Clarity Software Pricing

Customer and Supplier Activities

Notes, ToDo, Meetings: Keep notes / schedule activities

Schedule activities against quotes / jobs and notification centre

Customisable activity types

Contact and Company level custom fields

Import contact CSV, export for GDPR purposes

Create contact lists - auto generated by queries / filters

Contact list cleansing - fast accurate contact record updates

Import new, updates from suppliers (CSV)

Unique Part Codes

Custom fields per part

Multiple price breaks defined against a part

Multiple pack types defined against a part

Multi currency pricing

Pricing Groups (Price bands a customer may fall into)

Assembly price lists

Unique references and version control

Size-based quoting

Custom fields per quote line item

Quick quote - for trade desks / counters

Volume price breaks transferred from price lists

Split pack quoting

Bespoke pricing templates; for common assembly quoting

Goods returns / return notes

Quote in a multiple currencies

Assemblies quoted, set variants at quote time

RRP pricing, discount quoting

Price builder for background pricing

Bespoke company templates / documentation

Quoting dashboard

Bulk update quote items

Display of jobs through manufacturing fulfilment process

Configure and load instructions to departments

Live progress displayed on the job board

Auto generated customer emails to inform on progress

Configure and load instructions to work center

Job cards per quotation line item

Full job deliveries

Partial quantity deliveries

Delivery scheduling

Auto generated customer emails to inform when goods have been dispatched or are ready for collection

EORI numbers on invoices

Full job and partial job invoicing

Invoicing from delivery notes

Purchase order invoices (integrating with Clarity Pro or with Clarity Go Purchasing module)

Xero - 2-way integration (invoices / credits and account info, inc P/Inv's)

Clarity Pro / Go synchronisation

Google Drive - storage of job documents in the cloud

Zoho Analytics - sales analysis

Mailchimp

Tailorable setup (Admin Level)

User controls (Admin, Super-User, User)

Feature control by user

Creation of customised roles