How to do copy-paste of line items in the same quote or different quote?

This article helps the user to copy paste a line item in COMPAS Go.

1. Create new quote in COMPAS Go or open existing quote with line items after successful login using valid credentials.

2. Once quote page is opened, check out the quote by clicking "ON" toggle button.

3. User need to select the line items that need to be copied from the opened quote. Then click on the copy icon (gets enabled only after selection of line item) 

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

Note: This change is part of "Desktop Sunset"

 

Copy of line item is confirmed by the following pop up alert.

4. After copy action, the paste icon is enabled. Allows user to paste multiple times.

Note: Paste line items is enabled for the current quote as well as the other quote opened in editable mode.

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Article ID: 56
Last updated: 14 Jan, 2022
Revision: 11
Manage Quote -> How to do copy-paste of line items in the same quote or different quote?
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