Click on the input to select a date from the calendar or type in the date yourself to filter:
Tabs
By hovering over each graohg
Business Quotes - Top Row
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RFXs Received - The number of RFXs (quote requests) that were received in the period. Quotes Sent - The number of quotes sent in the period. Quotes Pending - The number of RFXs (quote requests) that have not been <strong>quoted Declined to Quote - The number of quotes requests declined in the period. |
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Quotes Pending (value) - Value of Orders - Average time between Quote and Order - |
 |
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| Orders (value) - The total value of orders and the number of orders per month |
...
Q: Can I manage my company profile and contact details?
A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Details’ tab and edit your
information.
Q: Can I update my company’s capabilities?
A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Capabilities’ tab to see the
capabilities for your company. To amend, please email XXX@XXX?
Q: Can I add/edit/delete users?
A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Users’ tab to see the users
for your company. Here, you can edit or delete an existing users, add another user and
send invitations (passports) to existing users.
Q: Can I change the currency that I use?
A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Details’ tab and select your
preferred currency.
Q: Can I add my businesses terms & conditions?
A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Details’ tab and edit your
information.
Q: How do I know which customer is inviting me to Quote?
A: mmm, don’t know.
Q: What is a RFx?
A: A “RFx” is a request-for-quote, request-for-price or similar. It is an invitation for you
to respond with a quote.
Q: How do I respond to a RFx?
A: Navigate to the menu and select “View RFxs”. Select the RFx that you want to respond
to, view the details and enter your price(s) and any additional information.
Q: How do I receive and process orders?
A: Navigate to the menu and select “View Orders”. Select the order that you want to
respond to, view the details and process the order.
Q: How can I convert more enquiries into quotes?
A: To receive more enquiries, you’ll need to analyse your performance and identify
opportunities to improve. Select “Home” and then select the “Dashboard”. Depending on
your plan you will be able to view “Quotes” data. By analysing the information provided,
you will be able to maximise your RFx to Quote conversion ratios, ensure you respond
promptly to RFxs from your customers and improve your performance over time.
Q: How can I convert more quotes into orders?
A: To win more orders, you’ll need to analyse your performance and identify
opportunities to improve. Select “Home” and then select the “Dashboard”. Depending on
your plan you will be able to view “Orders” data. By analysing the information provided,
you will be able to maximise your Quote to Order conversion ratios, chase up
outstanding orders, minimise quote to order timescales and improve your performance
over time.
Q: Will my prices be shared with competitors?
A: No. Your prices are only shared with the customer who has invited you to bid.
Q: How am I notified of winning a new order?
A: The Claritum platform will send you an email notifying you of the order details, with a
a purchase order, work ticket and delivery information. You will also see the status of
the order change in your ‘All Jobs’ listing.
Q: Am I notified if I am unsuccessful?
A: Yes. Dependent on which plan you have subscribed to, you will be notified of each
unsuccessful bid. For subscribers to the Business plan, you will be provided with the
reason that you were unsuccessful, if a reason was given by the buyer.
Q: Can I submit my invoices through the platform?
A: Yes, if your customer has enabled this capability on your behalf. Please contact your
customer to request that this feature is enabled.
Q: Can I view, upgrade or downgrade my plan at any time?
A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Subscription’ tab and select
“view/choose plans”. Here you can view the capabilities for each plan, upgrade or
downgrade to another plan or stay on your current plan. You can upgrade or downgrade
at any time.
Q: How can I change my credit card details?
A: Navigate to the menu and click ‘my details’. Click the ‘Subscription’ tab and select
“change card details”. You can enter your credit card details here.
Q: Can I get an invoice for the service?
A: Yes. Navigate to the menu and click ‘my details’. Click the ‘Subscription’ tab and select
“view”. Your invoices will be listed here. You can download, print or email your invoice if
required.
Q: Am I locked-in to a long term contract?
A: No. With Claritum’s Supplier Network, you can upgrade or downgrade at any time.
You are not locked-in to a contract.
Q: How can I contact support?
A: To contact support, email suppliersupport@claritum.com. We will aim to respond
promptly.
Q: Can I integrate Claritum’s supplier network into my own workflow?
Yes, dependent on the plan you are on. XXXX