Clarity Software empowers your SME business to succeed

Centralise,
organise and
share your
business
information

Use JDF
technology to
join up your
processes

Get Clarity for free!
Easy contact and
quotation management with Clarity Free Edition

Contacts CRM Activities Marketing Quotations Estimating MIS Works Orders Deliveries Production Stock Control Bill of Materials Costing Invoicing Reporting

Clarity Overview Workshop

Who is it applicable to?

The Clarity Overview workshop is perfect for both new users and anyone who wants to know how to use Clarity in the most simple and effective way. As our most commonly attended workshop, the course covers a multitude of topics ranging from simple contact addition to modifying internal price lists. A must-have for any Clarity Professional user.

What is covered?

Contacts
- Adding & Searching
- Modifying current contacts
- Setting mandatory fields
- Setting contact-specific terms & conditions
Activities
- Adding items to the Company Diary
- Adding private items
- Adding items based on a specific contact / job
Quotes / Jobs
- Quoting up to Price Wizards
- Processing jobs to invoices
- Links to Sage (if applic)
Internal / Supplier pricing
- Categories
- Cost and Sales prices
- Price breaks