How to select a line(s) for printing reports?
This article describes to generate report for one or more selection of line items and rest of the line items are ignored. 1. Login into COMPAS with valid...
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How To add global notes to all the quote that I create?
This article describes the steps involved to add global notes for all the quotes created by user in COMPAS Go. 1. Login into COMPAS Go with valid credentials 2....
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How To add products(s) to a quote in COMPAS Go?
This article describes the steps to add products to a quote. 1. Login into COMPAS Go with valid credentials. 2. Open an existing quote or create a new quote in...
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How to search a required quote?
A quote / order can be searched by many parameters associated with the quote / order. It can be searched by any user and can be viewed. If the user has access, then...
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How to create version Quote in COMPAS?
User can create multiple version quotes for any quote. Following steps describes the process. 1. Login into COMPAS Go with valid credentials 2. Create a new...
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How to create multiple version Quotes in COMPAS Go?
This article describes the steps to create multiple version quotes in COMPAS Go. User should be able to create version quote on master or any version quotes. 1....
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How to use or subscribe email notifications for a specific quote?
Notification by email is one of the exclusive feature to have user informed on the changes for the quote he/she had created. 1. Login into COMPAS Go with valid...
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Add/View Configured Line Item notes/documents
Notes and documents are the information that is passed on to the shop floor or engineering team for reference. 1. To view/add notes and or documents on a line...
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How to add discount column in COMPAS Go?
This article describes the steps to enable the hidden column in pricing page. Note: In desktop the column heading is "Discount %" and in COMPAS Go the column is...
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How do I revalue and re-validate the quote for new price?
This article helps the user to update the latest price changes to line items. 1. Login into COMPAS Go with valid credentials. 2. Open a quote with line items in...
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