Most viewed articles

Creating a New Dealer in Ceramic SAS

Viewed article: 317
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...

Calendar

Viewed article: 133
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...

What is Discuss?

Viewed article: 120
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...

How to Create Complaint

Viewed article: 117
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...

Add Contacts & Addresses in Dealers

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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...

Add Sales & Purchase in Dealer

Viewed article: 94
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....

Dealer Management Options and Actions

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The small setting icon when clicked will show the below–mentioned options:  

Scheduling Meetings, Managing Opportunities, and Sales

Viewed article: 93
  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...

What is Lead Management

Viewed article: 79
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...

How to Create New channels in the Discuss Module

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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...

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