How to export quote pricing data (BOM) to excel?
This article describes the steps to export the pricing information into spread sheet in COMPAS Go. Step by step instructions to export the same is provided below. ...
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How to setup the pricing field column in COMPAS Go?
This article describes the option to set the required column in pricing page. This will set the column display for all quote-pricing views. 1. Login into COMPAS...
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How to assign report group for line item(s) from manage quote page?
This article describes the process of assigning a report groups to one or more line items in manage quote page. 1. Login into COMPAS Go with valid credentials. ...
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How to submit a quote for technical review?
This article describes the steps to send a quote for Technical Review only or for Technical Review and Price Approval. Before converting a quote to order, any...
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Tips & Tricks: Report Groups
Report Groups allows users to separate lines from a quote creating a base bid and alternates. If you create a quote with a Base Bid and Non Siemens products...
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How to update the price increase for products in COMPAS Go?
This article provides information on the steps to update price of existing line items when there is a price change. Steps to update the price increase in COMPAS...
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How to change sold to account number after quote creation?
This article describes the steps to change the sold to account information in COMPAS Go after quote creation. 1. Login into COMPAS with valid credentials 2....
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How to create a project and add products to the quote?
This article describes how to create a new project and add product to it as line item in COMPAS Go. 1. Login into COMPAS with valid credentials. 2. User gets...
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How to add/change consultant to a quote?
This article describes the process to add a new or change the existing consultant to a quote in COMPAS Go. 1. Login into COMPAS Go with valid credentials 2....
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How to manage outdated lines in COMPAS Go quote?
During the lifetime of a Quote, even before it is submitted for Order, some of its lines might change status from being a valid line to an outdated line as the...
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