Login Page

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).

1. Enter your email address and password to log into the Customer Catalogue.
2. Click the ‘Login’ button to continue.

Home tab

The Home page shows your recent job 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.

Catalogue

Click the ‘Catalogue’ button in the top menu to view the catalogue of items.

The catalogue is arranged into a series of categories and sub-categories, displayed on the left-hand side.

Click the little triangle icon to expand or collapse a category.

Click the category itself to view its contents (items).

Requesting an Item

When looking into a category list in the Customer Catalogue you may come across three different types of items, however the view may 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 categorisation you may come across a personalised item (e.g Business Card Template) which may present a variety of different set of personalisation controls.

Enter personalisation details

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

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)

Additionally, you can also cancel 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.

This will allow you to perform a final review of your order.

If all the details for your order are correct and you wish to continue the purchase, please select the Place Order button.

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 through the Customer 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 Customer Catalogue within your organisation.

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 do this:

1. Tick Select all box next to the item you wish to purchase
2. Click Reorder button. It will take you to the New Order tab where you can edit your order before placing in the basket.
3. Click Checkout
4. Confirm Delivery Details
5. 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

1. Once you hit the Get Approval button, the request is being sent to your manager

   
   
   
2. You can go to the Previous Orders tab where you will notice the status of your order has changed into Awaiting authorisation
   
   

     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

As an approver you have a visibility of all the orders which require your authorization before the orders can be progressed any further.

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.