Submitting an Order

October 2018 Update - Starting with version 3.4.3 of the Solution Center, before an order with a Transaction Type of Commission may be submitted to the Business Center, the order must be reviewed by the Credit Department. The review and approval process is detailed in the section entitled "Credit Review and Approval" located elsewhere in this help document.

Once an order has been completed, undergone engineering review and has had any outstanding multiplier requests completed, it can be submitted to ClimateMaster's Business Center software for processing.

Submitting the order to the Business Center involves generating a CSV (Comma Separated Values) text file, logging in to the Business Center system and submitting the file to Order Processing. In order to generate the CSV file, it is necessary to assign a requested ship date and agree to the ClimateMaster terms and conditions.

Requested ship dates have to be provided for line items and accessories. If you order contains only line items, then requested ship dates only need to be provided for the line items. If your order contains only accessories then requested ship dates have to be provided for the accessories. The system will not let you submit an order to the Business Center without assigning requested ship dates.

Starting with version 3.1.98 of the CMSC, users are required to select a requested ship date at least six weeks from the date of the order submittal. The system will not allow the user to select a requested ship date less than six weeks (42 days).

To request a ship date bring up the order details and scroll down to the Line Items & Accessories section of the page.

In either the Line Items or Accessories section, click the text box next to the Select Action drop down list box to display a calendar from which you may select a requested ship date.

When the calendar displays, dates that are not at least 42 days (6 weeks) in the future will not be available to select on the pop up calendar. Use the arrows at the top of the calendar to scroll to the previous/next month. Once you find a suitable ship date, click on that date and the system will automatically fill in the date.

Select the items that you wish to assign the requested ship date to by checking the check box next to the line item or accessory or by clicking the check box next to the date to select all the items in the grid. Select the action "Assign Requested Ship Date to Selected Items" from the drop down list box and click the Update button.

If you attempt to select a requested ship date earlier than today's date or a date that is not at least 42 days from today's date you will receive a message similar to the following error message:

If you have not selected any line items or accessories and then attempt to assign a requested ship date you will receive the following error message:

Starting with CMSC version 3.2.2 the system will automatically validate all shipping addresses upon order submittal. If the address cannot be validated you will receive a message similar to the figure below. Correct the shipping address and attempt to submit you order again.

If you know that the address is correct and wish to have the system allow shipping to the address specified, you can uncheck the Validate Address check box in the Ship To section. By unchecking the Validate Address check box the CMSC software will not attempt to validate the shipping address against the online USPS address database. In most cases we recommend allowing the system to validate the shipping address. However, in the instance where the address is a new location or hasn't been updated or verified by the USPS, it may be necessary to have the system skip the address verification process.

Once you have successfully assigned a requested ship date to your line items and/or accessories click the  button to submit your order to the ClimateMaster Business Center. You will be prompted to review and agree to the ClimateMaster Terms and Conditions as shown below.

Scroll to the bottom of the Terms and Conditions pop up and click the  button.The system will generate a CSV file and prompt you to open or save it.

Click the Save File radio button to save the CSV file to your local hard drive. You will then be redirected to the ClimateMaster Business Center login page.

Login to the Business Center and upload your CSV file. Your order will then be submitted to ClimateMaster for approval and processing.