Sandy FAQ

Manage Quote
How to refresh the pricing View to see the approval status?
This article shows how to refresh the pricing view to see the approval status. 1. After submitting a quote for pricing approval, status of the quote changes. 2....
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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 view quoted lead time in pricing page?
This article shows the steps to enable the column for lead time in pricing page. 1. After adding line items to a quote, navigate to the pricing page as shown below...
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How to navigate to quote details page?
This article describes the steps to navigate to the quote details for viewing detailed information. 1. After successful login into COMPAS Go, open the required...
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How do I check the pricing approval status? [Video 0:58 min]
Is my quote approved? This article provides detailed training video recording to walk you through this process. Your browser doesn"t support video. Please...
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Russelectric: How to submit a quote for pricing approval in COMPAS Go?
This article provides step by steps information to submit a quote for pricing approval. 1. Login to COMPAS Go with valid credentials. ...
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How to assign report group to multiple line items in manage quote screen in COMPAS Go?
This article describes on report group assignment to more than one line item in quote page. 1. Login into COMPAS with valid credentials 2. Create a new quote or...
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How to add/change a contractor in COMPAS Go?
This article describes the process to add a new or change the existing contractor to a quote. 1. Login into COMPAS with valid credentials 2. Create a new quote...
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Account Enhancements on recently searched list
COMPAS Go has enabled to view and select the recently used account searches. This feature is available for the following. Account Enhancement: COMPAS Go...
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How To rearrange the line items in COMPAS Go?
Quote can have multiple line items. Shuffling or rearranging the line item based on customer need is possible. This article describes the steps to do so. 1. Login...
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