How to change view settings of the Quote?
This article helps the user to customize the columns available in COMPAS Go. 1.Open a quote in editing "ON" or "OFF" mode 2. User will be navigated to manage quote page, there user need to click...
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How do I get a Cut Sheet in COMPAS Go?
Cut sheets are required for providing information on products quoted to meet or exceed the specifications. 1. Go to the Product Catalog from the COMPAS Go App Center...
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How to create Configuration Favorites in COMPAS Go?
This articles describes on saving the preferred configurable products as favorites for easy navigation. Go to the Add Products Page. Find "Configurable Products". ...
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How to create project in COMPAS Go?
COMPAS Go allows user to Create Project for “Field Sales Engineers” and “Distributors”. Create Project helps to organize the quotes. 1. Click on "Task" to navigate the "Create Project". 2....
Views: 12501
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How to use create project in COMPAS Go?
This article describes the use of create project for adding line items in COMPAS Go. To view create project demo click here
Views: 12710
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How do I use the virtual assistant - Sandy?
Welcome to Sandy! She is our virtual assistant. She can help you with a sturdy search options and dynamic help articles to your requirements. Click on the Sandy Icon...
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How to fix Google Chrome Settings (Video)
Need help in getting the setting correct to enable printing? This article describes the steps that need to be followed. Click on the link to review the step to get...
Views: 12535
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How to search by quote name in COMPAS Go?
This article describes the user to search for a specific quote based on the requirement. From the task menu select search quote. Enter Quote name in the...
Views: 12670
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How to reset configured selections in COMPAS Go?
This article describes how to reset / change a characteristic value after selection. 1. Click on the drop down in the cell you want to change. 2. You notice the following options Clear...
Views: 12583
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How to access quotes/orders from Recent Activities?
This article describes the the process of using recent activities in the home page of COMPAS Go. 1. On opening of Recent Activities screen, recently accessed last 20 quotes would be displayed as...
Views: 10155
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