Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

A Customer can order a Rate Card item through the Customer Catalogue just like any other item.

...

  1. Log in to the Claritum Procurement System.

    Include Page
    Customer Login
    Customer Login


  2. Open the Catalogue from the menu bar:
    Include Page
    Menu bar - Catalogue
    Menu bar - Catalogue


  3. Select a Rate Card item from the Catalogue and add it to your basket.
  4. Customise the Rate Card item as required by selecting different options.
    <<Need to update screenshot once layout is improved>>
  5. Add attachments as required.

    Include Page
    Add Attachments
    Add Attachments
  6. Click the Add to Basket button.
    You will be taken to the Checkout page.

  7. Click theĀ Checkout button.
    You will be taken to the Confirm Delivery Details page.

  8. Check the order details, enter the Purchase Order, Delivery Date, and any special instructions, then click theĀ Place Order button.
    The order is sent to the Service Provider, who checks, approves and forwards the order to the Supplier.