CompassAir Web SnP Guide
This guide is for users of the CompassAir (web version) SnP module.
Where it is felt that additional training would be beneficial, bespoke packages can be provided for both individual users as well as groups. Please contact solutions@thinkcompass.io for more information.
1.20 #1 WORKFLOW – I WANT TO ADD INFORMATION ABOUT A RECENT VESSEL SALE
1. Having searched for the appropriate vessel, sale information can be added via the History tab.
2. Clicking on the “Insert Sale” button opens a window into which can be entered details of the vessel sale.
As can be seen, comprehensive information about the sale can be added, some using drop down menus, including the source of the information as well as details about the buyer with space for additional comments.
Having saved this information the “History” tab is updated as well as the “Prices” tab (after refreshing the window). Simultaneously the Sale Status of the vessel is updated to “Sold”.
The sale details can be updated by right-clicking on the sale details and selecting “Edit” (or “Delete” if appropriate). Subsequent editing of the sale details can only be done via the “History” tab. If the sale subsequently fails (or is falsely reported) and the user wishes to retain this information on file, then in the edit mode, from the Sale Type, “Failed” can be selected from the drop down menu. This action will also remove the sale from the “Prices” tab as well as remove “Sold” from the Sale Status.
1.20 #2 WORKFLOW – I WANT TO ADD INFORMATION ABOUT VESSEL PRICING IDEAS
Pricing ideas can be recorded against a particular vessel via the “Prices” tab in the Ships screen. Having searched for and identified a vessel, information can be recorded having clicked on the “Insert Price” button.
A new window pops up into which can be recorded the relevant pricing information.
