The Claritum platform provides a default Standard Workflow, but also allows the Service Provider to create different types of Project workflow for different Quote Request products within a Customer Catalogue (see Catalogue Management > Create / Edit Quote Request).
The Standard Workflow is composed of the following steps, which can be seen on the Workflow tab of a Project's home page:
- Supplier Quote Requests sent
- Supplier Quotes Received
- Quoted to Customer
- Order Placed
- All Supplier Orders Sent
- Delivered
- Customer Invoiced
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Create / Open a Project Workflow
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