How to split quantity in manage order for standard products?
This article describes the steps for splitting the quantity for standard products in manage orders in COMPAS Go. 1. After selecting the order for releasing in...
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How to delete the split quantity for standard products in Manage order?
This article describes to steps to revert the split quantity. 1. On saving the split quantity, the following page gets refreshed with additional line item. ...
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How to navigate to manage order from Recent orders?
This article describes the steps to navigate to mange order from recent order list. 1. After successful login, the home page of COMPAS Go has recent quote, recent...
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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 line c. Addition of notes /...
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How to view the reason for external change request (ECR) in Compas Go?
Want to know the reason for change request for a quote? Check out the following steps. 1. Click on the change order icon and select the "Reason for CR" menu. 2....
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How to create change request without line item selection for Channel partner / Field Sales Role in COMPAS Go?
This article describes steps to create change request without selection of line item (add new lines to order using change request). 1. Search the order in Search page...
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How to add Notes/Documents in change order in COMPAS Go?
Addition of notes and documents is same as in the quote process. Refer the article provided in the attachment. 1. How to attach documents and notes to a quote ...
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How to Create ECR as a Channel partner in Compas Go?
1. Search for the order in Search page or navigate to the order from the home page of COMPAS Go. 2. Open the order for which you need to create a change order or...
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How to use create project including Siscan and Value Engineering in COMPAS Go? [Video 60 min]
One hour presentation of how to use create project including SIScan and Value Engineering in COMPAS Go. Your browser doesn"t support video. Please download the...
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How to cancel or delete an order?
If you prefer to cancel an order/cancel one line item from an order, you can initiate a Change request quote by selecting the line item you want to cancel/Reject and...
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