How can I edit my existing global notes for the quote that I'm working?
This article describes the steps involved to edit the global notes that apply to every quote. Editing or changing the global notes will ensure all the future quotes...
Comments: 0
How to get latest availability information for standard product in COMPAS Go?
This article describes the options to check the availability of standard products in COMPAS Go. This is a very useful feature to get the availability information...
Comments: 0
Manage Customer Products - Overview
This article provides detailed information on the customer products to perform the following action 1. Add / Edit / Delete customer products in COMPAS Go 2. Import...
Comments: 0
How to enter or edit the "From Address"field.
This article describes to edit or add from address information in your proposal in COMPAS Go. 1. Login into COMPAS Go with valid credentials 2. Create a new quote...
Comments: 0
How to accept countered quote price in COMPAS Go?
This article describes the steps to get the lasted quote status after the quote is price countered. 1. Login into COMPAS Go with valid credentials 2. Create a new...
Comments: 0
How to assign report groups for customer product lines?
This article describes how to assign report group for a customer product line item. 1. Login to COMPAS Go and select a quote having customer product and Siemens...
Comments: 0
How to apply customer product sell price at line item level?
This article describes how a user can apply sell price for each customer product line in customer product tab in pricing page. 1. Login to COMPAS Go and open a quote...
Comments: 0
How to apply customer margin for customer product lines?
User can apply customer margin for customer product lines in the pricing page in COMPAS Go. 1. Login into COMPAS Go with valid credentials 2. Create a new quote...
Comments: 0
How to set the designation of line item in quote?
This article describes the steps to change the designation of the products added as line item in a quote. 1. Login into COMPAS Go with valid credentials. 2....
Comments: 0
How to update quantity of a line item in COMPAS Go?
This article helps user with steps to update the line item quantity in COMPAS Go. 1. Login into COMPAS go with valid credentials. 2. Open an existing quote in...
Comments: 0