Sandy FAQ

Learning_Track
Inside Sales PLT : How to apply quick ship (custom dates) to line items in COMPAS Go?
This article describes the steps for applying custom date for shipment. 1. Login with valid credentials and create a quote with line...
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Inside Sales PLT : How to Apply Discount or Customer Margin from the Pricing screen.
Users can apply their discount and Margin from the header for the selected lines in Pricing Screen. 1. Login into COMPAS with valid...
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Inside Sales PLT : What is the handling fee for small orders?
This article describes the handing fee for small orders which is exclusive for Siemens products in COMPAS Go. 1. Login into COMPAS with...
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Inside Sales PLT : How to refresh the pricing view to see the approval status?
This article shows how to refresh the pricing view to see the approval status. 1. After submitting a quote for pricing approval, status...
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Inside Sales PLT : How to submit a quote for pricing approval in COMPAS Go?
This article provides step by steps information to submit a quote for pricing approval. 1. Login to COMPAS Go with valid credentials. ...
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Inside Sales PLT : What are the pricing functions in COMPAS Go?
COMPAS Go supports three types of pricing functions and are mentioned below 1. Technical Review 2. Technical Review - Price Approval ...
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Inside Sales PLT : Why my configuration triggers technical review?
Some of the selection in the product configuators like switchboard or panel board may drive the line to a technical review status . Such...
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Inside Sales PLT : How to submit a quote for technical review?
This article describes the steps to send a quote for Technical Review only or for Technical Review and Price Approval. Before converting...
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Inside Sales PLT : Where can I go for technical support on various products and topics?
There are many technical support channels in LP to help answer your product related. Please utilize the following channels: Basic...
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Inside 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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