# Field Sale App Settings
Company-wide defaults for the Field Sale mobile app: thermal print layout, invoice/receipt print extras, item picker rules, customer check-in distance, and header/footer print images. Open Settings → Field Sale → App Settings on the web. Per-user defaults and access toggles are on User Settings; mobile setup is covered in Field Sale App Setup.
Overview
The view has two tabs:
| **Tab** | **Contents** |
|---------|--------------|
| General | Print behaviour, item picker rules, and check-in boundary. |
| Images | Header and footer images for Bluetooth thermal prints. |
Settings are stored company-wide and synced to the app at login (or when the user reselects the company). After changing most options, ask field users to re-login or reselect company so the app picks up the new values.
These settings control Field Sale App Bluetooth printing and mobile behaviour. They are separate from web Print Settings (A4/browser bill layout).
Quick Start
- Go to Settings → Field Sale → App Settings.
- On General, choose invoice print format (Regular vs Retail) to match your printers.
- Set Item list limit and, if needed, enable Prevent item selection before customer and Include non-stock items.
- Set Customer check-in boundary (meters) for on-site visits (default is often around 50 m).
- Optional: open the Images tab and upload header/footer logos for thermal prints.
- Click Edit, change values, then Update. Have users re-login on the app.
Invoice & Receipt Print
| **Field** | **Description** |
|-----------|-----------------|
| Invoice print format | Thermal invoice item layout. Regular works on 2, 3, or 4-inch printers. Retail is for 3-inch printers and uses MRP-style columns (and savings text when MRP savings exist). See Print Formats. |
| Show customer statement in invoice print | On approved (or pre-approved) sale invoices, shows today’s customer statement (opening, ledger lines, closing) on the invoice view and Bluetooth print. Requires sale report access for customer statement. |
| Show payment summary in invoice | Adds Today Sales, Today Return, and Net Payment for that customer’s cash/bank/wallet activity today on the approved invoice view and print. Useful for route collections. |
| Show customer balance in receipt print | Prints the customer’s closing balance (with date/time) on Receipt Voucher thermal prints. |
| Show Signature in print | Prints Invoiced By (company) and Received By (customer) signature lines on sale-document prints. Skipped when a custom print header is set. |
| **Field** | **Description** |
|-----------|-----------------|
| Custom Header in Print | Replaces the default company name/address header on sale and receipt prints with this text. Also hides the signature / Received By block. Use for a short branded header when the full company block is too long. |
| Custom Footer in Print | Text printed at the bottom of sale documents. Use \n for line breaks (for example a return policy or thank-you note). |
Logo images are configured on the Images tab, not in these text fields.
Sale Invoice & Items
| **Field** | **Description** |
|-----------|-----------------|
| Item list limit | Max items shown in the mobile item picker after search/filter. App hard cap is 400. Lower values keep the list fast; raise when salesmen need a wider browse. Does not change the server item catalog. |
| Prevent item selection before customer selection | Blocks opening the item picker until a customer is chosen. Use to avoid walk-in invoices without a party and to let customer-brand filters apply first. |
| Include non-stock items in sale invoice | When the invoice uses the inventory-based picker, also includes saleable items with zero (or no) stock at closing stock 0. Enable for services/non-inventory lines or van sales of items not currently in van stock. |
| Show item rate type switch in sale documents | Shows Tax Excl. / Tax Incl. on the ITEMS header for Sale Invoice, Sale Order, Sale Quotation, and Credit Note so the salesman can override the company default for that document. Requires Has tax system? in Transaction Preferences. Re-login or reselect company after enabling. |
These options affect the item selector and sale document create screens in the app.
Customer Check-in
| **Field** | **Description** |
|-----------|-----------------|
| Customer check-in boundary (meters) | Maximum allowed distance between the salesman GPS and the customer’s saved map pin for check-in to succeed. Increase for large sites; decrease to enforce on-site visits. Enforced on the server — not only in the app UI. |
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 in User Settings. Both use this company-wide boundary. See customer visit tabs.
If the boundary is unset or zero, check-in may fail with a message that the boundary is not set. If the salesman is too far away, check-in fails with a message that the current location is away from the customer.
Images
Open the Images tab to manage branding for Bluetooth prints.
| **Field** | **Description** |
|-----------|-----------------|
| Header Image | Optional image printed at the top of Bluetooth sale/receipt prints (before the text). PNG or JPG, max 5 MB. |
| Footer Image | Optional image printed after the text on Bluetooth sale/receipt prints. PNG or JPG, max 5 MB. |
Upload, replace, or remove images from the card actions. Click an image to preview it. Skip images if your thermal printers do not support image print well.
Actions
| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the form to change General settings. |
| Update | Saves changes (on the edit form). |
| Reset | Discards unsaved form changes. |
| Cancel | Leaves the edit form without saving. |
| Docs | Opens this documentation from the screen header. |
Image upload and remove on the Images tab save immediately for that image (confirm before remove).
FAQ
What is the difference between App Settings and User Settings?
App Settings are company-wide mobile defaults (print format, check-in boundary, item picker rules, images). User Settings are per salesman: Field Sale App access, geolocation toggles, default employee, inventory center, route, and related defaults.
Why are field users rejected on customer check-in?
They are outside the Check-in boundary (meters), the customer has no map pin, or the boundary is not set. Increase the radius, correct customer coordinates on the web, or set a positive boundary value.
Does item list limit affect search?
Yes. The cap applies to items loaded in the mobile item picker after search/filter (max 400 in the app). Narrow results with brand filter or enable Prevent item selection before customer when customer-specific catalogues apply.
Where do I pair Bluetooth printers?
On each device in the app under Printer Settings — not on this web screen.
What does Prevent item before customer do?
Blocks opening the item picker on sale documents until a customer is selected — reduces walk-in invoices without a party.
What does Show item rate type switch in sale documents do?
Lets field users choose Tax Exclusive or Tax Inclusive per Sale Invoice, Sale Order, Sale Quotation, or Credit Note. The company default still comes from Transaction Preferences → Item Rates are. After enabling, users must re-login (or reselect company) on the app for it to appear.
Do custom header/footer text and images print on all documents?
Custom header/footer text from General applies to mobile sale/receipt Bluetooth prints. Images from the Images tab print when the device/printer supports image print. Web A4/browser prints use Print Settings instead.
Why don’t my setting changes appear on the phone?
Ask the user to log out and log in again, or reselect the company, so fieldSaleAppSettings is refreshed from the server.
Is this the same as web Print Settings?
No. This screen controls Field Sale App thermal printing and mobile behaviour. Print Settings control browser/A4 bill layout, pre-printed stationery, and voucher footers on the web.