24.10.2018

Cloud kickstart guide. One! Two! Three! Four! Voilà!

Step One.

Register at https://account.panagent.net/register.

Create a cloud of your own. Pick a name and an address for it.

Step Two.

Import or manually add products, customers and company information.

You might also want to set up routes, visits and other data but at this point you can just skip it.

Step Three.

Add sales reps into your sales team.

Copy their access codes. You’re going to have to use them in Step Four.

Step Four.

Download Pan Agent app from Google Play or App Store. Go to Settings – Databases list.

Create a cloud base using codes obtained above.

Voilà!

All the product and account data is imported at once into the mobile app.

Start selling!

Sales orders and other documents will jump right into your cloud from your sales rep’s app.