COMPAS Go: Bid Calendar

This article describes the new feature that is added to COMPAS Go ... Bid Calendar.

This feature is available to the field sales to view the Bid Calendar against the quote they have created. Also, it provides option to the share the Bid Calendar view to the team members and to the customers.

Following are the two main options that can be used in COMPAS Go for Bid Calendar. Click on the below icons to navigate to the respective information.


	Add Quotes to Bid Calendar	Share Bid Calendar Quotes	A

Attributes that affect the Bid Calendar

Add Bid To Calendar	Quote is allowed to be viewed on a bid calendar
Shareable (to external users)	Quote can be opened and/or modified by the sold to account
Show Bids	User's bids that have the "add to bid calendar" checked will display in this calendar view
View Calendar	Allows users to view calendar, but their bids that have "add to bid calendar" checked will not display in this calendar view

How to add quotes to Bid Calendar?

Quotes can be added to Bid Calendar in 3 ways

When creating a new project / quote
From the quote details page
From search quote page

Option 1: When creating a new quote the following page is available.

By clicking on the check box, the quote get added to the users Bid Calendar

Option 2: After opening a quote in editable mode, navigate to the quote details page.

Option 3: When the user searches for quote in the quote search page, clicking on the icon that is highlighted will add the quote to the Bid Calendar.

Note: Orders cannot be added to Bid Calendar

How to share your Bid Calendar to customers?

For sharing your Bid Calendar to customers or team members, following points are to be considered.

1. Create a group. Click on the 3 lines as highlighted below in the home page

Options available to the user

#	Icon	Description
1		Menu to navigate to the groups creation and manage groups
2		Browse through the months
3		Switch between the week and month view
4		Maximize the Bid Calendar
		Status of the quotes that is added to the Bid Calendar

2. Click on the "Create New Group" as shown below.

3. On doing so, the following options are available to the user. User has to enter the group name and the users who need access.

4. On adding the information and the users, the following is available to the user. Option is available to the field sales either to show the bids to the shared user and to allow the Bid Calendar to be viewable to the shared users.

After clicking on the Save button, the user has to "apply & close" the changes.