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84Activity Dashboard
(8)ActivityActivity Type
Email, Call, and Meeting, etc. activity types used to classify client interactions and engagement tasks. It helps in effective communication and management. Defining activity types helps organize and track activities...
ActivityCancelled Activities
A Cancelled activity refers to a task that was planned or scheduled but later withdrawn or terminated before it was completed. Cancellation may occur due to changes in priorities, external...
ActivityOverdue Activities
An Overdue activity refers to a task or action that was scheduled or expected to be completed by a specific date or time but remains unfinished beyond that deadline. These...
ActivityToday's Activities
Today's activity refers to any tasks or actions that are planned or have taken place within the current day. It includes all activities that are scheduled, in-progress, or completed today....
ActivityCompleted Activities
Completed Activities refer to tasks or actions that have been successfully executed or finished as per the planned objectives. These activities are marked as "Done" within a system or workflow,...
ActivityPlanned Activities
A Planned activity refers to any task or action that is scheduled in advance to be carried out at a specific time or within a defined timeline. These activities are...
ActivityAll Activities
By clicking on the All Activities section, it redirects to the All Activity page where you can see a list of activities which is scheduled by emails, calls, and meetings,...
ActivityHow to See Activity Dashboard
Click on Activity App, then you can see the activity dashboard page. Here, the activity dashboard is a platform where you can schedule/view client meetings, calls, emails, and other tasks....
CRM Configuration
(8)CRMHow to Set Up Predictive Lead Scoring
This feature's primary purpose is to support lead management by adjusting the statistical likelihood that a lead will be closed. Each lead's score is determined by a set of factors,...
CRMHow to Use Rule-Based Assignment
With a Rule-based assignment, you may assign leads to salespeople regularly according to predetermined guidelines. Turn this feature on in the Settings menu, as indicated below. There are two choices...
CRMHow to Manage Multi Teams in CRM
You may allocate salespeople to different sales teams with this capability. Turn on "Multi Teams," as indicated below. Under the Sales Teams option, you can now hire a salesman to...
CRMHow to Add a New Lost Reasons
This function helps you identify and resolve the cause of an opportunity lost. The Configuration tab contains the Lost Reasons menu. This window provides all of the system-configured reasons for...
CRMHow to Create Tags
The CRM module's Tags feature facilitates finding and searching through the records that are set up there. To use this functionality, choose the Tags menu from the Configuration tab's dropdown...
CRMHow to Set Up Recurring plans
The CRM module provides a productive framework for planning on the opportunities that are specified inside it and defining recurring revenues. Select 'Settings' from the Configuration menu. Check the box...
CRMHow to Manage Customer Records
All of your customers' information, including contact data, may be stored in the CRM module. To access these stored contacts, select Customers from the Sales menu. The customer's information is...
CRMHow to Add and Manage Sales Team in CRM
A company's sales teams are often appointed to oversee the sales-related operations of its products/services. To keep an eye on this function, select "Sales Teams" from the Configuration menu. You...
Configuration Overview
(6)SalesHow to Add Units of Measure
In order to manage the quantities of various items, multiple units of measurement must be configured in the CRM Sales module. From the Settings menu, you may enable the Units...
SalesHow to Create and Manage Product Attributes
Attributes allow you to organize and classify products effectively, making it easier for customers and staff to navigate and filter options. For example, attributes like size, color, and material can...
SalesTags – Managing Sales Tags
Adding tags to sales quotations and orders makes it easier to find and identify these entries. It also lets you customize these tags to fit your style preferences. Click the...
SalesHow to Manage Shipping Methods
This area guarantees that product delivery and price are in line, with customer pleasure as the top priority. You may efficiently set up shipping options on sales orders and quotes...
SalesHow to Manage Quotation Templates
Creating a predefined framework for sales quotes will aid in the management of orders that follow the same pattern. You may make the process of producing new quotes easier by...
SalesSettings
By clicking on it, you may select the Settings option from the Configuration menu. Via this window, any Sales parameters can be changed. In the Settings menu of the Sale...
How to Manage Dealer
(6)DealersHow to Schedule Meetings, Managing Opportunities, and Sales
Meetings: Once you click on Meetings, it will open a Calendar view, click on the date on which you want to schedule, then you will see a popup in which...
DealersHow to Navigate and Manage Dealer Management Options and Actions
The small setting icon when clicked will show the below–mentioned options:
DealersHow to Add Internal Notes in Dealer
The Internal Notes, is where you can write any notes related to the Dealer and then click on the Save icon which is at the top.
DealersHow to Add Invoicing Information for a Dealer
Click on the Invoicing Tab and add the information Under Invoicing, you can quickly enter the bank account details and the associated account number of the dealer.
DealersHow to Add Sales & Purchase in Dealer
Click on Sales & Purchase Tab and then click on Add The Sales & Purchases tab, which only appears when the Sales, Purchase, or Point of Sale applications are installed/activated....
DealersHow to Add Contacts & Addresses in Dealers
Click on Contacts & Addresses Tab You can add more contacts here if necessary. For the sales orders, the invoice and delivery address are provided. You can enter the phone...
Orders Menu Management
(5)PurchaseHow to Manage Drop Shipping
Drop shipping is one of the most sensible shipping choices for vendors who do not intend to have goods on hand. With this method, items can be shipped directly from...
PurchaseHow to Manage Vendors Effectively
A commercial organization handles many kinds of retail or wholesale purchasing. Keeping track of and managing the information from various vendors may be necessary, depending on the goods you have...
PurchasePurchase-Agreement (Blanket Orders & Call for Tenders)
A purchase agreement might outline the terms and conditions that are intended to be agreed upon by the vendor and the client. Both parties must accept the terms and conditions...
PurchaseTop 10 Best Practices to Create and Manage Requests for Quotation Successfully
This page allows you to manage Requests for Quotation. The Purchase module allows you to handle every aspect of buying your products. SAS' sophisticated buy management system streamlines vendor administration,...
PurchaseHow to Successfully Create and Track Purchase Orders: 3 Must-Know Tips
Create and track purchase orders with detailed product and pricing info using the Purchase module or Orders menu to streamline supplier communication. The purchase order is regarded as a sort...
Manage Products in Inventory
(4)InventoryUltimate Guide to Smart Product Packaging in SAS Inventory(2025)
Boost efficiency, reduce product damage, and ensure seamless deliveries with smart Product Packaging in SAS Inventory. Learn how to manage Product Packaging in SAS Inventory with this 2025 guide. Create...
InventoryHow to Track Lot & Serial Numbers Accurately(7 Ultimate Guide)
Lot & serial numbers are critical for traceability in inventory management. Lot & serial numbers enable businesses to track products from production to delivery. In SAS Inventory, lot numbers refer...
InventoryHow to Manage Product Variants for Better Sales: 5 Smart Features
Product Variants & Attributes Learn How to Manage Product Variants for Better Sales in the SAS Inventory module, including 5 key configuration steps to optimize eCommerce performance and boost sales....
InventoryHow to Manage Products Effortlessly: 3 Must-Know Tricks in SAS
Products Learn how to manage products efficiently in the SAS Inventory module — add, edit, or remove product data with ease using the Products tab. SAS Inventory module is a...
Inventory Operations
(4)InventoryEasy Ways to Manage Run Scheduler Efficiently
Manage Run Scheduler from Operations Menu: SAS schedulers are a useful tool for automating your company's manufacturing and purchasing processes. You can set up specific intervals in the scheduler to...
InventoryHow to Successfully Manage Replenishment in 4 Easy Steps
Here, you can Manage and track inventory restocking efficiently using the Replenishment tool from Operations Menu. You can replenish your depleted stock from their vendors and route with the Replenishment...
InventoryEffectively and Quickly Manage Inventory Adjustments from the Operations Menu
With the help of the Inventory Adjustments feature from the Operations Menu, you have a special tool to monitor the company's inventory and quickly update its number. You can make...
InventoryHow to Manage Transfers from the Operations Menu
It is crucial to pay attention to the management of product transfer from one site to another if your business has several warehouses for product storage or separate branches at...
Products Overview
(4)SalesHow to Manage Discounts, Loyalty & Gift Card
Promotions, discounts, gift cards, and so on may help your product reach a wider audience and increase sales. Choose the Settings option from the Configuration menu to activate this function....
SalesHow to Use Pricelists Effectively in Sales Module
The Sales module may help you define your company's pricing strategy. This module contains a feature called Price Lists that will assist you in setting up appropriate prices for your...
SalesHow to Add and Manage Product Variants & Attributes
The Product variant option in the Sales module makes it simple to specify various variations of a product. You must enable the Product Variants option from the module's Settings menu...
SalesHow to Add a New Product – Product Setup Guide
A well-organized product setup significantly influences the flawless operation of the Purchase, Inventory, Sales, e-commerce, and Rental modules. As a result, a consistent product layout implies that these modules will...
Order Management
(4)SalesHow to Add and Manage Customer Records
Having a dedicated platform for tracking all of your consumers can help you improve your sales. It provides a centralized mechanism for collecting client data. It makes it possible for...
SalesHow to Manage Sales Team
To oversee all sales-related operations inside a business, a specialized staff is required. To handle and keep an eye on all sales-related operations, a corporation might assemble a team of...
SalesHow to Manage and Create Sales Order
When the customer confirms the quotation, it is transformed into a sales order. They can Sign and pay the quote using the website's customer portal. A pop-up window similar to...
SalesHow to Create a Quotation in Sales module
The first stage in developing a sales connection with a customer is generating quotes. You may prepare a quote for a client who contacts you for sales-related services that have...
Manage Activity
(4)ActivityActivity History
Activity history provides a comprehensive record of all past activities , helping to review past engagements and monitor progress. Here, you can see Document Name, Activity Type, Summary, Due Date,...
ActivityReporting
One of the best elements that enables us to comprehend the overall functioning of a module is the reporting tool. You can efficiently analyze the Email, Call, and Meeting, etc...
ActivityHow to See Activities (All Activity / My Activity) or How to Add an Activity Tag
Follow these steps to see 'All Activity / My Activity' by clicking on the Activity option. 1.Click on Activity, then you can see three options (All Activity, My Activity, and...
ActivityHow to Assign Activity to a Dealer
The following steps outline how to assign an activity to a dealer. 1. Click on the Dealer App. 2.Click on the New button or click on any existing dealers, so...
Lead Management
(4)CRMHow to customize Visits to Leads settings for better conversion
You may turn website visits into leads or possibilities. Click the Configuration tab and choose Settings from the dropdown list to begin this conversion. "Visits to Leads" should be enabled...
CRMHow to Create a Quotation in CRM
The CRM module is made in a way that makes it simple to start a new quote in the Pipeline window at any point. Under the Sales tab, click "My...
CRMHow to Create a New Opportunity from a Lead
Every time you produce a new lead, you may convert it instantly into an opportunity. Converting a lead to an opportunity in this manner raises the likelihood of it eventually...
CRMWhat is Lead Management
Lead Management allows you to gather leads from several sources and track which ones meet the requirements to be considered as opportunities. Additionally, the CRM module assists you in generating...
Manage Discuss
(4)DiscussHow to Start Meetings in Discuss Module
You can hold meetings and invite other members by using the Discuss Module. You can choose to Start a Meeting in the Discussion Module by following the instructions below. When...
DiscussHow to Create New Direct Messages
Let's now examine the process of creating new Direct Messages under the Discuss Module. To do that, click the plus icon that appears in the window. When you select it,...
DiscussHow to Create New channels in the Discuss Module
The Discuss Module allows you to create your own channels. To do that, as seen in the figure below, you have the option to construct a channel on the left...
DiscussWhat is Discuss?
Discuss is an internal communication app that allows users to connect through messages, notes, and file sharing. You can use it to send and receive messages from anywhere within your...
Manage Complaint
(3)ComplaintHow to Use the Complaint Dashboard in CRM
The Dashboard will show the data based on the Status and selected Dates.
ComplaintHow to Configure Complaints in CRM
Complaint Types: You can create a New Complaint from this configuration page. Complaint Status: You can add New Complaint Status from this configuration page. Product Model: You can add New...
ComplaintHow to Create Complaint
Here you can see the list of Complaints which you have added and can also create a New Complaint In order to create a complaint, add: Dealer / Contact: Select the...
Manage Sample Request
(3)Sample RequestHow to Use the Sample Request Dashboard
The Dashboard will show the data based on the Sample Request Status and also Priority.
Sample RequestHow to Update and Manage Sample Request Configurations
Priority: You can add New Priority from here. Sample Request Status: You can add New Sample Request Status’s from here, can also set the different color for different status and...
Sample RequestHow to Add Sample Request
Click on “New” to add New Sample Request Data It will open new form which you have to fill: Select Dealer, Set the Opportunity, Set Lead, Select Priority, Select Reporting...
Activity Management
(3)CRMHow to Set Activity Types
There are several sorts of activities in the dropdown list of the Activity Type field that was described in the previous section. These may be set up under the Activity...
CRMHow to organize and schedule activities
Planning your business-related duties in a systematic approach allows you to micromanage and use time more effectively. In the Pipeline window, you may organize events with your clients or schedule...
CRMHow to Manage and Monitor Activities
The My Activity section under the Sales page is an ideal platform for tracking and analyzing your sales-related activity. The window offers a list view of the actions associated with...
Manage Calendar
(3)CalendarSettings
To accomplish that, establish a Google connection via the main page of the calendar module. Here, you can set it to be Google or Outlook. This option allows you to...
CalendarReminders
In the Calendar module, reminders can be configured as calendar alarms. Select the Reminder option from the Configuration menu to accomplish this. The user can create a new reminder by...
CalendarCalendar
Calendar helps you manage all of your schedules and ensures that your job is done in an organized way. It keeps track of the details about your appointments and other...
Manage Sales
(2)SalesHow to Generate Invoice in the Sales module
Once the Sales Order has been confirmed, the following step is to generate invoices for the orders. The moment you complete the sales order, the button to generate the invoice...
SalesFeatures of the Sales Module
The Sales module manages sales transactions in a corporate company collaboratively. It works with the CRM module's features to produce a unified and easily accessible output. You may strategically trigger...
Dashboard
(2)DealersHow to Manage Dealer Dashboard Page
Dashboard where you can easily see the charts based on the Dealer's data. This is how you can add the data in Dashboard:
DealersHow to Create a New Dealer in Ceramic SAS
In Ceramic SAS, creating a new dealer involves entering essential information about the dealer, such as their name and various other details. This article will guide you through the process...
Reporting- Purchase Analysis
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