Credit Review and Approval

Starting in October of 2018, all commission orders must be first reviewed and approved by the Credit department at ClimateMaster. The process involves a sales representative creating an order, attaching supporting documents, such as a Purchase Order, Credit Application, Tax Certificates, and Project Information worksheet, forwarding the order and documents to the Credit department for review.

Once the order has been reviewed, the Credit department may either accept or reject the order. If the order is accepted, the order is returned to the sales representative and the system will allow the rep to submit the order for processing. If the order is rejected, the order will not be able to be submitted. However, the rep will be able to correct the issue that caused the rejection, resubmit the order to the Credit department and once approved submit it to the Business Center for processing. Below is a diagram that details the credit review work flow.

Until the order is approved or the transaction type changed to resale , it cannot be submitted to the Business Center.