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Nameplate Quick Edits
Nameplate Quick Edits • Quick Nameplate Edits are currently only available for • Panelboard • Switchboard • MCC • Unit Substation • Edits can me made Name plates without resubmitting for...
Views: 2222
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Busway Redlining - Sentron Phaseout
Resolution steps •To resolve the issue, please open the configuration in edit mode by clicking on the wrench icon for each line in the quote that requires re-configuration •Navigate to the Breaker...
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Quotations PLT : Create quote
This article explains the steps for the "Quotation personnel learning track" users to create quote in COMPAS Go. In COMPAS GO create...
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COMPAS Go: Quotations Personnel Learning Track
This learning track "Quotations Personnel Learning Track" focuses on users who deal daily with quotations, specification review and interpretation in COMPAS Go. Click...
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Redline - Panelboard MD & Nd Breaker Phaseout
How to resolve Redlined configurations in COMPAS? •Quotes will be flagged and redlined if it contains an MD or ND breaker •To resolve the issue, please open the configuration in edit mode...
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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 $700k and/or ones...
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Creation of Siflex quotes using COMPAS Go
This article provides information to create Siflex quote on line items in shipped sales orders in COMPAS Go. Siflex workflow will not have the following No...
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Domestic Content Reports
Domestic Content Reports •Domestic Content Reporting (DCR) is available for •Switchboard •Panelboard •Configured Breakers •Users can see DCR Reports by Selecting the Domestic Content Report...
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Redline Panelboard - Delete Layout
Configuration is inconsistent and it requires an update. Please delete the layout, redo layout and save & close to fix the problem.
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Amplify - Expanded BOM
•To view an Expanded BOM •User must be within an active Quote • New or in an ICR with Editing ON •Click the Wrench button for the applicable line item •Configure the line item as desired ...
Views: 1369
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Batch Check in Quotes Prompt
On screen prompt • Upon logging in, users will get an on-screen pop up directing them to check in all open quotes • Please note, this is currently only available for Field Sales Users • Upon...
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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...
Views: 2275
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Inventory Reduction Program
The Following Standard Products have been entered into the Inventory Reduction Program at reduced rates as of 01/27/2026 Material Number PLANT Quantity Special...
Views: 1087
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Distributor Shipping Screen
Fulfillment •Fulfillment options •Standard – will be standard shipping, applicable for the majority of products •UNPB – for unassembled Panelboard orders only Ship to Address •Shipping...
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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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