How to configure and add Digital Solution products to COMPAS Go quote?
This article describes the steps to add digital solutions parts to COMPAS quotes. 1. Ensure your Quote is in Edit Mode and then click on the "Actions" menu after...
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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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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 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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Are you not able to submit your quote?
You are not able to submit your quote. It may be a version quote. 1. Check to see if your quote is a version 2. Master quote has "M" 3. Version quote "V" ...
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Check in - Desktop vs. COMPAS Go
This article provides information on the check in / Editing (ON / OFF) in desktop version and COMPAS Go. Please be mindful when working in COMPAS Go and then...
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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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