Copy of Claritum Training Agenda

1. Claritum Support
   1. Knowledge Base
      1. How to Access ( Claritum system, Claritum website and direct link)
      2. Public access
      3. Search for help
      4. Left Menu for Browsing 
      5. Releases ( also emailed)
      6. SLA (Service Targets, How to contact Claritum)
   2. Support Portal
      1. How to Access ( only for Support Contacts)
      2. How to raise a support ticket
      3. How to view previous tickets
      4. Best Practice for Raising and Replying
      5. Adding other Support Contacts to the Support Ticket
   3. Ideas Portal
      1. How to Access
      2. Benefits from using Ideas Portla and how it works
2. Claritum Roles
   
   1. System User
   2. Customer User
   3. Supplier User
3. Creating Users
   1. Creating System User
      1. Name
      2. Email
      3. Password
      4. Privileges
      5. Customers
   2. Creating Customers
      1. Creating single Customer
         1. Name
         2. Account Manager
         3. Address
         4. Administrators
         5. Suppliers
         6. Catalogue ( discuss later!)
      2. Importing Customers ( see Knowledge Base)
   3. Creating Customer Users
      1. Creating Single Customer User 
         1. First Name
         2. Last Name
         3. Email Address
         4. Password
         5. Address
         6. Privileges
      2. Importing Customer Users (see Knowledge Base)
   4. Creating Suppliers
      1. Creating Single Supplier
         1. Name
         2. Address
         3. Capabilities
         4. Customers
         5. Supplier Users
            
            1. Name
            2. Email
            3. Privileges
            4. Customers
      2. Importing Suppliers ( see Knowledge Base)
4. Managing Catalogue Items
   1. Rfx
      1. Specification type
   2. Rate Card
      1. Specification
      2. Cost Prices and Sale Prices (Overview only)
      3. Documentation in Knowledge Base
   3. Template
      1. PageFlex
      2. Rate Card for Pricing
   4. Stock Item
      1. Creating a Stock Item ( overview)
      2. Difference between Stock Item and other Items (creates Stock Order and NOT a Job)
   5. Publishing
      1. Selected customers
      2. Cost Centres
      3. Customer Users
      4. Display
5. General System Config
   1. System
   2. Integration
   3. Checklist
6. Jobbag Workflow
   1. Listings ( View All) 
   2. Raising Rfx
   3. Selecting Suppliers
   4. Raising Quote
   5. Receiving responses and selecting supplier(s)
   6. Placing Order
   7. Goods Receipting
   8. Extras
   9. Supplier Invoice
   10. Sales Invoice
   11. Copying / Versioning
7. Stock Order Workflow
   1. Order List 
   2. Adding items to the basket
   3. Placing Order
   4. Picking
   5. Despatch
   6. Invoicing
   7. Batch Processing
   8. Replenishment
8. Customer Catalogue
   1. Customising
   2. Customer Login
   3. Customer Basket workflow (optional)

Additionally:

1. Practice Raising Tickets
2. Create Rate Card
3. Create Workflow
4. Create Stationery
5. Jobbag Workflow

List of things to prepare:

1. Have Justines's details ready to create System User account