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...
Views: 936
Comments: 0
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...
Views: 17152
Comments: 0
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...
Views: 13
Comments: 0
Views: 386
Comments: 0
Views: 418
Comments: 0
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...
Views: 9520
Comments: 0
Views: 586
Comments: 0
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...
Views: 5865
Comments: 0
Views: 810
Comments: 0
Views: 866
Comments: 0
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...
Views: 2003
Comments: 0
Views: 1188
Comments: 0
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.
Views: 811
Comments: 0
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: 1085
Comments: 0
Nameplate Quick Edits
Nameplate Quick Edits • Quick Nameplate Edits are currently only available for • Panelboard • Switchboard • Edits can me made Name plates without resubmitting for Tech Review by selecting the...
Views: 1935
Comments: 0
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...
Views: 1496
Comments: 0
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: 1981
Comments: 0
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: 808
Comments: 0
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...
Views: 804
Comments: 0
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...
Views: 2161
Comments: 0
Views: 1136
Comments: 0
Views: 1893
Comments: 0
Views: 1500
Comments: 0
Views: 1939
Comments: 0
Views: 1542
Comments: 0
