...
- Enter your email address and password to log into the Customer Catalogue.
- Click the ‘Login’ button to continue.
Home tab
The Home page shows your recent job activity (Quotes, Jobs, Quotes and Jobs, Completed Jobs and Invoiced and Closed jobs) and the catalogue menu.
...
You can manipulate with a list of columns displayed by adding/removing them from All Columns drop-down menu placed on the top right side of the table.
Catalogue
Click the ‘Catalogue’ button in the top menu to view the catalogue of items.
...
Click the category itself to view its contents (items).
Requesting an Item
When looking into a category list in the Claritum catalogue you may come across three different types of item request forms, however this may be dependant on the client-specific configuration and a type of categories specified for your company.
Rate Card Item
Claritum gives you a possibility to request a number of items where you can choose a required amount and specify additional criteria for what you want to order.
Stock Item
Stock items may be selected by simply entering the quantity you require in the box and clicking the ‘Add to basket’ button.
This will place the item in your basket. Note: you can click the ‘My Order’ button at the top at any time to go to your shopping basket to confirm the order.
Personalised Item
In the catalogue categorization you may come across a personalized item (e.g Business Card Templated) which may present a variety of different set of personalisation controls.
...
If you need a price for a product that does not already exist in the catalogue then you can fill out a form with your requirements and your service provider will establish an appropriate price and return a quote to you.
My Quotes
This tab will display all the quotes you have submitted in the Claritum platform.
Depending on the progress of your request, you may see 3 different status types of your quote request:
Status Name | Description | Next step |
 | Initial status displayed after the quote request is submitted | The quote needs to be accepted and the suppliers need to be engaged |
 | Status signifies the quote is being dealt with | The quote is now accepted and a purchase order sent to the supplier(s) |
 | The quote for your request is now available | The item can now be added to the basket and ordered |
...
My Order
After you add the items to the basket, they will be automatically visible in the My Order tab.
...
Additionally, you can also cancel all the items in the basket by hitting Cancel Basket button or you can add another item to your order by selecting Add Item.
If you are happy to continue with your purchase you can hit the Checkout button
Confirm Delivery Details & Order
...
After selecting the Checkout button you will be taken to a next page where you will be asked to confirm the delivery details.
This will allow you to perform a final review of your order.
If all the details for your order are correct and you wish to continue the purchase, please select the Place Order button.
If, for some reason, you are not happy with your order and you wish to modify it ( edit the number of items, add new items, delete the items) you can still do it by selecting the ß Back option.
Previous Orders
This tab will give you a visibility of all the orders you have placed in the Claritum platform.
IMPORTANT: As per default configuration, you should only have a visibility of the orders you have placed yourself.
In some circumstances, the visibility permissions can be upgraded so you can see the orders placed by the other users of the Clarity within your organization.
Within the Previous Orders you can simply re-order the same item(s) without a need for going back into the catalogue and searching for the item again.
...
4) Confirm Delivery Details
5) Place an order
My Approvals
If your order exceeds your personal spend limit it must be approved by your line manager.
You will know that your order needs to be approved because the Place Order button will be missing and a Get Approval button will be in its place.
NOTE: Please contact your account manager if you have any questions regarding your spend limit
Authorisation
Once you hit the Get Approval button, the request is being sent to your manager
- You can go to the Previous Orders tab where you will notice the status of your order has changed into Awaiting authorisation
3. Once approver's authorisation is granted your order's status will change into "In Progress" and a notification will be sent to you with a confirmation for your order.
Approvers instruction
As an approver you have a visibility of all the orders which require your authorization before the orders can be progressed any further.
...