Document Services - Admins

Document services allows Claritum to automatically build a price for customers when they raise a request for certain catalogue items.

Entering Sale Prices for Document Services

  • See ‘Configuration > Base’

 

  • Click the tab ‘Service Prices’

 

  • A list of services and the priceable options are displayed

 

  • Enter the prices and click save

 

Raising a project with document services

  • Create a new project and select an item that has a service with prices attached to it

 

  • Enter the basic details of the project

 

  • Further down the page the user is asked to enter select options that meet their required specification

 

  • Click save at the bottom of the page

 

  • The supplier who can provide the cheapest price is automatically selected as the winning supplier