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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.
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There are multiple ways of accessing the quote requests and jobs within the Claritum.
 | Note: The Claritum platform allows you to search and filter all your Quotes and Jobs using not only the Today tab but also specifically created listings. |
View All
View All menu will show you a listing of everything:
- 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 | Awaiting your quote
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 | Note: Identical columns are present within the View Quotes and View Jobs listings. |
Filtering the Search
The default view of the searching and filtering functionality is hidden. To be able to filter the results, please expand the black arrow.
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Respective drop down menus (excluding Search field) contain a list of predefined criteria
| Search | in | Sort by | Show |
|---|---|---|---|
Searching will look for matching part titles or reference numbers Also, you only need to put a 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’ |  |  |  |
 | Note: The same filtering functionality can be found within the View Quotes and View Jobs listings |
View Quotes
This listing shows all of the Quote Requests that you are involved in.
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View Jobs
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) |
QUOTE SHEET
The Quote Sheet is where all of the information relating to the Quote Request is held.
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- 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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- Open the Stock Order you wish to fulfill
- Go to the Pending section of the page.
- Click Show Pick List to the right of the delivery.
This will open the Picking List PDF in a new window. - Print the picking list PDF.
- Close the Picking List PDF window.
- Click the Packing in progress option to the right of the delivery
- Click OK
| Note: If you cannot see any controls to the right of the delivery and the ‘HALT’ checkbox to the upper right of the delivery is ticked then this delivery has been halted by the Buyer/Manager and you will not be able to fulfil this delivery. Please contact the Buyer/Manager for more information. |
Dispatch
- View the stock order you wish to process.
- Click the Show delivery note link of the delivery. This will open the delivery note PDF.
- Print the Delivery Note PDF.
- Close the Delivery Note PDF.
- Click the Dispatched option to the right of the delivery you are processing.
- Click OK.
- If you know the carrier details then complete the form, selecting the carrier from the drop-down menu and entering the carrier’s reference number and the carrier’s cost.
- Click Save
| Note: If you don’t know the shipping information at this time then select Other... as the carrier option and leave the fields empty. You can add this information later. |
INVOICING
This section allows you to prepare the invoices basing on the jobs and stock orders you have fulfilled.
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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
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This option allow you to work on multiple invoices in the same time:
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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:
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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.
| 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:
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If you are subscribed to the Growth or Business Pro plan then you will have a visibility to the billing's user name and email address.
| Note: Only the billing user can apply for a plan change. If you want to upgrade the plan you currently are subscribed to, get in contact with the billing user! |
For more information about different lans, please refer to the Claritum Billing Plans
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