Sandy FAQ

Learning_Track
Inside Sales PLT : Add/View Line Item notes/documents
Notes and documents are the information that is passed on to the shop floor or engineering team for reference. 1. To view/add notes and...
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Inside Sales PLT : How to attach documents and notes to a quote?
1. After creating quote, adding products to the quote, if you want to attach the documents or note to your quote, make sure Editing is ON...
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Inside Sales PLT : How do I get a Cut Sheet?
Cut sheets are required for providing information on products quoted to meet or exceed the specifications. 1. Go to the Product Catalog...
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Inside Sales PLT : How do I send the Siemens product specification as email or download the specification?
This article describes the steps to send the Siemens product specification as email or download the specification. Login into the...
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Inside Sales PLT : How to Download Product Information?
This article describes the how a user can download the product details. Open COMPAS Go on your device or in your system browser and...
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Inside Sales PLT : How to enter an order in COMPAS Go? [Video 16:19 Min]
This article describes the details of entering an order in COMPAS Go. It is easier now. Watch the video on the following process ...
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Inside Sales PLT : Check availability in Sandy in COMPAS Go
This article describes the usage of availability info, available date, discounted price of a product that you need. Open Sandy from...
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Inside Sales PLT : Availability in COMPAS Go - General
Have you wondered if we "Have it on the shelf"? Check Availability is a useful feature to get availability information on standard...
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Inside Sales PLT : How to information on product details from SpeedFax?
Steps to Open the product details from SpeedFax application 1. Open Speed Fax app from Compas Go 2. Select the section from the...
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Inside Sales PLT : How to extract pages from the SpeedFax?
Add a Quick Link for the SpeedFax Enter the link in the address area. The SpeedFax page opens. Click on the three dots in the upper...
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