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Creating an Order from a Quote
After you are logged in, click Projects from the menu to view the Projects page. Locate a project and click the Quotes icon
Select the quote by clicking the magnifying glass icon .png){kind=small}
Review the quote and make any last minute adjustments. At the bottom of the quote form, click the (1).png){kind=small}
button. You will see the following warning screen appear if you have requested a special multiplier that has not yet been approved. The special multiplier request will be canceled if you proceed with converting the quote to an order. If your quote contains any discontinued items the system will inform you at which point you will have to remove any discontinued items in order to proceed. For more information on discontinued items, please view the help topic entitled Discontinued Models elsewhere in the user manual.
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Editing and Submitting an Order
All the information entered in the quote will carry over to the order. You will now enter the Sold to and Ship to information on the order form. You may request a special multiplier on the order form using the same method as described for a quote.
Most of the information contained on an order will be the same as a quote. Orders contain the following additional sections:
Order Info – There are two additional fields that can be specified.
Order Status – Can be New Order or Change Order
Project Phase – By default will be the phase specified in the Project Information
Project Description – This section allows you to describe the building type, construction, application, job type, specification and number of floors. Where appropriate this information will match the information specified in the project information. You can modify it if necessary.
Customer Information – Enter the customer Sell To and Ship To information in this section. You can copy the information from the Sell To fields to the Ship To fields by clicking the (1).png){kind=small}
button .
Special Order Instructions – If you need to make ClimateMaster aware of any special instructions regarding this order you can click the (1).png){kind=small}
button to display a pop-up box that will allow you to enter up to 255 characters of information that you feel will be helpful to ClimateMaster in the processing of the order.
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Rep Information – Same as on the quote form
Optional Extended Warranties – Same as on the quote form
Pricing Summary – Same as on the quote form
Commissions – Same as on the quote form
Consolidated Order Details – Same as on the quote form. The order details are the line items associated with the order. Note that a line item can only be part of one quote and one order. You may reselect or re-price any line item until the order is submitted to the factory.
If you desire multiple ship dates for your order, select a separate requested ship date per line item before you submit the order. Use the Assign Request Date to Line Items button and associated text box to request specific ship dates for your line items.
Optional Unit Tagging – Same as on the quote form
Order Net Add’s – Same as on the quote form
Special Engineering Request – Same as on the quote form
To submit your order to ClimateMaster click the Submit Order button. A pop-up showing the ClimateMaster Terms and Conditions will be displayed. Scroll down to the bottom of the window and click the .png){kind=small}
button to proceed with your order submittal. Click .png){kind=small}
to return to the order without submitting it.
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If you click (1).png){kind=small}
you will be returned to the Order page. If you click (1).png){kind=small}
the system will generate a CSV file and you will have opportunity to upload the file to the ClimateMaster Business Center.
Note! When you submit an order the order is marked as posted and is no longer able to be modified. You can reopen the order to make changes to it but additional costs and fees may be applied by ClimateMaster once an order has been uploaded to the Business Center.
The system will display a prompt to remind you to upload the CSV file to the business center.
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Press the OK button to proceed to the next step of downloading or opening the CSV file.
If the order contains any discontinued models you will receive an error message requiring you to remove any discontinued models prior to submitting the order to the Business Center. For more information on discontinued items, please view the help topic entitled Discontinued Models elsewhere in the user manual.
The system will generate a comma separated values (CSV) file and will prompt you to open or save it.
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Ensure that the Save File option is selected and then click . The file will now be downloaded to your computer and your web browser will automatically be redirected to the ClimateMaster Business Center login page.
Login to the Business Center and follow the current procedure to upload and process the CSV file.
Orders may be modified after they have been submitted by reopening the order. Please note that extra charges are likely to apply if you reopen an order that has already been submitted to ClimateMaster. Please see the section entitled “Reopening Orders” for more information on the process.
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button to save the order. At this point, this order has not been released to the factory. You must login to the Business Center web site and upload the CSV file.