Where can I create quote?
In COMPAS GO create quote is termed as "Create Project". It allows user to create quote for “Field Sales Engineers” and “Distributors”. It helps to organize the quotes created. 1. Login into...
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Where can I find option to create version quote in COMPAS Go?
This article describes the option that is available in COMPAS Go to create version quote on an existing quote with line items. 1. Login into COMPAS with validate credentials 2. Create a new...
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How to view the list of all the checked out quotes by the logged user in COMPAS Go?
COMPAS Go provides an option to the user to see all the checked-out quotes by the logged in user in a single page. 1. Login into COMPAS Go with valid credentials ...
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How to add unassembled Panel board components to Quote during panelboard configuration?
This article helps to user to create unassembled during configuration of Panelboard. 1. Login into COMPAS with valid credentials 2. Create a new quote or open an...
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How to check Panel board line item added to quote has unassembled components option available?
This article describes the option in COMPAS Go, to indicate a panelboard has unassembled components. 1. After adding panelboard configuration to quote as line item,...
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How to navigate to unassembled panel board during configuration?
This article helps to user to navigate to unassembled during configuration of Panelboard. 1. Login into COMPAS with valid credentials 2. Create a new quote or...
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How to check if a quote is checked in or checked out in COMPAS Go?
This article provides information on the status of quote checked-in or checked-out. 1. Login to COMPAS Go with valid credentials. 2. Open your quote. 3. Verify...
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How to select market segment in Compas Go?
This article explains the steps to be followed to populate the market segment in quote details page. 1. Login into COMPAS Go with valid credentials 2. Create a...
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How to apply discount or customer margin from the pricing screen?
Users can apply their discount and Margin from the header for the selected lines in Pricing Screen. 1. Login into COMPAS Go with valid credentials 2. Create a...
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How do I respond to countered pricing?
This article describes on the countering price information. Siemens pricing team counters the quote if there is no pricing notes justifying the asking price or...
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