Claritum enables Suppliers to log in to the system and respond to Quote Requests sent by Service Providers.
The Supplier will receive an email from the Service Provider - via the Claritum system - inviting them to provide a quote for a product or service. The email will contain a URL link to the Quote Request on the system.<<Get a screenshot of an example email?>>
- Click the link in the email.
Claritum will open in your default browser.
- Log in to Claritum with your username and password.
The Project Parts page will open.
- Select a Project part by clicking Project Ref.
Quotations must be provided per Project part.
- Select the Details tab to see the part specification.
- Financials???
- Documents?? What sort of docs would a supplier provide to a Service Provider?Select the Financials tab to view the status of Purchase Orders and Invoices.
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- Click the Documents tab to add attachments.
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| Add Attachments |
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- Select the Pricing tab and enter your prices per quantity.
- Repeat steps 3 to 7 for each Project part.
- Select Submit Prices.
Your quotes will be sent to the Service Provider.
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If the Supplier is unable or unwilling to provide the product specifications they can decline to quote. - Select the Pricing tab, as described above.
- Click the Decline Quote button.
- Enter a reason for declining to quote.
- Click the Decline button.
Your reason will be automatically emailed to the Service Provider.
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