How to add my quotes in the favorite list for easy reference?
This article provides information to add a quote to favorites in COMPAS Go. 1. Login into the COMPAS Go with valid credentials. 2. To add a quote a favorite,...
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How to customize number of columns displayed in Siemens Products page?
This article describes the steps needed for the user to customize the columns in Siemens Products tab. 1. Login into COMPAS with valid credentials 2. Create a...
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How to do copy-paste of line items in the same quote or different quote?
This article helps the user to copy paste a line item in COMPAS Go. 1. Create new quote in COMPAS Go or open existing quote with line items after successful login using valid credentials. 2....
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Where can I find the details of the quote that I created?
This article provides information on the quote that I created in COMPAS Go. 1. Login into the COMPAS Go with valid credentials 2. Select the required quote from...
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Where can I find my quotes which I added as favorites?
This article provides information on the steps to view the favorite quotes in COMPAS Go. 1. Login into the COMPAS Go with valid credentials 2. To view the...
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How to add successor products (alternative products) to quote from product catalog?
This article describes to add successor / alternative products to a quote from product catalog. 1. Create new quote in COMPAS Go or open existing quote from below...
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How to 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 items. 3. Now click on pricing...
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How to assign report group to line items in manage quote page in COMPAS Go?
This article describes the steps involved to assign report groups to line items in manage quote page. Refer the link : Click here
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How to delete line item(s) from quote in COMPAS Go?
This article describes how to remove the selected line items from a quote. 1. Open an existing quote in editing "ON" 2. Select the line item to be deleted and click...
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How to edit designation of a line item in COMPAS Go?
This article describes the steps to edit the designation of a line item in COMPAS Go. 1. Open an existing quote in editing "ON" after successful login into COMPAS...
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