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This learning track "Quotations Personnel Learning Track" focuses on users who deal daily with quotations, specification review and interpretation in COMPAS Go. Click on the following links in the process workflow for detailed learning.
1. Create sales quote
2. Add products
3. Order Detailing and documentations
4. Customer support
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Create Sales Quote
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Click on the options listed above to get detailed information on the processes in "Create Sales Quote" in COMPAS Go. .
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Go Mobile
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Training (Recommended) |
Training (Optional) |
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Create Job / Quote
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Training (Recommended) |
Training (Optional) |
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Quote [functionalities for searching, sharing, adding notes / sales credit]
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Search Quote
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Training (Recommended) |
Training (Optional) |
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Quote Notes
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Training (Recommended) |
Training (Optional) |
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Version Quote
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Training (Recommended) |
Training (Optional) |
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Report Group
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Training (Recommended) |
Training (Optional) |
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Quote Sharing
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Training (Recommended) |
Training (Optional) |
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Export quote price data (BOM) to excel file |
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Sales Credit
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Training (Recommended) |
Training (Optional) |
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Add Products
Click on the options listed above to get detailed information on the processes in "Add Products" in COMPAS Go. .
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Availability
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Training (Recommended) |
Training (Optional) |
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Cross Reference
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Training (Recommended) |
Training (Optional) |
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Selector
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Training (Recommended) |
Training (Optional) |
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Product Catalog.png)
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Training (Recommended) |
Training (Optional) |
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SpeedFax / Digimag
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Training (Recommended) |
Training (Optional) |
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How to use SpeedFax in COMPAS Go? |
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Simple Product Configurators
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Load Center
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Training (Recommended) |
Training (Optional) |
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Safety Switch
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Training (Recommended) |
Training (Optional) |
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Safety Switch Configuration (Video) |
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Lighting Contactors
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Training (Recommended) |
Training (Optional) |
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NEMA Starters
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Training (Recommended) |
Training (Optional) |
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Adding Ground Bar NEMA Starter - Z1 Special User Describes Option |
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Meterings
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Training (Recommended) |
Training (Optional) |
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Talon Metering Products (Video) |
Transformer
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Training (Recommended) |
Training (Optional) |
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Complex Configurators
Panelboard
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Training (Recommended) |
Training (Optional) |
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P2 and P3 Breaker Placement Across Kits |
Busway
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Training (Recommended) |
Training (Optional) |
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Unassembled Power Panel [UPP]
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Training (Recommended) |
Training (Optional) |
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Unassembled Panelboard [UPB]
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Training (Recommended) |
Training (Optional) |
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Unassembled Panelboard Configuration Unassembled Panelboard Program (Video) Adding Components in Configurator - UPB Panelboard Basic Navigation - Video |
Switchboard
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Training (Recommended) |
Training (Optional) |
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How To configure and add Digital Solution products to COMPAS Go quote? |
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SIScan
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Customer Product
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Training (Recommended) |
Training (Optional) |
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Global Change / Value Engineering
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Order Detailing / Documentation
Click on the options listed above to get detailed information on the processes in "Order Detailing / Documentation" in COMPAS Go. .
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Specification Documentation / Cutsheets
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In Product Catalog
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Training (Recommended) |
Training (Optional) |
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In Quote
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Training (Recommended) |
Training (Optional) |
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Tech Review
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Training (Recommended) |
Training (Optional) |
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How to submit a quote for technical review? Where can I go for technical support on various products and topics? |
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Pricing.png)
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Quick Ship
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Training (Recommended) |
Training (Optional) |
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How to apply Quick Ship (custom dates) to line items in COMPAS Go? |
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Shipping
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Training (Recommended) |
Training (Optional) |
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How To Apply Standard Lead Time in Shipping screen How to apply requested ship date in shipping screen? |
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Submit Order
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Training (Recommended) |
Training (Optional) |
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Manage Orders
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Order Status Report
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Training (Recommended) |
Training (Optional) |
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Submittal
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Training (Recommended) |
Training (Optional) |
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How To Generate Submittal Package For Selected Line Items Editing Submittal How To Change Document Setup Setting for Submittal Package? How to change address in Transmittal Letter in submittal package |
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Customer Support
Click on the options listed above to get detailed information on the processes in "Customer Support" in COMPAS Go. .
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Speed Credit
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Training (Recommended) |
Training (Optional) |
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SPEED Credit Request – General (Video) |
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Sandy Chatbot
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Training (Recommended) |
Training (Optional) |
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Web Request
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Training (Recommended) |
Training (Optional) |
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Technical Support
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Support Link |
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