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 open an existing quote

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing "ON" 

4. From the action menu, click on the "Add Product" 

5. After adding line items following is the quote page.

6. Select one than one line items using the check box option.

7. Click on the button "Assign Report Group". Search the required and click on the assign button.

Note: Option to set as "None" available. 

8. Select line items will have the selected report group assigned



Article ID: 267
Last updated: 05 Jan, 2021
Revision: 6
Manage Quote -> How to assign report group to multiple line items in manage quote screen in COMPAS Go?
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