Sandy FAQ

Learning_Track
Quotations PLT : SPEED Credit Request using COMPAS Go (Videos & PDF)
SPEED Credit Request process in now in COMPAS Go. Qualified COMPAS Go users can now process their Credit Requests using the online tool...
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Quotation 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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Quotation 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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Quotation PLT : How to edit Submittal Cover Page Title?
This article provides steps to edit the cover page title. Note: We have the table of contents introduced Login to COMPAS Go Open...
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Quotation 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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Quotation 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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Quotation 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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Quotation 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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Inside Sales PLT : How to add successor products (alternative products) to quote from product catalog?
This article describes to add successor / alternative products to a quote from product catalog. 1. Create new quote in COMPAS Go or...
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Inside Sales PLT : Product Catalog
This article describes the functionality of product catalog in COMPAS. To view the details click here
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