last update: july 8, 2010 - comfortsite

Parts & SuppliesUser Guide

Last Update: July 8, 2010

Table of Contents

Preface............................................................................................................... 1

Introduction....................................................................................................... 2

FAQs .................................................................................................................. 3

Quick Order: For Transactional Account Users Only..................................... 7How to use Quick Order .................................................................................. 7

Copy & Paste: For Transactional Account Users Only .................................. 9How to Copy & Paste ...................................................................................... 9

Compare .......................................................................................................... 11How to compare items................................................................................... 11How to remove items from the Compare list .................................................. 12

Personal List: For Non-Transactional Account Users Only......................... 13How to Add Parts to A Personal List.............................................................. 13

Shopping Cart: For Transactional Account Users Only............................... 14How to add items to the shopping cart (Parts & Supplies page) .................... 14How to remove items from the shopping cart (Parts & Supplies page)........... 15How to add items to the shopping cart (Shopping Cart screen) ..................... 15How to remove items from the shopping cart (Shopping Cart screen) ........... 16How to proceed through checkout ................................................................. 17

Availability....................................................................................................... 24How to view availability from search results................................................... 24How to view availability on the Shopping Cart screen.................................... 27How to select a different supplier................................................................... 28

Saved Jobs...................................................................................................... 30How to save items to a job............................................................................. 30How to view saved jobs ................................................................................. 31

Saved Searches .............................................................................................. 33How to save a search.................................................................................... 33How to view saved searches ......................................................................... 33

Product Search ............................................................................................... 34How to search by model number ................................................................... 34How to search by part number....................................................................... 38How to search by part description.................................................................. 40How to search by serial number .................................................................... 42How to search by sales order number ........................................................... 47How to search by supplier/vendor number..................................................... 52How to search by drawing/code number........................................................ 53

How to search by type/device number ........................................................... 55How to search part number – non-WebCATS................................................ 58How to search part description – non-WebCATS........................................... 60How to do a partial search............................................................................. 62

Part Information .............................................................................................. 63How to view unit info...................................................................................... 63How to view literature .................................................................................... 64How to view warranty information .................................................................. 64How to view Sales Order Number information ............................................... 65How to view a list of parts .............................................................................. 65How to export part list.................................................................................... 67How to view part details................................................................................. 67How to view superseded chain information.................................................... 69How to view reverse information.................................................................... 69How to view where used information ............................................................. 69How to view Recommended Items information .............................................. 70How to add to WCR form............................................................................... 70How to check availability ............................................................................... 70How to add to cart ......................................................................................... 70How to print part details................................................................................. 71

Graphics .......................................................................................................... 72How to view graphics..................................................................................... 72How to select parts from a graphic ................................................................ 72How to print graphics..................................................................................... 73

Product Categories......................................................................................... 74How to search product categories ................................................................. 74How to check availability ............................................................................... 78How to add to cart ......................................................................................... 78How to print part details................................................................................. 78How to compare ............................................................................................ 79How to clear search....................................................................................... 79How to use keyword search........................................................................... 80

Parts & Supplies Promotions: For Admin Users Only ................................. 82How to use Parts & Supplies Promotions ...................................................... 82

Parts & Supplies User Guide 1

PrefaceThis Parts & Supplies User’s Manual contains confidential information of Trane, and isintended solely for the use and support of persons who are registered users of the TraneComfortSite™ System. If you are not a registered user of ComfortSite™, please call theTrane ComfortSite™ Support Center at 800-430-5284, or email [email protected] apply for registration, and refrain from using the manual until you have been authorized todo so by Trane. The use of this manual by registered users is subject to the terms andconditions of the ComfortSite™ System Access and Use Agreement between the registereduser or its employer, and Trane, which among other things:

Expressly prohibits users from using, disclosing, displaying, copying, downloading,storing, reproducing, transmitting, distributing, reselling or otherwise commerciallyexploiting the Manual, or any of the other Resources and Functionality relating to orotherwise available on or through the ComfortSite™ System; and

Obligates such parties to use their best efforts and all diligence to safeguard andprotect the Manual, and all other Confidential Information of Trane, as such term isdefined therein.

If you have any technical support issues or concerns that this manual does not address, youmay wish to contact the Trane Site Support Center at 1-800-430-5284 or email [email protected], IN PROVIDING THIS SYSTEM, ACCEPTS NO RESPONSIBILITY OR LIABILITYFOR THE SUITABILITY OF THE SYSTEM IN PROVIDING SPECIFIC RESULTS. TRANESHALL NOT BE LIABLE FOR ANY CLAIMS, CAUSES OF ACTION, OR DAMAGESARISING OUT OF OR ALLEGED TO ARISE OUT OF THE USE OR INABILITY TO USETHE COMFORTSITE™ SYSTEM. UNDER NO CIRCUMSTANCES WILL TRANE BELIABLE FOR ANY INCIDENTAL, CONSEQUENTIAL, OR SPECIAL DAMAGES,REGARDLESS OF THE LEGAL THEORY ADVANCED.Trane and the Trane logo are registered trademarks, and ComfortSite™ and Eagle aretrademarks, of Trane.

The following are trademarks or registered trademarks of their respective companies: AdobePDF Viewer from Adobe Systems Incorporated; PowerPoint from Microsoft; and No-Pressure Selling from The Act Group.


IntroductionThe Parts & Supplies application provides you with the ability to search for, view, and orderparts.

Functionality available to you includes:

Advanced search options, including:

Product search types by model, serial, part, type/device, sales order,supplier/vendor, and drawing number

Product categories searches by attributes

Quick order (where applicable) and compare capabilities for ordering andcomparing parts

Copy & paste capability (where applicable) for an easy transfer from existingelectronic documentation to Parts & Supplies

Quick, centralized access to model literature and detailed part information,including supersede, reverse, and where used information

Interactive image view capability to define a specific part

Add to cart capability to translate search results into purchases (whereapplicable). The ability to build a personal parts list, which can be emailed,exported to Excel and


FAQs

Locate a StoreWhen I click on Parts Locator, I do not see the location I need. How can I have a newlocation added?Contact Site Support. Include your name, account number and the location you would likeadded. (hyperlink to ComfortSite Site Support Form).

Why do some locations display hours and/or toll-free phone numbers, but mine does not?Store hours and toll free numbers are not available for all locations. For additionalinformation on a particular store, use the Contact Us option under Help.

Where do I report wrong information (phone number, address, etc.) for a location?Contact Site Support to report incorrect information (hyperlink to ComfortSite Site SupportForm).

Account Track OnlineHow can I add another account number?For Parts or Commercial Equipment (TCS) accounts, please send an email [email protected] with your first and last name, your user ID, your company’sname, and the account number(s) to be added.For Residential Equipment (TRS) accounts, please send an email to [email protected] your first and last name, your user ID, your company’s name, and the accountnumber(s) to be added.

Why is the balance different than what my statement says?The Statement reflects what your balance was on the date the statement was issued. Yourcurrent balance is showing open items and credits as of that day.

Product Categories SearchWhat items are included in the Product Categories Search?Product Categories search is an attributes search which divides model number intoassemblies and sub-assemblies. The most basic unit is the part.

Can I suggest additional attributes or product categories?Yes. Please send your suggestions to ComfortSite Suggestions (hyperlink to ComfortSiteSuggestions email).

Why do I see a different set of items in the Attribute Search compared to Product Search?The Attribute Search only contains wholesale items, while the Product Search contains allitems.

How do I clear all and start a new search?Click the link to access help documentation.

I found the motor I need but my supplier does not have it in stock. How do I find asubstitute?Note the attributes of the motor and do a Product Categories search to determine if yoursupplier has a substitute motor in stock that will meet your requirements.


RS Distributor ToolsWhy do I not see this option?RS Distributor Tools is only available to IWD users.

What is included under RS Distributor Tools?The following options are available under RS Distributor Tools: Parts Sales Programs, PartsProduct Information, HVAC Graphics, Pricing, Parts Support, Parts Identification, StoreMerchandising, and Falcon.

Saved SearchesHow do I save a search?Click the link to access help documentation.

How do I view my saved searches?Click the link to access help documentation.

Saved JobsHow do I save items to a job?Click the link to access help documentation.

How do I view my saved jobs?Click the link to access help documentation.

How do I view Distributor Saved Bundles?Click the link to access help documentation.

Product SearchWhere is WebCATS?WebCATS has been replaced with the Product Search option. All seven search options canbe found in the drop down: Serial #, Model #, Part #, Sales Order #, Supplier/Vendor #,Type/Device # and Drawing/Code #. Like WebCATS, Product Search will return unitinformation and parts list, as well as part detail information. Product Search also returnsliterature, supersede chain information, and where used information. Items can be added toa job, to your cart and in a future release, to a warranty request form.

Is the literature the most recent available?Yes. The literature returned in Product Search matches the most up to date information fromeLibrary.

How do I save my search?Click the Save button (in the Product Search area) or the Save Search button (in the centerpane, following the successful return of search criteria) to save a search during the ProductSearch process.

Can I conduct partial part searches?Yes, but only on certain types of Product Searches. The following do not allow productsearches, meaning search criteria must be exact: part number, drawing/code number, andtype/device number.

Why does customer price say Call for Pricing?


Certain suppliers are non-transactional. For those suppliers, you must call for the price.

What is the quickest way to identify a part?It depends on the information you have. If you have the Trane Part or Vendor Part number,you can input either into our Product Search or Quick Order. If you have a model, serial orsales order number, use our Product Search. Our Product Categories Search can be used ifyou know the item attributes of the part required.

If I have identified an item using the Product Search or Product Categories, is there a way topaste the item attributes into another search to find alternatives?No. Technical information cannot be copied and entered into a new search, but informationcan be printed using the print icons.

Who can I contact if the model/serial/part information is incorrect?Contact our Parts Identification team. (hyperlink to Parts ID email)

Shopping Cart/Personal ListHow can I get my tax and shipping totals?Use Account Track Online to view copies of all your invoices. Use your PO number tosearch for the correct invoice. View or print your invoice to view tax and shipping totals. Youcan also contact the supplier with which you placed the order to inquire about tax andshipping.

How do I check item availability in stores other than my default supplier?Click the link to view help documentation.

How do I delete/add items?Click the link to view help documentation.

How do I change quantity?Click the link to view help documentation.

Order Review and ConfirmationI just placed an order and received my confirmation. I need to change something. Can I dothat online?No. Please contact your supplier with which you placed the order to make changes afterconfirming.

Quick OrderThe item I am typing in comes up as invalid but I know it’s a good part number. Whatqualifies as a Trane part number?A Trane Part # is any item number found on a Trane Parts invoice, including any itemending with a !.

The item I am typing in comes up as invalid but I know it’s a good part number. Whatqualifies as a Vendor part number?A Vendor Part # is a manufacturer’s part number that can be crossed to a Trane Partnumber.

Copy Paste


How do I copy my parts list into ComfortSite?Click the link to view help documentation.

Can I copy Trane and Vendor parts?No. Only Trane items can be entered into the Copy/Paste tool.

How many rows of data can I paste at a time?You can paste up to 3 rows at a time, with a max of 20 in the Copy & Paste popup at onetime. Clicking the Add More option in the lower left of the popup will allow you to add moreparts. The maximum quantity is 999 per line.

Can I paste the same item more than once?Yes. The item will reflect a cumulative total in the shopping cart (located in the lower right

of the Parts & Supplies page).

Compare ItemsHow do I compare items?Click the link to view help documentation.

Why can I not add more than 3 items to compare?The Compare feature can only function with up to three items at one time.

Is there a way to compare prices and availability at the same time?The quickest way to view pricing and availability side by side would be to add items to yourcart, click Checkout, and price and availability for all items will be listed.

Warranty ProcessingHow do I access the Warranty Request form?Click the Warranty button on the top of the Parts & Supplies page.


Quick Order: For Transactional Account Users Only

How to use Quick OrderThe Quick Order area of the Parts & Supplies page allows you to enter part numbers andquantities to order. If needed, click the Quick Order header to display.

NOTE: The Quick Order feature is only available for transactional account users. If you arenot a transactional account user, you will have the ability to add items to a personal list thatcan be emailed, exported to a spreadsheet, or saved to a job. Refer to Personal List formore information.

1. Type part numbers into the fields. Usethe Part # (non-vendor part number) andVendor Part # radio buttons to togglebetween part numbers.

2. Enter the quantity needed in the quantityfield.

3. Add additional parts to the order asneeded. A maximum of three parts canbe added within the displayed QuickOrder area. Additional features include:

Add morethan threeparts perindividualentry

Click the +AddMore link. Aseparatewindow opens.Enter up to 20part numbersand quantitiesat one time.

NOTE: The quantity cannot exceed 999per line.

4. Once parts and quantities are entered, click the Add to Cart button. Parts andquantities (if valid) are transferred to the shopping cart (located in the lower right of theParts & Supplies page) to continue the process. Hovering over an individual part willdisplay the supplier in a mouse-over. Refer to the Shopping Cart section for moreinformation.Items to note:

Parts & Supplies will notify you if invalid part numbers are entered.


Parts & Supplies will notify you if individual vendor part numbers correlate tomore than one part number (non-vendor). Select the correct part number (non-vendor).

Items with (non-vendor) part numbers will be added directly to the shoppingcart. Items with vendor part numbers require you to cross the part with theappropriate (non-vendor) part number, and then the item is added to theshopping cart.


Copy & Paste: For Transactional Account Users Only

How to Copy & PasteThe Copy & Paste area of the Parts & Supplies page allows you to copy part numbers andquantities from outside sources (word processors, spreadsheets, etc.) and paste them intoParts & Supplies. If needed, click Copy & Paste header to display.

NOTE: The Copy & Paste feature is only available for transactional account users. If youare not a transactional account user, you will have the ability to add items to a personal listthat can be emailed, exported to a spreadsheet, or saved to a job. Refer to Personal List formore information.

1. Click inside the blank area under theCopy & Paste header. The areabecomes active. Copy the lines orfields from word processors,spreadsheets, etc., and then paste theinformation into the area.

2. Only part numbers (non-vendor) will beprocessed in Copy & Paste. Note thefollowing for data entry:

NOTE: Copy & Paste separate the partand quantity by item #, single space,quantity; item #, comma, quantity; item#, tab, quantity.

3. Copy/paste additional parts to theorder as needed. A maximum of threeparts can be pasted within thedisplayed Copy & Paste area.Additional features include:

NOTE: To add more than three partsat one time, click the + Add More link.A separate window opens. Enter up to20 part numbers and quantities at onetime. The quantity cannot exceed 999per line.

4. Once parts and quantities are entered, click the Add to Cart button. Parts andquantities (if valid) are transferred to the shopping cart (located in the lower right of theParts & Supplies page) to continue the process. Hovering over an individual part willdisplay the supplier in a mouse-over. Refer to the Shopping Cart section for moreinformation.


Items to note: Parts & Supplies will notify you if invalid part numbers are entered.

Parts & Supplies will notify you if individual vendor part numbers correlate tomore than one part number (non-vendor). Select the correct part number (non-vendor).

Items with (non-vendor) part numbers will be added directly to the shoppingcart. Items with vendor part numbers require you to cross the part with theappropriate (non-vendor) part number, and then the item is added to theshopping cart.


CompareThe Compare function allows you to compare the details (technical information, price, etc.)between two or among three parts.

How to compare items1. Access the parts through a product category search. Refer to the How to search product

categories for more information.

2. Once the search is filtered to the correct returned results, click the icon in the Pricecolumn (on the Results Found screen). The part populates the Compare area.

NOTE: If you accessed the Item screen for the part (by clicking the linked part number in

the Item # column), then click the icon to add the individual part to the Comparearea.

3. Add up to three parts total (at onetime) to the Compare area.

4. Once parts are entered (max of three),click the Compare Items button. TheCompare pop-up window opens.

5. View the information in the various tabs, including Technical Information (scroll to view).Options on this page include:

Remove a part from the Comparepop-up screen Click the in the top right of the individual

part’s compare panel.

Add parts to cart

Click the icon. Up to three parts can beadded to the cart from the Compare pop-upwindow.

View detailsClick the icon. The Item Screen opens.Click here to access information on the optionsavailable on this screen.


View price View the text in the lower portion of each part’sCompare panel.

NOTE: The Call for Price option allowsyou to locate and obtain directions tostores that supply the selected part. Clickthe linked Call for Price text to open theStore Locator feature.

How to remove items from the Compare listClick the trashcan icon to the left of the individual part to remove that part from the Comparearea.


Personal List: For Non-Transactional Account Users Only

How to Add Parts to a Personal ListThe Personal List area of the Parts & Supplies page allows you to build a list of parts thatyou can email, export to Excel and save as a job. This feature is only available to users whohave non-transactional accounts.

1. Access the appropriate parts through product searches or product categories searchesor on the Popular Customer Buys or Recently Viewed tabs on the homepage.

2. Click the icon to add the part to your personal parts list. Add as many as needed.

3. The parts are added to the personalparts list area, located in the top rightof the Parts & Supplies home page.

Options in this area include:

Email parts list Click the icon.

Export to ExcelClick the icon.

Save as a jobClick the button. Refer to the SavedJobs section, step 2 for more information onsaving a job.


Shopping Cart: For Transactional Account Users OnlyThe Shopping Cart area on the Parts & Supplies page displays the parts to be ordered.This area is populated by the Quick Order, Copy & Paste, and Compare features. ProductSearches and Product Category searches also access individual parts while on the Parts &Supplies page.

The Shopping Cart can be accessed on the Parts & Supplies page (in summary form) aswell as during checkout (in detailed form).

NOTE: The Shopping Cart feature (the ability to purchase parts online) is only available fortransactional account users. If you are not a transactional account user, you will have theability to add items to a personal list that can be emailed, exported to a spreadsheet, orsaved to a job. Refer to Personal List for more information.

How to add items to the shopping cart (Parts & Supplies page)Once you access the needed part, click

the icon to add the part to theshopping cart (located in the lower right ofthe Parts & Supplies page).

Parts can be accessed and added to theshopping cart using the Quick Order, Copy& Paste, and Compare features. ProductSearches and Product Category searchesalso access individual parts while on theParts & Supplies page.

NOTE: The Shopping Cart feature (theability to purchase parts online) is notavailable to all users. If you cannot additems to the shopping cart, you will havethe ability to add items to a personal listthat can be emailed, exported to aspreadsheet, or saved to a job.


How to remove items from the shopping cart (Parts & Supplies page)Click the trashcan icon to the left of theindividual line item to remove the part fromthe shopping cart (located in the lowerright of the Parts & Supplies page).

How to add items to the shopping cart (Shopping Cart screen)

NOTE: You must be on the Shopping Cart screen to complete these steps. To access the

shopping cart, click the icon (in the top left of the shopping cart summary area on the Parts& Supplies page) or the Go to Cart button located on the Parts & Supplies page.

1. Enter individual part and quantitycombinations in the Add Part: fields. Thisfunction is to manually add parts one-at-a-time. Use the Part # (non-vendor partnumber) and Vendor Part # radio buttonsto toggle between the part number types.

2. Click the Add to Order button. The partdisplays in the table with all other parts tobe ordered.


3. Additional features include:

Add more than one part at a time Click the Continue Shopping button. The buttonopens the Parts & Supplies page.

Once you access the needed part, click theicon to add the part to the shopping cart (located inthe lower right of the Parts & Supplies page).

Parts can be accessed and added to the shoppingcart using the Quick Order, Copy & Paste, andCompare features. Product Searches and ProductCategory searches also access individual partswhile on the Parts & Supplies page.

Items to note: Parts & Supplies will notify you if invalid part numbers are entered. Invalid entries

remain in the fields for editing.

Parts & Supplies will notify you if individual vendor part numbers correlate to morethan one part number (non-vendor). Select the correct part number (non-vendor).

How to remove items from the shopping cart (Shopping Cart screen)



To remove individual parts:

1. Click the checkboxes to the left of the individual part(s).

2. Once all are selected, click the Remove button (located in the lower left of the screen).

3. Confirm the deletion in the Confirm Check dialog box. The part is removed from theshopping cart.

To clear the entire shopping cart:

1. Click the Clear Cart button (located in the lower left of the screen).

2. Confirm the deletion in the Confirm Check dialog box. The entire shopping cart isemptied.

3. Additional options include:


Return to the Parts & Suppliespage

Click the Continue Shopping button. Thebutton opens the Parts & Supplies page.

Once you access the needed part, click theicon to add the part to the shopping cart (locatedin the lower right of the Parts & Supplies page).

Parts can be accessed and added to theshopping cart using the Quick Order, Copy &Paste, and Compare features. Product Searchesand Product Category searches also accessindividual parts while on the Parts & Suppliespage.

Enter individual part numbers andquantities

Enter information in the Add to Order fields.

How to proceed through checkout


shopping cart, click the icon (in the top left of the shopping cart summary area on the Parts& Supplies page) or the Go to Cart button located on the Parts & Supplies page. .

View Cart (Steps 1 –2)


1. Review the information on the View Cart of the shopping cart process.The following options are available while on the shopping cart screen:

Edit quantity Navigate to the Qty column for the part. Enterthe updated quantity in the field. The informationon the table will update.

Add items to the shopping cart Use the Add to Cart or Continue Shoppingfeatures. Refer to the How to add items to theshopping cart (Shopping Cart screen) section formore information.

Remove items from the shoppingcart

Use the Remove or Clear Cart features. Referto the How to remove items from the shoppingcart (Shopping Cart screen) section for moreinformation.

View availability View the information in the Available Qty andAvailability Status columns. Refer to the Howto view availability on the Shopping Cart screensection for more information.

Save the job Use the Save Job feature. Refer to the How tosave items to a job section for more information.


Change suppliers Use the Select feature in the Change Suppliercolumn. Refer to the How to select a differentsupplier section for more information.

2. Click the Check out button (located in the lower right of the screen) once all theinformation on the page is correct. Shipping and Payment opens.

NOTE: The Suggested Add On and Recommended Items features display in a scroll bar at thebottom of the screen. Suggested Add On is a list of purchasing opportunities defined by youradmin, and Recommended Items is a list of parts frequently purchased with your current part

selections. Click the icon to add any of these items to your shopping cart.

Shipping and Payment (Steps 3 –5)

NOTE: If this is the initial time submitting an order toward a supplier, then enter and select theinformation. If this is not the initial time submitting an order toward any listed supplier, thenreview. The information listed is pulled from the last placed order. Edit as needed.

3. Enter or review shipping information.

Options in this area include:


Add parts to the order Click the Continue Shopping button. Thebutton opens the Parts & Supplies page.

Once you access the needed part, click theicon to add the part to the shopping cart (locatedin the lower right of the Parts & Supplies page).

Parts can be accessed and added to theshopping cart using the Quick Order, Copy &Paste, and Compare features. Product Searchesand Product Category searches also accessindividual parts while on the Parts & Suppliespage.

Select the appropriate shippingtype

Shipping types include Ship to job site, Ship toshop, and Will call.Ship to job site and Ship to shop require shippinginformation. Edit as needed.

NOTE: The cash and the check paymentoptions are not available with the Ship tojob site and Ship to shop shippingoptions.

Will call requires contact information. Edit asneeded.

Address missing information alerts Navigate to the icon in the supplier tab.

The icon denotes all required fields havedata.

The icon denotes one or more required fieldsare empty.

Toggle among multiple suppliers(if applicable)

Click the tabs. This feature is only functional inorders containing multiple suppliers.

Use the same information for allsuppliers (if multiple suppliers arein use)

Select the Use same information for allsuppliers checkbox. This option is onlyavailable if there are multiple suppliers on theorder.

4. Enter or review payment information.Select the appropriate paymentmethod

The cash and the check payment options are notavailable with the Ship to job site and Ship toshop shipping options.

Use the same information for allsuppliers

Select the Use same information for allsuppliers checkbox. This option is only


available if there are multiple suppliers on theorder.

5. Click the Please populate all required fields. Click here to Review order button onceall the information on the page is correct. Order Summary opens.

NOTE: An address verification feature checks all entered addresses. Parts &Supplies will not continue if any addresses are incorrect or invalid. Review and editaddresses if this issue occurs.

Order Summary (Steps 6 –7)

6. A summary of the order appears on the screen. In multiple supplier situations, an ordersummary will appear for each supplier.

Review the information on the page.

Options on this page include:

Edit previously enteredinformation

Click the Shipping and Payment icon in the topcenter of the screen to navigate back to previousscreens.

Add parts to the order Click the Continue Shopping button. The button


opens the Parts & Supplies page.

Once you access the needed part, click theicon to add the part to the shopping cart (located inthe lower right of the Parts & Supplies page).

Parts can be accessed and added to the shoppingcart using the Quick Order, Copy & Paste, andCompare features. Product Searches and ProductCategory searches also access individual partswhile on the Parts & Supplies page.

7. Click the Place order button once all the information on the page is correct. Aconfirmation screen appears (click in window to deselect). Order Confirmation opens.

Order Confirmation (Steps 8)

8. The confirmation summary and number (per supplier) displays. An order email is sent tothe supplier, along with an order confirmation email sent to a company point of contact.


Print the order confirmation Click the Print Order Confirmation button(located in the lower right of the screen).


Send a copy of the orderconfirmation email

Click the Click here link (located in the lower leftof the screen). The Send Additional Email dialogbox opens. Enter the address in the field, andclick Send.

Complete the order Click Done (located in the lower right of thescreen). The Parts & Supplies screen displays.


Availability

How to view availability from search resultsThe following section is divided into two areas: How to view availability from product search

results and How to view availability from product categories search results. The iconaccesses availability information.

NOTE: The Availability feature is only available for those users with transactionalaccounts.

Product Search Results1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).

2. Click the linked part number to display part details pane.

3. Click the Availability icon . The icon is located in the top right of the parts detailspane. The Availability pop-up window opens, displaying suppliers and availablequantities regarding the selected part. The information is view-only.


Product Categories Search Results1. Perform a product categories search and drill down to the Item screen. (To access the

Item screen, select a product from the Product categories area, and then select one ormore attributes in the fly-out. Click the appropriate linked item number, and the Itemscreen displays.)


2. Once on the Item screen, click the icon. The Availability pop-up window opens,displaying suppliers and available quantities regarding the selected part. Theinformation is view-only.


How to view availability on the Shopping Cart screen



Available QuantityNavigate to the Available Qty column on the Shopping Cart screen. The quantity listed isthe quantity the (based on TPS and other inventory systems). The availability is real-timedata.


Availability StatusNavigate to the Availability Status column on the Shopping Cart screen. The availability isreal-time data. The color of the icons indicates the availability status.

Colors denote the following:

The status is updating. This icon appears briefly when first entering theshopping cart or when adding parts. The icon indicates that part data isbeing pulled from TPS and other inventory systems.Updating does not lock the system.

The part is fully available. The supplier can fill the requested quantity.

The total quantity is not available at the current time from the selectedsupplier. The entered quantity less the available quantity will result in theauto-generated backorder quantity. Refer to the How to select a differentsupplier section for information on manipulating quantity to the situation.

The part is unavailable at the current time. The supplier cannot fill therequested quantity at the current time. Refer to the How to select adifferent supplier section for information on manipulating quantity to thesituation.

How to select a different supplierIn the event a part is not availability, you can select another supplier to order the part from.


shopping cart, click the icon (in the top left of the shopping cart summary area on theParts & Supplies page) or the Go to Cart button located on the Parts & Supplies page.


To select another supplier:

1. Click the Select button in the Change Supplier column on the Shopping Cart screen.The Availability dialog box opens. Suppliers pre-selected as primary and secondarysuppliers appear.

2. Select the appropriate supplier(s). Edit the quantity as needed.

3. Click the Update Cart button to complete the changes. The shopping cart reflects thechanges.

NOTE: The same part can now be listed on two separate rows, as the part is now beingsupplied by two or more suppliers.


Saved Jobs

How to save items to a jobOnce parts have been added to the shopping cart, the entire cart can be saved in saved jobstatus. This feature allows you to save the job and later append the data.


shopping cart, click the icon (in the top left of the shopping cart summary area on theParts & Supplies page) or the Go to Cart button located on the Parts & Supplies page.

1. Once the appropriate parts are in the shopping cart on the Shopping Cart screen, clickthe Save Job button (located in the lower left of the screen). The Save Jobs dialog boxopens.

2. Either save as a new job or add to an existing job.

To save as a new job:

a. Select the radio button for the Save as a new job option.

b. Enter a job name in the field.

NOTE: The job name can be a duplicate of an existing saved job.

c. Click Save. The job is saved under My Accounts>Saved Jobs.

To add to an existing job:

a. Select the radio button for the Add to existing job option.

b. Select the appropriate existing job in the Job Name dropdown menu.

c. Click Save. The edited job is saved under My Accounts>Saved Jobs.


How to view saved jobsNavigate to My Account and access Saved Jobs in the dropdown menu. Saved Jobs iscomposed of two options: My Jobs and Distributor Saved Bundles (groups of parts compiledby your supplier(s)).

To access My Jobs:

a. Click My Jobs (located in the global header under My Account, Saved Jobs).The My Jobs pop-up window opens and displays, at left, all saved jobsassociated with the current user and company.

b. Click the appropriate job. All parts associated with the job display. Options onthis page include:

Rename the job Type directly into the Job Name field. Click Save to savechanges.

Edit quantity Type directly into the individual quantity fields. Click Save tosave changes.

Add selections to cart Select the checkboxes of individual or all parts (click to select).Once selected, click the Add to Cart button. The parts can beseen in the shopping cart (located in the lower right of the Parts& Supplies page).

Delete an individualpart from a job

Select the checkbox the part (click to select). Once selected,click the Delete Part button.

Delete an entire job Click the trashcan icon. The job is deleted.

To access Distributor Saved Bundles:


a. Click Distributor Saved Bundles (located in the global header under MyAccount, Saved Jobs). The Distributor Saved Bundles pop-up window opensand displays, at left, all saved jobs (created at the distributor level) associatedwith the current user and company.

b. Click the appropriate job. All parts associated with the job display. Partscannot be added or deleted on a distributor saved bundle.


Edit quantity Type directly into the individual quantity fields.The edit is only applicable to the current instance and will revertto the original quantity once the current window is closed.

Add the bundle tothe cart

Click the Add to Cart button. The parts can be seen in theshopping cart (located in the lower right of the Parts & Suppliespage).

NOTE: Parts cannot be added or deleted on a distributor saved bundle.


Saved SearchesParts & Supplies allows you to save the particular path you used to access a part or item forlater use.

How to save a searchSave a searchfollowing a productsearch

Click the Save button ( ) which is accessible in theProduct Search area of the Parts & Supplies main page.The Save Search dialog box opens. Enter a title in theSearch Name field.

Save a searchfollowing a productcategory search

Click the Save Search button ( ) which isaccessible in the top right of the center pane following aproduct search or product category search. The SaveSearch dialog box opens. Enter a title in the Search Namefield.

NOTE: This action saves the search down to theselected search result.

How to view saved searchesClick My Account. Navigate to Saved Searches. The Saved Searched dialog box opens.Options include:

View the saved search Click the linked search name. The Parts & Suppliesscreen populates with search information.

Edit the saved searchClick the icon to the right of the search. Edit thename as needed.

Delete the saved search Click the trashcan icon to the right of the search.


Product SearchParts & Supplies Product Search feature is the next generation of WebCATS. This featureallows you to search for parts in a number of ways. These include searches by thefollowing:

Model number Part number Part description Serial number Sales order number Supplier/vendor number Drawing/code number Type/device number Part number (non-WebCATS) Part description (non-WebCATS)

NOTE: Model number, serial number, sales order number, and type/device numbersearches access top level information and require you to drill down to the neededpart. Part number (including non-WebCATS), part description (including non-WebCATS), supplier/vendor number, and drawing/code number searches access thepart level directly and allow you to choose the part from those listed on-screen.

How to search by model number1. Navigate to the Product Search area

(the top left of the Parts & Suppliespage). Select Model Number from thedropdown menu.

2. Enter the model number into thesearch field. The search can be forexact information or partial withwildcard symbols.Refer to the How to do a partial searchsection for more information.

3. Once the information is entered, clickSearch.


4. The Search Results area populates (theProduct Categories area minimizes). Thesearch pulls model numbers, which arefurther divided into assemblies, and sub-

assemblies. Click the arrow icons ( ) todisplay subordinate data tiers.

NOTE: Mousing over the modelnumber displays at-a-glance detailspulled from WebCATS.

5. To access top level, assemblies, or sub-assemblies (if available), click the model,assembly, or sub-assembly the Search Results area.

Display an individualmodel

Click the appropriate model to view. Data display ofdetails occurs in the center pane.

Display an individualassembly In the Search Results area, click the icon to the left

of the model number, and click the appropriateassembly. Data display of details occurs in the centerpane.

Display an individualsub-assembly In the Search Results area, click the icon to the left

of the assembly, and click the appropriate sub-assembly. Data display of details occurs in the centerpane.

6. The selected top level, assembly, or sub-assembly displays in the center pane, which isdivided into two segments: Model Number Information and Parts List.


NOTE: Click either the Model Number Information or Parts List header (in thecenter pane) to display. Clicking the View link expands the header.

Options in the center pane include:

Model Number InformationView unit information Click the radio button to the left of Unit Info (selected by

default).

Click the icon (located in the top right the pane).Make the appropriate selections (range plus text and/orgraphics) based on printing needs.

View product literature Click the radio button to the left of Product Lit. Select theappropriate literature from the Literature Type Filterdropdown menu.

Click the icon to select and view a PDF copy of theselected product literature.

Print model numberinformation Click the icon. Make the appropriate selections

(range plus text and/or graphics) based on printingneeds.

Parts List InformationView a universal partslist for the model

Click the Parts List header. A complete list of partnumbers displays.


NOTE: This information is also known as theTotal Index for the model.

View the total index ofparts for the model

NOTE: Known as Assm.Index in assembly orsub-assembly situations

Click the radio button to the left of Total Index (selectedby defaults upon accessing Parts List). All partsassociated with the model display in the Parts ListInformation area.

View parts indexed asfunctional parts

NOTE: Known as Assm.Functional in assemblyor sub-assemblysituations

Click the radio button to the left of Functional Parts. Allparts indexed as functional parts display in the Parts ListInformation area.

Search through list bykeywords

In the Keyword Search area, select the appropriatesearch filter from the dropdown menu (Description, PartNumber, or Note). Type the keyword in the search fieldand click the Go button.Parts & Supplies will search for the in selected columninformation (Description, Part Number, or Note) for thekeyword(s) provided.

View individual partdetails

Click the linked text in the Part Number column. Partdetails display. Refer to How to view part details formore information.

Add select parts to aWCR form

Select one or more parts by selecting the checkboxes tothe left of the individual part numbers. Click to select.

Then click the icon. The part number is carriedover to the WCR form and pre-populated along with userinformation.

NOTE: WCR can be accessed at any time by clickingthe Warranty Credit Request (WCR) link in the globalheader.

Add part(s) to cart Select one or more parts by selecting the checkboxes tothe left of the individual part numbers. Click to select.

Then click the icon. The parts are stored in theshopping cart.


Export part listClick the icon. The complete parts list (regardlessof selections) exports into a .csv file.

Print part listClick the icon. Make the appropriate selections(range plus text and/or graphics) based on printingneeds.

How to search by part number1. Navigate to the Product Search area

(the top left of the Parts & Suppliespage). Select Part Number from thedropdown menu.

2. Enter the part number into the searchfield. The search can be for exactinformation or partial with wildcardsymbols.Refer to the How to do a partial searchsection for more information.


4. The center pane repopulates with part details for the specific part.

Options include:

Parts List InformationView a universal parts Click the Parts List header. A complete list of part


list for the model numbers displays.











NOTE: Unit Info is only available for model number, serial number, sales ordernumber, and type/device number information.


How to search by part description1. Navigate to the Product Search area

(the top left of the Parts & Suppliespage). Select Part Description fromthe dropdown menu.

2. Enter a part description (such as “fan”or “baffle”) into the search field. Thesearch can be for exact information orpartial with wildcard symbols. Refer tothe How to do a partial search sectionfor more information.


4. The center pane repopulates with part details matching the part description.

Options include:













How to search by serial number1. Navigate to the Product Search area

(the top left of the Parts & Suppliespage). Select Serial Number from thedropdown menu.

2. Select the database to search. Clickthe radio button to the left of theappropriate database to select. Thedatabases include:

SIL: To search the Shipped HistoryInformation Library database

EMA: To search for parts fromEurope

ABS/CLCH/CTV: To searchthrough shipments posted prior to1981

3. Enter the serial number into the searchfield. The search can be for exactinformation or partial with wildcardsymbols. Refer to the How to do apartial search section for moreinformation.

4. Once the database and serial numberare entered, click Search.


5. The Search Results area populates(the Product Categories areaminimizes). The search pulls serialnumbers, which are further divided intoassemblies, and sub-assemblies.

Click the arrow icons ( ) to displaysubordinate data tiers.

NOTE: Mousing over the modelnumber displays at-a-glancedetails pulled from WebCATS.


Display an individualmodel In the Search Results area, click the icon to the left

of the serial number, and click the appropriate model.Data display of details occurs in the center pane.

NOTE: Serial numbers cannot be viewed. Serialnumbers are a means of retrieving modelnumbers, which accesses model details.










default).




View warrantyinformation

Click the radio button to the left of Warranty. Select theappropriate literature from the Literature Type Filterdropdown menu.

Further searches into Residential Product Registrationand Residential and Light Commercial ExtendedWarranties can be conducted. Click the respective linkto search.

View sales ordernumber information

Click the radio button to the left of Sales Order Number.This option allows you to view either basic or additional(links to products, components, and models) sales orderinformation.


(range plus text and/or graphics) based on printingneeds.


How to search by sales order number1. Navigate to the Product Search

area (the top left of the Parts &Supplies page). Select SalesOrder Number from the dropdownmenu.

2. Select the database to search.Click the radio button to the left ofthe appropriate database toselect. The databases include:

SIL: To search the ShippedHistory Information Librarydatabase

EMA: To search for parts fromEurope

ABS/CLCH/CTV: To searchthrough shipments postedprior to 1981

3. Enter the information into thesearch field. The search must befor the exact number.

4. Once the database and salesorder number are entered, clickSearch.


5. The Search Results areapopulates (the Product Categoriesarea minimizes). The search pullssales order numbers, which arefurther divided into modelnumbers, assemblies, and sub-assemblies. Click the arrow icons

( ) to display subordinate datatiers.

NOTE: Mousing over thesales order or subordinatemodel number displays at-a-glance details pulled fromWebCATS.



of the sales order number, and click the appropriatemodel. Data display of details occurs in the centerpane.

NOTE: Sales order numbers cannot be viewed.Sales order numbers are a means of retrievingmodel numbers, which accesses model details.










default).




View warrantyinformation

Click the radio button to the left of Warranty. Select theappropriate literature from the Literature Type Filterdropdown menu.

Further searches into Residential Product Registrationand Residential and Light Commercial ExtendedWarranties can be conducted. Click the respective linkto search.

View sales ordernumber information

Click the radio button to the left of Sales Order Number.This option allows you to view either basic or additional(links to products, components, and models) sales orderinformation.


(range plus text and/or graphics) based on printing


needs.











In the Keyword Search area, select the appropriatesearch filter from the dropdown menu (Description, PartNumber, or Note). Type the keyword in the search fieldand click the Go button.Parts & Supplies will search for the in selected columninformation (Description, Part Number, or Note) for the


keyword(s) provided.












How to search by supplier/vendor number1. Navigate to the Product Search

area (the top left of the Parts &Supplies page). SelectSupplier/Vendor Number from thedropdown menu.

2. Enter the supplier/vendor numberinto the search field. The searchcan be for exact information orpartial with wildcard symbols.Refer to the How to do a partialsearch section for moreinformation.

3. Once the information is entered,click Search.


Options include:















How to search by drawing/code number1. Navigate to the Product Search

area (the top left of the Parts &Supplies page). SelectDrawing/Code Number from thedropdown menu.

2. Enter the drawing/code numberinto the search field. The searchmust be for the exact number.



Options include:Parts List Information


View a universal partslist for the model














How to search by type/device number1. Navigate to the Product Search

area (the top left of the Parts &Supplies page). SelectType/Device Number from thedropdown menu.

2. Enter the type/device number intothe search field. The search mustbe for the exact number.


4. The Search Results areapopulates (the Product Categoriesarea minimizes). The search pullstype/device numbers, which arefurther divided into modelnumbers, assemblies, and sub-assemblies. Click the arrow icons

( ) to display subordinate datatiers.

NOTE: Mousing over thetype/device or subordinatemodel number displays at-a-glance details pulled fromWebCATS.




of the type/device number, and click the appropriatemodel. Data display of details occurs in the centerpane.

NOTE: Type/device numbers cannot be viewed.Type/device numbers are a means of retrievingmodel numbers, which accesses model details.





6. The selected top-level, assembly, or sub-assembly displays in the center pane, which isdivided into two segments: Model Number Information and Parts List.




default).

















Click the linked text in the Part Number column. Partdetails display. Refer to How to view part details for


more information.









How to search part number – non-WebCATSThe ability to search part numbers outside WebCATS is limited to transactional accounts ONLY.


1. Navigate to the Product Search area(the top left of the Parts & Suppliespage). Select Part Number – Non-WebCATS from the dropdown menu.

2. Enter the part number into the searchfield. The search can be for exactinformation or partial with wildcardsymbols.Refer to the How to do a partial searchsection for more information.



Options include:















How to search part description – non-WebCATSThe ability to search part descriptions outside WebCATS is limited to transactional accountsONLY.

1. Navigate to the Product Searchare (the top left of the Parts &Supplies page). Select PartDescription – Non-WebCATSfrom the dropdown menu.

2. Enter a part description (such as“fan” or “tester”) into the searchfield. The search can be for exactinformation or partial with wildcardsymbols. Refer to the How to doa partial search section for moreinformation.


4. The center pane repopulates with part details matching the part description.

Options include:




How to do a partial searchEnter the known portions of the search criteria in the search field. This information isgenerally the first three to four characters. Follow the entered characters with a %.

When entering the information, either begin the partial search data with a % (if theinformation is somewhere within the number) OR end the partial search data with a % (if theinformation begins the number).

NOTE: Not all searches allow partial searches. Sales Order Number, Drawing/CodeNumber, and Type/Device Number do NOT allow partial searches.


Part InformationPart information is accessed following a product search. The information includes modeland part information.

Model Information is accessed by clicking the model information header following a productsearch at a model level. Model information includes:

Unit information Product literature Warranty information Sales Order Number information

Part Information is accessed by clicking the Parts List header following a product search.Part information includes:

Part details Superseded chain information Reverse information Where used information Recommended Items information

How to view unit info1. Complete a search at the model level. Model level searches include model number,

serial number, sales order number, and type/device number searches.

2. Once the center pane populates, access the header containing the model number(active by default upon initial access of the center pane).

3. Click the radio button to the left of Unit Info. This feature is selected by default when firstviewing the model information header.

4. Options on the screen include:

View unit information Click the radio button to the left of Unit Info (selected bydefault).



How to view literature1. Complete a search at the model level. Model level searches include model

number, serial number, sales order number, and type/device number searches.

2. Once the center pane populates, access the header containing the modelnumber (active by default upon initial access of the center pane).

3. Click the radio button to the left of Prod Lit.

4. Select the appropriate literature type in the Literature Type Filter dropdownmenu. The product literature based on the model number and literature typeselected displays in chart form.

5. Click the icon to select and view a PDF copy of the selected individualproduct literature.

How to view warranty information1. Complete a serial number or sales order number search.


2. Once the center pane populates, access the header containing the modelnumber (active by defaults upon initial access of the center pane).

3. Click the radio button to the left of Sales Order Number.

4. Use the icons to view various warranty types. Links are provided toresidential and light commercial extended warranty as well as residential productregistration databases.

How to view Sales Order Number information1. Complete a serial number or sales order number search.

2. Once the center pane populates, access the header containing the modelnumber (active by defaults upon initial access of the center pane).

3. Click the radio button to the left of Sales Order Number.

4. Use the icons to view various warranty types. Links are provided toresidential and light commercial extended warranty as well as residential productregistration databases.

How to view a list of parts1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


2. Click the Parts List header. A complete list of parts display.

3. Options on this screen include:




















How to export part list1. Perform a product search and drill down to the Parts List area. Drill down to assembly or

sub-assembly as needed to narrow the part list.

2. Once the appropriate scope of parts is listed in the center pane, click the icon.

3. The parts list populates in a spreadsheet that can be saved as a .csv file.

How to view part details1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).

2. Click the linked part number to display part details.

3. Click the Part Details tab (if needed) to view at-a-glance part specification,inventory, and pricing information.


4. Options on this page include:

Add selected part to aWCR form Click the icon. The part number is carried over to

the WCR form and pre-populated along with userinformation.


Check availabilityClick the icon. The Availability pop-up window(view-only) opens, displaying suppliers and availablequantities regarding the selected part.

Add to cart

Click the icon in the Price column. The parts canbe seen in the shopping cart (located in the lower right ofthe Parts & Supplies page).

Print detailsClick the icon. The part specification, pricing, andinventory information is printed.

Access PDF informationClick the icon. Make the appropriate selections(range plus text and/or graphics) based on printingneeds.


View price View the information in the Pricing Information area(lower portion the panel)

NOTE: The Call for Price option allows you tolocate and obtain directions to stores that supplythe selected part. Click the linked Call for Pricetext to open the Store Locator feature.

How to view superseded chain information1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


3. Click the Supersede tab. Information regarding part specification and inventoryinformation displays for the selected part and current substitutions.

4. Click the appropriate part number(s) at left to view part, pricing, and inventoryinformation for the substitution.

How to view reverse information1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


3. Click the Reverse tab. Information regarding part specification and inventory informationdisplays for the selected part and reverse substitutions.

4. Click the appropriate part number(s) at left to view part, pricing, and inventoryinformation for the substitution.

How to view where used information1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


3. Click the Where Used tab. A list displays that contains all models in which the items canbe used. Clicking the linked model number repopulates the Product Search area withthe selected model number.Refer to How to search by model number for more information.


How to view Recommended Items information1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


3. Click the Recommended Items tab. A list of parts frequently purchased with your currentpart selections display.

How to add to WCR form1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


3. Click the icon. The part number is carried over to the WCR form and pre-populatedalong with user information.

NOTE: WCR can be accessed at any time by clicking the Warranty Credit Request (WCR)link in the global header.

How to check availability1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


3. Click the icon. The Availability pop-up window (view-only) opens, displayingsuppliers and available quantities regarding the selected part.

How to add to cart1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).

2. Select the required part numbers (click the checkboxes to select). Once all appropriate

selections are made, click the icon. The part(s) can be seen in the shopping cart(located in the lower right of the Parts & Supplies page).

NOTE: Parts & Supplies provides a Recommended Items feature that displays partscomplementing your current selection. The parts displayed are those frequently purchased


with your current part selections. Click the icon to add the part to your cart, or click theNo Thanks button to skip the feature.

How to print part details1. Perform a product search and drill down to the Parts List area (click the Parts List

header to display).


3. Either print the details for the selected part or the parts list.

Print the details for theselected part Click the icon. The part specification, pricing, and

inventory information is printed.

Print the parts list andgraphics (if needed) Click the icon. The Print-Options dialog box

opens. Select the appropriate printing range.Click the radio button to the left of Print Text to only printtextual details. Once selected, click OK.Select the appropriate printing range. Click the radiobutton to the left of Print Text to only print textual details.Once selected, click OK.


Graphics

How to view graphics1. Perform a product search and drill down to the assembly or sub-assembly level. A

graphic reflecting the selected assembly or sub-assembly displays in the Image Viewarea.

NOTE: The Image View area is only populated when the assembly or sub-assembly level is active.

2. To use the graphic as a search aid. Options include:

Enlarge the imageClick the icon.

Zoom in and out Use the zoom icons to magnify and shrink the graphic

View full screenClick the icon. The graphic will fill the Parts &Supplies screen. Click again to minimize.

How to select parts from a graphic1. Access the needed graphic by performing a search and drilling down to the assembly or

sub-assembly level.


2. Navigate to the Image View area, and expand the graphic using the icon.

3. Click the appropriate linked number indicating a specific part. The part is selected onthe Parts List.

How to print graphics1. Perform a product search and drill down to part level that is related to an assembly. A

graphic reflecting the selected assembly, sub-assembly, or part displays in the ImageView area. Refer to How to view graphics for more information.

NOTE: The Image View area is only populated when the assembly or sub-assembly level is active.


3. Click the PDF icon ( ). ThePrint-Options dialog box opens.

4. Select the appropriate printingrange. Click the radio button tothe left of Print Graphics in theSelect Print Content area.

NOTE: Selecting Print Bothwill print graphics and text.

5. Once selected, click OK.


Product CategoriesThe Product Categories function of Parts & Supplies allows you to search for parts bydrilling down from a top level (i.e. category, motor type, phase, etc.) and then further filterthe search by selecting subordinate descriptions or attributes. This search is limited touniversal motors.

How to search product categories

1. Click the appropriate attribute in theProduct Categories area. A fly-out forthe attribute (composed of sub-attributes) appears at right.

NOTE: The active category islisted in the field below the titleProduct Categories.

NOTE: Not all attributes underProduct Categories will result in asub-attribute fly-out.

2. In the fly-out, click the appropriate sub-attribute. The information from the attribute>sub-attribute search filter displays in the center pane of the Parts & Supplies page.

NOTE: The attributes and sub-attributes selected are shown with a icon inthe Product Categories area.

NOTE: More than one attribute>sub-attribute selection can occur at one time.The center pane reflects the intersection of the two or more selections.

Options in this panel include:

Reset the search In the Product Categories area, click the icon tothe left the item(s) to reset or clear the search.

Search through all parts listed Use the search feature in the top right of the center


pane. Select the field to search by in the dropdownmenu, and enter the information. Click the Searchbutton to begin the search.

View part details Click the individual linked number in the Item #column. Refer to step 3 below for moreinformation.

View item description Click the View Full Description link in theDescription column. A pop-up window displayswith complete description information.

Add to cart

Click the icon in the Price column. The partscan be seen in the shopping cart (located in thelower right of the Parts & Supplies page).

Compare two to three partsClick the icon. The part is stored in theCompare area on the Parts & Supplies page.Refer to the Compare section for more information.

Navigate through paginated lists(if applicable)

Click the arrow or page icons at the bottom of thecenter pane.

NOTE: Pagination only displays with whenmultiple search results are present.


3. Click the individual linked number in the Item # column. The center pane repopulateswith at-a-glance and detailed part information, as well as technical information, for theindividual part.

Options on the Item screen include:

Check availabilityClick the Availability icon . The Availability pop-up window (view-only) opens, displaying suppliers andavailable quantities regarding the selected part.

Adjust quantity (for the add tocart feature)

Adjust the amount in the Quantity field in the PartInformation area.

Add to cart

Click the icon in the Price column. The parts canbe seen in the shopping cart (located in the lower rightof the Parts & Supplies page).

Compare two to three partsClick the icon. The part is stored in the Comparearea on the Parts & Supplies page. Refer to theCompare section for more information.


Print part informationClick the icon. A screen capture of the currentscreen is printed.

View price Navigate to the Price field in the Part Information area.

NOTE: The Call for Price option allows you tolocate and obtain directions to stores thatsupply the selected part. Click the linked Callfor Price text to open the Store Locatorfeature.


How to check availability1. Perform a product categories search by clicking the appropriate attribute and sub-

attribute in the Product Categories panel. Refer to How to search product categories formore information.

2. Click the individual linked number in the Item # column to access the Item screen. Thecenter pane repopulates with at-a-glance and detailed part information, as well astechnical information, for the individual part.


Check availabilityClick the Availability icon . The Availability pop-up window (view-only) opens, displaying suppliers andavailable quantities regarding the selected part.

How to add to cart1. Perform a product categories search by clicking the appropriate attribute and sub-


2. The information from the attribute>sub-attribute search filter displays in the center panelof the Parts & Supplies page.


Add to cart

Click the icon in the Price column. The partscan be seen in the shopping cart (located in thelower right of the Parts & Supplies page).

NOTE: Parts can be added to the cart on the Item screen. To access, click the

linked text in the Item # column, and then click the icon (located in the bottomleft of the center pane). Step 3 of How to search product categories details thefeature.

How to print part details1. Perform a product categories search by clicking the appropriate attribute and sub-



2. Click the individual linked number in the Item # column to access the Item screen. Thecenter pane repopulates with at-a-glance and detailed part information, as well astechnical information, for the individual part.


Print part informationClick the icon (located in the lower left of thescreen). A screen capture of the current screen isprinted.

How to compare1. Perform a product categories search by clicking the appropriate attribute and sub-


2. The information from the attribute>sub-attribute search filter displays in the center panelof the Parts & Supplies page.


Compare two to three partsClick the icon. The part is stored in the Comparearea on the Parts & Supplies page. Refer to theCompare section for more information.

NOTE: Parts can be compared through the Item screen. To access, click the

linked text in the Item # column, and then click the icon (located in the bottomleft of the center pane). Step 3 of How to search product categories details thefeature.

How to clear search

NOTE: The following instructions are only applicable after performing an attribute>sub-attribute search.


To clear individual attributes:

Click the icon to the left of the sub-attributes in the Product Categoriesarea. The center pane resets to anyremaining attribute>sub-attributeselections.

To reset the product category search:Click the category field (displayed underthe title Product Categories). The centerpane resets with all parts available underthe selected category.

NOTE: Click the icon to return to the Parts & Supplies page (home page). Thisaction navigates away from any search or process you are currently working on orviewing.

How to use keyword search1. Activate the Product Categories area by clicking the category name or an attribute. The

center pane populates with category or attribute information.

2. Use the search dropdown menu to define the search criteria. Search criteria can be(non-vendor) part #, catalog/model #, or description.

3. Enter search data in the search field (located at the top of the center pane).

4. Click Search. The center pane repopulates with all parts in the category that match thesearch criteria.

5. Manipulate the search results as needed. Refer to the How to search product categoriesand other subsequent sections for more information.


Parts & Supplies Promotions: For Admin Users Only

How to use Parts & Supplies PromotionsThe Parts & Supplies Promotions feature is a marketing tool that allows admin users todisplay additional parts to their customer-users, thereby suggesting purchasing opportunitiesfor the customer-user. These selections display in a scroll bar during the checkout processon Parts & Supplies.

To access Parts & Supplies Promotions:1. Log on to the extranet, and select Admin Center from the left-hand navigation bar.

Select Order Center Administration from the list of options. Select Parts & SuppliesPromotions in the sub-menu.

2. The Parts & Supplies Promotions page opens. Options on this page include:

Generate a new promotion Click the Add Promotion button. Refer to the sectionbelow for more information.

View status of existingpromotions

View the color of the icon to the left of the promotion.Green shows the promotion is still valid and displays tothe user in Parts & Supplies.Red shows the promotion is not valid and does notdisplay to the user in Parts & Supplies.

Edit or delete existingpromotions

Use the Edit or Delete buttons.

To generate a new Promotion:1. After accessing the Parts & Supplies Promotions feature and clicking the Add

Promotion button, the Parts & Supplies Promotions generation screen displays.


2. Enter a descriptive name in the Promotion Name field, and select the date range thatthis promotion will be displayed to your customer-users on Parts & Supplies.

3. Enter one or more part numbers (non-vendor) in the Parts Numbers field.

NOTE: Part numbers are not validated at this level. Ensure you have entered thecorrect part number, or the part number will display as invalid on Parts & Suppliesduring your customer-user’s checkout process.

4. Select the appropriate level at which to display this promotion on the Parts & Suppliesapplication.

NOTE: You can display promotions to yourself or those users beneath you on theComfortSite security hierarchy. Example: The national office can assignpromotions to any number of company-owned, franchisees, or IWD users;whereas, warehouses can only assign promotions to their customers.

5. Select the appropriate users that will view the promotion. Use the following icons tomake the selections.

Add all users.


Add individual users. Click to select the user first, and then clickthe icon.

Remove individual users. Click to select the user first, and thenclick the icon.

Remove all users.

6. Click the Save button. The promotion is saved and can be accessed and edited fromthe Parts & Supplies Promotions feature on ComfortSite.

last update: july 8, 2010 - comfortsite

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