Different options to add products in manage jobs.


This article describes the different ways to add products as line item in a quote. Different options are available in COMPAS Go to add products in manage job.

There are 4 ways to add products as line item into a quote. 


1. Create a project or open an existing quote in editing "ON"

2. Favorites button in the manage job. The quick access to add EPM"s to the quote or  project. EPM"s which are marked as favorites will be available here.

    

3. Quick Add option in the manage job. Quick option to add both Siemens and competitor products to the quote.

    

4. Option to Add products directly in the line item grid by entering the catalog number and EPM ( ex: TYZ:PANELBOARD ).

5. Add Product option under Action menu.

 



Article ID: 1041
Last updated: 17 Jun, 2021
Revision: 8
Manage Quote -> Different options to add products in manage jobs.
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