Quotation PLT : Cross Reference General
This article describes the Cross Reference in COMPAS Go. To view the details click on the image
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Quotation 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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Quotation PLT : Availability General in COMPAS Go
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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Quotation PLT : How to create sales credit or sales split from COMPAS Go?
This article provides information on the creation of sales credit in COMPAS Go. 1. Sales credit option will be available under the...
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Quotation PLT : How to use email notification option from settings?
This article describes the option available in COMPAS to set your email notification. Once done, no more selecting for each quote. ...
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Quotation 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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Quotation PLT : How to share quote with customers?
This article describes the steps for sharing the quote in COMPAS Go. 1. Log into COMPAS Go with valid credentials. 2. Select a...
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Quotation PLT : Apply report groups to line(s) in COMPAS Go
Report Groups provide the user the ability to break out products from a base bid. Report Groups provide alternate product groups. Adding...
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Quotation PLT : Apply discount for each line item (Line Level discount)
This article describes on how to apply discount at line item level. 1. Login into COMPAS Go. 2. Open the quote containing line...
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Quotation PLT : Add discount column in COMPAS Go
This article describes the steps to enable the hidden column in pricing page. Note: In desktop the column heading is "Discount %"...
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