If, for whatever reason, a Supplier is unable to respond to the Quote Request through the Claritum platform, the Service Provider can enter prices on their behalf.
- From the main menu, go to Projects > All Projects.
- In the Search box, filter the projects by selecting Status > Awaiting Quotes.
- Use the search facility to find the specific project.
See Searching / Filtering / Displaying Projects - Select Set Prices:
- Select a Project Part and click Set Prices.
- Enter the costs and markup for each service.
The total costs of each service are automatically calculated.
- Click the Save Prices button.
Supplier prices are saved and Project Part status changes to Responses Received.For Sale / Not for Sale
<<Need to look at this again and decide what to say about it>>
Note from Claritum App Questions 3:
"Flags the job. If this is a 0 invoice product there will be no Sale Invoice ( the product is pre-contracted, something extra is done for the customer at no extra price)"
Edit Scenarios
What is a Scenario?
A scenario is a combination of two or more suppliers providing different services. A scenario allows you to combine different suppliers services for comparison purposes. For example, if you had three potential delivery suppliers and four potential print suppliers, you could combine each delivery supplier with each print supplier, resulting in 12 different scenarios:
| Print 1 | Print 2 | Print 3 | Print 4 | |
| Delivery 1 | Scenario 1 | Scenario 2 | Scenario 3 | Scenario 4 |
| Delivery 2 | Scenario 5 | Scenario 6 | Scenario 7 | Scenario 8 |
| Delivery 3 | Scenario 9 | Scenario 10 | Scenario 11 | Scenario 12 |
Creating a Scenario
A scenario is created automatically when you select two or more suppliers that provide the same service. For example:
- From the main menu, go to Projects > All Projects.
- Filter projects on Status: New
- Find the project you want and click its Select Suppliers button.
- In the Select Suppliers and Services section, click the Services button.
- Select the services you want, for example:
If a Supplier provides a service it will display with selectable checkboxes in the Supplier list.
- Click Next
The different scenarios will display.
- You then complete the Quote Details and Email Options as for a standard Quote Request.
See Service Provider raises Quote Request for Customer.
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