Accessory Only Quotes                                                                                                                                                                                                                                      Quotes.Accessory Only Quotes (550)

Starting with version 3.1.73, it is possible to create a quote without line items. Previously, if you wanted to order accessories you would have to create a quote with at least one line item, add accessories to it, convert the quote to an order and submit it to ClimateMaster through the Business Center application. A new feature has been added to the system that allows representatives to create quotes that only contain accessories.

To create an accessory only quote, create a new project or select an existing project. Creating a project is detailed in the section entitled Creating a New Project. Once you have navigated to the My Active Projects page click the Schedule button for the project desired.

A blank schedule page will be displayed as shown in the following figure.

Click the  button to create a blank quote.

A blank quote will be created and you will be redirected to the quote details form. From here you can add accessory items to the quote. At a minimum, be sure to select Order Type, Transaction Type, Shipping Terms, and Ship Via from the drop down list items. Scroll down to the Line Items and Accessories section.

Click the Edit icon . The system will save your quote automatically and redirect your browser to the Accessories for Quote page. Follow the steps detailed in the Adding Accessories to a Quote or Order section. Add the accessories desired and when complete click the  button to return to your quote. The accessories you selected will be displayed in the Line Items and Accessories section of your quote as shown below.

The Pricing Summary section will be updated with the list price of the accessories selected and the default multiplier assigned to the accessories category will be applied. The total net price in the pricing summary section will reflect the list price times the published multiplier amount. See the figure below for an example.

Freight is not calculated by the CMSC and shipping charges will be assessed by ClimateMaster once the accessory quote has been submitted through the ClimateMaster Business Center system. Make any other adjustments to the quote necessary and once you are ready to submit your request convert the quote to an order following the steps outlined in the section Creating an Order from an Existing Quote.

When you return to the schedule page you will notice that the contents of the schedule grid section is still blank. This is due to the fact that no line items have been added to the project, just accessories. At first, it may appear that the project does not contain any quotes. To access your quotes click the Quotes button at the top of the Equipment Schedule as shown in the figure below.

This will redirect your browser to the Project Quote List page. From here you will be able to view the quotes associated with your project.