Project Management PLT : How to submit a quote for pricing approval in COMPAS Go?

This article provides step by steps information to submit a quote for pricing approval. 

1. Login to COMPAS Go with valid credentials.

2. Create a new quote with line items or open an existing quote in editing as "ON" as shown below.

 3. Navigate to the pricing page as shown below. 

4. You can apply discount, Net Price, customer Margin, Sell Price and Quick Ship to the quote before submitting for Pricing Approval.
 

5. If the quote does not contain any review required lines then "Submit For Pricing Approval" button would be enabled in the pricing screen. Click on the "Submit For Pricing Approval" button.

6. Upon clicking the "Submit For Pricing Approval" button and quote details screen pops up where you can fill the Competitor, End user, Contractor, consultant and Market Segment.

Note: It is mandatory to select the market segment

7. Click on the "Continue" button to submit the Quote for pricing Approval.