Content Comparison

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1. Claritum Support
   1. Knowledge Base
   3. How to Access ( Claritum system, Claritum website and direct link)
   4. Public access
   5. Search for help
   6. Left Menu for Browsing 
   7. Releases ( also emailed)
   8. SLA (Service Targets, How to contact Claritum)
   Support PortalHow to Access ( only for Support Contacts)
   9. How to raise a support ticket
   10. How to view previous tickets
   11. Best Practice for Raising and Replying
   12. Adding other Support Contacts to the Support Ticket
   13. Ideas Portal
   14. How to Access
   Benefits from using Ideas Portla and how it works
2. Claritum Roles
   
   1. System User
   2. Customer User
   3. Supplier User
3. Creating Users
   1. Creating System User
   3. Name
   4. Email
   5. Password
   6. Privileges
   7. Customers
   Creating Customers
   8. Creating single Customer
      1. Name
      2. Account Manager
      3. Address
      4. Administrators
      5. Suppliers
      6. Catalogue ( discuss later!)
   9. Importing Customers ( see Knowledge Base)
   Creating Customer Users
   10. Creating Single Customer User 
       1. First Name
       2. Last Name
       3. Email Address
       4. Password
       5. Address
       6. Privileges
   Importing Customer Users (see Knowledge Base)
   11. Creating Suppliers
   12. Creating Single Supplier
       1. Name
       2. Address
       3. Capabilities
       4. Customers
       5. Supplier Users
          
          1. Name
          2. Email
          3. Privileges
          4. Customers
   Importing Suppliers ( see Knowledge Base)
4. Managing Catalogue Items
   1. RfxSpecification type
   2. Rate Card
   3. Specification
   Cost Prices and Sale Prices (Overview only)
   4. Documentation in Knowledge Base
   5. Template
   6. PageFlex
   Rate Card for Pricing
   7. Stock Item
   8. Creating a Stock Item ( overview)
   9. Difference between Stock Item and other Items (creates Stock Order and NOT a Job)
   10. Publishing
   11. Selected customers
   12. Cost Centres
   13. Customer Users
   14. Display
5. General System Config
   1. System
   2. Integration
   3. Checklist
6. Jobbag Workflow
   1. Listings ( View All) 
   2. Raising Rfx
   3. Selecting Suppliers
   4. Raising Quote
   5. Receiving responses and selecting supplier(s)
   6. Placing Order
   7. Goods Receipting
   8. Extras
   9. Supplier Invoice
   10. Sales Invoice
   11. Copying / Versioning
7. Stock Order Workflow
   1. Order List 
   2. Adding items to the basket
   3. Placing Order
   4. Picking
   5. Despatch
   6. Invoicing
   7. Batch Processing
   8. Replenishment
8. Customer Catalogue
   1. Customising
   2. Customer Login
   3. Customer Basket workflow (optional)

Additionally:

1. Practice Raising Tickets
2. Create Rate Card
3. Create Workflow
4. Create Stationery
5. Jobbag Workflow

List of things to prepare:

1. Have Justines's details ready to create System User account