Discuss

Manage Discuss

How to Start Meetings in Discuss Module

How to Create New Direct Messages

How to Create New channels in the Discuss Module

What is Discuss?

Calendar

Manage Calendar

Dealers

Dashboard

How to Manage Dealer Dashboard Page

Dealer Configuration

How to Update Dealer Configuration Settings

How to Manage Dealer

How to Schedule Meetings, Managing Opportunities, and Sales

How to Navigate and Manage Dealer Management Options and Actions

How to Add Internal Notes in Dealer

How to Add Invoicing Information for a Dealer

How to Add Sales & Purchase in Dealer

How to Add Contacts & Addresses in Dealers

Dashboard

How to Create a New Dealer in Ceramic SAS

CRM

Reporting

How to Manage Reporting in CRM

CRM Configuration

How to Set Up Predictive Lead Scoring

How to Use Rule-Based Assignment

How to Manage Multi Teams in CRM

How to Add a New Lost Reasons

How to Create Tags

How to Set Up Recurring plans

How to Manage Customer Records

How to Add and Manage Sales Team in CRM

Lead Management

How to customize Visits to Leads settings for better conversion

Activity Management

How to Set Activity Types

How to organize and schedule activities

How to Manage and Monitor Activities

Lead Management

How to Create a Quotation in CRM

How to Create a New Opportunity from a Lead

What is Lead Management

Manage CRM

How to Manage CRM

Sample Request

Manage Sample Request

How to Use the Sample Request Dashboard

How to Update and Manage Sample Request Configurations

How to Add Sample Request

Complaint

Manage Complaint

How to Use the Complaint Dashboard in CRM

How to Configure Complaints in CRM

How to Create Complaint

Activity

Manage Activity

Activity History

How to See Activities (All Activity / My Activity) or How to Add an Activity Tag

Activity Dashboard

Cancelled Activities

Overdue Activities

Today’s Activities

Completed Activities

Planned Activities

How to See Activity Dashboard

Manage Activity

How to Assign Activity to a Dealer

Sales

Configuration Overview

How to Add Units of Measure

How to Create and Manage Product Attributes

Tags – Managing Sales Tags

How to Manage Shipping Methods

How to Manage Quotation Templates

Products Overview

How to Manage Discounts, Loyalty & Gift Card

How to Use Pricelists Effectively in Sales Module

How to Add and Manage Product Variants & Attributes

How to Add a New Product – Product Setup Guide

Manage Sales

How to Generate Invoice in the Sales module

Order Management

How to Add and Manage Customer Records

How to Manage Sales Team

How to Manage and Create Sales Order

How to Create a Quotation in Sales module

Manage Sales

Features of the Sales Module

Purchase

Vendor Price List Setup

How to Apply Vendor Price Lists in Purchases

Reporting- Purchase Analysis

How to View Purchase Reports

Product Management

How to Manage Products in SAS

Orders Menu Management

How to Manage Drop Shipping

How to Manage Vendors Effectively

Purchase-Agreement (Blanket Orders & Call for Tenders)

Top 10 Best Practices to Create and Manage Requests for Quotation Successfully

How to Successfully Create and Track Purchase Orders: 3 Must-Know Tips

Inventory

Manage Products in Inventory

Ultimate Guide to Smart Product Packaging in SAS Inventory(2025)

How to Track Lot & Serial Numbers Accurately(7 Ultimate Guide)

How to Manage Product Variants for Better Sales: 5 Smart Features

How to Manage Products Effortlessly: 3 Must-Know Tricks in SAS

Inventory Operations

Easy Ways to Manage Run Scheduler Efficiently

How to Successfully Manage Replenishment in 4 Easy Steps

Effectively and Quickly Manage Inventory Adjustments from the Operations Menu

How to Manage Transfers from the Operations Menu

Inventory Overview Dashboard

How to Use the Inventory Overview for Daily Operations

How to Use the Sample Request Dashboard

The Dashboard will show the data based on the Sample Request Status and also Priority.

sample Request Dashboard

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