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How 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...

How to Navigate and Manage Dealer Management Options and Actions

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

How 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.

How 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.

How 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....

2 min read

How 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...

Dashboard

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How 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:

How 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...

3 min read

Dealer Configuration

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Dealer Configuration: Tags, Industries, Countries & Banks

Contact Tags: Under Contact Tags you may find many types of contact tags. It will show the contact tags as shown in the screenshot below. To make sorting options...

3 min read