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Creating 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 step-by-step.

Step 1: Access the Dealers Module

1. Log in to Ceramic SAS.

2. Navigate to the “Dealers” module from the main dashboard.

Open Menu for Dealers

 

Select Dealer from the app list

Select Dealer

Step 2: Create Dealer

To create new dealer click on New button from Dealer List

Add New Dealer

 

after clicking on that button you will see following screen

Dealer Form

 

Fill out all necessary fields and click on cloud icon to save it.

Save Dealer Information

 

Following fields are required

FieldsDescriptions
NameEnter the full name of the individual or the company. This name will be used throughout the CRM.
AddressEnter the complete address of the dealer.
GroupSelect or create a group in which you can add multiple dealers.
AreaSpecify the area where the dealer operates.
OperatorsAssign or create a new company operator responsible for this dealer.
ReferenceIf the dealer was referred by someone, enter the referrer’s name.
StageIndicate the current stage of the dealer, such as New Enquiry, Follow-up, Factory Visited, etc.
Type of CustomersSpecify whether the dealer is a Premium Dealer, Standard Dealer, or a One-time Purchase dealer.
Dealer LocationEnter the location of the dealer.
PrioritySet the priority level for this dealer.
Competitor BrandsAdd any competitor brands associated with the dealer.
EmailEnter the dealer’s email address.
WebsiteEnter the dealer’s website URL.
TagsEnter preconfigured tags by typing them in the field or selecting them from the drop-down menu. To create a new tag, type it in the field and click “Create” from the drop-down menu.
Sales PersonAssign a salesperson to the dealer.
Sales TeamAssign a sales team to the dealer.
ASM (Area Sales Manager)Assign an Area Sales Manager.
RSM (Regional Sales Manager)Assign a Regional Sales Manager.
GM (General Manager)Assign a General Manager.
MobileEnter the mobile number of the dealer.
NameRe-enter the name of the dealer contact person, if different from the dealer name.
DesignationEnter the designation of the dealer contact person.

 

Step 3: Save the Dealer Information

After filling in all the required fields, click the “Save” button to create the new dealer in Ceramic SAS. The dealer will now be listed in the Dealers module, and their information will be available for future reference and actions.

Conclusion

By following these steps, you can efficiently create a new dealer in Ceramic SAS, ensuring that all necessary details are accurately recorded and easily accessible for your sales and management teams.

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