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Please bear in mind the look and feel of your Customer Catalogue may be different depending on the admin configuration. You may also see additional configuration options which are not described in this document. Please speak to your system administrator for more details. |
Login Page
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In your browser’s address bar, type the URL given to you by your account manager and hit ‘Enter’ or click the ‘go’ button (different browsers may present this differently).
- Enter your email address and password to log into the Customer Catalogue.
- Click the ‘Login’ button to continue.
Home tab
The Home page shows your recent job activity activities (Quotes, Jobs, Quotes and Jobs, Completed Jobs and Invoiced and Closed jobs) and the catalogue menu.
You can manipulate with a list of columns displayed by adding/removing them from All Columns drop-down menu placed on the top right side of the table.
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Please bear in mind the list of Quotes and Jobs may not be available on your Customer Catalogue |
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. Please speak to your system administrator for more details. |
Catalogue
Click the ‘Catalogue’ button in the top menu to view the catalogue of items.
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Click the category itself to view its contents (items).
Requesting an Item
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When looking into a category list in the Claritum catalogue Customer Catalogue you may come across three different types of item request formsitems, however this the view may be dependant depend on the client-specific configuration and a type of categories specified for your company.
Rate Card Item
Claritum gives you a possibility to request a number of items where you can choose a required amount and specify additional criteria for what you want to order.
Stock Item
Stock items may be selected by simply entering the quantity you require in the box and clicking the ‘Add to basket’ button.
This will place the item in your basket. Note: you can click the ‘My Order’ button at the top at any time to go to your shopping basket to confirm the order.
Personalised Item
In the catalogue categorization categorisation you may come across a personalized personalised item (e.g Business Card TemplatedTemplate) which may present a variety of different set of personalisation controls.
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You may see a range of text-inputs, tick boxes or drop-down menus.
Request for Quote
If you need a price for a product that does not already exist in the catalogue then you can fill out a form with your requirements and your service provider will establish an appropriate price and return a quote to you.
My Quotes
This tab will display all the quotes you have submitted in the Claritum platform.
Depending on the progress of your request, you may see 3 different status types of your quote request:
Status Name | Description | Next step |
 | Initial status displayed after the quote request is submitted | The quote needs to be accepted and the suppliers need to be engaged |
 | Status signifies the quote is being dealt with | The quote is now accepted and a purchase order sent to the supplier(s) |
 | The quote for your request is now available | The item can now be added to the basket and ordered |
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My Order
After you add the items to the basket, they will be automatically visible in the My Order tab.
From here, you can perform the following actions:
- view ready to order items
- change the quantities of the items in your shopping basket (Quantity column)
- remove selected items (delete button)
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Additionally, you can also cancel all the items in the basket by hitting Cancel Basket button or you can add another item to your order by selecting Add Item.
If you are happy to continue with your purchase you can hit the Checkout button
Confirm Delivery Details & Order
After selecting the Checkout button you will be taken to a next page where you will be asked to confirm the delivery details.
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If, for some reason, you are not happy with your order and you wish to modify it ( edit the number of items, add new items, delete the items) you can still do it by selecting the Back option.
Previous Orders
This tab will give you a visibility of all the orders you have placed in through the Claritum platformCustomer Catalogue.
IMPORTANT: As per default configuration, you should only have a visibility of the orders you have placed yourself.
In some circumstances, the visibility permissions can be upgraded so you can see the orders placed by the other users of the Clarity Customer Catalogue within your organizationorganisation.
Within the Previous Orders you can simply re-order the same item(s) without a need for going back into the catalogue and searching for the item again.
To perform this action you can simply perform the followingdo this:1)
- Tick Select all box next to the item you wish to purchase
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- Click Reorder button
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- . It will take you to the New Order tab where you can edit your order before placing in the basket.
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- Click Checkout
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- Confirm Delivery Details
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- Place an order
My Approvals
If your order exceeds your personal spend limit it must be approved by your line manager.
You will know that your order needs to be approved because the Place Order button will be missing and a Get Approval button will be in its place.
NOTE: Please contact your account manager if you have any questions regarding your spend limit
Authorisation
Once you hit the Get Approval button, the request is being sent to your manager
- You can go to the Previous Orders tab where you will notice the status of your order has changed into Awaiting authorisation
3 3. Once approver's authorisation is granted your order's status will change into "In Progress" and a notification will be sent to you with a confirmation for your order.
Approvers instruction
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As an approver you have a visibility of all the orders which require your authorization before the orders can be progressed any further.
Within the Claritum you have 3 ways in order to progress the authorization process.
- Approve – simply place a tick
You can either approve or reject your colleagues order.
My Details
Here you can update your personal detail and address details.
Contact Us
You can contact your system administrator with a query about your order.
Reports
The system allows you to see 2 reports showing Stock Levels and Stock Orders.
