Service Provider enters prices for Supplier

Owned by Kevin O'Brien (Unlicensed)
Last updated: Aug 24, 2018
2 min read

If, for whatever reason, a Supplier is unable to respond to the Quote Request through the Claritum platform, the Service Provider can enter prices on their behalf.


  1. From the main menu, go to Projects > All Projects.

  2. In the Search box, filter the projects by selecting Status > Awaiting Quotes.

  3. Use the search facility to find the specific project.
    See Searching / Filtering / Displaying Projects

  4. Click Set Prices:
  5. Select a Project Part and click Set Prices.
  6. Enter the costs and markup for each service.
    The total costs of each service are automatically calculated.

  7. Click the Save Prices button.
    Supplier prices are saved and Project Part status changes to Responses Received.

    For Sale / Not for Sale


    There is a For Sale | Not for Sale option on the sourcing tab that can be set when the prices have been entered. 

    It defaults to For Sale, which means the markup is applied to the cost price.

    If Not for Sale is selected;

    • no markup will be applied to the cost price. 
    • when the quote is sent to the Customer, the price will be £0.

     Using 'Not for Sale'

    There could be a range of reasons why the Service Provider doesn't want to charge the Customer for an order, and therefore would select Not for Sale. The most common, however, is in the case of a Customer ordering 'Provider-Owned Stock'. This is where the Service Provider buys / stores the ordered product in bulk and the Customer pays for stock items individually as they are ordered. In this scenario the Customer is not invoiced when the 'Provider-Owned Stock' is ordered, but will be invoiced for the sale price of the product stock items as they place orders. 

Edit Scenarios

 Click here for details...

What is a Scenario?

A scenario is a combination of two or more suppliers providing different services. A scenario allows you to combine different suppliers services for comparison purposes. For example, if you had three potential delivery suppliers and four potential print suppliers, you could combine each delivery supplier with each print supplier, resulting in 12 different scenarios:



Print 1Print 2Print 3Print 4
Delivery 1Scenario 1Scenario 2Scenario 3Scenario 4
Delivery 2Scenario 5Scenario 6Scenario 7Scenario 8
Delivery 3Scenario 9Scenario 10Scenario 11Scenario 12

Creating a Scenario

A scenario is created automatically when you select two or more suppliers that provide the same service. For example:

  1. From the main menu, go to Projects > All Projects.

  2. Filter projects on Status: New

  3. Find the project you want and click its Select Suppliers button.

  4. In the Select Suppliers and Services section, click the Services button.

  5. Select the services you want, for example:

    If a Supplier provides a service it will display with selectable checkboxes in the Supplier list.

  6. Click Next
    The different scenarios will display.

  7. You then complete the Quote Details and Email Options as for a standard Quote Request.
    See Service Provider raises Quote Request for Customer.