How to create sales credit or sales split from COMPAS Go?

This article provides information on the creation of sales credit in COMPAS Go.

1. Sales credit option will be available under the action menu.

2. Click on Sales credit 

3. User will be having the option to search the names with First Name, Last Name or Employee Id. Example: search for "Suresh" and the following users get listed.

4. Add the sales person by clicking on the "Add User" option.

5. Percentage should be 100% to enable "Save &Close"

    Users will have option to reset the searched results by clicking on reset button.

6. Sales credit details will be in readable mode if the Quote is in "edit off" mode.

7. Sales person now can added to favorites for easier use.  Adding to favorites can be done as shown below. User has to click on the golden star.

8. On doing so the sales users are added to the favorite tab.