If, for whatever reason, a Supplier is unable to respond to the Quote Request through the Claritum platform, the Service Provider can enter prices on their behalf.
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- From the main menu, go to Projects > All Projects.
- In the Search box, filter the projects by selecting Status > Awaiting Quotes.
- Use the search facility to find the specific project.
See Searching / Filtering / Displaying Projects - Select Click Set Prices:
- Select a Project Part and click Set Prices.
- Enter the costs and markup for each service.
The total costs of each service are automatically calculated.
Click the Save Prices button.
Supplier prices are saved and Project Part status changes to Responses Received.Info title For Sale / Not for Sale <<Need to look at this again and decide what to say about it>>
Note from Claritum App Questions 3:
"Flags the job. If this is a 0 invoice product there will be no Sale Invoice ( the product is pre-contracted, something extra is done for the customer at no extra price)"There is a For Sale | Not for Sale option on the sourcing tab that can be set when the prices have been entered.
It defaults to For Sale, which means the markup is applied to the cost price.
If Not for Sale is selected;
- no markup will be applied to the cost price.
- when the quote is sent to the Customer, the price will be £0.
Expand title Using 'Not for Sale' Why would the Service Provider not want to charge their Customer for an order?
Where a Project part is linked to a stock item there are two ways the Customer could be paying for the product:
- The Customer is invoiced on completion of the Project as the order goes into the warehouse. This is known as 'Customer-Owned Stock' because they've already paid for it. In this case the 'Sales' price of the stock item would be £0 and Not for Sale should be selected.
- The Customer has not been invoiced yet, but will be invoiced for the sale price of the product stock Items as they place the stock item orders. This is known as 'Provider-Owned Stock' because the Service Provider buys the product in and the Customer pays for stock items as they are ordered.
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