How to quote a Power Systems Study?
Specifications will often times call for a "Power Systems Study." A PSS is made up of various engineering analysis investigations. The goal of each is to have a...
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How to create sales credit or sales split from COMPAS Go?
This article provides information on the creation of sales credit in COMPAS Go. 1. Sales credit option will be available under the action menu. 2. Click on...
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How can I edit / rename the quote name?
This article describes the steps to rename an existing quote / project name in COMPAS Go. 1. Login into COMPAS with valid credentials 2. Create a new quote or open an existing quote 3. Make...
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How do you change a quantity after approval?
This articles provides information on the process when quantity of a line item is changed after pricing approval. 1. After price approval of a COMPAS Go quote, if...
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How to change or request freight terms change for a job/quote?
This article describes the steps to change the freight terms for a quote in COMPAS Go. Every sold to account will have default project payment and freight terms. If...
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How to change payment terms for a quote in COMPAS Go?
This article shows on how to change the payment terms in the quote stage. If the distributor don"t have access to change, reach out to customer support to change. ...
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How to use quote details in COMPAS Go? [Video 4.16 Min]
This video describes the steps to complete you quote information in COMPAS. View the video for details... Your browser doesn"t support video. Please download...
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How to copy and paste line items?
Users can copy and paste line items within a quote and paste it in another quote. 1. Login into COMPAS with valid credentials 2. Create a new quote or open an...
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How to restore the archived quotes or orders in COMPAS Go?
Quotes and Orders that are not modified for more than three years are archived in COMPAS. Please contact COMPAS help desk to restore the any archived quote or order on...
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How to get information on Catalog Block? (Video 5:35 Min)
COMPAS Go provides up front quote information on obsolete line items. For details, view the below video. Your browser doesn"t support video. Please...
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