THE SUPPLIER ROLE
The Supplier Role is performed by those individuals working on behalf of a Supplier with the purposes of responding to Quote Requests, receiving Purchase Orders or fulfilling Stock Orders where the supplier holds the ordered items.
LOGGING IN
Type the following address into the Address Bar of your browser:
https:// <yoursystemname> .claritum.com/login (replace the <yoursystemname> with your system name. If you do not know this then please contact your Supplier Manager).
Hit the Enter key.
When the login page opens, enter your login credentials and hit Enter again to login.
Forgotten Password
In case you don’t remember your password you can simply use the password reset option and follow the below steps:
- Follow the Click here link placed under the logon box (see the screenshot above)
- You will be asked to provide your email address you use to log in.
- You should receive an email with the instructions for a password reset.
- Click on a link available in the email. This will take you to the logon page where a new password needs to be provided and confirmed.
SIDE MENU
The Side Menu provides you with access to the various parts of the system and is divided into sections. Click the section title to expand to view its options or to contract to hide its options.
Note: You may not be able to see all of the options or all of the sections listed below, depending on your access restrictions. Please contact your Account Manager for more information.
HOME
Home is the first screen you will be presented with after logging in to the Claritum Procurement System. It consists of two tabs: "Dashboards" and "Today".
Dashboards Tab
The content of the Dashboards tab depends on the billing plan you’ve subscribed to.
Free of Charge
If you use the Claritum platform free of charge, you will have no visibility to the dashboards data.
Remember! You can always subscribe and choose most suitable plan by clicking on Subscribe Now
Growth
If you have subscribed to our Growth plan you will have a visibility to the Quote dashboards only.
Note: Within Growth plan you will not be able to see the Dashboards for Orders. When clicking on the Orders button, you will simply receive the following message:
Business Pro
With the Business Pro subscription you can enjoy full access to the dashboard’s content! Now you can easily analyse your business performance and opportunities by having access to the Quotes and Orders from the Dashboards.
Example 1 Quotes
Example 2 Orders
Today's Tab
This page displays an overview of the items that require your attention, ranging from returning quotes following submission of your requests through to stock orders that require fulfilment.
JOB BAGS
Requests for Quotes (RFQs) may be sent to you by the Buyers/Managers via the system in the form of an email. Attached to the email will be an RFQ document that sets out the detailed specification of the requirement. This is your invitation to submit a Quote for the work, which you may do also via the system.
There are multiple ways of accessing the quote requests and jobs within the Claritum.
 | Note: The Claritum platform allows you to search and filter all your Quotes and Jobs using not only the Today tab but also specifically created listings. |
View All
View All menu will show you a listing of everything:
- Quote Requests assigned to you
- Jobs for which you have received a purchase order
Ω
Ref/Title | Delivery Date | PO | Status |
|---|---|---|---|
The project reference number and title. Also displayed is the Buyer/Manager responsible for the job. | The delivery date of each job/quote part. If the date shows as ‘TBC’ then no date has been set. | If you have been awarded a purchase order for the project then it will appear in this column |
|
 | Note: Identical columns are present within the View Quotes and View Jobs listings. |
Filtering the Search
The default view of the searching and filtering functionality is hidden. To be able to filter the results, please expand the black arrow.
You can filter the results by selecting a range of different search criteria from the drop down menus:
Respective drop down menus (excluding Search field) contain a list of predefined criteria
| Search | in | Sort by | Show |
|---|---|---|---|
Searching will look for matching part titles or reference numbers Also, you only need to put a part of what you’re looking for into the Search field, for example if you search for ‘Summer’ then you may find jobs like ‘Summer Poster 2009’ or ‘Summersby Flyers’ |  |  |  |
 | Note: The same filtering functionality can be found within the View Quotes and View Jobs listings |
View Quotes
This listing shows all of the Quote Requests that you are involved in.
|
View Jobs
This listing will show you all of the Jobs that you are involved in.
Note: In order to be able to filter the results, don't forget to expand the black arrow (as default, the searching filters are always hidden) |
QUOTE SHEET
The Quote Sheet is where all of the information relating to the Quote Request is held.
The quote sheet comprises with the following sections:
- Overview
- Quote Part Details
- Pricing
- Attachments
Overview
An overview of the Quote Request is shown in a very top section of the page ( Customer, Job Title, Administrator, Delivery Date, Reference, Status)
It also shows a list of the individual parts that comprise the job (Title, Job Type, Quantity)
Quote Part Details
This section contains all of the information relating to one part of the (multi-part) project.
Pricing
This section shows the detailed breakdown of your quote.
- Quote Ref. - click on the No Ref link in order to provide your reference number
- Product Price - you can provide the Design costs into this field in necessary
- Notes - add any extra comments relevant to the quote pricing
 | Note: None of the fields are mandatory so the system will allow you to save the changes with the blanks. |
- Decline - if you are not happy to participate in product quoting you can simply click on the Decline button. It will send an automatic response to the procurement team that invited you to the bidding.
- Set Prices - allows you to submit your price and means that you accept the participation in the bidding.
Attachments
This section shows the files that have been uploaded and attached to the project. A typical use of this would be for artwork files or bulk mailing instructions.
Opening a Quote
- Open the quote request email received from the system.
- Click the link in the email. This should take you to your ‘passport’ page.
- Enter your password and click Login.
- You should be taken directly to the Quote Sheet.
Home Page (Today tab)
- Click the Home button at the top of the side menu an go to Today tab
- Click the link in the Awaiting your Quotes section of the Today View.
View All or View Quote listings
- Go to View All or View Quote under Jobbag.
- Find the Quote Request you wish to view.
- Click the name (blue hyper link) to view the details.
Working on a Quote
- On the Quote Sheet, got to the Pricing section.
- Click the Quote ref field and enter your quote reference number.
- Click each of the prices and enter your price
- Enter any notes you may have into the Notes field.
- Click Set Prices at the bottom right of the Pricing section.
Declining a Quote
- On the Quote Sheet, got to the Pricing section
- Click the Decline button at the bottom right of the section
- Enter your reason for declining to quote
- Click OK.
STOCK ORDER
Stock Order Fulfilment process
- The steps in the process are:
- Customer places order for items held by you.
- You receive a Stock Order Fulfilment Request email from the system.
- You print out the Picking List.
- You pick/pack the order.
- You print out the Delivery Note.
- You ship the order with the delivery note.
Stock Order Details
Order Details
Displays the overall status of the order, when it was placed and who by.
Awaiting Authorisation
Displays the items awaiting authorisation and their current state.
Pending
Displays the items which are required to be processed by you.
Despatched
Displays the items that have been dispatched
Back Order
Displays the items that cannot be dispatched until more stock becomes available.
Attachments
Displays all the documents that a customer might have attached to their order.
Accessing a Stock Order
- Click the link in the the Stock Order Fulfilment Reques email.
- Log in to the Claritum Portal (unless you are logged in already then the link will take you directly to the Stock Order)
Home Page (Today tab)
- Click the Home button at the top of the side menu an go to Today tab
- Look under the Stock Order --> Pending -->selected a Stock Order
Working on a Stock Order
Pick and Pack
- Open the Stock Order you wish to fulfill
- Go to the Pending section of the page.
- Click Show Pick List to the right of the delivery.
This will open the Picking List PDF in a new window. - Print the picking list PDF.
- Close the Picking List PDF window.
- Click the Packing in progress option to the right of the delivery
- Click OK
| Note: If you cannot see any controls to the right of the delivery and the ‘HALT’ checkbox to the upper right of the delivery is ticked then this delivery has been halted by the Buyer/Manager and you will not be able to fulfil this delivery. Please contact the Buyer/Manager for more information. |
Dispatch
- View the stock order you wish to process.
- Click the Show delivery note link of the delivery. This will open the delivery note PDF.
- Print the Delivery Note PDF.
- Close the Delivery Note PDF.
- Click the Dispatched option to the right of the delivery you are processing.
- Click OK.
- If you know the carrier details then complete the form, selecting the carrier from the drop-down menu and entering the carrier’s reference number and the carrier’s cost.
- Click Save
| Note: If you don’t know the shipping information at this time then select Other... as the carrier option and leave the fields empty. You can add this information later. |
INVOICING
This section allows you to prepare the invoices basing on the jobs and stock orders you have fulfilled.
Supplier Invoice
Fields to populate
When working on the invoice you will be asked to provide the following details (the fields flagged with * are mandatory):
- Invoice Date *
- Invoice Number *
- Total (excl tax) *
- Total (incl tax*
- Notes
- Terms
Action Buttons
The following features are available within invoicing:
| Download CSV | Save | Add Line Item | Send Credit Note |
|---|---|---|---|
The system allows you to download your invoice into the CSV file which you can save locally. | Simply save your changes
| This option allow you to work on multiple invoices in the same time:
| You can also create a credit note and send it to your customer to correct or undercharge the buyer |
Filtering the Search
You can search and filter all your invoices using the following criteria:
| Search | in | Status | Sort by |
|---|---|---|---|
Searching will look for matching part titles or reference numbers Also, you only need to put part of what you’re looking for into the Search field, for example if you search for ‘Summer’ then you may find jobs like ‘Summer Poster 2009’ or ‘Summersby Flyers’ |  |  |  |
MY DETAILS
Details
As a supplier you are allowed to modify a number of information held within your profile. You have a write access to the below fields at any time:
- Name (your company name)
- Address ( your company address)
- Company Registration No
- Warehouse address
- Phone
- Fax
- Currency
- Terms and Conditions
- Public Profile
Capabilities
These are the products and services your company provides. These allow the potential buyers to filter all the suppliers that meet their expectations in terms of products offered by you as a supplier.
Users
It will list all the supplier users from within your organization who can access the system and respond to the requests / work on the jobs. Basically, these are your colleagues!
| Note: You will not be able to add / remove supplier users if you are signed up to the Free Trade plan. Upgrade to the Growth or Business Pro plan in order to be able to manage the supplier users! |
Prices
This tab will only be visible for users who meet the following criteria:
- "Photocopying" Capability is enabled in the My Details profile
- Your client has the Document Services enabled
Subscription
Here you can actually see which plan you as a supplier are signed up for.
If you are subscribed to the Growth or Business Pro plan then you will have a visibility to the billing's user name and email address.
| Note: Only the billing user can apply for a plan change. If you want to upgrade the plan you currently are subscribed to, get in contact with the billing user! |
For more information about different lans, please refer to the Claritum Billing Plans.
BILLING PLANS
We are providing the suppliers with a possibility TO choose one of our two new offerings or to stay with the current free trade plan.
Free Trade
This is exactly how the suppliers use the product at the moment. The following capabilities are included in the Free Trade plan:
- Manage Your Profile – you can promote your business to 1000’s of buyers by keeping your profile up-to-date
- Respond to RFx’s – you will keep receiving and responding to the quote requests
- Manage your Tasks – you can view all requests, quotes and orders in one place. You can drill down to view customer requirements, job status and other information about the jobs.
- Process Orders – you can receive and process your orders quickly and easily. You can view the order specification in one place
- Transaction Limits – you can receive and process unlimited number of requests, orders and invoices.
- Team Size – you can provide access to other members of your team and manage them with no limits.
Growth Plan
We encourage you to try and subscribe to the Growth Plan
The following features are available for this plan:
- Manage Your Profile – you can promote your business to 1000’s of buyers by keeping your profile up-to-date
- Respond to RFx’s – you will keep receiving and responding to the quote requests
- Manage your Tasks – you can view all requests, quotes and orders in one place. You can drill down to view customer requirements, job status and other information about the jobs.
- Process Orders – you can receive and process your orders quickly and easily. You can view the order specification in one place
- Transaction Limits – you can receive and process unlimited number of requests, orders and invoices.
- Team Size – you can provide access to other members of your team and manage them with no limits.
- Access to the invoicing system – allows you to convert POs into the invoices with just a few clicks (remember to contact your customer to enable this capability for you)
- Feedback from your customers on lost bids – you will receive alert every time you loose a bid. The feedback delivered by the customers should help you to improve your service.
- Access to the Dashboards for Quotes – let you run a trend analysis where you can assess your business performance. You can also see how many requests you have responded to, how many of them await your action. This will give you a clue how you perform in terms of responsiveness to the requests. It will allow you to optimize your quoting performance
Business Pro
Subscribing to the Business Pro plan will grant you access to the additional features on the platform, such as:
- Manage Your Profile – you can promote your business to 1000’s of buyers by keeping your profile up-to-date
- Respond to RFx’s – you will keep receiving and responding to the quote requests
- Manage your Tasks – you can view all requests, quotes and orders in one place. You can drill down to view customer requirements, job status and other information about the jobs.
- Process Orders – you can receive and process your orders quickly and easily. You can view the order specification in one place
- Transaction Limits – you can receive and process unlimited number of requests, orders and invoices.
- Team Size – you can provide access to other members of your team and manage them with no limits.
- Access to the invoicing system – allows you to convert POs into the invoices with just a few clicks (remember to contact your customer to enable this capability for you)
- Feedback from your customers on lost bids – you will receive alert every time you loose a bid. The feedback delivered by the customers should help you to improve your service.
- Access to the Dashboards for Quotes – lets you run a trend analysis where you can assess your business performance. You can also see how many requests you have responded to, how many of them await your action. This will give you a clue how you perform in terms of responsiveness to the requests. It will allow you to optimize your quoting performance
- Access to the Dashboards for Orders – allows you to perform trend analysis on orders and quotes you won or missed. You will see how much money you lose on rejected bids and compare it to your revenues. You can see if your business performs well or opposite.
- Easy Integration – you can receive orders directly into your production workflow with the data file output. Integration will allow to eliminate rekeying errors and avoid delays
IMPORTANT:
We do not upgrade the suppliers automatically to any of our chargeable plans.
Also, we do not lock the suppliers in to the long term contracts so you can upgrade or downgrade your plan at anytime.
SUPPLIER SUPPORT
Supplier Help
We’ve prepared a Supplier Role Guide and a set of FAQs which are now available to you from within the Supplier Help content. Simply log in to the Claritum Support Portal and navigate to the top right corner of the page. Click on the blue exclamation mark icon to open the help guide.
Supplier help content should answer the “How do I” questions and help you to navigate through the functionality of the platform.
In-built messaging system
In case of questions or issues with the Claritum Supplier Network Portal the suppliers can contact the Claritum Technical Support using the in-built messaging tool. We will address your query in a timely manner. During Beta version, we will provide in-built messaging support to all the users, no matter what plan they are subscribed to.
This though will be a subject to a change in future.
Email communication
For any technical issues with the Claritum Supplier Network Portal you can contact us on suppliers@claritum.com Claritum Technical Support will respond to the email enquiries within a reasonable time. During Beta version, we will provide email support to all the users, no matter what plan they are subscribed to.
This though will be a subject to a change in future.
FAQ
Q: Can I manage my company profile and contact details?
A: Yes. Navigate to the menu and click ‘My details’ --> ‘Details’ tab and edit your information.
Q: Can I update my company’s capabilities?
A: No. Due to the permissions model the Company Capabilities can only be amended by your customer(s). If you wish to add/remove the capabilities then you have to speak to the respective Customer Supplier Manager.
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. The available currencies at the moment are:
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: What is a RFx?
A: A “RFx” is a request-for-quote, you can also call it a request-for-price. It is an invitation sent by the procurement guys for you to respond with a quote. This is your real opportunity to sell your product! What you need to do is to provide your price and few other details and submit the request in order to participate in a bid.
Q: How do I respond to a RFx?
A: Navigate to the menu and select “View quotes”. Select the Quote Request (click on the hyper link) that you want to respond to, view the details and enter your price(s) and any additional information.
For more information, please scroll up to the The Supplier Role Guide in our Support Portal
Q: How do I receive and process orders?
A: Navigate to the menu and select “View jobs”. Select the order that you want to respond to, view the details and process the order.
For more detailed step-by-step instruction, please scroll up The Supplier Role Guide available on the Support Portal
Q: How can I convert more enquiries into quotes?
A: It's simple! Sign up to one of our Plans ( Growth or Business Pro) to grow your business. This will give you an opportunity to analyse your performance and identify opportunities to improve.
Have you subscribed already?
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. For this, please subscribe to theBusiness Pro plan!
Have you subscribed to Business Pro already?
Go on then!
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 purchase order, work ticket and delivery information. You will also see the status of the order change in your ‘View 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.
If however, you are subscribed to the "Business Pro" 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, however you need to be subscribed to one of our plans: Growth or Business Pro.
Also, 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.
Remember, this can be done only by the billing user.
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 suppliers@claritum.com or send us a message over the in-built Claritum chat.
We will aim to respond promptly.
Q: Can I integrate Claritum’s supplier network into my own workflow?
A: Yes, it is possible but only for the suppliers who are subscribed to the Business Pro plan.