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Agreements Detailed Enquiry
Finding Agreements by Renewal Date To find agreements that by renewal date go to: Navigate to Agr...
Renewals
Renewal Date There is a new tab on the agreement setup window (agreement step 1). Clicking the ta...
Adding and amending Contract Versions
Navigate to Administration > Agreements > Contract Versions This Admin window allows you to view,...
Setting up contract Versions
The contract ‘Version’ allows the agreement to be tagged with the version of the originally signe...
Configuration Options - Salesperson For Agreement Renewal Reviews
Setting Salesperson for Agreement Renewal Reviews Navigate to Tools > Configuration. In the searc...
Configuration Options - NCompass Today Notifications
NCompass Today Notifications – Charge Review: Navigate to Tools > Configuration. In the search bo...
Configuration Options - Force version Selection
When setting up new agreements or editing existing ones, you can force the selection of a contrac...
Overview
Your licencing must include one of the agreement modules (Rental, Maintenance, or Service) and Ag...
Onboarding Procedure
Onboarding Domestic and General will require confirmation that the retailer's system is set up c...
CIH/Euronics Data Feed Update July 2026
Overview The CIH feeds provided to your system for both products and the marketplace run using an...
Managing Search Terms & Redirects
This guide explains how to manage search terms, redirect customer searches, and create permanent ...
Creating a Trade Account for a Customer
Overview If a customer does not currently have a trade account on your website, you can create on...
Product Page Custom Tabs (WIP)
Setting Up Custom Product Tabs This guide is for setting up new tabs below products. Creating the...
Setting up mailbox to strip invoices from emails
The following configs need to be set
Processing Supplier Invoice Files
The Invoice Assistant allows you to upload supplier invoice PDFs into NCompass and process them i...
Splitting Multiple Supplier Invoices from a Single PDF
If a supplier sends multiple invoices within a single PDF file, NCompass can automatically split ...
NCompass Anywhere - Mobile App
The NCompass Anywhere Mobile App is currently only available on the Play Store for Android Device...
Minimum OS Versions
NCompass Mobile requires the following minimum versions of their relevant operating systems: Andr...
Count Only Transfers - Auto Transfer When Direct Selecting Stock From Other Branch At Same Site
Overview As of NCompass 11.09, when a count only item is sold on the customer website the stock w...
Getting API Credentials Tesco Mirakl
The Tesco marketplace integration needs 3 pieces of information for you to enter into NCompass: A...