Category-Specific Workflows

Category-Specific Workflows

Product and Service categories with different workflow steps can now be configured, with mandatory steps, optional steps and the ability to require notes and/or attachments for each step. Key for highly compliant procurement environments. Align workflow to your...
Global Rate Cards

Global Rate Cards

Aggregate volume to leverage greater spend. Negotiate better prices with suppliers using Claritum’s Global Rate Card capability. Publish standard product pricing to all clients to drive increased volume. Rate cards also have the capability to support multi-suppliers,...
Goods Receipting

Goods Receipting

Claritum provides the tools to monitor expected deliveries and allows users to receipt goods as a single delivery or in multiple batches for part shipments. The platform carries forward any balance yet to be delivered. Users can also check and approve or reject goods...
Approve Order

Approve Order

Manage spend limits by user and by order to enforce spending limits. Orders exceeding pre-defined spend limits are routed for line manager approval, with escalation workflow. Escalate approvals to line managers Simple to use order approvals Highly compliant process...
Approve Order

Raise Purchase Order

Create Purchase Orders in just a few clicks. Dependent on user permissions, Claritum allows authorized users to initiate purchase orders for single part and multi-part projects. Purchase orders can include a unique purchase order reference code alongside key dates and...
Receive Sales Order

Receive Sales Order

For Service Providers, Claritum provides the tools to receive sales orders against quotations. Your clients or your client facing users can confirm sales orders, budget codes, cost centres and other reference codes. These codes can be mandatory or optional and can be...
Specify (Advanced)

Specify (Advanced)

For advanced users, use category specific specification entry templates to ensure complete and accurate specifying. These structured questionnaires capture every aspect of the requirement (including size, materials, colour, packing, quantities, document upload etc) to...
Specify (Basic)

Specify (Basic)

Specify any product or service quickly and easily using Claritum. Enter product name, description, unit of measure and quantity. Assign to a product category for more accuracy and upload supporting documents such as bill of materials or despatch instructions. Specify...
Bid Evaluation

Bid Evaluation

Assess all bids in a single view. Compare price, quality, schedule and budget to fully evaluate your options. Lowest price is highlighted. View historical supplier performance to reduce decision risk. Drill down into supplier bids to understand detailed costings and...
Bid Award

Bid Award

Select the winning supplier and award bid. Following bid award, Claritum provides options to notify the winning supplier directly from Claritum, route the bid award notification to your ERP / Procurement platform or, for service providers, create a quotation...
Margin & Fees

Margin & Fees

For procurement service providers, Claritum provides a range of commercial options including fixed and variable mark-up (cost plus), average margin, fee based arrangements, sell-though (no margin applied) and contingent savings (where fees are based on performance...
Client Quote

Client Quote

Create and send client quote with a single click. Use pre-formatted quote templates, include optional terms and conditions and route client quotes to your contacts. Client’s receive an email notification including quote description and unique reference and have the...
Copy and Copy / Amend

Copy and Copy / Amend

Copy or copy and amend previous specifications and orders quickly and easily. Create a duplicate project with a unique project ID, with or without suppliers and prices. Amend specifications to check alternative specifications. Eliminate the need to re-specify single...

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