How to search line items in quote?
This article describes the steps to search for a particular line items in COMPAS Go. 1. Open an existing quote with line items. 2. Enter the filter information...
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How to update expired validity on Quote status?
This article describes the details on a quote which has expired validity which indicated the quote has expired. 1. Login into COMPAS with valid credentials 2....
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How to use check availability 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 products. 1. Check...
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How to Share Quote details through email in COMPAS Go?
COMPAS Go has options to share quote information through email or text message. The Share Quote option will be available under action menu. Figure 1: Action...
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How to attach documents and notes to a configured line item?
This article describes the steps to add notes/documents to a quote in COMPAS Go. 1. After creating quote, adding products to the quote, if you want to attach the...
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How to use share quote in COMPAS Go?
During the course of creating a quote users may need to "Share" the quote to get help on a special configuration. Follow the steps to share the quote information to...
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How can I rename the quote I created in COMPAS Go?
Have you ever wanted to change a Quote Name? You can through Quote Details in COMPAS Go. This article provides steps to do so. 1. Login into the COMPAS Go with valid credentials 2. Create a new...
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How can I add customer products to Quote?
After creating the customer families and products, follow the steps to add the products to the existing quote. 1. Login into COMPAS with valid credentials 2. Create...
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How to view/manage version quotes in COMPAS Go?
This article describes the steps for the user to view or manage master and version quotes in COMPAS Go. Refer the following articles to create version quote and to...
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How to use quote editing ON/OFF feature in COMPAS Go?
This article describes the option in COMPAS Go to edit the quote by turning it ON and making the quote as read-only by turning the editing OFF. 1. Login into...
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