Sandy FAQ

Quotation PLT : How to add sales order(s) as favorites in manage orders?


Manage Order is a specialized feature in COMPAS Go used to release the line items that are on hold. It allows user to split the line quantity for standard products. This article describes the option to save the important sales order as favorites.

1. Login into COMPAS with valid credentials

2. Click on the "Manage Orders" in the task menu

3. Enter the order number that you need and click on search icon. If the order is recently created, it gets listed as shown below in "Recent Orders".

4. Select max five order as shown below and click on the next button.

5. On doing so, the user navigates to the following page

6. To save the listed sales order as favorites, click on the "Save Favorites" 

7. Following option is available to the user to enter the a name for saving the favorites

8. On doing so, the favorites is saved


 

  • Clicking on the open button , will navigate to order dashboard with the respective sales orders.
     
  • Clicking on the delete button , will remove the favorites.
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