Inside Sales PLT : How to attach the supporting documents for Speed Credit request?
This article describes the steps to attach the supporting documents for Speed Credit. Login to COMPAS Go App Navigate to Speed...
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Inside Sales PLT : How to open Speed Credit app in COMPAS Go?
Prerequisite : (a) Login as Speed Credit user. Click on the "Task" icon to open "Task List" dialog. 2. Click on the...
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Inside Sales 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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Inside Sales PLT : How to create web request from manage orders in COMPAS Go?
This article describes the steps to open a web request in COMPAS Go. 1. Click on the sales order number from the recent orders in the...
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Inside Sales PLT : How to export/import configuration template library in OE tool?
Instructions on how to Export/Import configuration template library. Go to CompasGo and Load ICR/IICR configuration in OE Tool ...
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Inside 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...
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Inside 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...
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Inside 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 ...
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Inside 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...
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Inside 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...
Views: 95
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