Creation of Siflex quotes using COMPAS Go

This article provides information to create Siflex quote on line items in shipped sales orders in COMPAS Go.

Siflex workflow will not have the following 

• No customer discounts allowed and hence it cannot be countered
• Default discount is based on the period of the sales order
• Customer margin is allowed

1. Open the sales order using the search quote option.

2. Sales user has the following option as shown below.

3. Clicking on the Siflex option, the user can create a new Siflex or view the existing Siflex quotes.

4. On clicking the "Create Siflex" after selecting a line item following is available to the user.

5. Click on the "Next" button.

Note: Quote gets prefixed with the word "Siflex-"

6. Enter the required information of Job name, quote name and click on the next button.

7. Enter all the products that is needed. User can use the button "Add More" to enter more breaker details on need basis. After accepting the terms, click on the button "Add to Quote"

Note: Other products cannot be added from product catalog, quick add..etc

8. The quote status goes to "Technical Review Required". This quote will go for the regular approval process from application engineer. 

Note: No discount request is allowed

9. To view the Siflex quote, click on the following.

On doing so, the history of the Siflex quote for a give line item will be displayed. User can click on the quote name to switch.