# Settings
Configure the Field Sale App before first use and tune behaviour at three levels: web setup (user roles and defaults), in-app Printer Settings, and company-wide Field Sale App Settings on the web.
Admin setup
Complete these steps on the web before field users sign in to the mobile app. Install the app from [Google Play or the App Store](field-sale-app/README.md?id=installation) first.
1. User role and user creation
Sign in as an admin on the web. If the admin will also use the Field Sale App, configure user settings for that account in step 2 below. Otherwise create a dedicated role and users as follows.
**User role**
Create a user role for Field Sale App users. Enable module access and permissions per role — see [Role access](field-sale-app/README.md?id=role-resources) on the main Field Sale App page for the full permission list.
**Settings > Users > User Role > New**
USER ROLE CREATION - NEW
USER ROLE CREATION - SAVE
USER ROLE CREATION - AFTER SAVING
Enable **Employee Summary**, **Inventory Summary**, and **Center Summary** on the role so reports and the Sale Invoice stock picker work correctly.
**Users**
Create users with an email address and assign the Field Sale App role. A registration email is sent so the user can set a password.
**Settings > Users > Users > New**
USERS CREATION - NEW
USERS CREATION - SAVE
USERS CREATION - AFTER SAVING
Users sign in to the Field Sale App with that email and password.
2. User defaults and Field Sale App access
Set defaults separately for each user. Select the user, then open the **Settings** (gear) icon at the top right.
- Enable **Has Field Sale App Access?**
- Turn on Field Sale App toggles as needed (for example **Enable Geolocation Tracking?**)
Set defaults for inventory center, employee, cash/bank accounts, sale type, and optional billing center, branch, and project — see [User defaults](#/field-sale-app/settings?id=user-defaults) below for the full field list.
Items appear in the Sale Invoice picker only when they have stock in the selected **Inventory Center** (unless **Include non-stock items in sale invoice** is enabled in Field Sale App Settings).
Continue with [Field Sale App Settings (web)](#/field-sale-app/settings?id=field-sale-app-settings) for company-wide print and item options.
In-app settings
Open the left drawer (hamburger menu) from any tab:
| Setting | Location | Purpose |
|---------|----------|---------|
| **Printer Settings** | Drawer, or **More** tab | Connect Bluetooth printer, set paper width, test print |
| **Logout** | Drawer | Sign out |
See [Printer Settings](field-sale-app/printer-settings.md) for Bluetooth pairing and paper width options.
User defaults (web)
Configure per user under **Settings > Users > Users**. Select the user, then open the **Settings** (gear) icon.
Access Control
| Setting | Purpose |
|---------|---------|
| **Has Field Sale App Access?** | Allows the user to sign in to the mobile app |
Field Sale App toggles
These appear under the **Field Sale App** section when **Has Field Sale App Access?** is enabled.
| Setting | Purpose |
|---------|---------|
| **Enable Geolocation Tracking?** | Background GPS reporting for the employee after login — **Android only**; not used on iOS. See [Geolocation](field-sale-app/README.md?id=geolocation) for permissions. |
| **Auto location save on invoice / receipt creation** | Saves or updates customer map coordinates when creating a Sale Invoice or Receipt Voucher |
| **Auto customer checkin on invoice / receipt creation** | Records a customer check-in when creating a Sale Invoice or Receipt Voucher (same rules as manual check-in: customer must have map coordinates, and the salesman must be within the check-in boundary). Those check-ins appear under **Visited** on the [customer list](field-sale-app/customers.md?id=visit-tabs). If this setting is off, creating an invoice or receipt does **not** count as a visit. |
| **Allow Sale Type Editing?** | Shows the **Sale Type** field on sale documents when no default is set, or lets the user change it |
| **Allow Employee Editing?** | Shows the **Employee** field on transactions when no default is set, or lets the user change it |
| **Allow Branch Editing?** | Shows **Branch** on Material Request and Consumable Issue |
Transaction Restrictions
| Setting | Purpose in Field Sale App |
|---------|---------------------------|
| **Disable discount** | Hides invoice-level and line discount fields on Sale Invoice, Sale Order, Sale Quotation, Credit Note, and cash discount on Receipt Voucher |
| **Disable rounding** | Hides the round-off field on sale documents |
Default Values, Visibility And Filter
Set defaults for entities the Field Sale App reads at login and when creating documents. Only the fields below are used by the mobile app — other defaults on the web user settings page (for example Production Center, Purchase Type, Country, Brand) do not affect the Field Sale App.
**Visibility** and **Data Filter** on the web apply to the web ERP. The Field Sale App does not read those columns; use the **Allow … Editing** toggles above to control whether the salesman can change a field on mobile.
| Default | Used for in Field Sale App |
|---------|----------------------------|
| **Inventory Center** | Sale Invoice stock list and shipping center; Day Report center/cash/stock; Item Enquiry; transaction list filters; RP Stock; Material Request / Consumable Issue center; Customer RP center |
| **Sale Return Center** | Credit Note shipping center (sale returns); Material Request **Return Off Load** center; Item Wise Sale Return report |
| **Sale Return Reason** | Pre-filled on new Credit Notes; if the reason has **Is Return To Return Center**, shipping center uses **Sale Return Center** |
| **Sale Type** | Pre-filled on new Sale Invoice, Sale Order, Sale Quotation, Credit Note, and Receipt Voucher |
| **Cash Account** | Default collection account for cash payment mode on invoices, receipts, credit notes, and RP deposits |
| **Bank Account** | Default account when payment mode is **Bank** |
| **Employee** | Salesman on transactions; Employee Summary widgets; Day Report; Approval Pending scope; route selector; expense and cash-advance forms |
| **Payment mode** | Pre-filled pay mode on new Sale Invoice, Credit Note, and Receipt Voucher |
| **Billing Center** | Invoice print header and billing context on Sale Invoice, Sale Order, and Credit Note |
| **Branch** | Default branch on Material Request and Consumable Issue |
| **Project** | Default project on Attendance Entry (when configured) |
**Required for most field users**
- **Employee** — without it, Employee Summary and Day Report sales sections fail (*Default Employee in user settings is missing*).
- **Inventory Center** — without it, Sale Invoice item stock, Day Report stock/cash, Item Enquiry, and RP Stock fail (*Default shipping center missing*).
**Notes**
- Missing **Employee** or **Inventory Center** defaults cause errors when opening reports or creating sale invoices (*default set* error at login, or report-specific alerts).
- Enable **Employee Summary**, **Inventory Summary**, and **Center Summary** in the user role for reports and the Sale Invoice item picker to work correctly.
Field Sale App Settings (web)
Company-wide settings under Settings → Field Sale → App Settings on the web (General + Images tabs).
Full field reference, Images tab, and FAQ: Field Sale App Settings.
Print layout details: Print section below and Print Formats. Item picker and check-in: Sale invoice & items, Customer check-in.
Route master data: Routes, Employee Routes. These apply to all Field Sale App users unless overridden by user-level defaults.
Print section
| Setting | Options / type | Purpose |
|---------|----------------|---------|
| **Invoice print format** | **Regular** (Supported on 2, 3, or 4-inch printers) / **Retail** (Supported on 3-inch printers) | Controls item line layout on thermal prints. See [Print Formats](field-sale-app/print-formats.md). |
| **Show customer statement in invoice print** | Checkbox | Adds the customer statement block (opening, ledger lines, closing) on the approved invoice view and print. *(Field name `showCustomerBalanceInInvoicePrint`; relabelled for clarity.)* |
| **Show payment summary in invoice** | Checkbox | Adds a **Payment Summary** block on the approved invoice view and print showing the customer's cash/bank/wallet totals for today: **Today Sales**, **Today Return**, and **Net Payment** (Sales − Return). Credit transactions are excluded. |
| **Show customer balance in receipt print** | Checkbox | Adds customer closing balance on receipt voucher prints |
| **Show Signature in print** | Checkbox | Adds **Invoiced By** / **Received By** signature lines |
| **Custom Header in Print** | Text | Replaces company header block on all prints |
| **Custom Footer in Print** | Text | Adds footer text at the bottom of prints (use `\n` for line breaks) |
Header and footer images can also be configured for logo printing on supported devices.
Customer check-in
| Setting | Type | Purpose |
|---------|------|---------|
| **Customer check-in boundary (meters)** | Number | Maximum distance from customer location allowed for check-in |
Manual check-in is on the customer detail **LOCATION** map. Automatic check-in on Sale Invoice / Receipt Voucher is controlled per user under **Auto customer checkin on invoice / receipt creation** (see [User defaults](field-sale-app/settings.md?id=user-defaults) above). Both create the same check-in record and feed the **Visited** / **Not Visited** tabs on the [customer list](field-sale-app/customers.md?id=visit-tabs).
Sale invoice & items
| Setting | Type | Purpose |
|---------|------|---------|
| **Item list limit** | Number | Maximum items shown in the item picker (capped at 400 in the app) |
| **Prevent item selection before customer selection** | Checkbox | Blocks opening the item picker until a customer is selected |
| **Include non-stock items in sale invoice** | Checkbox | Adds zero-stock saleable items to the inventory-based item list |
| **Show item rate type switch in sale documents** | Checkbox | On Sale Invoice, Sale Order, Sale Quotation, and Credit Note create screens, shows **Tax Excl.** / **Tax Incl.** on the **ITEMS** header so the salesman can override the company default for that document. Requires tax to be enabled in Transaction Preferences. |
These settings affect the [Item selector](field-sale-app/transactions.md?id=item-selector) and sale document create behaviour.
FAQ
What must I configure before users sign in?
Create a Field Sale App role with module permissions, create users with email, enable Has Field Sale App Access? in user settings, and set default branch, center, and route as needed.
Where do I enable geolocation tracking?
On each user's settings (gear icon) — Enable Geolocation Tracking? under Field Sale App toggles. Customer check-in boundary is company-wide on Field Sale App Settings.
What is the difference between user settings and Field Sale App Settings?
User settings are per user (defaults, access toggles, route). Field Sale App Settings are company-wide (check-in boundary, item list limit, print header/footer).
Why can't users see stock on invoices?
Enable Inventory Summary, Center Summary, and Employee Summary on the role, and set default inventory center on the user.
Can each salesman have a different print footer?
Company-wide custom header/footer is on Field Sale App Settings. Per-user overrides are limited — use web Print Settings for document-specific footers where applicable.
What does Include non-stock items in sale invoice do?
When enabled, saleable items with zero stock still appear in the inventory-based item picker for van sales scenarios.
What does Show item rate type switch in sale documents do?
When enabled (and tax is on in Transaction Preferences), Sale Invoice, Sale Order, Sale Quotation, and Credit Note create screens show Tax Excl. / Tax Incl. on the ITEMS header. Tap it to choose the rate type for that document. The company default remains Transaction Preferences → Item Rates are. Re-login or reselect company on the app after changing this setting.
Do printer settings live on the web?
No. Pair Bluetooth printers in the app under Printer Settings on each device.
- [Field Sale App overview](field-sale-app/README.md)
- [Role access](field-sale-app/README.md?id=role-resources)
- [Printer Settings](field-sale-app/printer-settings.md)
- [Print Formats](field-sale-app/print-formats.md)
- [User Roles](../settings/user-role.md)