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If you have subscribed to our Growth plan you will have a visibility to the the RFX-to-Quote dashboards only.
Note: Within Growth plan you will not be able to see the Dashboards for for Quotes-to-Orders. When clicking on the Orders button, you will simply receive see the following message:
Business Pro
With the Business Pro subscription you can enjoy full access to the dashboard’s dashboards content! Now you can easily analyse your business performance and opportunities by having access to the Quotes and Orders from the Dashboardsboth: RFX-to-Quote and Quotes-to-Orders.
Example 1 Quotes
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The Quote Sheet is where all of the information relating to the Quote Request is held.
The quote sheet comprises with consists of the following sections:
- Overview
- Quote Part Details
- Pricing
- Attachments
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- 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 buyer's 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
- Open the quote request email received from the system.
- Click the link in the email. This should take you to your ‘passport’ page.
- Enter your password and click Login.
- You should be taken directly to the Quote Sheet.
Home Page (Today tab)
- Click the Home button at the top of the side menu an go to Today tab
- Click the link in the Awaiting your Quotes section of the Today View.
View All or View Quote listings
- Go to View All or View Quote under Jobbag.
- Find the Quote Request you wish to view.
- Click the name (blue hyper link) to view the details.
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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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Displays all the documents that a customer might have attached to their order.
Accessing a Stock Order
- Click the link in the the Stock Order Fulfilment Reques email.
- Log in to the Claritum Portal (unless you are logged in already then the link will take you directly to the Stock Order)
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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
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Action Buttons
The following features are available within invoicing:
| Download CSV | Save | Add Line Item | Send Credit Note |
|---|---|---|---|
The system allows you to download your invoice into the CSV file which you can save locally. | Simply save your changes
| This option allow allows you to work on multiple invoices in the same time:
| You can also create a credit note and send it to your customer to correct or undercharge the buyer |
Filtering the Search
You can search and filter all your invoices using the following criteria:
| Search | in | Status | Sort by |
|---|---|---|---|
Searching will look for matching part titles or reference numbers Also, you only need to put part of what you’re looking for into the Search field, for example if you search for ‘Summer’ then you may find jobs like ‘Summer Poster 2009’ or ‘Summersby Flyers’ |  |  |  |
MY DETAILS
Details
As a supplier you are allowed to modify a number of information held within your profile. You have a write access to the below fields at any time:
- Name (your company name)
- Address ( your company address)
- Company Registration No
- Warehouse address
- Phone
- Fax
- Currency
- Terms and Conditions
- Public Profile
Capabilities
These are the products and services your company provides. These Capabilities allow the potential buyers to filter all the suppliers that meet their expectations in terms of products offered by you as a supplierright suppliers for a given bid.
Users
It will list all the supplier users from within your organization who can access the system and respond to the requests / work on the jobs. Basically, these are your colleagues!
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Note: You will not be able to add / remove supplier users if you are signed up to the Free Trade plan.
Upgrade to the Growth or Business Pro plan in order to be able to manage the supplier users!
Prices
This tab will only be visible for users who meet the following criteria:
- "Photocopying" Capability is enabled in the My Details profile
- Your client has the Document Services enabled
Subscription
Here you can actually see which plan you as a supplier are signed up for.
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You can review the Billing Plans and their Capabilities by logging into in to the Claritum.
If you haven't yet subscribed to any of our chargeable plans and you wish to know what they include, then simply click on the Subscribe Now button available within Home–>Dashboards tab.
This will take you to the Billings Plan table, as per below:
If you want to know what each of the capabilities mean exactlymore details about capabilities offered within plans, click on the VIEW CAPABILITIES link which will take you to the below pop-up window:
Click on a respective SUBSCRIBE button in order to choose Growth or Business planOnce decided which plan you want to subscribe to, click on Subscribe. This will take you to the Credit Card Details. Read and accept Ts&Cs and provide all the necessary details.
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If your payment details are accepted you should be switched to your plan within seconds. On a top ofthe page yo uwill of the page you will see the below confirmation:
| Note: |
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IMPORTANT:
We do not |
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lock the suppliers into the long term contracts so you can upgrade or downgrade your plan at anytime. |
SUPPLIER SUPPORT
In-built messaging system (Intercom)
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
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 feedback any time you wish and we strongly encourage you to do so.
The messaging tool will be available to all users, no matter what plan they are subscribed to.This though will be 're on, however this is 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.
change after beta product is tested and closed.
Where can I find Intercom?
It is available to you from every page of Claritum.
- Go to the bottom right corner and look for an icon of a white and blue chat cloud with an exclamation mark
2. Open it by single clicking on the icon and click on the New Conversation
| Note: Claritum support team will be responding to the Intercom enquiries in a reasonable time, as soon as they are available. |
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 use the Claritum in-built Claritum chat.messaging tool (Intercom)
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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