Sandy FAQ

Learning_Track
Outside Sales PLT : How to put line on hold?
This article describes the steps to set the "Hold for Release" for the selected line item. 1. Login into COMPAS with valid credentials...
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Outside Sales PLT : How to apply default address for lines in shipping page?
This article describes the steps to apply default address to a line item. 1. Login into COMPAS with valid credentials and create a...
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Outside Sales PLT : How to apply requested ship date in shipping screen?
This article describes the steps to apply the requested ship date to a line item. 1. Login into COMPAS with valid credentials and...
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Outside Sales PLT : How to apply standard lead time in shipping screen?
This article describes the steps to apply standard lead time to the selected line item. 1. Login into COMPAS with valid credentials and...
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Outside Sales PLT : How to use job list in COMPAS Go?
This article provides information to user on the "Job List" in COMPAS Go. Job list helps to view the organized folders, Jobs or quotes...
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Outside Sales PLT : How To configure and add Digital Solution products to COMPAS Go quote?
This article describes the steps to add digital solutions parts to COMPAS quotes. 1. Ensure your Quote is in Edit Mode and then click on...
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Outside Sales PLT : How to Quote an additional section for an existing Switchboard?
Quoting an additional section to an existing switchboard Often times a new section will be added to an existing switchboard for...
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Outside Sales PLT : How to configure Switchboard?
Article with basic steps to configure switchboard using COMPAS Go. 1. Go to the working job / quote with valid login 2. Turn ON Edit...
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Outside Sales PLT : How to Configure Busplug using COMPAS GO?
Help article on Bus plug configuration using COMPAS GO 1. Create a quote or navigate to existing quote. 2. Turn on EDIT option...
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Outside Sales PLT : How to configure Sentron busway using COMPAS Go Sketcher? [Video 4.52 Min]
Experience the easy way to configure Sentron Busway. Get the Busway requirements for the job. Use the COMPAS Go Busway configurator....
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