How to copy and paste line items?


Users can copy and paste line items within a quote and paste it in another quote.

1. Login into COMPAS with valid credentials

2. Create a new quote or open an existing quote

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing "ON" 

4. Go to the Cart view of a quote.  

5. Select a line(s) needed to be copied (Select a line enables the "copy" icon)

Note: Lines items that can be copied is similar to that is COMPAS desktop including the following.

6. Click on "copy" as highlighted in the above image.

7. On doing so, the paste icon gets enabled. (No longer grayed out). Also, a pop up notifies the user that the selected line items is copied.

            

8. Now the user can paste the copied line items

a) into the same quote multiple times [copy is enabled until delete of line item action is triggered]

b) into another quote. (when going to another quote the "paste" icon will be enabled when the editing is "ON")



Article ID: 478
Last updated: 01 Feb, 2021
Revision: 8
Manage Quote -> How to copy and paste line items?
https://sandy.compas.siemens-info.com/how-to-copy-and-paste-line-items_478.html