Placing Rate Card Order

By Customer User ( on the Customer Catalogue)

Customer Users can place the Rate Card order directly through the Customer Catalogue 

1. Log into to the Customer Catalogue
2. Find your item and click Add to Basket
3. Add attachments (if enabled) and continue by adding to the basket
4. Confirm the Quantity and hit Checkout
5. Confirm Delivery details and provide Order confirmation details
6. Hit Save Order

This will send an email to the Account Manager and all system users who can manage this customer in Claritum.

This creates a project in Claritum with "Placed" status.

On behalf of Customer User

If your Customer User does not have access to the Customer Catalogue you can place the order on behalf of them through the main Claritum system.

1. Go to Jobbag -->† New RFx.

2. Navigate the catalog to find the Rate Card  item you want to order and click ‘Create RFx’ button.

3. Select the customer for the request by typing the user’s name into the ‘Customer Member’ field.

4. Provide Quantity
5. Hit Next

6. Confirm Delivery Address and hit Save

7. Provide Customer Purchase Order number ( depending on the configuration it may not be mandatory)
8. Hit Place Order button

Orders Requiring Authorisation

Depending on your system configuration orders placed by customers via the Customer Catalogue or placed on behalf of them via the main system may require authorisation before the order can be sent to the Supplier.

To authorise the order:

1. Go to your project 
2. Under Purchase Order section click on Authorise link
3. Provide Delivery Date if necessary
4. Hit Authorise button

This will send an email to the Supplier who will fulfil the order.

The project will now move into "In Progress" status.

Order Completion

Once the supplier completed the order you can mark the supplier activities as completed

1. Go to Pricing section
2. Click on Job completed link
3. Supplier Rating window may come up, depending on your system configuration. Please rate the supplier and hit Save.

At this stage your project will change the status into "Complete".

Reconcile Supplier Invoice

Single Supplier Invoice

1. Go to your project
2. Hit Reconcile Invoice link you can find in Pricing section
3. Provide Invoice Date and Invoice Number
4. Hit Invoice Received

Multiple supplier invoices

1. Go to Suppliers → Purchase Invoices
2. Look for invoices in Completed
3. Select one of Supplier Invoices
4. Hit Add line items button to select more invoices to reconcile and hit Receive Selected
5. Provide Invoice Date and Invoice Number if not available
6. Hit ‘Invoice Received button

For more information about Supplier Invoices refer to our Training Documentation for Part 5 - Invoicing article

Issuing Customer Invoice

To issue a single Customer Invoice:

1. Go to your Project
2. Click View details to be invoiced link
3. Check invoice details
4. Hit Save
5. Hit Approve
6. Provide Invoice Date
7. Hit Issue

To issue multiple (consolidated) Customer Invoice:

1. Go to Customers → Sales Invoices
2. Look for invoices in ‘New’ status
3. Click on one of the Customer Invoices
4. Hit Add line items
5. Select invoices and hit Consolidate selected
6. Make sure tax rate is selected for all invoice lines
7. Hit Save
8. Hit Approve
9. Provide Invoice Date
10. Hit Issue

For more information about Customer Invoices refer to our Training Documentation for Part 5 - Invoicing article

For information on how to create Rate Cards, please refer to Part 14 - Catalogue Management article