How to check if a quote is checked in or checked out in COMPAS Go?


This article provides information on the status of quote checked-in or checked-out.

1. Login to COMPAS Go with valid credentials.

2. Open your quote.

3. Verify the Quote editing status

   - In this mode - Quote details and line items will be in read only mode. User cannot make any changes.
  -  In this mode - User can modify the quote details. and line items.
 

4. With Edit ON click the Quote details tab. This will open to the quote detail screen, See below. Scroll down and look for Check Out By field. A name will appear in that field.

5. When Edit is OFF the Check Out will show blank.



Article ID: 3502
Last updated: 16 Mar, 2022
Revision: 6
Manage Quote -> How to check if a quote is checked in or checked out in COMPAS Go?
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