Quotation PLT : How to export quote pricing data (BOM) to excel?

This article describes the steps to export the pricing information into spread sheet in COMPAS Go. Step by step instructions to export the same is provided below.

1. Login into COMPAS Go with valid credentials.

2. Open an existing quote with line items or create a new quote and add line items.

3. Make sure the editing in turned "OFF" as shown below.

4. From the action menu, click on the "BOM Export" options as highlighted above.

5. On doing so, the report as shown below will be downloaded to the local machine. 

Note: Option is available to export all the line items or selected line items can be exported also.