Creating a New Dealer in Ceramic CRM
In Ceramic CRM, 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...
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...
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....
Add Invoicing Information of 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.
Adding 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.
Dealer Management Options and Actions
The small setting icon when clicked will show the below–mentioned options:
Scheduling 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...
