Claritum Definitions

Quote Request

A request for quotation is a standard business process whose purpose is to invite suppliers into a bidding process to bid on specific products or services.

Claritum allows for Quote Requests to be submitted via the Customer Portal (by Customer Users) and through the Main Service Platform ( by Administrators, on behalf of Customer Users)

Project

In Claritum a Project is created when a Customer User requests a quote for a product or service or when an order is placed either via the Customer Portal or via the Main Service Platform.

Project manages and end-to-end customer requirement and contains details such as: contact details, product / service specification, Project Workflow, tracking purchase, Invoicing details, cost and sale attached to the goods plus many more.

Rate Card

Rate Card is a type of an item that can be purchased from within a catalogue.

Rate card is a product which in opposition to a quote request already contains prices and specification where the price is often agreed with suppliers through a contract.

Rate Card prices may differ depending on quantities required and additional options available for the product.

Rate Carded items can simply be added to a basket in a Customer Portal where no quoting process is required as the price is already available.

Stock Item

Stock Item is a type of a product which is available off the shelve.

The product has its fixed specification and a single price attached ( in opposition to a rate carded product which price can vary depending on quantities and additional specification )

Customer

Customer User

Supplier

Supplier User

Administrators

Customer Portal

Supplier Portal

Project Workflow

Project Specification

Catalogue

Catalogue Item

Template

Specification Form

Sales Order

Supplier Purchase Order

Service

Business Unit