CS PLT : Search Quote (Video)
This article explains the steps for the "Quotation personnel learning track" users to search quotes in COMPAS Go. Search Quote is how...
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CS PLT : How to change address in Transmittal Letter in submittal package?
This article provides steps to change address in Transmittal Letter in submittal package. Login to COMPAS Go Open the quote From...
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CS PLT : How To Change Document Setup Setting for Submittal Package?
This article provides steps to change the setting for submittal package. Login to COMPAS Go Open the quote From Actions menu, select...
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CS PLT : How to edit Submittal Cover Page Title?
This article provides steps to edit the cover page title. Login to COMPAS Go Open the quote From Actions menu, select "Submittal...
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CS PLT : How To Generate Submittal Package For Selected Line Items?
This article provides information to generate report for selected line item. Create a Project 2. Add Products to the Quote ...
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CS PLT : What do the icons in the Submittal package do?
This article describes the icons in submittal. The Submittal icons provide to the user the ability to manage content. 2....
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CS PLT : How to Use The Submittal Package? [Video 12 Min]
The Submittal Package in COMPAS Go is a great tool to manage the content of your Submittal Package! Click the below link to view this...
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CS PLT : How to generate Order Status Report in COMPAS Go?
This article explains the generation of order report from the following 2 ways. 1. From Report page 2. From Manage Order page ...
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CS PLT : How to add sales order(s) as favorites in manage orders?
Manage Order is a specialized feature in COMPAS Go used to release the line items that are on hold. It allows user to split the line...
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CS PLT : How to export BOM data into excel file from Manage Order?
This article explains the steps for generation of BOM Export in manage orders. 1. Login into COMPAS with valid credentials 2....
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