How Field Sales works
You will be able to: Explain what Field Sales is for and how a field day is structured; Name the requirements: a Field sales warehouse, permissions and a secure address; State the limits of working offline.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Field Sales is for a salesperson who works away from the office network: visiting customers with stock in a vehicle, taking orders, invoicing, collecting money and taking returns. It lives under Sales ▸ Field Sales. The idea is simple: you start the day while online, you sell with no connection at all, and when a connection returns the day is sent to the office, which records every document exactly once.
The name is Field Sales throughout the product. Behind the scenes the stock sits in a warehouse whose type is shown as Field sales in Inventory ▸ Warehouses & Racks.
The shape of a field day
- Start the day while online. The screen downloads your customers, prices, tax codes and the stock you carry, and the office reserves a block of invoice numbers for you.
- Sell, collect and take returns offline. Each document gets its final number, is printed for the customer, and is saved on the device.
- Send now (or let it send by itself) when a connection returns. The office posts each document through the normal pipeline, so VAT, period locks, credit control and posting rules all apply as usual.
- Close the day: count the cash, and the office compares it with what it expects and records any difference.
Requirements
| Need | Detail |
|---|---|
| A Field sales warehouse | The stock you carry. Its type must be Field sales. One device per Field sales warehouse at a time. |
| Permissions | fieldsales.sell to sell; fieldsales.manage to see sessions and revoke devices. |
| Sales in the licence | Field Sales is part of the Sales product. |
| A secure address | Offline selling needs the web app stored by the browser and the browser's encryption features. Browsers allow both only on https or on the machine itself (localhost or 127.0.0.1). |
What the phone app can and cannot do
In the phone app, selling offline works while the page stays open. The app cannot reopen Field Sales with no connection at all, because the page is not stored for later. Open it and start the day while you still have a signal.
Known limits
- Stock is judged against the pack plus the device's own movements. Two devices do not reserve stock against each other.
- Items tracked by serial, batch or expiry cannot be sold offline, because no unit can be picked.
- A credit sale over the customer's credit limit needs a typed supervisor name. A PIN cannot be verified offline.
- Offline invoices have no e-invoice QR code.
- The customer list is not limited by salesperson or territory: every active customer is in the pack.
- If the device locks itself after 10 idle minutes the unfinished cart is lost.
Try it in the demo
- Open Inventory ▸ Warehouses & Racks in the demo and find a warehouse of type Field sales (or read the type list in the warehouse form).
- Open Sales ▸ Field Sales and read the first screen. Note that it asks for a PIN the first time.
- Open Sales ▸ Field Sales Sessions and read the columns Salesperson, Documents Sent, Last Sync and Numbers Left.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Start online, sell offline, send, then close.
- The stock sits in a warehouse of type Field sales; one device per warehouse.
- Offline selling needs a secure address (https or the machine itself).
- Serial, batch and expiry items cannot be sold offline.
Check yourself
4 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. What is the correct name for selling from a vehicle with an offline phone in Zeyto?
2. Which sequence matches a field day?
3. Why does Field Sales refuse to work on http://192.168.1.20:8443?
4. Which of these are limits or rules of offline Field Sales?
Select all that apply.