Reviewing Special Multiplier Requests                                                                                                                                                                                                        Misc.Reviewing Special Multiplier Requests (290)

By default, when a representative submits creates a quote or order the default multiplier rates current assigned to the rep are automatically copied to the quote or order (See the help topic entitled Modifying User Properties for more information on default multipliers). These default rates are assigned to the representative by ClimateMaster or the representative's Regional Sales Manager.

Up until the time that a quote is converted into an order or an order is submitted for processing, a representative may request a special multiplier and/or commission rate. When a rep requests a such a change an e-mail is sent to the rep's regional sales manager for approval. This process is described in the help topic Requesting a Special Multiplier/Commission Rate.

Once the rep has requested a special multiplier or change in the commission rates the regional sales manager has to approve or deny the request and send the quote or order back to the representative before further processing may occur.

In order to do this the regional sales manager must login to the CMSC and from the Sales Manager Dashboard locate the order or quote awaiting approval.

To view the request click the magnifying glass icon . You will be redirected to the Multiplier Approval page. The page will be a modified version of the normal quote or order details page. The most noticeable difference between the approval page and the standard page is in the Pricing Summary section. Other differences that you may note are that most of the fields on the form are disabled to prevent the regional sales manager from accidentally making changes to the customer's data.

Instead of only one column appearing in the Pricing Summary section, there are now three. Each of the columns is described below.

•Current - Shows the pricing information data currently assigned and approved for the quote or order. If no changes are made to the quote or order this will be the final price of the order.

•Requested - This column displays the pricing data with the multiplier modifications that the representative is requesting. In the example shown above the default weighted multiplier rate is .640. The representative is requesting multipliers that produce a default requested weighted multiplier of .500.

•Approved - Information displayed in this column is the pricing data that will be applied to the quote or order one it is approved by the sales manager.

The sales manager may make changes to the values in the Approved Multiplier and Approved Commission text boxes.

Once the appropriate values have been entered click the  button to update the values in the Approved column. The data in the approved column will not be saved until the sales manager click the  button at the bottom of the page. This feature allows the sales manager to try different multiplier and commission rates until they find a combination of rates that they wish to approve.

Once the sales manager has the multiplier/commission rates that they wish to approve they must click the  button. This will bring up the notification dialog box shown below.

An optional message may be entered in the Comments text box if desired. Click the  button to send the quote or order back to the representative. An e-mail will be generated by the system informing the representative that their multiplier request has been reviewed and will prompt them to login to the system to view the approved/denied multiplier request. The quote or order will now disappear from the Sales Manager Dashboard.

The process of requesting and approving multipliers and commission can continue as many times as necessary until both the representative and the regional sales manager are happy with the results. Each time a request is made by the rep and each time a response is sent by the manager a new comment will be added to the comments history section shown above.