profile – you can promote your business to 1000’s of buyers by keeping your profile up-to-date
- Respond to RFx’s – you will keep receiving and responding to the quote requests
- Manage your Tasks – you can view all requests, quotes and orders in one place. You can drill down to view customer requirements, job status and other information about the jobs.
- Process Orders – you can receive and process your orders quickly and easily. You can view the order specification in one place
- Transaction Limits – you can receive and process unlimited number of requests, orders and invoices.
- Team Size – you can provide access to other members of your team and manage them with no limits.
- Access to the invoicing system – allows you to convert POs into the invoices with just a few clicks (remember to contact your customer to enable this capability for you)
- Feedback from your customers on lost bids – you will receive alert every time you loose a bid. The feedback delivered by the customers should help you to improve your service.
- Access to the Dashboards for Quotes – let you run a trend analysis where you can assess your business performance. You can also see how many requests you have responded to, how many of them await your action. This will give you a clue how you perform in terms of responsiveness to the requests. It will allow you to optimize your quoting performance
Business Pro
Subscribing to the Business Pro plan will grant you access to the additional features on the platform, such as:
- Manage Your Profile – you can promote your business to 1000’s of buyers by keeping your profile up-to-date
- Respond to RFx’s – you will keep receiving and responding to the quote requests
- Manage your Tasks – you can view all requests, quotes and orders in one place. You can drill down to view customer requirements, job status and other information about the jobs.
- Process Orders – you can receive and process your orders quickly and easily. You can view the order specification in one place
- Transaction Limits – you can receive and process unlimited number of requests, orders and invoices.
- Team Size – you can provide access to other members of your team and manage them with no limits.
- Access to the invoicing system – allows you to convert POs into the invoices with just a few clicks (remember to contact your customer to enable this capability for you)
- Feedback from your customers on lost bids – you will receive alert every time you loose a bid. The feedback delivered by the customers should help you to improve your service.
- Access to the Dashboards for Quotes – lets you run a trend analysis where you can assess your business performance. You can also see how many requests you have responded to, how many of them await your action. This will give you a clue how you perform in terms of responsiveness to the requests. It will allow you to optimize your quoting performance
- Access to the Dashboards for Orders – allows you to perform trend analysis on orders and quotes you won or missed. You will see how much money you lose on rejected bids and compare it to your revenues. You can see if your business performs well or opposite.
- Easy Integration – you can receive orders directly into your production workflow with the data file output. Integration will allow to eliminate rekeying errors and avoid delays
IMPORTANT:
We do not upgrade the suppliers automatically to any of our chargeable plans.
Also, we do not lock the suppliers in to the long term contracts so you can upgrade or downgrade your plan at anytime.
SUPPLIER SUPPORT
Supplier Help
We’ve prepared a Supplier Role Guide and a set of FAQs which are now available to you from within the Supplier Help content. Simply log in to the Claritum Support Portal and navigate to the top right corner of the page. Click on the blue exclamation mark icon to open the help guide.
Supplier help content should answer the “How do I” questions and help you to navigate through the functionality of the platform.
In-built messaging system
In case of questions or issues with the Claritum Supplier Network Portal the suppliers can contact the Claritum Technical Support using the in-built messaging tool. We will address your query in a timely manner. During Beta version, we will provide in-built messaging support to all the users, no matter what plan they are subscribed to.
This though will be a subject to a change in future.
Email communication
For any technical issues with the Claritum Supplier Network Portal you can contact us on suppliers@claritum.com Claritum Technical Support will respond to the email enquiries within a reasonable time. During Beta version, we will provide email support to all the users, no matter what plan they are subscribed to.
This though will be a subject to a change in future.
FAQ
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 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 suppliers@claritum.com or send us a message over the in-built Claritum chat.
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.
...