Sandy FAQ

Learning_Track
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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Inside Sales PLT : How to reach out to Siemens Project Manager?
This article describes the pull the contact information for a sales order if managed by Siemens Project Manager (PMO), then you can reach...
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Inside Sales PLT : How to submit Speed Credit Request in COMPAS Go?
Necessity: When the distributor needs to submit a request to Rebate team. PreRequisite: A speed quote should be created in COMPAS...
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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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