Users can copy and paste line items within a quote and paste it in another quote.
1. Login into COMPAS with valid credentials
2. Create a new quote or open an existing quote
Create new quote -
Open existing quote -
3. Make the quote as editing "ON"
4. Go to the Cart view of a quote.
5. Select a line(s) needed to be copied (Select a line enables the "copy" icon)
Note: Lines items that can be copied is similar to that is COMPAS desktop including the following.
- Line items which are out dated
- Line items which are have version mismatch
- Line items with old panelboard structure
6. Click on "copy" as highlighted in the above image.
7. On doing so, the paste icon gets enabled. (No longer grayed out). Also, a pop up notifies the user that the selected line items is copied.
8. Now the user can paste the copied line items
a) into the same quote multiple times [copy is enabled until delete of line item action is triggered]
b) into another quote. (when going to another quote the "paste" icon will be enabled when the editing is "ON")