Sandy FAQ

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Job Folder List : Cut & Paste Option
This article provides information on Job / folder option incorporated in COMPAS Go to cut and paste folder or jobs. To view the detailed information on Job folder...
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Add/View manufacturing notes for line items
Notes and documents are the information that is passed on to the shop floor or engineering team as reference. 1. To view/add notes and or documents on a line item, click on the Notes &...
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COMPAS Go: Job Folder List
This article provides information on Job / folder option incorporated in COMPAS Go as it was in COMPAS desktop. 1. Login into COMPAS Go with valid credentials ...
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How to initiate "Quick View Report" in COMPAS Go?
This article provides information to have a quick view of information against each line item based on levels. [Quick View Report] 1. Open a quote with editing "ON"...
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How to export line items information from pricing page in COMPAS Go?
This article describes the steps to export line items information into the following formats Excel format (xlsx) XML CSV To view the steps as video, . ...
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Project Management PLT : How to add "markings" for line item in COMPAS Go?
This article describes the steps to add "markings" in shipping page of COMPAS Go which is part of notification [for bill of lading]. 1....
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Project Management PLT : How to add "Call Ahead" in COMPAS Go?
This article describes the steps to use "Call Ahead" in shipping page of COMPAS Go which is part of notification. 1. Login into COMPAS...
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How to filter line items based on item class in COMPAS Go?
This article is to guide users to filter line items based on item class in COMPAS Go. 1. Login into COMPAS Go and open a quote with valid line items and navigate to...
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COMPAS: Desktop Sunset
Changes made are listed below, will be the first step in the migration to COMPAS Go. Sunset Features: COMPAS Go is enabled to copy and paste line items which...
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How to add "markings" for line item in COMPAS Go?
This article describes the steps to add "markings" in shipping page of COMPAS Go which is part of notification [for bill of lading]. 1. Login into COMPAS Go with...
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