Quotations PLT: COMPAS Go - Create Sales Quote

This article describes the different functionalities in COMPAS Go to create sales quote.

Use the links to get detailed information on the processes in "Create Sales Quote" in COMPAS Go.

1. COMPAS Go Installation in devices [ click here ]
2. Create Job / Quote for grouping of sales orders [ click here ]
3. Quote functionalities for searching, sharing, adding notes / sales credit [ click here ]
 

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 Create JOB

• Where can I create quote?

• Enter Order in COMPAS Go Overview (Video)

• Search Quote
  • Search Quote (Video)
• Quote Notes
  • How do I create a quote notes in COMPAS Go?
  • Edit Quote Notes
  • How do I create a Global Notes?
• Version Quotes
  • How to create version Quote?
  • How to change version quote to the master quote?
  • How to view/manage version quotes?
• Discounts
  • How to add discount column in COMPAS?
  • How to apply discount for each line item (Line Level discount)?
  • How to apply report groups to line(s) in COMPAS?
• Quote Sharing
  • How to share quote with customers?
  • How to export quote pricing data (BOM) to excel?
  • How to use email notification option from settings?
• Sales Credit
  • How to create sales credit or sales split from COMPAS Go?