CompassAir Web SnP Guide

 

 

Updating vessels with a valuation

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.

1.22   #1      WORKFLOW – I WANT TO ADD A VALUATION TO THE VESSEL DATABASE

A new valuation can be added to the vessel database by first identifying the vessel in the Ships Screen.

1. The valuation can then be added in one of two ways, the first being by right clicking on the vessel name in the list, and then selecting “Insert Sale”. Alternatively,

2. Navigate to the “History” tab and then select the “Insert Sale” button

A new window pops up into which can be recorded the relevant valuation information, having first selected “Valuation” from the drop down menu.

The valuation is then recorded on the “History” tab as shown below, and can be edited or removed by right clicking on the entry.

A valuation certificate can also be printed from this menu, after having first saved a valuation template (as this is not available by default, please contact ThinkCompass Solutions for further information on the installation of this feature).