Russelectric: How to use email notification for price approval in COMPAS Go?


This article describes the option available in COMPAS Go to notify the agents on the pricing approval for ATS lines with email notification. Once done, no need to set for every quote. 

Email notification can be set at 2 levels

1. Application level

2. Quote level


Application level:

1. Click on the setting in the task menu as shown below

2. User navigates to the following page and then select the "Email notification"

          

3. Option available are given below

First steps is to turn on the Emails notification. This turns on the Email notification for all the quotes. Add addition emails IDs. Click on the save options.

Quote/Order Level:

1. Open the quote / order for which the notification has to be enabled. Select the Email Notification from the action menu as shown below.

On doing so the user navigates to the following page


Email Notification format:

Following is the format of the email notification that the user receives. 

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Article ID: 3742
Last updated: 19 Jan, 2022
Revision: 6
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