Russelectric: How to configure ATS products in COMPAS Go?


This article describes the steps to configure Russelectric ATS in COMPAS Go

1. Login into COMPAS Go with valid credentials.

2. Create a new quote or open an existing quote

3. Make the quote as editing "ON" 

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

5. Click on the "" for the "Russelectric ATS" under the ATS section as shown below.

Note: Clicking on the "" can add it to the favorites.

6.  On clicking the , following configuration page opens for the user.

7. After entering the required fields in the "SWITCH" tab, the accessories get populated as shown below.

: Is used for price check / verification of respective components.

 : to configure the respective components 

8. On completion of configuration, the same can be added as line item to the quote.

1. New : Used to open up a new configuration
2. Save: Save the changes to the opened configuration
3. Save As: Retains the existing configuration and saves/creates as new line item. This is used to create similar configuration multiple times.
4. Save & New: Saves the current configuration and open up a new configuration
5. Save & Close : Saves the current configuration as new line item and closes the configuration
6. Close: Close the configuration. Prompts user if there are any unsaved changes.
 

9.  ATS configuration line item gets added as shown below

13. Clicking on the product ID will open up the product details 



Article ID: 3686
Last updated: 19 Jan, 2022
Revision: 10
Configuration -> Russelectric: How to configure ATS products in COMPAS Go?
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