Inside 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,...
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Inside 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.
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Inside 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...
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Inside Sales PLT : How to view the change order status of line items in manage order?
Manage order has the feature enabled for the users to view the change order line items.Following are the indicators for the line item...
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Inside Sales PLT : How to view all change request quotes associated with my order using COMPAS Go?
This article describes the steps to view all the change order quote for a sales order 1.Search the Order or Open order from the...
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Inside Sales PLT : How to do "Submit CR" in COMPAS Go for change order process?
1. After initiating the change request / change order for the following a. Configuration change for existing line b. Addition of new...
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Inside Sales PLT : How should I interpret change request items status in COMPAS Go?
This article describes the change request for selected line item. 1. Search the Order or Open the order from the dashboard by clicking...
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Inside Sales PLT : How to verify or view the scope of changes in change order or change request (ECR)?
1. Select the line which needs a change / modification as shown below and click the "Create CR". 2. Option to enter the CR name will...
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Inside Sales PLT : How to create a change order request (CR) from COMPAS Go for existing line items?
This article describes the steps for creating a change request for a line items for a sales order in COMPAS Go. 1. Login into COMPAS Go...
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Inside Sales PLT : ECR - External Change Request in COMPAS Go
COMPAS Go now can process ECR"s for Sales and Channel Partners. Remember the ECR is a request. Once submitted the Customer Support Desk...
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