The Project Workflow is the heart a key part of the Claritum Spend Management Platform and covers each step of the purchasing process, from a Customer placing a Rate Card order or Quote Request to receiving the goods and being invoiced.The workflow comprises the following stages and sub-workflows:all orders other than simple Customer catalogue purchases.
The Service Provider creates a Project to manage a Customer Quote Request.
A Project is created automatically when a Customer places an order for a Rate Card or Personalised <<template>> item.
Related Pages
- Quote Request Workflow
- Rate Card Workflow
- Template Workflow
- Supplier Purchase Order Approval
- Making Changes to the Project
- Invoicing Customer