Inside Sales PLT : Adding Components in Configurator - UPB

This article helps to user to create unassembled during configuration of Panelboard.

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. From the action menu, click on the "Add Product" 

5. Click on the "" for the "Panelboard" under the Panelboard section as shown below.

Note: Clicking on the "" can add it to the favorites.

6.  On clicking the , following configuration page opens for the user.

7. After configuration is complete, navigate to the layout tab. Click the actions menu and an option "Unassembled" is available. Click on the "Unassembled" option and will open up the unassembled components list.

8. Unassembled components listed below can be added to quote by clicking on "Add to Quote" button.