Outside Sales PLT : How to generate Order Status Report in COMPAS Go?

This article explains the generation of order report from the following 2 ways.

1. From Report page

2. From Manage Order page

  1. Login into COMPAS Go with valid credentials
  2. Open the quote / sales order for which the report has to be generated / viewed 
  3. From Actions Menu, select "Reports" option
  4. In the reports options, select the option "Order Status" and click on "Generate" button
  5. After the report is generated, click on "View" button to open the report

  • From Manage Orders Page

1. Select the order from the recent order from the COMPAS home page as shown below

2. On doing so, the user is navigated to the the following page of Manage Orders.

3. Click on the download button and the order status report can be downloaded in excel file or PDF file.

Note: Report can be generated based on the selection of line item.


Article ID: 4252
Last updated: 04 Aug, 2020
Revision: 1
Learning_Track -> Outside Sales PLT : How to generate Order Status Report in COMPAS Go?
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