Sandy FAQ

Process
Quick Ship
Quick Ship Requests • Quick Ship is available for • Switchboard - SB1, SB2, SB3 • Panelboard - P5 • Users can request Quick Ship on the Pricing screen for applicable configurations, please...
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Budget Quotes
Creating a Budget Quote To create a Budget quote, follow the steps for creating a Project When you get to the "Quote Type" selection, select...
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COMPAS Go: Sales - Level of Authority (Video 6.13 min)
This article provides steps and information on how to use the level of authority (LOA) in COMPAS Go. LoA guidelines: On project more than $250k and/or ones...
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COMPAS Go: Create an Opportunity (Video 9.38 min)
This article provides steps and information on how to create Create an Opportunity in COMPAS Go. Provides the integration of COMPAS with SieSales. Your browser...
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COMPAS Go: Split Quantity in Order Entry (Video 11.58 min)
This article provides steps and information on split quantity in order entry in COMPAS Go. The Order Process options allows users to apply “Standard Lead Time”,...
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COMPAS Go: Pricing Navigation (Video 6.47 min)
This article provides steps and information on pricing navigation in COMPAS Go. Your browser doesn"t support video. Please download the file: video/mp4
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