Quotation PLT : How to create sales credit or sales split from COMPAS Go?


This article provides information on the creation of sales credit in COMPAS Go.

1. Sales credit option will be available under the action menu.

   

2. Click on Sales credit 

   

3. User will be having the option to search the names with First Name,Last Name or Employee Id.Add the sales person and total percentage should be 100% to enable "Save &Close"

   

    Users will have option to reset the searched results by clicking on reset button.

4. Sales credit details will be in readable mode if the Quote is in "edit off" mode.

    



Article ID: 3830
Last updated: 08 Sep, 2021
Revision: 4
Learning_Track -> Quotation PLT : How to create sales credit or sales split from COMPAS Go?
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