Outside Sales PLT : How to generate Submittal Package for selected line items?
Create a Project 2. Add Products to the Quote 3. If users wants only specific lines to show up in the Submittal Package,...
Comments: 0
Outside Sales PLT : What do the icons in the Submittal package do?
The Submittal icons provide to the user the ability to manage content. 2. Submittal Custom View.
Comments: 0
Outside Sales 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...
Comments: 0
Outside Sales PLT : How to export/import configuration template library in OE tool?
Instructions on how to Export/Import configuration template library. Go to COMPAS Go and Load ICR/IICR configuration in OE Tool ...
Comments: 0
Outside Sales 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. Click...
Comments: 0
Outside Sales 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...
Comments: 0
Outside Sales 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 ...
Comments: 0
Outside Sales 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...
Comments: 0
Outside Sales 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. Click...
Comments: 0
Outside Sales PLT : How to download / view order status report in Manage Orders?
This article describes the order status report generation from Manage Orders. 1. Login into COMPAS with valid credentials 2. Click on...
Comments: 0