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Knowledge Base 1.9
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Training Guide
Customer Catalogue Instructions
Frequently Asked Questions
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Breaking-down a sales invoice by activity
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Can Customer Users Login With Something Other Than Their Email Address?
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Can i have a due date on the invoice, which will be different for each client?
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Can I have different stationery documents for different Customers in Claritum?
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Can I trade in multiple currencies?
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Can users order products and services using a credit card?
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Claritum - System Configuration Instructions (on-boarding process)
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Customer Purchase Order Approval
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Supplier Purchase Order Approval
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Delivery Rate Card Setup for Stock Items
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Does Claritum have ISO 27001 accreditation?
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Getting Transaction Data into Accounts
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How are 'Rate Card' items prices calculated when I order a quantity between breakpoints?
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How can I route Rate Card orders to different geographies?
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How do I copy Claritum's SSL Certificate
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How do I hide 'RFX's from Customer Catalog users?
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How do I import Stock Items?
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How do I invoice a single activity?
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How do I log into the Claritum System?
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How do I Proof A Document Using ProofHQ?
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How do I reconcile a single consolidated supplier invoice across multiple jobs?
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How do I search for 'Closed' jobs?
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How do I use Supplier Capability Mapping?
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How do multi-currencies work in Claritum?
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How does a supplier post their own invoices directly into the system?
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How to use Customer Catalogue Content Tags
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How does ProofHQ integrate with the workflow and what is this experience like?
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How does the Warehouse Supplier field correspond to the Stock managing in Claritum?
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How to add a PageFlex Template to the Catalogue
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How to authorise PO without sending email to Supplier?
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How to Brand Main Procurement System with my own logo?
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How to change Scenario on a Project which is already in progress?
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How to configure a supplier for Web Services
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How to contact Claritum Support?
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How To Create A Variable-Pricing Pageflex Template
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How to create/modify/delete Stationery in Claritum?
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How to delete a Customer in Claritum?
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How to delete a Supplier in Claritum?
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How to disable / remove Administrator User profile in Claritum?
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How to edit Project specification details?
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How to enable AvaTax Integration?
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How to Enforce Secure Passwords for Customer Users
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How to make cost changes to a project after it is quoted?
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How to part a sales invoice?
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How to set up a Catalogue Item so it is visible in multiple folders?
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How to set up and use Instant Estimating
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How to set up Customer Profiles?
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I've forgotten my password
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Importing / Updating Customer Users in Claritum (per Customer)
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Importing Customers and Customer Users in Claritum ( on-boarding data)
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Rate Card Intermediate Quantities Calculation
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Service Definitions. What do they mean?
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Translation of System Generated Documents
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View All Jobs - Job Statuses, what do they mean?
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What are 'groups' and how do they work?
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What are meanings of the check list options
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What are Rate Cards?
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What are specifications?
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What are the 'Related Orders' on the Project Page?
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What are the images used to brand the Customer Catalogue?
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What categories of spend does Claritum support?
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What Currencies does Claritum support?
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What does Broadcast Email Alert do?
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What does the 'Invoicing Tolerance' do?
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What does the Internal Supplier option do?
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What is a 'Quote'?
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What is a catalog?
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What is a Click Charge?
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What is a delivery note?
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What is a RFx?
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What is complex expenditure?
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What is Supplier Management?
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What is the difference between using a Rate Card and a RFQ?
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What is the maximum size of file I can upload to the job bag?
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What languages are PDFs displayed in?
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What languages does Claritum support?
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What Standard Online Reports are available in Claritum?
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What web to print tools are available?
Where do I find my quotes?
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Why are all administrators sent emails when creating a quote for a customer?
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Why are customer users receiving 'Low Stock Warning' emails from the system?
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Why can't I select / enter a value in the 'Purchase Order' field when placing the customer order on the jobbag?
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Why can't my supplier see a job-part?
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Why doesn't my 'Save Deliveries' button show?
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How to create stock item from a jobbag
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Knowledge Base 1.9
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Frequently Asked Questions
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What web to print tools are available?
Summarize
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What web to print tools are available?
Kasia Czwarkiel (Unlicensed)
Owned by
Kasia Czwarkiel (Unlicensed)
Last updated:
Mar 15, 2017
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Claritum partners with Pageflex from PrintXchange. This powerful tool is used for creating and managing personalised artwork templates (web to print). Contact Claritum for more information.
Page:
What web to print tools are available?
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